Stephen has over 45 years’ experience in investment management across major asset classes and has created substantial wealth on behalf of clients. Previous executive roles have included Investment Manager Chamber of Manufactures Insurance and Group Investment Manager, Australian Eagle Insurance Co; Founder/Investment Manager of Investors Life Insurance Co of Australia Ltd, SPAL Management Ltd, Ralton Asset Management Ltd, Patriot Asset Management Ltd, Pilgrim Private Pty Ltd and the Unconditional Love Foundation.

Stephen has been awarded an Order of Australia Medal for philanthropy in human and animal wellbeing, has a Bachelor of Commerce from Melbourne University and is a Fellow of the Financial Services Institute of Australia.

Andrew has over thirty years experience in financial services and has achieved exceptional outcomes as an economic researcher and senior executive in corporate finance and investment management.

Previous roles have included senior global leadership positions in corporate finance with Greenwich NatWest, Macquarie Bank, Deutsche Bank, UBS Warburg and Canterbury Partners. Andrew was also Investment Manager of Ralton Asset Management from 2006 to 2020, achieved leading returns and an S&P Fund Manager of the Year award.

Andrew has a Masters of Applied Finance from Macquarie University, a Bachelor of Laws and a Bachelor of Economics from Monash University, is a qualified Chartered Accountant and a Fellow of the Financial Services Institute of Australia.

Sam is a consulting actuary with over thirty years experience in financial services with a particular focus on superannuation. Sam was a senior executive with Mercer Australia from 1988 to 2019 during which time he established the Mercer Super Trust, managed the merger of several large superannuation funds, was Client Relationship Manager to key clients, provided actuarial services and managed Mercer’s data analytics team.

Sam has a Bachelor of Science (Honours) from Melbourne University, is a Fellow of the Institute of Actuaries of Australia and a Graduate of the Australian Institute Company of Directors.

Iain has over 45 years’ experience in investment banking, having worked in Liverpool, London, Johannesburg, Sydney, Hong Kong, New York and Melbourne. He currently holds the position of Executive Chairman, Fullbridge Capital and more recently was a director of Copia Investment Partners. Other positions he has held include Chief Executive WCM Group Ltd, Principal Clay Finlay Inc, Chief Executive Clay Finlay Australia, Chief Executive Smith New Court Australia, Chief Executive Macintosh Securities Inc, Chief Investment Officer International Investment National Mutual Life and partner Astaire & Co Far East. Iain is an active member of several boards.

Hayley has over 30 years’ experience in financial services, including custody, investment administration, superannuation and funds management. Hayley has a proven record in managing client services, operations, risk and compliance, marketing and business development.

Hayley has extensive experience in managing client relationships and a particular focus on ensuring all Client requirements are met at the highest possible standard.

Hayley has a Bachelor of Business (Accounting) from the University of Southern Queensland.

Deborah has over 20 years’ experience in funds management, incorporating all aspects of investment operations, systems management, finance, client service and compliance. Deborah is highly skilled in managing the requirements of specialised fund manager operations and outsourced services providers, together with meeting client specific requirements.

Deborah has a Bachelor of Business (Economics and Finance) and a Bachelor of Business (Banking and Finance) from the RMIT University.

John has been a chartered accountant for over 40 years. John has substantial experience in the provision of accountancy and secretarial services to a range of public and private companies specialising in investment management.

John has a Bachelor of Commerce from Monash University and is a qualified Chartered Accountant.