The Board and Executive
Co-founder and Executive Chairman
Stephen is a highly experienced and respected financial services professional, having been actively involved in the industry since 1984. His knowledge about the Australian market is unparalleled.
Stephen has built his reputation through his hands-on involvement in the industry, which in many instances led to revolutionary changes.
While at Macquarie, he co-founded and chaired the Master Trust Focus Group, which was formed to deal with common issues facing this sub-set of the industry.
Following his review of the Financial Planning industry in Australia and North America, Stephen recommended market transforming changes to distribution networks and wrap platforms for Macquarie Bank.
Technically astute in superannuation, markets and financial planning, meant Stephen provided training to many in the industry through his work at Macquarie, his leadership in developing the Graduate Diploma in Financial Planning for Securities Institute Education, and his extensive involvement with FINSIA, the professional membership body of the financial services industry.
Stephen has extensive experience as a Director, having held many board positions with corporate and not-for-profit organisations over the past 40 years.
Co-founder and Managing Director
Neelesh brings a breadth and depth of experience in capital markets and financial services in South-East Asia, particularly India, and in Australia.
His experience spans mergers and acquisitions; investments; capital raisings; corporate restructuring; finance; governance and treasury management.
As a senior executive in dominant (top 10) broking houses in India, Neelesh managed investments on behalf of many of India’s ultra-high net worth individuals and corporate houses. He also helped establish more transparent and robust governance and operating procedures.
Since moving to Australia in 2004, Neelesh has been Chief Financial Officer and Finance Director of a number of organisations where he has continued to provide strategic and financial advice and manage corporate investments across various markets.
Neelesh’s extensive financial management experience has also assisted many not-for-profit organisations through his long-term and active involvement as a board and committee member.
Kay Aarons is the Principal of Strategic Financial Solutions (SFS) and a qualified financial planner with over 30 years’ experience in the profession. Kay established SFS in 1995.
Since that time, SFS has become of the largest and one of the most influential independently-owned boutique financial planning groups in Melbourne.
Kay holds a Bachelor of Economics and Politics from Monash University. She completed her Diploma of Financial Planning and achieved Certified Financial Planner Status in 1996. Before this, Kay also spent many years owning and operating retail businesses giving her a unique understanding of what SFS clients need and expect and how to ensure SFS match those expectations.
As the Chair of the Investment Committee, Kay is responsible for developing and managing the overall Investment Policy for the Group. Since the mid 90’s she has been a keen supporter of the value of Emerging markets as an asset sector in its own right for investor portfolios.
For the last four years, Kay has also attended JP Morgan’s Annual Research summits in Asia gaining a deeper experience and understanding of the investment opportunity afforded by Greater Asia, including India.
Kay’s current position as Director of Jaipur Asset Management Pty Ltd is a logical step in a career-long interest and experience in emerging Markets investment.