Kelly is an experienced non-executive director and accomplished financial services professional with current board roles across diverse sectors including building regulation, health, financial services and education. She is also a member of the Audit and Risk Committee.
Kelly has extensive senior executive experience in insurance and lending and a depth of technical expertise in operations, risk management and governance. She brings a strong commercial approach to achieving objectives in complex regulatory environments and demonstrated ability in engaging stakeholders and working effectively to deliver business growth and improved performance.
Kelly holds a Masters of Management, a Diploma of Financial Services and is a graduate member of the Australian Institute of Company Directors.
Chief Operating Officer
Mr Hines has over 35 years’ experience in banking, finance and funds management services, agriculture and energy sectors with senior executive roles focused on finance, retail and operations. His breadth of experience covers mergers and acquisitions, capital funding, strategic financial advice, liquidity management and corporate and financial risk management. Robert is a Non-Executive Director and Chair of the Audit Committee.
Robert has held executive positions of Chief Financial Officer and/or Chief Operating Officer, at some of Australia’s leading companies including Queensland Sugar Limited, Queensland Investment Corporation, Bank of Queensland Limited, Energex Retail Limited, Tarong Energy Limited and Suncorp Group Limited. In addition, Mr Hines served as the Chief Financial Officer of NatWest Markets Limited, the investment banking arm of National Westminster Bank.
Mr Hines is a Non-Executive Director of a number of companies including; Cash Converters International Limited (ASX.CCV), Mackay Sugar Limited (unlisted – majority owned by Nordzucker AG) and Humm Group Limited (ASX.HUM). He also sits on numerous committees for these companies including Chairman of the Audit and Risk Committee for each.
Chief Operating Officer
Jon Brett was formerly an executive director of Investec Wentworth Private Equity Limited, and an executive of Investec Bank (Australia) Limited. He was also the CEO of Techway Limited which pioneered internet banking in Australia. Jon brings extensive strategic, board and management experience to Raiz Invest Limited, particularly in the areas of finance and corporate advisory. Jon will Chair the Remuneration, Nomination and Culture Committee.
Jon is currently Executive Chairman of Stridecorp Equity Partners, an AFSL licensed fund manager specialising in private equity. Jon is a Non-Executive Director of Mobilicom Limited (since September 2018) and Non-Executive Director of Corporate Travel Management Limited (ASX.CTD) and Chair of the Audit and Risk Committee. His former directorships include Godfreys Group Limited, The Pas Group Limited, Deputy President of the NRMA and Vocus Group Limited since its listing on the ASX.
Brendan Barry Malone
Chief Operating Officer
Mr Malone is the Managing Director and CEO of Raiz Invest Limited. 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.
Max is an experienced corporate lawyer and company secretary specialising in ASX listings, employee share schemes, mergers and acquisitions, equity capital markets and providing advice on corporate governance and compliance issues.
Max is an admitted lawyer in the New South Wales Supreme Court and the High Court of Australia. He holds a Diploma in Law, Graduate Diploma of Legal Practice and Graduate Certificate of Applied Corporate Governance and Risk Management with the Governance Institute of Australia. Max serves as Company Secretary to several ASX Listed and unlisted public companies, as well as being a member of the New South Wales Law Society and Affiliated Member of the Governance Institute of Australia.
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.
Chief Financial Officer
Alex Gao has over 15 years’ experience in accounting, finance and operations. As CFO, Alex oversees the accounting, business support, financial planning and analysis, management accounting and trading functions at Raiz. Alex joined Raiz and Instreet group in 2012 as the finance and operations manager and has worked closely with George, Brendan and James.
Alex is a member of CPA Australia and holds a Master of Commerce from the University of Sydney, majoring in accounting and finance.