Meet the Team
Meet Our Team
Andrew Whelan
Executive Director | Responsible Manager
Andrew Whelan
Executive Director | Responsible Manager
Highly successful people leader with over 30 years’ experience within the legal and financial services professions. Andrew has built a career with some of the leading businesses within Australia.
His experience has been gained through a disciplined approach in applying his strengths and passion for M&A and driving efficiency within businesses. He has successful track record in leading and creating shareholder value as a business owner, Company Director and change manager.
Ivan Jones
Executive Director | Responsible Manager
Ivan Jones
Executive Director | Responsible Manager
With over 25 years’ experience in the financial services industry, he is a proven executive and leader who has developed and executed strategy to overcome complex business challenges focusing on delivering improved commercial outcomes. He has a consistent record of delivering results in operational improvement, project outcomes, revenue growth, and improved efficiency, productivity and profitability. He has a proven ability to motivate and lead professional and cross-functional staff and to engage and manage a diverse range of stakeholders.
David Mazengarb
Chairman
David Mazengarb
Chairman
David is a Chartered Accountant, a Fellow of the Australian Institute of Company Directors, and is a Registered Company Auditor. He has had 18 years’ experience in Australia and overseas with both Price Waterhouse and KPMG (Director) in the areas of corporate finance and corporate strategy. He has been involved in the financial services sector as a Director, Responsible Manager and Board member in a range of strategic capacities since 1998 and has a detailed knowledge of this sector in Australia. He is respected for his strategic industry knowledge and his contribution to successful development of emerging financial services businesses.
Elise Michelmore
National Head of Practice Development
Elise Michelmore
National Head of Practice Development
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Hemant Raval
National Development Manager | Platforms and Managed Portfolios
Hemant Raval
National Development Manager | Platforms and Managed Portfolios
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Jacinta Hawker
Financial Controller
Jacinta Hawker
Financial Controller
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Marc Fabris
Head of Digital Services
Marc Fabris
Head of Digital Services
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Kaja Koort
Digital Content Creator
Kaja Koort
Digital Content Creator
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Jake Hawker
Practice Support Officer
Jake Hawker
Practice Support Officer
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