Boardroom Media (CEO News)
At CEO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top Sydney based CEO’ operating in the Financial Services space. If you think a CEO’ is missing from this list, feel free to contact our editor on [email protected]
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Matthew Leibowitz
Founder & CEO of Stake
Matt Leibowitz, founder of Sydney start-up Stake.
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About Stake: Stake has redesigned investing. Discover, trade and even gift US listed shares like never before.
Andrew Pridham
Managing Director & CEO of Moelis & Company
Over 25 years of experience in investment banking and was most recently Executive Chairman of Investment Banking at JP Morgan Australia, where he completed many major M&A, equity raising and other advisory transactions and played a leading role in the significant growth of JP Morgan’s Australian business. Prior to his six year tenure at JP Morgan, Andrew spent 12 years at UBS where he held senior roles including Global Head of Real Estate Investment Banking and Head of Investment Banking for Australasia. He was also a member of the UBS Global Investment Banking Management Committee.
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About Moelis & Company: Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.
Clayton Howes
CEO of MoneyMe
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About MoneyMe: MoneyMe is a platform providing unsecured personal loans to the tech-savvy, convenience-driven millennial market in Australia.
Angus McDonald
Co-Founder & CEO of Cover Genius
Angus McDonald is the Co-Founder and CEO of Cover Genius, one of the fastest growing insurtechs globally. Cover Genius has received dozens of awards within insurance and tech circles for its patent-pending platform and global capability that ensures user-centricity throughout the entire customer journey, an approach that has led to global partnerships with, amongst others, Booking.com (NASDAQ:BKNG). Prior to starting Cover Genius, Angus was in the executive team of several high growth technology companies, including iClick Interactive (NASDAQ: ICLK) and Yahoo. Angus has a Bachelor of Science majoring in Mathematics and Computer Science from the University of Technology Sydney.
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About Cover Genius: Cover Genius is the insurtech for embedded insurance. We protect the customers of the world’s largest digital companies.
Al Bentley
Founder/ CEO of Simply Wall St
Originally trained as a naval architect and chartered engineer, Al has worked on ships, offshore rigs and more traditional offices in Australia and England within the oil and gas industry. While on a stint offshore, Al, a self-taught coder, designed the original prototype that became Simply Wall St. Throwing caution into wind, Al has pulled up stumps and moved to Sydney to pursue his passion project. When not coding he likes to lead an active lifestyle, with a passion for competitive sports. His most recent sporting achievement was winning the 2014 Australian National Freestyle Windsurfing Championships.
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About Simply Wall St: Simply Wall St turns complicated financial data into easy to understand infographics to helps investors make long term investment decisions.
Josh Foreman
Founder & CEO of InDebted
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About InDebted: InDebted provides a debt collection software that allows customers to effectively manage the repayment of their overdue accounts.
Peter Hiom
Deputy CEO of ASX Limited
Peter Hiom joined the Australian Securities Exchange (ASX) in July 2006 following the successful merger of the Australian Stock Exchange and SFE Corporation (SFE). Appointed Deputy CEO in April 2010, Peter has responsibility for the development of all ASX businesses. These include Listings and Issuer Services, Trade Execution and Technical Services, Market Information Services, Derivatives and OTC Markets and Clearing and Settlement Services. Before joining ASX, Peter was Executive General Manager – Business Development for SFE, with responsibility for the development of the Sydney Futures Exchange and Austraclear. During his time at SFE, which he joined in 1998, the Exchange successfully expanded its offshore distribution, product offering, and grew the derivatives franchise to be the 5th largest in the world. Prior to joining SFE, Peter worked for the London International Financial Futures Exchange for nine years where he held a number of management roles within the Business Development and Information Technology divisions.
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About ASX Limited: ASX Limited is an Australian public company that operates Australia’s primary securities exchange.
Steve Weston
Co-founder and CEO of Volt Bank
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About OurMoneyMarket, Volt Bank: Volt Bank is a bank that makes your life easier, not harder.
Luke Bunbury
Co-Founder & Deputy CEO of Volt Bank
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About Volt Bank: Volt Bank is a bank that makes your life easier, not harder.
Charlie Karaboga
CEO & Co-Founder of Block Earner
Charlie Karaboga is the CEO & Co-Founder at Block Earner.
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About Block Earner, RelayPay: Block Earner is a blockchain-powered fintech that provides benefits of decentralized finance.
Andy Taylor
Founder & CEO of Douugh
Founder & CEO at Douugh. Serial technology entrepreneur, passionate about disruption through platform innovation. Andy gets results by breaking conventional boundaries and coming up with innovative solutions that solve real problems through software. He is a disruptor and consumer champion. In 2015, Andy was nominated for the Ernst & Young Entrepreneur of the Year award. He holds a BBS in Marketing Communications.
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About Douugh, SocietyOne: A smart bank account, helping people live financially healthier.
