About Us

Established to serve the growing number of investors seeking personal guidance in the often volatile stock market, Acumen Asset Management provides the perfect balance between professional advice and personal service and will help you get the most out of your investment dollar.

Behind every investment decision made by Acumen stands a wealth of knowledge and research.

 

Eric Willson - Chairman

Founder and Chairman of Acumen Asset Management, Eric Willson holds a Bachelor of Commerce Degree with a major in Economics, is a Fellow of the Financial Services Institute of Australia and a Master Stockbroker of the Securities and Derivatives Industry Association. Eric has over 30 years experience in managing, dealing and advising on all classes of stock market securities. He has managed Australian equities, fixed interest, property and cash as well as international portfolios in the United Kingdom, Europe, Hong Kong, Singapore and the United States.

Eric’s responsibilities include Chairmanship of Acumen’s Investment Management Committee as well as Client Portfolio Management.

A lifetime’s knowledge and experience means Acumen Asset Management can provide expert management of your investments.

Qualifications and Professional Associations

  • Bachelor of Commerce (Econ), University of New South Wales (B Com)
  • Fellow of the Financial Services Institute of Australasia (F Fin)
  • Master Stockbroker of the Securities and Derivatives Industry Association (SDIA)

 

David Stogdale - Managing Director

David StogdaleManaging Director of Acumen Asset Management, David Stogdale has held a number of roles in his career in the investment industry. David has over 25 years experience in managing, dealing and advising across the range of asset classes of listed securities. Having trained with Westpac Investment Management in industrial analysis, David advised international investment banks in Europe with Potter Warburg Securities. In recent times David has specialized in advising individual managed accounts with Patersons Securities Limited.

David is a long time presenter in Securities Industry education courses and is a Senior Fellow of FINSIA. He is responsible for the preparation and implementation of Acumen’s strategic focus as well as the day to day management of investment operations. David remains a dedicated portfolio manager for a number of accounts bringing his own experiences and style to the composition of client portfolios

Qualifications & Professional Associations:

  • Bachelor of Business, RMIT (B Bus.)
  • Senior Fellow of the Financial Services Institute of Australasia (SF Fin)
  • Reserve Forces Decoration * (RFD) [Army Reserve]

 

Paul Lane - Director

Paul LanePaul worked as General Manager at Lettens Accountancy firm from 1994 and was subsequently appointed a director of that company in July 2004. Beginning his career at Deloittes, Paul has for over 23 years been actively involved as both owner and board member of many successful businesses.
During his time at Deloitte, Paul focused on the assessment of business operations while his business management experience extends to financial, investment and valuation applications.

Paul was appointed to the Acumen board in December 2006 and brings with him a wealth of knowledge, experience and insight that ensures the financial and commercial future development of the business.

Qualifications and Professional Associations

  • Bachelor of Business, RMIT University,
  • Member of the Institute of Chartered Accountants in Australia (CA)
  • Registered Tax Agent
  • Responsible Officer & Compliance Officer of two Managed Investment Schemes (ASIC)

 

John Lazzarini – Director

John is a Chartered Accountant and Director of Acumen Asset Management and Lettens Pty Ltd. He has over 10 years experience advising business owners on a range of issues including tax planning and minimization strategies, business structuring, profit improvement strategies, valuations, acquisitions and disposals and general management consulting. 

John was appointed to the Acumen Board in November 2008 and brings with him a sound knowledge of practical advice for all businesses in each phase of their life cycle. 

Qualifications and Professional Associations

  • Bachelor of Commerce (Accounting & Finance) from Monash University.
  • Registered Tax Agent
  • Member of the Institute of Chartered Accountants in Australia
  • RG146 Compliant in Securities, Superannuation and Financial Planning.

 

Ron Clark – Consultant

Ron Clarke has had over thirty years experience as a management consultant. Much of his career he has spent working for the Hay Group in senior management roles including Managing Director, International Partner as well as a Corporate human resources management role within a diversified Public company.

Ron has managed projects that have spanned significant organisational change; organisational analysis and re-organisation; culture and climate review and change programs; management succession and career planning; human resource strategy development and implementation. With his vast experience Ron joined Acumen as a consultant in December 2006.

Ron has also done a considerable amount of work with not-for-profit organizations for which he has been a Board member and Chairman. He has also been a prominent board member of a number of private companies.

Qualifications and Professional Associations

  • B.Sc.(Applied Psych) from the University of NSW
  • MAPs Registered Psychologist in Victoria
  • Teachers Certificate from the NSW Education Department.
  • Member of the Australian Psychological Society
  • Member of the College of Organisational Psychologists

 

Benjamin Hawkins - Assistant Portfolio Manager

Peter LalorAfter completing a double Bachelor degree in Commerce (Finance) and Arts (Politics) at Deakin University, Ben spent the following two years overseas gaining valuable experience at JP Morgan. There he was involved in the implementation of high profile investment industry projects providing him with indispensable insight into the world of fund and portfolio management.

Ben joined Acumen in July 2007 in the role of Assistant Portfolio Manager and is currently undertaking a Masters degree in Applied Finance with Macquarie University.

Qualifications and Professional Associations

  • Bachelor of Commerce, Deakin University (B.Com)
  • Bachelor of Arts, Deakin University (B.Pol)