CENTREPOINT ALLIANCE - Key Persons
Job Titles:
- Member of the Board of Directors
- Non - Executive Director
Anthony has 20 year's experience in the finance and investment sectors. He commenced his career at Trowbridge Deloitte before moving into institutional investment roles and funds management. Anthony is currently an investment manager at Thorney Investment Group where he commenced in 2017.
Anthony was appointed as a Non-Executive Director of the Company on 6 December 2023.
Job Titles:
- Chief Financial Officer
- Member of the Leadership Team
- Fellow of Chartered Accountants Australia
Brendon has more than 20 years' executive experience driving commercial and strategic initiatives across a variety of industries including wealth management, online broking, SaaS and FMCG. This includes over ten years of executive leadership at Macquarie Private Wealth and UBS Wealth Management (Australia). Prior to joining Centrepoint Alliance, Brendon held CFO and interim advisory roles across a range of diverse, fast-paced growth transformation environments. He has comprehensive experience across financial functions in listed and unlisted environments, company secretarial and investor relations experience, as well as merger and acquisition and capital management expertise.
Brendon is committed to delivering the support for advisers to provide balanced quality advice to clients, to grow their wealth and provide peace of mind.
Brendon is a Fellow of Chartered Accountants Australia and New Zealand (CAANZ) and has served as Chair of the Chartered Accountants in Business Advisory Panel for CAANZ.
Job Titles:
- General Manager
- General Manager Licensee Growth and Account Management
Cameron has 23 years experience in the financial services sector.
He joined Centrepoint Alliance in 2017 with the goal of wanting to help advisers provide the best advice to their clients. Cameron is experienced in providing business owners guidance in running their advice practice covering areas relating to strategy, governance, process and people.
Prior to joining Centrepoint Alliance Cameron was General Manager of Bridgeport Financial Services. A self-licenced advice practice owned by netwealth. He has also had various management roles with companies including BT, St. George Bank, Commonwealth Bank of Australia and ClearView.
Cameron Cogle, General Manager Licensee Growth and Account Mgmt | cameron.
Job Titles:
- National Recruitment Manager
Charles is an experienced Executive and Director in the Wealth Management industry in Australia.
Charles has previously held CEO and Director positions with several leading Australian Dealer Groups.
Daniel joined Centrepoint Alliance in October 2020 as Head of Research, he is responsible for Centrepoint Alliance's Research offering and runs the firms model portfolios and approved product list. He is also responsible for the managed accounts, investment philosophy, responsible investment philosophy, investment strategy and asset allocation. Daniel has over 10 years of investment experience, holding several responsibilities in research across managed funds, equities, and portfolio management over his career.
Previously to Centrepoint Alliance, Daniel spent five and a half years at Insignia (formerly IOOF) as a Portfolio Manager in their Research team, where he helped run a number of portfolios from accumulation to retirement, while also launching Insignia's ESG philosophy and ESG portfolios.
Prior to this, Daniel spent two and a half years with Challenger Limited, working across numerous funds at Challenger, under their Fidante Partners Business and he also worked at Morgan Stanley within their Investment Management division.
Daniel Stojanovski, Head of Research | research@cpal.com.au or 1300 557 598, option 5
Job Titles:
- Regional Manager
- Regional Manager, VIC
David has 30 years' experience in the financial services industry, with advice experience in the UK and Australia. He is passionate about supporting businesses in the provision of financial advice with a focus on growth and sustainable practices.
David has held various management roles within licensees and distribution, specialising in coaching and practice development. Most recently David held roles within licensee practice development and wealth management product distribution.
David Reynolds, Regional Manager VIC | david.reynolds@cpal.com.au or 0481 011 370
Job Titles:
- Regional Manager
- Regional Manager, SA
Debbie Rumbelow, Regional Manager SA | debbie.rumbelow@cpal.com.au or 0412 991 333
Job Titles:
- Regional Manager
- Regional Manager, NSW
Elaine is passionate about empowering financial advice and accountancy principals to grow their desired practice efficiently and profitably.