Skander Malcolm
Managing Director and Chief Executive Officer of OFX
Skander joined OFX in February 2017. He has more than 25 years’ experience in financial services across consumer payments, consumer finance, joint ventures, partnerships, commercial lending and leasing, and digital. He has worked in Australia & New Zealand, the UK, the US, the Middle East, Africa, and Eastern Europe. As President and CEO of GE Capital (A&NZ), he led a team of more than 4,500 employees in delivering Australia & New Zealand’s largest consumer finance and commercial lending and leasing business. Before that, while in the UK, he helped launch the country’s first and largest digital personal loan business, Hamilton Direct Bank, which grew to more than £3 billion in its first five years. He holds a Bachelor of Economics from University of Sydney.
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About OFX: OFX is a global provider of online international payment services for personal and business customers.
Nathan Walsh
Co-Founder & CEO of Athena
Nathan is a fintech entrepreneur with over 20 years’ experience in financial services and top tier consulting in Australia and New York. He was a founder of nabtrade, NAB’s online investing platform, and has significant experience leading innovative digital businesses.
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About Athena: Athena is an Australian home loan platform that helps to get better home loans.
Anthony Nantes
Chief Executive Officer of Wisr
Anthony is a former CEO and Senior Executive specialising in Strategy, Innovation and the delivery of transformation projects. His general management experience includes exposure across multiple sectors as a Senior Leader, Investor, Board Member and Strategic Adviser. Anthony is also Chairman of the Board for the WEAVE, a Sydney based NGO operating for almost 30 years.
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About Wisr: DirectMoney launched a major company rebrand to Wisr offers a unified service platform that provides retail investment and lending services.
Greg Moshal
Founder and Joint CEO of Prospa
Greg is an entrepreneur who specialises in identifying and entering new markets. He made his first foray into business at the age of 16 and has since amassed 12 years of diverse experience, including ownership of a laundry chain, and serving as director of fashion fixit brand Hollywood Fashion Tape where he led expansion of the business throughout the Asia Pacific region. Greg knew firsthand the difficulties faced by small business owners in accessing the funds they need to grow. In 2012 he founded Prospa with Beau Bertoli to change the way people experience finance. Prospa is now Australia’s #1 online small business lender, delivering over $450m to thousands of small businesses in Australia. During Greg’s time as Joint CEO, the company has received numerous awards including Winner – 2015 Deloitte Tech Fast50, #1 Smart Company in Australia 2016, 3rd – 2015 Deloitte Asia Fast 500, and 31st on KPMGs list of established global innovators (and best Australian fintech). In May 2017 Moshal and Prospa co-founder Beau Bertoli were joint winners of the Fintech leader of the year award at Fintech Australia’s inaugural awards event, where Prospa also won best Fintech place to work. In July 2017 Prospa won Best Medium Business NSW in the Telstra Business Awards and were received AON Hewitt Best Employer Award for 2017. Prospa has to date raised over $200 million in debt and equity funding with investors including Carlyle Group, one of the world’s largest private equity firms, Ironbridge Capital, Entrée Capital, Airtree Ventures, SquarePeg Capital, high profile private investor David Fite and a large local institutional investor. In February Prospa secured $25 million in funding led by AirTree Ventures, in what has been described as the biggest Fintech VC funding investment in Australia, and as a “coming of age” for Australian Fintech.
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About Prospa: Prospa is an Australian owned and operated online lending service provider for small businesses within the region.
Jodi Stanton
CEO & Co-founder of Rush Gold
Winner Fintech Business Awards 2019 for Femtech Leader of the Year. Finnie Awards finalist for our global go-to-market innovation. Finalist for My Business Fintech of the Year Award. Finalist for in the Entrepreneur/Founder category of the 2020 Women Leading Tech Awards. Spent over 25 years founding, advising, working for, investing in and securing funding for businesses across technology, financial services and digital currencies. Investment Director for venture capital, private equity and alternative asset manager M.H. Carnegie & Co and served on the investment committee for the Sydney Angels’ Side Car Fund. Started career as an actuary in the US, focused on asset-liability matching with Aetna and Unum. Earned a BS in mathematics and computer science, and an MBA from Yale, focused on Investment Management, and moved to Wall Street as an advisor in risk to firms such as Microsoft, JP Morgan and Goldman Sachs. Immigrated to Australia in 1999 with McKinsey & Co where she advised global clients in digital commerce, telcos and financial services. Post McKinsey consulted in growth, performance and investment to senior execs at leading corporates such as Westpac and Telstra as well as for early stage ventures, private equity firms and high net worth investment portfolios. Deep knowledge of complex technologies in digital currencies, telcos, financial markets, consumer analytics and marketing science and optimisation and her digital media client list includes Lonely Planet, Big Pond, Telstra Mobile, 247 Ads Global, Catalogue Central, Facilitate Digital, Zenergy and the UK’s Financial Times. Hands on entrepreneurial experience through the founding, funding and growing several online and offline businesses, including online automotive and recruitment (a recipient of numerous business awards), ecommerce and digital marketing, online gaming, credit risk, export and white water rafting. Received awards for communication at McKinsey, business coaching/mentoring in Australia, and from the Pennsylvania House of Representatives for her 40k KM, 18 mth bicycle trek around the globe.
