Directors & Management - Raiz Invest

BOARD OF DIRECTORS

The Directors bring to the Board relevant experience and skills, including industry and business knowledge, financial management and corporate governance experience.

Peter Anthony Fay


Independent Non-Executive Chairman
Mr Fay has worked in financial markets since he graduated from Melbourne University in 1982. He has worked for several leading investment banks and brokerage firms and held senior positions with various industry bodies. He has a deep understanding of financial markets with particular expertise in derivative products. He was instrumental in establishing the agricultural derivatives markets in Australia and holds investments in a diverse portfolio of start-up ventures.
His skills include management, product development, compliance, risk management, governance and marketing.



George Simon Lucas


Chief Executive Officer and Managing Director
Mr Lucas is the founder, CEO and Managing Director of Raiz Invest Australia.
He has over 30 years’ experience in the investment banking and fund management industry. His experience spans retail product strategy, managing investment risk, portfolio management, financial quantitative methods and regulatory compliance.
Prior to founding Raiz Invest Australia, Mr Lucas was the Chief Investment officer of Mariner Financial. He has been a director of two listed investment trusts and was the head of the London equity derivative trading and structuring for First Chicago.
George is a regular presenter at finance industry forums and Sky Business, and has written a book and tertiary courses regarding the use of derivatives and quantitative trading models.
George holds a Bachelor of Science from the University of New South Wales and is a member of the Australian Institute of Company Directors.



Kieran Moore


Independent Non-Executive Director
Kieran is currently the Chair of Ogilvy PR Australia and CEO Public Relations and Public Affairs, WPP AUNZ.
As CEO of WPP AUNZ, Kieran oversees 19 WPP agencies across the WPP AUNZ group’s public relations, public affairs, and government relation agencies and has a client base of more than 500 organisations.
Prior to becoming Chair of Ogilvy PR, Kieran was the CEO and during her seven year tenure, grew the business to become the largest PR group in Australia. In that role she had responsibility for 120 people, across six businesses in Sydney, Canberra and Melbourne.
Prior to becoming Ogilvy PR CEO, Kieran was the managing director of Howorth, Ogilvy PR’s largest business for eight years. Before that Kieran was in London for almost 14 years serving as board director and shareholder of London-based Firefly Communications for eight years which had offices in England, Scotland, France and Germany.
As well as the operations for the WPP AUNZ PR & PA companies, Kieran is actively involved in client campaigns and advises at the most senior level. Her teams have won more than 30 international awards for client campaigns and over the years she has been named twice as one of The Australian’s top 10 Women to Watch.
She is an active campaigner for gender equality and diversity in the workplace and donates her time to a number of social justice organisations both in Australia and overseas. Kieran is a Fellow of the PRIA and in 2015 joined the worldwide board of Ogilvy PR.



David Gordon


Independent Non-Executive Director
David Gordon has over 30 years’ experience in the advisory industry specialising in financial, tax and business advisory. He has been a partner since 1985 in GHR Accounting Group, a BRW top 100 accounting practice and is a foundation director of Premium Wealth Management Ltd (Premium). Premium has over 20 investment advisory firms as members and supervises the investment of over $2.5 billion of clients’ monies. David is also on the board of Premium.
David has extensive experience in providing financial services advice to clients, portfolio construction and in ensuring that managed investment schemes and structured and other financial products are relevant for individual investment portfolios.
David holds a practising certificate with CPA Australia, is a registered tax agent and a current member of the Financial Planning Association of Australia. He also has a Bachelor of Business (Accounting) from University of Technology Sydney.



Nina Finlayson


Independent Non-Executive Director

Nina has over 26 years’ experience as a leading market researcher and adviser to business on consumer attitudes, behaviour and experience.
She is the managing director of Buzz Strategic Insights which was founded in 1995 and specialises in qualitative market research. Nina has worked with many of Australia’s leading brands and organisations.
With a UNSW Bachelor of Commerce, majoring in Marketing, Nina began her career in an undergraduate program with Price Waterhouse Coopers, before joining pioneering qualitative research agency, Kaleidoscope.
Nina’s skills in sifting out critical customer and user insights, often in highly immersive environments, are invaluable in shaping strategy, user experience and brand propositions.


Each Director above has confirmed to the Company that he or she anticipates being available to perform his or her duties as a Non-Executive or Executive Director, as the case may be, without constraint from other commitments.


SENIOR MANAGEMENT


Brendan Barry Malone


Chief Operating Officer
Brendan Malone has over 20 years’ experience in financial institutions including The Royal Bank of Scotland (RBS) and ABN AMRO (AMRO). Brendan has extensive experience across all aspects of investment banking, client coverage and strategy, along with compliance and all operational functions. Brendan is known for his ability to innovate and operate at a highly strategic level, whilst driving operational excellence with a strong attention to detail. He has led large scale workforces across most front and back office functions. He has delivered transformational agendas resulting in significant synergies through mergers, acquisitions, restructuring and downsizing. Brendan has experience working across various continents, jurisdictions, legislations and regulatory environments as well as cultures in both developed and emerging economies. Brendan’s previous roles have consisted of both front and back office functions across key financial hubs including London, Hong Kong, Singapore and Sydney.
Brendan is responsible for the day to day operations of the Raiz Group’s business and is passionate about his customer centric, highly efficient, productive and dynamic team who specialise in customer service, technology, finance and marketing.
Brendan graduated from the University of Newcastle with a Bachelor of Commerce, majoring in accounting and finance. Brendan is a member of both The Chartered Institute of Management Accountants and the Australian Institute of Company Directors.



James Poon


Chief Product Officer & International
James Poon has over 19 years’ experience working in financial markets, institutional and investment banking and wealth management in leading financial institutions such as Westpac, AMRO, RBS and more recently as the Head of Product at Instreet Investment. James was a Director of Structuring at RBS and was a nominated responsible manager for RBS’ AFSL. James has broad experience across multi-assets in sales, trading and financial engineering of investment products. James is committed to improving the financial well-being and literacy of clients through sound education.
James holds a Bachelor of Business (Accounting) and LLB (Hons) from University of Technology Sydney and has been admitted as a legal practitioner in NSW.



Martin James Conley


Company Secretary
Martin Conley has over 20 years of experience as a company secretary and corporate governance professional. Martin was previously the company secretary for the Australian and New Zealand operations of RBS and AMRO for over 16 years and led the APAC Secretariat function for RBS during his last five years with the organisation. His experience encompasses the management of the company secretariat and corporate governance advisory functions across large, complex and dynamic corporate structures.
In his roles with RBS and AMRO, he led the company secretarial function on all major corporate transactions (including acquisitions, capital injections, corporate restructures and divestments / wind ups) and assisted the in-house legal team and business functions in reviewing and arranging execution of transaction related documentation. He was closely involved in the preparation and approval of subsidiary company annual financial statements and AFSL documentation and held full responsibility for company and AFSL lodgements with ASIC and assisted with lodgements to other regulators.
Martin graduated from the University of Adelaide with a Bachelor of Laws and a Bachelor of Economics majoring in Accountancy. Martin has completed Graduate Diplomas in Applied Corporate Governance and Company Secretarial Practice through the Governance Institute of Australia and holds the credentials of AGIA / ACIS as an Associate Member of this body.


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