With over 20 years' experience across banking, marketing, and funds management, Elaine joined Centrepoint Alliance in 2012 to focus her career on providing business consultancy within a progressive advice community.
Working as an extension to adviser's businesses, Elaine takes pride in helping business owners improve and grow their business. A critical success factor in our dynamic industry is ensuring collaboration amongst our advice community; so we can share insights and build confidence, which supports successful businesses to deliver quality advice for their clients' financial wellbeing.
Job Titles:
- Group Executive
- Member of the Leadership Team
- Group Executive Financial Planning
Francis brings to Centrepoint over 26 years of experience in helping Australian families improve their financial position. Currently, Francis drives the highly successful financial advice team to deliver consistent, personalised advice to their broad client base. He prides himself on nourishing an inclusive workplace culture through attentive leadership and innovative modern business practices.
Prior to his recent appointment within Centrepoint, Francis has contributed to various financial industry positions including his time as company secretary for ASX-listed entities, Chairperson of a Non-profit sporting body and providing direct financial advice to clients of his own. In addition to his years of leading the advice team of Financial Advice Matters, Francis regularly presents on key industry topics and the benefits of financial wellness.
Francis Rigby, Group Executive Financial Planning | francis.rigby@cpal.com.au or 0410 600 246
Job Titles:
- Chairman
- Member of the Board of Directors
- Non - Executive Director
- Chairman of the Group Audit, Risk & Compliance Committee
- Non - Executive Director of BUTN Ltd
Georg brings 30 years of experience in the financial services industry, online media and real estate industry. Previously he was Executive Chair of iCarAsia the largest automotive marketplace in South East Asia before its takeover by carsome.com. He was also Managing Director and CEO of iProperty Group, the owner of Asia's No. 1 network of property portal sites and related real estate services before its takeover by REA Group, Southeast Asia's largest ever internet buyout at that time. Prior to iProperty Group, Georg was Managing Director and CEO of LJ Hooker Group with 700 offices across nine countries providing residential and commercial real estate as well as financial services.
Georg holds a Master of Business Administration from INSEAD, a Diplom-Informatiker (Computer Science Degree) from Technische Universität München and is a member of the American Institute of Certified Public Accountants and a Fellow of the Australian Institute of Company Directors (AICD) and the Institute of Corporate Directors Malaysia (ICDM).
Georg was appointed as Non-Executive Director of the Company on 7 October 2016.
Georg is currently a Non-Executive Director of BUTN Ltd (ASX:BTN) and Proptech Group (ASX:PTG).
In addition to his role as a member of the Centrepoint Board, Georg is also Chair of the Group Audit, Risk & Compliance Committee.
Job Titles:
- Business Development Manager Lending Solutions - VIC, SA, WA
- Business Development Manager With
Glen joined Centrepoint Alliance in 2016 with over 30 years' experience in relationship management, mortgage and commercial lending and strategic alliance management.
As a Business Development Manager with Centrepoint Alliance, Glen is passionate about helping wealth advice firms integrate lending solutions into their business to provide a full financial solution to their clients. He takes pride in the quality of the relationships he maintains with advice firms and finance broker partners and is committed to helping them succeed in their business endeavours.
His diversified career has included an extensive period working at Suncorp and Westpac in branch management, lending, corporate alliances, and third-party distribution roles. His career at ME Bank as State Partnership Manager saw him managing all state-based stakeholder relationships of the Industry Super Funds and the Union movement in Victoria.
Job Titles:
- Regional Manager
- Regional Manager, NSW
Glenn has 30 years experience in Financial Services in business development, practice management and financial advisory roles.
Glenn enjoys getting a deep understanding of his clients and working in partnership to help them enhance and grow their business.
He helps practices by ensuring they are maximising their use of technology and consistently improving their processes to gain maximum efficiency and profitability.
Glenn enjoys working in the advice community facilitating peer groups, workshops and business planning sessions ensuring advisers share ideas and assist each other by problem solving and motivating each other.