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About Rush Gold: Rush Gold builds an open API Gold Bank for retail, sophisticated investors and business customers for savings, transactions, and lending.
Tui Eruera
Founder & Chief Executive Officer of Jaaims
Tui is an accomplished and highly successful senior executive and transformational leader who has built a career on developing and scaling high growth ventures across a broad range of sectors including technology, financial services, tourism and retail industries. From founding and successfully exiting a multi-million dollar technology startup to completing transactions with some of the world’s largest brands, Tui has a proven background in delivering significantly enhanced performance and business outcomes for key stakeholders and shareholders.
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About Jaaims: Jaaims is the first fully automated trading app that analyses, predicts and makes calculated trades on your behalf 24/7.
Damir Cuca
CEO & Founder of Basiq
Internet executive with over 18 years of experience, including general management of organisations, corporate development, product development, business operations, and strategy. CEO at Basiq, the best aggregation platform for acquiring financial data. We provide secure access to hundreds of financial institutions through a simple set of RESTful APIs. Visit https://basiq.io Prior to Basiq, was CEO of Syple Technologies. Primary responsibilities was the running of the company, account management and management of all operations. Previously served as CEO of Automait Dealer Systems, a CRM product for the automotive industry. Responsibilities included sales, product management and running of the company. Specialties: general management, corporate development, product development, business operations, strategy and product marketing.
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About Basiq: Basiq is an aggregation platform for acquiring financial data that provides access to financial institutions through APIs..
Frank Restuccia
Founder, Global Co-CEO & Director of Finder
Frank Restuccia is one of the two directors of finder.com.au. Together with Fred Schebesta, Frank began the company back in 2006 with Credit Card Finder and it now compares thousands of products from hundreds of providers. Frank completed his Bachelor of Commerce at the University of Sydney. Frank was involved with a number of sports – from University Games Tennis to captaining the First Tennis & Second XI Football teams in high school. He has over 14 years experience in the financial services market – he has worked for AMP and BNP Paribas, as well as being involved in Young Entrepreneur mentorship programs. He and Fred both ran Freestyle Media together from 2003 to 2009 and followed that up by launching Credit Card Finder and then the whole finder.com.au network. Frank believes that one of the great things of this company is that he’s had the privilege to work with a group of inspiring, hard working people who share common goals and vision. Frank is committed to helping all Australians find better deals and encourages all Australians to use the educational information on the website to become more informed and make better product choices that will save money.
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About Finder: Finder is a comparison website, offers comparison details of bank cards, loans, savings, insurance, electricity and gas, and more.
Amreeta Abbott
Founder and Chief Executive Officer of Nowinfinity
Amreeta Abbott is Founder and Chief Executive Officer at Nowinfinity.
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About Nowinfinity: NowInfinity is a simple and easy-to-use document generation and lodgement platform.
Sebastien Eckersley-Maslin
CEO of BlueChilli
Sebastien Eckersley-Maslin is an Investor, Engineer, Advisor & Founder of BlueChilli- a Venture Tech company that builds and invests in digital start-ups. He is the founder of Composeright.
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About AdventureHoney, BlueChilli, Composeright, Liquorun: BlueChilli helps founders build products, gain pilots, secure investment, and establish their first team.
Greg Symons
Founder and CEO of Clearmatch
Greg Symons is the Co-founder and Chief Operating Officer of SocietyOne and founder of ClearmatchTM. A driven lifetime entrepreneur, Greg has been highly focused in business start-ups in the financial technology space. Greg’s specialty is in developing web-based, industrial grade financial banking and origination systems. With ClearmatchTM, he continues to pioneer disruptive and globally relevant P2P investment and lending platform models for both consumers and institutions. Prior to co-founding SocietyOne in 2011, Australia’s pioneering and largest consumer finance marketplace (peer-to-peer) lender, Greg was based in New Zealand where he and his technology team developed the first online retail lending system in the country in 2000. Greg continued to evolve the platform into a comprehensive banking solution when it was licensed to a number of banks and finance companies in South Africa, The Netherlands, New Zealand and Australia. ClearmatchTM is now a unique SAAS-based direct investment/borrow market ecosystem solution that powers SocietyOne and other finance market companies. Greg is married to Clare and has three children.
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About Clearmatch, SocietyOne: Clearmatch is a marketplace treasury where loan originators can access competitive funding from fixed income investors real-time.
Brendan O’Connor
CEO of Regal Funds Management
Brendan commenced with Regal Funds Management as Chief Executive Officer in December 2016. Brendan has over 20 years of financial services experience with organisations including KPMG, Westpac and Challenger Limited. Immediately prior to joining Regal Brendan spent over 10 years at Challenger, including 8 years as the CFO of Challenger’s Funds Management business. Brendan holds a Bachelor of Business, majoring in accounting and finance from the University of Technology, Sydney, is a chartered accountant and a graduate member of the Australian Institute of Company Directors.
