Co-founder and Executive Chairman

Stephen is a highly experienced and respected financial services professional, having been actively involved in the industry since 1984. His knowledge about the Australian market is unparalleled.

Stephen has built his reputation through his hands-on involvement in the industry, which in many instances led to revolutionary changes.

Co-founder and Managing Director

Neelesh brings a breadth and depth of experience in capital markets and financial services in South-East Asia, particularly India, and in Australia.

His experience spans mergers and acquisitions; investments; capital raisings; corporate restructuring; finance; governance and treasury management.

Director

Noel is a highly experienced Executive, who has been deeply involved in the Financial services industry for over 30 years.

Passionate about making a difference and helping people achieve their goals in their careers - Noel has worked in various capacities in several Charitable and For Purpose organisations while simultaneously building his reputation through his hands-on engagement in the Financial Services industry.

Director

Brian Thomas B Ec. GAICD is currently Director – Consulting Services with Wealthadvice and a Director of Jaipur Asset Management.

Brian has been in the financial services industry for over forty years specialising in superannuation and investment management covering administration, asset consulting, product development, marketing, distribution, asset allocation, people management and board directorship.

Director

Kay Aarons is the Principal of Strategic Financial Solutions (SFS) and a qualified financial planner with over 30 years’ experience in the profession. Kay established SFS in 1995.

Since that time, SFS has become of the largest and one of the most influential independently-owned boutique financial planning groups in Melbourne.