Professionally managed portfolios built by the CFS Investments team, available across Edge and FirstChoice.
Edge SMAs
Explore CFS Index, Flex and Apex on Edge, a complete managed account suite built to serve clients at every lifecycle stage.
FirstChoice Flex
Discover our five new diversified portfolios bringing a modern investment approach to the FirstChoice platform advisers know and trust.
Meet the portfolio managers
Behind the CFS managed accounts suite is a team of dedicated, experienced investment professionals who oversee portfolio construction, ongoing management and risk, so you can deliver high-quality portfolios to your clients without the added complexity.
View our investment team
Al Clark
- Head of Investments
Al Clark
- Head of Investments
With almost 30 years of experience in multi-asset investing, Al has managed portfolios for institutional and retail clients through multiple market cycles. His leadership spans senior roles at MLC, Schroders (Asia), and Nikko (Tokyo), as well as local firms BT and Macquarie. Drawing on this global experience, Al helps shape forward-looking portfolio solutions tailored to evolving client needs. He is focused on delivering high-conviction, risk-aware outcomes that empower advisers to support their clients with confidence.
Ritesh Prasad, CFA
- Multi Sector Portfolio Manager
Ritesh Prasad, CFA
- Multi Sector Portfolio Manager
Ritesh has close to 20 years of investment experience across MLC, Russell Investments and CFSGAM (specifically Igneo). He joined CFS in 2024 and leads the design and management of our multi-asset SMAs. In addition to his investment expertise, Ritesh brings a strong interest in the role of behavioural finance and the importance of client communication in delivering client outcomes. Ritesh is passionate about helping advisers implement timely, outcome-driven portfolio solutions that align with client goals.
Chetan Soorkea
- Assistant Portfolio Manager
Chetan Soorkea
- Assistant Portfolio Manager
Chetan supports the portfolio management of CFS multi-asset funds and separately managed accounts (SMAs) portfolios. His responsibilities include undertaking asset allocation research, portfolio analytics and providing insights on manager selection. Prior to joining CFS, Chetan gained institutional investment consulting experience at Willis Towers Watson.
We're here to help
Get in touch
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments. CFSIL is also the responsible entity and issuer of interests in the Colonial First State Managed Account ARSN 167 425 649 and the Colonial First State Separately Managed Account ARSN 618 390 051, available for investment through CFS Edge super, pension and investment products.
This webpage is based on current requirements and laws as at 17 September 2026. While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL and/or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSGs can be obtained via cfs.com.au/cfsedge or by calling us on 1300 769 619.