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About Regal Funds Management: Regal Funds Management specializes in absolute returns across varying investment cycles.
Katherine McConnell
Founder, CEO & Chair of Brighte
Katherine is the CEO and Founder of Brighte, a leading Australian fintech that provides a marketplace and on-the-spot finance for home energy improvements. Before starting Brighte, Katherine worked for 16 years in investment banking and financial services. Fourteen of those were at Macquarie Bank where she was a founding member of their Australian energy leasing business. Katherine also previously worked as an economist in the Commonwealth Government’s Department of Finance and as a policy analyst at the Federal Treasury. Katherine has been recognised as Fintech Leader of the Year 2018 (Finnie Awards, Australian Fintech Awards) and her business, Brighte, has also been widely recognised for its success. She holds a bachelor degrees in Japanese, and economics and management, and a masters of applied finance from Macquarie University. Katherine enjoys spending her free time at home in Sydney with her husband and their two boys. Their house has solar panels and a home battery.
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About Brighte: Brighte is a sustainable energy technology platform, offering sustainable energy financing solutions and energy for the home
Joseph Healy
Co Founder and Co-CEO of Judo Bank
Joseph is a career international banker with 32 years’ experience in Australia, UK/Europe and Asia. He has held Executive positions at some of the world’s leading banks including NAB, ANZ, CIBC World Markets, Citibank and Lloyds Bank. As Group Executive/Divisional CEO, NAB Business Banking from 2008-14, Joseph was responsible for leading Australia’s largest Business Bank and SME franchise. A member of the Group Risk Committee, Joseph chaired the Divisional Risk Committee overseeing a loan portfolio of $220bn. At ANZ, Joseph developed a ‘Wall St. to Main St.’ strategy bringing advisory and Development Capital including private equity capabilities to the SME market. At Citi, Joseph had extensive credit and market risk experience and held senior risk management roles. Joseph has extensive customer, risk and business management experience, together with success in starting new businesses. Joseph holds a number of academic credentials including MSc (Finance), MBA, MSc International Management (China), MA in Contemporary Chinese Studies and MBA (Banking) degrees from University of London, London Business School and University of Nottingham in China. He is a member of the Chartered Institute of Bankers in Scotland and authored a textbook ‘Corporate Governance & Shareholder Wealth Creation’ (2003). Joseph is an Adjunct Professor at University of Queensland Business School, a Director of Football Federation Australia (FFA) – he won five international caps at youth level for Scotland – and was a member of the expert panel advising the Deans of Australian Universities on finance course content at Bachelor and Master Degree levels. Joseph has a lifelong passion for Soccer, having played internationally at youth level for Scotland. He also collects The Economist and has every copy since 1976. A keen author, he has published a book called ‘Corporate Governance and Shareholder Wealth Creation’ (2003) and already has another in the pipeline due out this year.
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About Judo Bank: Judo is a lender powered by the latest tech that provides personal services to SMEs
David Hornery
Founder and CEO of Judo Bank
David Hornery is the Founder and CEO of Judo Bank.
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About Judo Bank: Judo is a lender powered by the latest tech that provides personal services to SMEs
Jonathan Buck
Joint CEO of Open
Jonathan Buck is Founder and Joint Chief Executive at Huddle Money. He is responsible for harnessing the power of data analytics, computer science and behavioral economics to build products that help all Australians. For the last 20 years, he has helped multi-national corporate and government departments embrace our new world of data and technology. His work has helped these organisations make smarter, more evidence-driven decisions that improve how they serve their customers. Jonathan holds a Masters in Management and Computer Science from Cambridge University.
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About Open: Open is a financial services company that builds and manages infrastructure for the global insurance industry.
Jason Wilby
Joint CEO of Open
Jason is the Founder and Joint Chief Executive at Huddle Money. He is responsible for the design and delivery of the experiences that help Huddle’s members every day. His expertise spans financial planning, technology, marketing and design. But his real passion lies in understanding people’s needs and helping them unleash their potential. Jason holds a Global Executive MBA (The University of Sydney, Stanford, IIMB Bangalore and London School of Economics).
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About Open: Open is a financial services company that builds and manages infrastructure for the global insurance industry.
Darren Younger
CEO, BRICKLET of Lakeba Group Pty Ltd
I am the Chief Growth Officer of the Lakeba Group. Established in 2015, Lakeba is an established technology innovator, or “Reverse Incubator” recognised for developing an innovative business platform for conceiving, creating, and commercialising at scale, disruptive, digital solutions. Based in Manly, Australia, we have a global team of over 150 people with offices in Italy, India, USA and UK.
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About Lakeba Group Pty Ltd, Quixxi: Lakeba Group is a privately held global venture catalyst firm.
