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Meet the Executive Team

Bill Zheng | Managing Director

Bill Zheng is the founder of Investors Direct which is headquartered in Melbourne with offices in Sydney, Brisbane and Beijing.

Bill was educated in Civil Engineering, Computer Science, Business and Financial Management in China, Australia and the U.S..

After a long corporate career spanning positions in Asia Pacific , U.S. and Europe, Bill left PricewaterhouseCoopers Melbourne in 2000 to found Investors Direct, which now has become an integrated investment group including subsidiaries in property advisory & management, mortgage finance, financial planning, insurance & superannuation, funds management, property development & construction.

 


Arthur Kallos | Director – Sales and Marketing

In a career spanning 15 years, Arthur Kallos has dedicated himself to becoming an expert in a number of leading Wealth Management & Advice companies. He is a professional with the utmost level of personal and commercial integrity.

Arthur has worked in both State and National positions for a number of banking institutions including St George Bank and BT Financial group, as well as privately owned boutique financial services firms.

He has extensive experience in assisting financial services organisations to successfully implement Wealth Management solutions to their clients. He also has considerable expertise in the development and distribution of ‘New to Market’ models and Advice offerings.

Arthur holds a Diploma in Financial Planning, a Bachelor’s Degree in Commerce from the University of South Australia and an MBA from the University of Adelaide. Further to this, he has completed executive education courses in the areas of strategy, finance & risk management, Lean Six Sigma and is a member of the Australian Institute of Company Directors.

As Director – Sales & Marketing, Arthur leads an outstanding team who are focused on creating a new level of financial freedom for all Investors Direct clients.

 

Ross Martiensen | Director – Real Estate

Ross Martiensen is a director of Investors Direct Property Advisory. He holds a full licence in Real Estate in Victoria and New South Wales (Licence No. 071792L).

Ross studied Applied Science & Photography at RMIT, and completed a Diploma of Property at Academic Pavilion, and a Certificate IV in Mortgage Broking from AAMC.

Ross began his outstanding career in the Real Estate industry in 2001 after travelling around the world extensively for more than 3 years. He was the head of the Property Investment Division for one of the largest building groups in Victoria and directed a number of land subdivision and property development projects within his own business before heading up Investors Direct Property Advisory in 2010.

Ross is a committed family man, proud of his long list of personal achievements. He is married with 3 beautiful children for whom he built a wonderful family home in inner Melbourne. He is an active sportsman, having played Rugby Union for the Australian Schoolboys Team and recently achieved a goal he had set only a year earlier by running his first ever marathon. He is also proud to have assisted a building company to become the first in Australia to offer a standardised range of 8-Star Energy Rated homes that dramatically minimise the environmental impact of a home. His passion is to raise his kids to be self-confident and believe in their own goals and dreams.

Ross has a remarkable track record in delivering high performing investment properties to property investors and his expertise is well sought after by property investors across Australia. In the last few years alone, Ross was personally responsible for securing and delivering over $400m worth of residential property transactions to individual property investors, a record very few people have ever achieved in the history of real estate in Australia.

 

Adam Carmody | Vice President – ID Innovations

Adam Carmody is a director of Investors Direct Financial Planning. He holds an Australian Financial Services Licence (AFSL 385827) and a CFP (Certified Financial Planner) qualification which is the highest practitioner level for membership in the Financial Planning Association of Australia.

Adam also has a Diploma of Financial Planning through Deakin University; an Executive Certificate in Management; a Graduate Diploma in Accounting through Monash University; a Certificate IV in Training and Assessment through HBA and a Diploma in Mortgage Broking from AAMC.

Adam began his career in the Financial Planning Industry in 1999. Before joining Investors Direct in 2010, he worked at Shadforth Financial Services, Vanguard Investments Australia and the ANZ bank.

Adam sat as a member of the Financial Planning Association Chapter Committee for 2 years assisting the industry body with professional development and advisor training. He has also appeared as an expert advisor on financial planning on 3AW & ABC Radio, and in various property investment magazines and investment newsletters.

Unlike most Australian financial planners who tend to focus mainly on shares, Adam, being an active property investor himself, has as his main focus utilising the best financial management principles to help property investors become more strategic and disciplined in their approach towards property investing.

 

Jan Malmstrom | Head of Property Management

Jan Malmstrom heads up the Property Management Division of Investors Direct. She is one of the most experienced and highly awarded property managers in the country.

During her outstanding career, amongst Jan’s numerous awards, she has also won two of the industry’s top awards: International Property Manager of the Year Award for the LJ Hooker network, and the REIA’s National Property Manager of the Year Award; an honour very few people in Australia share with her.

Jan was also the first person ever in Australia to complete a Master’s Degree in Professional Studies (Property Management). She also holds a Certificate IV Training and Development. Jan is a regular writer and speaker on property management issues for The Australian, the Herald Sun, Sold/Leased/Principal Magazines and various radio stations.

Jan had also successfully built her own property management business of almost 1,000 properties from scratch. Through that process she developed an award-winning training system that was eventually introduced to the entire LJ Hooker network of almost 700 offices.

As a landlord of multiple properties herself, Jan not only understands the importance of what a good property manager can do for an investor’s bottom line, but also appreciates the huge responsibility involved in managing someone else’s highly valuable asset that is a rental property.

 

Otto Luznik | Head of Finance

Otto is a commercially-astute Finance Director and Chief Financial Officer with over 25 years of experience across various market sectors such as civil engineering and construction, manufacturing and import distribution. His key career roles include Chief Financial Officer Akron Roads Pty Ltd and Lund Construction Pty Ltd, Group Financial Controller Fulton Hogan Australia, and Group Treasurer and Taxation Manager Incitec Pivot Ltd and Nissan Australia. Otto has rigid financial acumen and an intimate knowledge of the development and construction industry.

Otto possesses robust cost analysis skills and has extensive experience in capital raising, mergers and acquisitions having been involved in a number of acquisitions and joint ventures. Otto is also on the governance team to ensure that corporate, commercial and finance governance is maintained across the Australian Education City project.

 

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Investors Direct Financial Group

Investors Direct Financial Group (IDFG) was established in 2001.
Our mission is to help our clients achieve and maintain their financial freedom.

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