Managing Director
Michael joined Lonsec in July 2021 as CEO. He has over 25 years’ experience in leading businesses and teams within Financial Services, across financial advice, private banking, wealth management, superannuation and retail banking.Michael joined Lonsec from Xplore Wealth, where as CEO he led the transformation of the Xplore, resulting in a friendly takeover to Hub24. Prior to Xplore Wealth, Michael lead large teams at BT and Westpac, across key client segments, focussing on change, leadership and strategy.Throughout Michael’s career, he has used his leadership, communication skills and commitment to a client first ethos, to build values based cultures, inspire high performance teams whilst developing strong relationships with all key stakeholders.
Non-Executive Director – Chair
Mark has over 30 years extensive Executive and General Management experience at strategic and operational levels in building and developing Wealth Management capability. Through deep customer knowledge and advocacy, Mark has transformed and grown wealth businesses at AMP, ING and BT Financial Group.Following his successful career at BT where for 10 years he was General Manager Advice, Mark now acts in Non-Executive Director and Advisory roles.
Mark has been a significant contributor to the Wealth industry having served previously as a Non-Executive Director and Deputy Chair of the Financial Planning Association, Non- Executive Director of FINSIA, and an Advice Board Member of the Financial Services Council.
Mark holds numerous qualifications including industry qualifications such as Certified Financial Planner, Certified Insurance Professional, and Graduate of Australian Institute of Company Directors.
Non-Executive Director
His career in financial services spans 44 years, leading teams since 1980, and holding CEO positions since 2000. Greg has worked in several renowned financial services companies including ANZ, AMP and Challenger. As well as his position at Implemented Portfolios, Greg is also the Chairman of the Board at Lumiant Pty Ltd, and a Non-Executive Director at Creativemass Holdings Inc and Profusion PAC Holdings Pty Ltd.
Outside the office, Greg is passionate about spending time with family and friends – enjoying good food and wine, and has a soft spot for European travel and Thoroughbred racing.
Non-Executive Director
David Plumb is an independent non-executive Director of Implemented Portfolios Limited and is the chair of the Board’s Governance, Regulatory and Compliance Committee.
His career in financial services spans 35 years, as a director, executive officer and adviser in the wealth, asset management and insurance sectors, at companies such as AMP, Ernst & Young, Zurich and Challenger. As well as his position at Implemented Portfolios, David also chairs at Allianz Australia Life Insurance Ltd and the compliance committee for Blackrock Investment Management (Australia) Ltd.
David is also a Fellow of the Institute of Chartered Accountants and a Graduate Member of the Australian Institute of Company Directors.
Board Director
Ian White is the Corporate General Manager at Implemented Portfolios and also fulfils the role of Company Secretary.
His career in financial services spans 42 years, beginning at Implemented in 2018 after many years in large corporates as well as carrying out various consulting roles. Ian has worked in several renowned financial services companies including AMP, Westpac and CBA.
Outside the office, Ian is passionate about the outdoors with his interests including bush walking, kayaking, push bike riding and numerous sports.
Non-Executive Director
Drew has more than 30 years of experience advising institutional investors in Australia and the Asia-Pacific region. His experience covers Government, Industry and retail superannuation funds and fund management organisations, including issues associated with investment, risk and compliance, governance and administration of investment portfolios.
Drew has previously worked with Schroders’ funds management division in Australia as well as its credit lending unit in London; with State Street where he managed the trustee business unit with assets under trusteeship of over $11 billion; and he was a Principal of Mercer Investment Consulting responsible for custody and investment administration consulting services.Since 2005, Drew has been a Principal of Dymond, Foulds & Vaughan and advises industry and government superannuation Boards.
Drew is also the Chair of the Trustee Board and Chair of the Investment Committee for the Fiducian Superannuation Fund, a $2 billion retail superannuation fund as well as serving on a number of audit and compliance committees.
Drew holds a Bachelor of Business and Master of Business (Applied Finance) from University of Technology Sydney. He is also a CPA, a fellow of FINSIA and a J.P.
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