He enjoys talking to people at all stages of their career or business lifecycle. Whether someone is considering a career in financial services, considering their licensee options, considering a business sale or purchase, Glenn loves taking the time to talk through the options available and helping adviser and practices choose the right path.
Job Titles:
- Enzumo National Account Manager
- Technology Consulting
Job Titles:
- Chief Executive Officer
- Member of the Leadership Team
John is a business leader who has driven innovation in both start-ups and the corporate environment. John spent 14 years at BT Financial group where he was responsible for platforms, investments and superannuation. He initiated and ran a large-scale technology transformation for the wealth business, BT Panorama, involving redefining the product, technology and service architecture. Prior to BT, John co-founded and sold a technology business to a Nasdaq listed company.
John was appointed Chief Executive Officer of Centrepoint Alliance on 4 August 2021.
Job Titles:
- Regional Manager
- Regional Manager, VIC
With over 20 years of experience in Financial Services and Licensee Management, Jonathon has developed a diverse skill set across Financial Advice, Practice Management, Recruitment, Acquisitions, Licensee Operations and Corporate Governance.
Jonathon has held various management roles within the licensee space having been both a Responsible Manager and a National Manager for Affinia Financial Advisers in addition to previously being a State Development Manager for Millenium3.
Having now experienced both private practice and corporate licensee, Jonathon has an in-depth knowledge and profound understanding of building highly effective financial advice practices.
Jonathon Nguyen, Regional Manager VIC | jonathon.nguyen@cpal.com.au or 0419 786 689
Job Titles:
- Head of Lending
- Head of Lending Solutions
Kevin first joined Centrepoint Alliance in 2014, with over 20 years' senior management experience.
Heading up Lending Solutions, Kevin is passionate about assisting our credit representatives and licence holders to diversify their income streams and build profitable, sustainable businesses.
During his career, Kevin has been responsible for the financial activities, strategic management, and sales management for operations and businesses within the Suncorp Group, eChoice Home Loans, and Aussie Home Loans. He held the position of National Manager Corporate Alliances and Real Estate Alliances at Suncorp Group and was responsible for establishing eChoice Aggregation.
Having worked extensively within the third-party broker industry for both lenders and aggregators, Kevin has diverse management skills, strong networks and a driving will to succeed.
Kevin Frost, Head of Lending Solutions | kevin.frost@cpal.com.au or 0452 526 605
Job Titles:
- Chartered Accountant
- Member of the Board of Directors
- Non - Executive Director
Linda is a chartered accountant and a member and graduate of the Institute of Company Directors. She holds an executive MBA, a Graduate Diploma in Information Systems, and a Bachelor of Commerce.
Linda is a passionate supporter of the performing arts and is a violinist and committee member of the North Sydney Symphony Orchestra.
Job Titles:
- Regional Manager
- Regional Manager, WA
With extensive expertise in Business Coaching, Practice Development, Operations, Management and Compliance, Maree is passionate about helping financial advisers build their ideal business. A business that is profitable, sustainable, and enjoyable.
Maree has been working in the Financial Services industry for over 20 years with the last 15 years spent coaching financial advisers. The business side of financial advice can take financial advisers away from what they enjoy the most: advising clients. By working together Maree aims to help advisers to improve the way that they run their business, so they have more time focusing on what they enjoy.
Maree Alilovic, Regional Manager WA | maree.alilovic@cpal.com.au or 0439 900 531
Job Titles:
- Member of the Board of Directors
- Non - Executive Director
- Non - Executive Director and Chair of the Audit and Risk Committee of Spacetalk Limited
- Non - Executive Director of the Centrepoint Alliance Board
Martin is currently a Non-Executive Director and Chair of the Audit and Risk Committee of Spacetalk Limited (ASX:SPA) and Non-Executive Director and Chair of Scout Security Limited (ASX:SCT).
Job Titles:
- Regional Manager
- Regional Manager, QLD
Michael has been in the financial services industry for over 20 years and is passionate about people, culture and performance.
