About Us
Sunbird is a listed portfolio specialist
Sunbird provides the expertise for financial advisers to manage listed portfolios, with a professional investment process and quality, value, momentum and ESG data on the Top 200 ASX-listed stocks and Top 200 ETFs.
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Sunbird is highly experienced, independent and has a strong track record.
Our Story
Sunbird Portfolios (previously Bluebird Portfolio Services) was founded by Bill Keenan in 2018 as a listed portfolio specialist for financial advisers. Bill has 30 years' experience in financial markets and was previously Head of Equities at Lonsec and a member of Lonsec's Investment Committee for 11 years. Before Lonsec, Bill held senior roles at Trustee companies (TOWER Trust and IOOF Trustees) managing over $2bn in Common Funds and Individually Managed Accounts.
Meet The Team
Marcus Tuck
Investment Committee Member
Marcus has over 30 years' experience, with senior roles at Lonsec, Mason Stevens, BNP Paribas and HSBC James Capel. Marcus holds a Bachelor of Economics and is a Fellow of FINSIA.
Basil Burmeister
Investment Committee Member
Basil has over 40 years' experience, with senior roles at Lonsec, HSBC, NAFM, ANZ, E.L & C. Baillieu and BBY. Basil holds a Bachelor of Science (Geology) and a Master of GeoScience.
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Bill Keenan
Founder
Portfolio Manager
Bill has 30 years' experience in financial markets, with senior roles at Lonsec, TOWER and IOOF. Bill holds a Bachelor of Business in Accounting and a Graduate Diploma in Finance and Investment.
Chris Yates, CFA
Equity Analyst
Chris has over 7 years' experience in financial markets. Chris is a CFA charterholder and holds a Bachelor of Commerce (Finance and Economics).