The Board and Executive
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.
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.
Steve has built a career as a specialist business development executive in the financial services sector.
For over 30 years, Steve has utilised his experience in sales, client service, marketing and compliance to build long-term value for numerous businesses and their clients. During this time, he has held executive management, national and regional leadership and team management roles.
His long-term commitment to the sector is demonstrated by the breadth of his experience, which extends across funds management; life and general insurance; financial planning and licensee management; legal; accounting; compliance and risk management; platforms; stockbroking; aged care and family offices.
Steve is an experienced public company, advisory and not-for-profit board member and is actively involved in numerous community activities across the arts; indigenous affairs; sport and community welfare.
Chris is a corporate marketing and investor relations professional with extensive financial services knowledge gained from over 30 years’ experience.
Chris’ experience spans different sectors of the financial services industry - predominantly including superannuation; investments; investment banking; and wealth management and advice.
She specialises in shareholder engagement; communications and investor relations; supporting day-to-day and transactional activities; marketing strategy (particularly B2B); issues management and media relations.
Chris currently provides strategic counsel and consulting services to a range of clients through a boutique consultancy, which she established in 2009.