He has held various roles in banking and finance specialising in project management, customer design, business analysis and business coaching. Prior to joining the finance industry he was a Queensland Police officer, working in remote communities and as a police prosecutor. Since joining Centrepoint Alliance he has worked closely with the principals of many firms to help them to grow their businesses, improve their work/life balance and to help them with mergers, acquisitions and succession plans.
Job Titles:
- General Manager
- General Manager Licensee Solutions
Mike has more than 30 years' experience in the financial services industry and worked in management and leadership teams across the industry including ClearView Financial Advice, Executive Director and Responsible Manager for Millennium3 and AXA Australia and more recently Centrepoint Alliance. These roles involved the strategic planning of licensee services and supporting the growth and development of adviser businesses.
As part of the Centrepoint Alliance group, Mike's role in LaVista Licensee Solutions is to provide comprehensive licensee services and support to the boutique AFSL market.
Mike Pope, General Manager Licensee Solutions | mike.
Job Titles:
- Member of the Leadership Team
- Group Executive Investment Solutions
Patrick has over 25 years' experience at a senior leadership level in financial services, covering all aspects of the industry including investments, operations, superannuation and managed accounts. Before joining Centrepoint Alliance, Patrick was Chief Operating Officer at Fiducian Group for nearly 15 years, managing all aspects of the platform offering including compliance and operations. He also spent time in leadership positions at Rothschild Australia Asset Management, and AM Corporation.
Patrick is passionate about the advice industry and is committed to providing advisers with investment services that help create efficiencies in their businesses as well as provide safe and cost-effective solutions for end clients.
Job Titles:
- Member of the Leadership Team
- Group Executive Adviser Services
Paul has an extensive background in the financial services sector spanning 27 years.
Paul joined Centrepoint Alliance in 2016 with a demonstrated commitment to raising the standards of financial advice. Through adviser education, support, and maintaining a strong client focused culture, Paul is helping our community of advisers to prepare for the future.
Prior to joining Centrepoint Alliance, Paul was the Head of Best Advice at IOOF. His career has featured a diverse range of roles with companies including Colonial First State, Shadforth Financial Group, Commonwealth Financial Planning and St. George Bank.
Job Titles:
- Member of the Board of Directors
- Non - Executive Director
Job Titles:
- Regional Manager
- Regional Manager, QLD
Job Titles:
- Member of the Leadership Team
- Group Executive Technology Solutions
- Group Executive Technology Solutions / Principal Location - Corporate
Job Titles:
- Member of the Leadership Team
- Group Executive Risk & Compliance
Tara is a Centrepoint Alliance success story.
Starting her career in 2001 within finance she quickly moved into a Compliance role with Professional Investment Services in 2003 and quickly progressed through a succession of compliance and practice management roles.
In 2016, she was appointed Professional Standards Manager for the Centrepoint Alliance group.
A regular presenter at our Professional Development days, Tara assists our adviser community to protect and grow the value of their business by identifying and reducing risk, understanding best practice and dealing with the regulator.
Tara runs webinars and training for our advisers and dealer principals to ensure they're across the latest legislation and requirements. She also produces technical content and guides on any changes as they happen.
Job Titles:
- Business Development Manager Lending Solutions - NSW
Tracey joined Centrepoint Alliance in 2017, with over 20 years' experience in mortgage aggregation. Tracey's passion is helping brokers develop strong sustainable businesses.
During her career, Tracey has worked in numerous roles giving her the opportunity to develop her skills and knowledge to deliver the support she provides to our broker network. She has worked as a broker herself, as a Business Development Manager for other industry aggregators as well as for Australian Life Insurance and Life broker, all companies that delivered their products through national mortgage broking networks.
Previous to her career in mortgage aggregation, Tracey was a Branch Manager and Mobile Lender for the Commonwealth Bank, giving her the hands-on knowledge she uses when helping our broker network develop business growth strategies and staffing solutions.