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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. 

Sunbird is highly experienced, independent and has a strong track record.

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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

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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.

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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
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. 

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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).

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