Robbie Blau
CEO of SG Fleet Group
Previously, Robbie was Managing Director of Nucleus Corporate Finance in South Africa, which he founded in 1999. Robbie remained in this role until his appointment to sgfleet in July 2006. During his time at Nucleus Corporate Finance, Robbie advised Super Group on corporate advisory and strategic projects
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About SG Fleet Group: SG Fleet Group provides fleet management, vehicle leasing, and salary packaging services.
Bradley Beer
CEO of BMT Tax Depreciation
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About BMT Tax Depreciation: BMt Tax Depreciation is a quantity surveying company that provides tax depreciation services.
Mike Giles
CEO & Co-founder of Ignition Advice
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About Ignition Advice: Ignition Advice is a global advice platform , deploying solutions across the key verticals being Insurance, Pensions and Investments.
Richard Elmslie
Chief Executive Officer of RARE Infrastructure
As a founder, Co-Chief Executive and Co-Chief Investment Officer, Richard is a member of the Management and Investment Leadership Teams. As a member of the Investment Leadership Team, Richard is responsible for the governance and management of the investment team and the investment process. Prior to founding RARE in 2006, Richard spent 19 years in the global infrastructure sector, including five years as Head of Power and Joint Head of Infrastructure at UBS Investment Bank. Highlights of Richard’s career include being part of the advisory team on the privatisation of the UK / Scottish and New Zealand Telecom, as well as team leader on the privatisation of major Australian airports in Sydney, Melbourne and Brisbane. Richard holds a Bachelor of Commerce from the University of New South Wales and is a member of the Institute of Chartered Accountants.
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About RARE Infrastructure: RARE is a global listed infrastructure investment manager.
Nick Langley
Co-CEO and Co-CIO of RARE Infrastructure
As a founder, Co-Chief Executive and Co-Chief Investment Officer, Nick is a member of the Management and Investment Leadership Teams. As a member of the Investment Leadership Team, Nick is responsible for the governance and management of the investment team and the investment process.
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About RARE Infrastructure: RARE is a global listed infrastructure investment manager.
Michael Sertorio
Executive Chairman, Group CEO of Decimal Software Ltd
From his early career in financial services, Michael has been an investor and director in private and public companies across a range of industries. He was an early investor in Decimal and became Chairman in 2012. Michael leads the public company driving corporate strategy and performance with the team and managing investor relations.
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About Decimal Software Ltd: Decimal is a 100% cloud technology for financial engagement, service and compliance that enables the democratisation of financial advice
Andrew Alcock
Chief Executive Officer & Managing Director of HUB24
Andrew has over 20 years experience across wealth management encompassing advice, platforms, industry superannuation, insurance and information technology. Andrew was formerly Chief Operating Officer of Genesys Wealth Advisers and Head of the Genesys Equity Program, where he was a director of over 20 financial planning practices across Australia. His previous executive roles include General Manager for Asteron’s wealth management business, where he was responsible for a broad range of superannuation and investment solutions for investors, employers, licensees and advisers. Andrew’s extensive financial services experience solidly underpins his role as Managing Director of HUB24 Limited.
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About HUB24: HUB24 is a financial services company.
Jon Sutton
Managing Director and Chief Executive Officer of Bank of Queensland
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About Bank of Queensland: Welcome to our Pinterest! BOQ is one of Australia’s most dynamic and innovative financial institutions.
Daniel Foggo
CEO of Plenti
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About Plenti: A more rewarding financial world. Helping everyone to make the right choices — about the choices that count
Andrew Kilroe
Chief Executive Officer – MoneyTech FX of Moneytech
Andrew Kilroe is the Chief Executive Officer at MoneyTech FX.
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About Moneytech: Moneytech is a commercial finance company which offers unique cash-flow solutions to assist you in growing your business.
Nick McGrath
Chief Executive Officer of Moneytech
Nick McGrath is the Chief Executive Officer at Moneytech.
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About Moneytech: Moneytech is a commercial finance company which offers unique cash-flow solutions to assist you in growing your business.
Paul Morton
Founder & CEO of Lannock Strata Finance
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About Lannock Strata Finance: Lannock Strata Finance is the leading lender to strata corporations in Australia.
Stuart Grover
Co-Founder & CEO of Look Who’s Charging
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About Look Who’s Charging: Look Who’s Charging is a global first business that saves people, merchants, and banks time & money by identifying who’s charged a card.
Chris Brycki
Founder & Chief Executive Officer of Stockspot
Chris Brycki is the Founder and CEO of Stockspot. A highly experienced trader, he spent most of his career as a Portfolio Manager at UBS, investing the banks’ capital. Chris created Stockspot in 2013 to help more Australians access expert investment advice and portfolio management. His personal mission is to re-engage a generation of Australians who have been locked out of the market for personalised investment advice due to high costs, outdated technology and conflicts of interest. In 2015, Chris was named in the Top 35 Influencers of Financial Planning by Adviser Ratings. Holding a Bachelor of Commerce (Accounting/Finance Co-op Scholarship) from the University of NSW, Chris proved his investment savvy early, winning the ASX Schools Share Game three years in a row while studying before dominating the JPMorgan Universities Portfolio Competition.
