knowITcert Peer Review Panel

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

Rob Lavery

Education

  • Master of Financial Planning – Kaplan Professional
  • Advanced Diploma in Financial Services (Financial Planning) – Kaplan Australia
  • Certificate IV in Training and Assessment – Connect Training Group
  • Diploma in the Sciences – University of New England

Experience

  • Policy and Technical Manager – knowIT Group, 2017 to present
  • Content and Design Analyst – ANZ, 2013 to 2017
  • National Technical Content Manager – Pinnacle Financial Services Academy, 2011 to 2013
  • Policy Adviser – ANZ Wealth, 2010 to 2011
  • Technical Services Manager – ING Australia, 2006 to 2010
  • Corporate Super and Group Risk Accounts Officer – Centric Wealth, 2004 to 2006

Areas of Expertise

  • All elements of technical competence
  • Client engagement
  • Regulation and compliance
  • Practice and business management

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
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