
Committed to you
After decades at the banks, helping large corporates and the wealthy protect & grow their money, we left to build a platform to help everyone.
We’ve put everyday savers and businesses first, by building custom products and technology from the ground up - unlocking yield and savings tools previously out of reach for most.
Our team have been carefully selected to deliver this for our customers.
Meet our management team

Senior banker structuring investment and debt products for retail and wholesale customers across Australia, UK and Asia. Mark was previously ANZ Bank's Australia Head of Trade & Innovation, Head of Transaction Banking at ANZ, and Director of Structured Finance at ANZ.

Chartered Accountant, ex-financial services audit and accounting, experienced in business operations for growth. Tamara is a Graduate of the Australian Institute of Company Directors (GAICD), and a Qualified Chartered Accountant.

Former Chief Economist ANZ Bank, former Chief Economist Credit Suisse, and advisor to business, Government and investment managers. Warren holds a deep track record in analysing and forecasting financial markets and the Australian Economy.

Fixed income and short-term securities sales and trading with Barclays Investment Bank, London, and ANZ Bank’s financial markets business. Hugh previously spent five years in the British Army, leading teams and complex operations across the Middle East and Africa.

Qualified M&A technology and investment lawyer, Chief Operating Officer, Chief of Staff and General Counsel at some of Australia’s most prominent technology enabled growth companies. Kate holds deep corporate advisory experience in scaling high growth companies.

Former Chief Risk Officer, Bank of Queensland, Chief Risk Officer, BankWest and GM Institutional Banking Risk Management, CBA. Peter has over 32 years of experience in banking and finance, strategic and business planning, and in design and implementation of risk management frameworks, measurement and reporting.

Senior technologist and developer, including in hedge portfolio management. Stephen holds a degree in Electrical Engineering and Computer Science and is a Chartered Alternative Investment Analyst (CAIA).

Practicing Lawyer, funds operation, compliance and management. Natasha is Chief Operating Officer of Primary Securities, responsible entity of the Fund.

Legal practitioner, registered tax (financial) advisor, and degrees in law, commerce and financial planning. Rob is a member of the Law Society of Western Australia, the Australian Compliance Institute, Fellow of the Financial Services Institute of Australia, and associate member of the Financial Advice Association Australia.
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