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About Stockspot: Stockspot is Australia’s growing automated investment adviser and fund manager
Doug Morris
CEO of Sharesight
Doug Morris is CEO of Sharesight, an award-winning portfolio tracking SaaS fintech company based in Sydney, Australia. Doug has led Sharesight since 2013, growing the company to its current position as a highly-respected member of the Australian fintech community, and a product relied on by investors all over the world to track over $6 billion worth of investments. Previously, Doug served as Product Manager for Morningstar’s (NASDAQ: MORN) Adviser Research Center, a platform serving financial advisers and most recently, Global Product & Marketing Manager, Equity & Credit Research, overseeing international research distribution.
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About Sharesight: Simply the best investment portfolio tracking & tax reporting tool. Online & free for life.
Douglas Morris
Chief Executive Officer of Sharesight
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About Sharesight: Simply the best investment portfolio tracking & tax reporting tool. Online & free for life.
Douglas Morris
Chief Executive Officer of Sharesight
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About Sharesight: Simply the best investment portfolio tracking & tax reporting tool. Online & free for life.
Simon Weeks
Co-CEO and Founder of Cashper
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About Cashper, Workbench: Cashper is a social money network that provides short-term loans and mini loans with instant payout.
Gerhard Diedericks
CEO & Co-Founder of FounderOS
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About FounderOS, Funifier Holdings: FounderOS is a startup studio focusing on financial empowerment.
Ranin Mendis
CEO of LoanDolphin
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About LoanDolphin: LoanDolphin is a loan bidding marketplace where banks and brokers compete to win your Home Loan.
George Lucas
Managing Director/CEO of Raiz Invest
George Lucas is the Group CEO and Managing Director of Raiz Invest Australia.
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About Raiz Invest: Raiz Invest is a software engineers,designers,mathematicians,financial experts and marketers.
Andrew Walsh
CEO of IRESS
Andrew is one of the founders of Xplan and has been CEO since 2009, having previously been Iress’ head of wealth management. In 2018, Andrew was named as a finalist in the EY Entrepreneur of the Year Awards.
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About IRESS: IRESS is a principal supplier of sophisticated share market and wealth management systems in Australia.
Caroline Tran
Co-Founder & CEO of aircrex
Caroline is a passionate, cross-functional, creative and huge people-person serial entrepreneur who has six years of experience in commercial finance, business development and sales. As a business leader, Caroline focuses on a lot of spending time with customers, partners and teams to better serve them as a supporter and a true technology partner. Being a qualified Chartered Accountant, Caroline understands how difficult and confusing it is for an individual with a non-financial background – and more specifically millennials or gen Z – to manage their finances especially during these uncertain times. Being a millennial who has ‘been there, done that’, her passion has always been to empower the younger generations to make better financial decisions for their lives because one of the shortest ways to wealth is getting their finances together as early as possible hence she co-founded Aircrex with a high school friend to make this a reality. Caroline leads operations and strategic direction with full responsibility for bottom-line factors, including team management, project planning, outsourcing planning, and product development process. She directs all operations for production, deployment, maintenance and customer services for Aircrex. She leads organisational structure and resources both in Australia and in Vietnam. This year, Caroline has been recognised as ‘Leader of Tomorrow’ at St Gallen Symposium 50th in Switzerland.
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About aircrex: We’re making a bold, broke, bank statement. Clever is the most comprehensive, independent financial management app in Australia.
Vittoria Shortt
CEO of ASB Bank
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About ASB Bank, Commonwealth Bank of Australia: ASB Bank is a Financial service.
Glenn Elliott
CEO and Co-Founder of Practifi
Glenn Elliott is the Chief executive Officer and Co-Founder at Practifi.
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About Practifi: Practifi is a business management platform for financial services that provide financial advice for businesses and firms.
Alan Butterfield
Acting CEO of beCred
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About : beCred is a trade credit solutions platform.
Chris Larsen
Co-founder and CEO of Ironbark Asset Management
Co-founder of Ironbark Asset Management, Chris has more than two decades’ experience across all fields of asset management, spanning retail and institutional distribution, marketing, product, platform, investment research and manager selection. Formerly the Head of Deutsche Bank’s Asset Management business in Australia, Chris has held senior positions in the industry in Australia and New Zealand, including Credit Suisse Asset Management and Rothschild Asset Management.
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About Ironbark Asset Management: Ironbark Asset Management provides its services to individuals and institutional investors.
