Greg Kirk

Executive Chairman of the Board

Greg Kirk is the Chair of the Implemented Portfolios Board and has been the Executive Leader of the Business since 2015.

His career in financial services spans 44 years, leading teams since 1980, and holding Executive Leader/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.

Katie Gill

Chief Operating Officer

Katie Gill is the Chief Operating Officer at Implemented Portfolios, leading the operational and adviser services teams as well as managing the risk, compliance and regulatory responsibilities. 

Katie’s career in financial services spans 15 years, beginning in institutional equities and derivatives and over time, moving into the independent financial planning industry. Katie has worked in roles from small business start-ups to large institutions.

Outside the office, Katie is passionate about cooking and feeding people in the Greek tradition, and enjoys film festivals and travel.

Ian White

General Manager - Corporate

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.

Santiago Burridge

Founder and Director

Santi Burridge is the Founder and Director of Implemented Portfolios and has a strong passion for working with clients to ensure mutually beneficial success.

His career in financial services spans 23 years, with extensive experience as a Financial Adviser and Business owner. As well as his role at Implemented Portfolios, Santi is also a Director at Premier SMSF Solutions, Chairman of Treysta Wealth Management and the Founder and CEO of Lumiant Pty Ltd.

Outside the office, you’ll find Santi at the beach, enjoying the coastal lifestyle of swimming and surfing.

Jonathan Reilly

Chief Investment Officer and Co-Founder

Jon Reilly is the Chief Investment Officer and Co-Founder of Implemented Portfolios.

His career in financial services spans more than 20 years, starting out in providing advice to individual clients, then managing the Individually Managed Account service of a leading private wealth advisory firm and has been the CIO of Implemented Portfolios since the company’s inception back in 2010. Jon is a Certified Investment Management Analyst and brings extensive experience in the management of Implemented Portfolios’ MDA service.

Jon enjoys providing regular commentary to investors and speaking at industry events, as well as to the media on financial markets, asset allocation, managed accounts and ETFs.

Philip Pilgrim

General Manager - Partnerships and Distribution

Phil Pilgrim is the General Manager of Partnerships and Distribution at Implemented Portfolios and is responsible for leading the Sales and Distribution team of the company.

Phil’s career in financial services spans 24 years, having held various leadership & distribution roles across several renowned financial services institutions including BT, AMP and CoFunds.

Outside the office, Phil is passionate about his family and live music, and has a soft spot for guitars.

Naomi Christopher

National Manager – Marketing and Communications

Naomi is the National Manager – Marketing and Communications at Implemented Portfolios and is responsible for the leading the Marketing, Communications and Public Relations division within the company.

Her career in financial services spans over 12 years, where she has worked in similar roles at other reputable financial services businesses such as Midwinter Financial Services (A Bruvara owned company) and Funds Research and Ratings house – SQM Research.

Outside of the office, Naomi has a love for reading & creative writing and enjoys writing poetry. She also has a keen passion for Women in Financial Services and specifically in Financial Advice and is involved in various initiatives that seek to elevate and increase the presence of women in the industry.

Steve Garth

Board Director

Dr Steve Garth is an independent Non-Executive Director of Implemented Portfolios Limited and is Chair of the Board’s Product and Investment Oversight Committee. He has a keen interest in bringing an independent and fresh perspective to decision making.

His career in financial services spans over 20 years, including having a key role in growing the Australian arm of global asset manager – Dimensional Fund Advisers. Steve has also previously been a faculty member of UNSW, where his teaching and researching interests were in optical fiber technology and quantitative finance.

Outside the office, Steve enjoys beach paddle boarding and is a talented musician – playing both the guitar and the tenor saxophone.

David Plumb

Board 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, and is a Non-Executive Director on the BT Funds Management team. 

David is also a Fellow of the Institute of Chartered Accountants and a Graduate Member of the Australian Institute of Company Directors.