CEO + Co-Founder
Marshall has been working in the financial services industry for over 25 years at the executive level. He has previously held CEO and CIO positions within ASX200 listed organisations including well known financial services and retail firms.
Product Director + Co-Founder
Dean has extensive experience within well known banking, technology and wealth management firms. He has worked on several large transformation projects and has specific expertise in the realm of customer experience.
BOARD & ADVISORY
Highly experienced IT executive with extensive experience in both Australian and South East Asian financial services markets. Previous positions include group CIO of NAB, Head of Enterprise Technology at ANZ and Chief Administration Officer of Wells Fargo (Philippines).
Highly experienced taxation, strategic consulting, business and valuation services professional. Currently Director, West Carr & Harvey accounting practice.
Advisory Committee - Sales & Marketing
Highly experienced wealth management executive. Former positions include Head of Sales Strategy for ING Australia & ANZ Wealth. Currently executive for Chant West Holdings and Non-Executive Director for McQueen Financial Group.
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