Brendan Carpenter
Co-founder, Chief Operating Officer and Deputy CEO of Ironbark Asset Management
Brendan Carpenter is Co-founder of Ironbark Asset Management. Brendan has more than 19 years’ experience in the Financial Services industry. Brendan has both Australian and international experiences having worked for Deutsche Bank’s Asset management division in London and New York. Brendan has held a variety of positions within Asset Management with roles including: Client Service manager; Investment Analyst within the Asset Allocation team and Business Manager (Europe and Asia Pacific). Brendan was also member of Deutsche Asset Management’s European Investment Committee between 2002 – 2004 before relocating to Australia in 2005. Brendan was the Chief Operating Officer of Deutsche Asset Management, Australia from 2005 -07 and Chief Operating Officer and Deputy CEO at Aberdeen Asset Management prior to co-founding Ironbark Asset Management. Brendan is currently the COO and Deputy CEO as well as Co-founder of Ironbark Asset Management. In his role Brendan is responsible for the day-to-day management of the Ironbark licence, operations, investment and business support functions. In addition, Brendan is a member of the various Ironbark Boards, Chair of the Ironbark Investment committee, a member of the Ironbark trustee compliance committee and sits on the various external Investment Committees.
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About Ironbark Asset Management: Ironbark Asset Management provides its services to individuals and institutional investors.
Peter Hewett
CEO of Quixxi
Sales driven leader with a history in market leading Information technologies, and a proven track record of growing both sales and business while hitting revenue quota. With over 20 years of experience in all aspects of the Information Technology market, with the last decade focused in security. Qualified in SPIN selling, marketing strategy, project management and ITIL, started career in technical roles before moving on to sales engineering, solution sales, sales leadership and then business management roles.
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About Lakeba Group Pty Ltd, Quixxi: Quixxi
James Claridge
CEO of Investfit
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About Investfit, Investfit: A world-leading financial advice application that enables advisers to better engage with clients and improve their financial outcomes
Andrew Skelton
Managing Director & CEO of Cabcharge Australia
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About Cabcharge Australia: Cabcharge offers a convenient way to pay for taxi fares domestically and internationally.
Sunil Aranha
Founder and CEO of ThinCats Australia
Sunil Aranha is a Founder and CEO at ThinCats Australia Pty Ltd company. He attended Scuola Superiore Enrico Mattei in 1982
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About ThinCats Australia: Online business marketplace lender
Doron Peleg
Chief Executive Officer and Founder of Riskwise
Doron Peleg is the CEOand founder of RiseWise Property Review. Doron has more than 20 years’ experience in risk management including, Co-Founder and Managing Partner of ‘PELEG, KESSEL & CO‘, an assurance and advisory accounting firm in Tel-Aviv, Israel and Executive Manager at Westpac Banking Corporation in Sydney. Doron has an MBA with a corporate finance major, BSc Economics, and is a Certified Accountant.
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About Riskwise: Riskwise is a data driven property investment risk assessment that enables the clients to make insightful, informed and educated decisions.
Matthew Tyrrell
Founder & CEO of CurrencyVue
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About CurrencyVue: CurrencyVue offers currency management software for small and medium businesses.
David Jackson
Founder and CEO of FundX
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About FundX: FundX is a marketplace invoice financing platform that offers a fast, simple and efficient way to fund your businesses cash flow gaps.
Robert Lincolne
CEO of PayDock
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About PayDock: PayDock is a payments middleware adapter unlocking access to all payment processing types and third party integrations from a single API.
Arjun Singh
Co-Founder and CEO of ezyCollect
Arjun Singh is the Founder & CEO at ezyCollect.
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About ezyCollect: ezyCollect is cloud-based accounts receivable software that automatically manages its users’ collection processes.
Hugh Morrow
Founder & CEO of SuperEd
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About SuperEd: SuperEd engages on helping fund members in planning for their retirement income.
Craig Shapiro
Co-CEO & Founder of Blue River Group
Craig is the Co-CEO and Founder of Blue River Group, an impact investment services firm. Prior to establishing Blue River Group in 2015, Craig spent 25 years in the finance sector, 22 of which were at the investment bank Macquarie Group. He was the Global Group Treasurer & Executive Director at Macquarie prior to retiring from banking in 2012. Craig has been an active member of the Jewish community having previously served as Treasurer of Emanuel Synagogue and was also a member of the JCA Investment Committee. Craig currently sits on the board of Microequities Pty Ltd and is the Treasurer of The Sydney Institute.
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About Blue River Group, Bridge Hub: Blue River is an independent impact investment services firm.
Jarred Baker
Founder & CEO of Groupee
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About Groupee: Groupee is a mobile application and payments platform.
Rob Nankivell
CEO of VentureCrowd
Rob has been active in financial markets for in excess of 25 years with a primary focus on building investments across a range of asset classes. He has worked in Melbourne, Sydney and London with Macquarie Bank, CBA and JPMorgan before holding senior roles at Longreach Global Capital and Venture Crowd. Rob has first hand experience across equity, credit and property markets and has a passion for originating and completing successful transactions for investors.
