Our team are all experienced financial services, technology and marketing professionals, at the forefront of their industries.
HUGH MORROW
Hugh has led successful technology ventures and held senior roles with Westpac, where he had ultimate responsibility for the strategy of the investment and insurance products group.
LARA BOURGUIGNON
Lara’s career in financial services in Australia spans 25+ years. She has led businesses, including Plum Financial Services and AMP’s Superannuation, Retirement & Platforms offer.
JEREMY DUFFIELD
Jeremy Duffield is a senior player in the Australian and international financial services sectors, having served as a senior executive with leading global funds manager The Vanguard Group USA from 1980 to 2010.
MIKHAIL WALDEN
Mikhail is an experienced development analyst and IT software developer in the banking and financial services industry. He has a Bachelor and Masters in Applied Mathematics and a PHD in finance.
DAVID KENNEDY
David is a passionate advocate for better retirement outcomes and the power of technology to deliver affordable advice to more Australians.
JEREMY HOUGHTON
Jeremy has over 25 years experience in financial services in Australia with expertise in strategy, corporate development and business development.
STEVEN SADLER
Steve loves hearing the joy and gratitude in the customer’s voices having helped them comfortably navigate a process they found daunting and hopeless.