Wayne Wilson
Education
- Bachelor of Commerce – Melbourne University
- Post-Graduate Diploma in Applied Finance and Investments – FINSIA
- Graduate, Australian Institute of Company Directors – AICD
Experience
- Director – knowIT Group, 2016 to present
- Principal Consultant – Wayne Wilson Consulting, 2015 to present
- Managing Director, Wealth – Rubik Financial Limited, 2012 to 2015
- Principal – Wayne Wilson Consulting, 2011 to 2013
- Head of Advance Asset Management / Head of ASGARD Wealth Solutions – BT Financial Group, 2007 to 2010
- General Manager, Wealth Distribution – St George Bank, 2006 to 2008
- Director of Distribution – ASGARD, 2005 to 2007
- Group Executive, Private Clients – Perpetual, 1996 to 2000
- Head of Marketing and Lend Lease Adviser Services – MLC, 1994-1996
Areas of Expertise
- Practice and business management
- Ethical business practices
- Client engagement
Tony Negline
Education
- Bachelor of Arts, Monash University
- Graduate Diploma in Business Systems, Monash University
- Advanced Diploma in Financial Services (Superannuation), ASFA
- Diploma of Journalism, School of Journalism
- SMSF Association Specialist Adviser, SMSF Australia
- Chartered Accountant, CAANZ
- Chartered Accountant SMSF Specialist, CAANZ
Experience
- Principal Consultant, Superannuation and Retirement Income, Advocacy and Professional Standards – CAANZ, 2016 to present
- Principal – Financial and Technical Solutions, 2001 to present
- National Technical Services Manager – ING Funds, 1996 to 2001
- Technical Manager – AM Corporation, 1994 to 1996
- Technical Manager – Aviva Australia, 1989 to 1994
Areas of Expertise
- Superannuation, including taxation and trust issues
- Corporations Act and Regulations in relation to financial services
- Centrelink benefits
- Financial planning modelling, including the generation of advice documents
- Retirement incomes policy
Jemma Briscoe
Education
- Masters of Applied Finance, Macquarie Graduate School Applied Finance
- Completed CPA program, CPA Australia
- Bachelor of Business (Accounting), University of Technology Sydney
Experience
- Head of Technical Research and Technical Advice – Aged Care Gurus, 2017 to present
- Sessional Lecturer and Tutor – University of Technology Sydney Finance and Economics Faculty, 2008 to Present
- Sessional Tutor – Macquarie University, 2015
- Manager, Research Analyst – Commonwealth Bank, 2002 to 2009
- Consultant – Accenture (previously Andersen Consulting), 1999 to 2002
- Quinn Consulting Chartered Accountants, 1997 to 1999
Areas of Expertise
- Retirement living
- Aged care advice
Alex Euvrard
Education
- Bachelor of Business, University of Technology Sydney
Experience
- Business Manager – My Dealer Services, 2010 to present
- Bespoke Investments, 2007 to 2009 (London)
- Minc Investments, 2006 to 2007 (Dubai)
- Standard Life Investments, 2004 to 2006 (Edinburgh)
- AM Corporation, 2001 to 2004
Areas of Expertise
-
- Compliance
- Regulatory issues
- Licensing