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About iPartners, VentureCrowd: VentureCrowd, an investments crowdfunding platform, provides access to fractional equity and property and credit investment opportunities.
Stuart Holdsworth
CEO of Financial Simplicity
Stuart Holdsworth is Financial Simplicity’s business leader, with primary responsibility for the strategic direction of the business, and engaging with industry leaders to promote a sustainable financial services industry that produces fair outcomes for both business and consumers. Stuart founded Financial Simplicity in 2003 with a vision that wealth management practices could provide highly personalised advice to individuals in a scalable manner that retains a high margin of profit for the business. Financial Simplicity has since spent many years developing and refining proprietary techniques and systems to an extent whereby our solutions are cost and resource efficient to deploy, and business impact for our clients have been tremendous in terms of revenue and valuation multiples. Prior to Financial Simplicity, Stuart has worked in a number of executive financial services technology and consulting roles at leading firms such as Avanteos, Commonwealth Bank, Thompson Reuters, and PWC. Aside from financial and social technology innovation, Stuart’s other interests include his young family, surfing, swimming, sailing and ocean yacht racing. Stuart is a keen laser sailor, regularly navigates ocean racing yachts, and competes regularly on the Australian offshore yacht racing scene including the Sydney to Hobart yacht race.
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About Financial Simplicity: Financial Simplicity is an international wealth management technology company founded in 2003, based in Sydney, Australia.
Steve Brown
CEO of TIQK
19 years’ experience as an executive in B2B commercial sales and strategy specifically focused in media, digital, data, technology and transformation. He has worked with successful institutions including Southern Cross Austereo, News Corporation, The Catch Group, Nove Entertainment, Clear Channel New York and the Australian Radio Network.
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About TIQK: We simplify financial advice compliance
James Hudson
CEO of Gold IRA Futures
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About Gold IRA Futures: Gold IRA Futures is a financial investment review blog that provides its users with positive and negative reviews of regal assets and more.
David Brown
Founder & CEO of BestExchangeRates
David Brown has extensive experience in foreign exchange markets after multiple roles at investment banks and fintech startups in London and Sydney. He founded the BER platform with the goal of providing Retail and SME customers access to the same exchange rate transparency and competition previously only available to larger institutions. BER is now the leading specialist FX comparison website in Australia and a growing list of countries.
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About BestExchangeRates: BER is an aggregator platform that connects individuals and businesses with innovative foreign exchange solutions.
Sophie Andrews
CEO of Accounts Studio
Sophie Andrews is an award winning business owner, mentor & author of The Creative Collection. Sophie is CEO of The Accounts Studio, which has been a finalist in the Australian Accounting Awards for the last 3 years. Established in 2005, The Accounts Studio has been voted as one of Anthill’s top 100 Coolest Companies, niching in working with creative, design and tech start-ups, providing cloud bookkeeping, cash flow and strategic advice. Sophie has also been on the Board of Directors of the Australian Bookkeepers Association since 2013.
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About Accounts Studio: Accounts Studio is specialising in bookkeeping for the hospitality and creative industries.
Pred Dragila
Co-Founder & CEO of Fat Zebra
Pred Dragila is the Co-Founder and CEO at Fat Zebra.
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About Fat Zebra: Fat Zebra is an Internet Payment Gateway established to simplify online credit card payments.
Brett Kelly
Founder and CEO of Kelly+Partners Group Holdings
Brett is the founder and CEO of Kelly+Partners. He has more than 20 years commercial and professional accountancy experience, specialising in assisting private clients, private business owners and families. In 2006, Brett founded Kelly+Partners with accounting businesses in North Sydney and the Central Coast, before building out the network to 16 businesses over 13 locations to date. Brett is also the best-selling author of four books, Collective Wisdom, Universal Wisdom, Business Owners’ Wisdom and Your Money Your Choice.
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About Kelly+Partners Group Holdings: Kelly+Partners is a chartered accounting network provides a better service to Private Clients, Businesses and their Owners, and Families.
Brett Kelly
Founder and CEO of Kelly+Partners Group Holdings
Brett is the founder and CEO of Kelly+Partners. He has more than 20 years commercial and professional accountancy experience, specialising in assisting private clients, private business owners and families. In 2006, Brett founded Kelly+Partners with accounting businesses in North Sydney and the Central Coast, before building out the network to 16 businesses over 13 locations to date. Brett is also the best-selling author of four books, Collective Wisdom, Universal Wisdom, Business Owners’ Wisdom and Your Money Your Choice.
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About Kelly+Partners Group Holdings: Kelly+Partners is a chartered accounting network provides a better service to Private Clients, Businesses and their Owners, and Families.
Susan He
CEO and Cofounder of Aligned Biz
Insurance Business and Operational subject matter expert: insurance product underwriting, distribution and profit and loss portfolio management. Worked for global insurers including AIG, QBE and IAG in Asia and Australia.
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About Aligned Biz: Aligned Biz provides digital insurance solutions.
