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you can trust.

Xplore Wealth’s success is built on a foundation of trust, integrity and professionalism. Clients are at the centre of everything we do and can rely on the expertise and commitment of our people.

Board of directors

The Board of Directors has extensive experience across technology and securities administration services for both institutional and adviser based clients.

Peter
Brook

Non-Executive Chairman

Peter was the former chief executive and managing director of major superannuation administrator Pillar Administration, a NSW government-owned entity. He successfully lead the overhaul of its operating model, technology, and member services. Pillar managed 1.1 million member accounts holding $110 billion in funds at the time of its sale to Mercer in December 2016. Peter’s 40-year career also includes executive and director roles at StatePlus, Alinta Energy, Challenger Financial Services Group, MLC and Grant Thornton.

Full Bio

Qualifications:

B Com, AICA, M Mngt, GAICD, GAIST

Experience and expertise:

Peter was the former chief executive and managing director of major superannuation administrator Pillar Administration, a NSW government-owned entity. He successfully lead the overhaul of its operating model, technology, and member services. Pillar managed 1.1 million member accounts holding $110 billion in funds at the time of its sale to Mercer in December 2016. Peter’s 40-year career also includes executive and director roles at StatePlus, Alinta Energy, Challenger Financial Services Group, MLC and Grant Thornton.

Other current directorships:

None.

Former directorships (last 3 years):

No former directorships of listed entities.

Special responsibilities:

Peter is Chairman of the ARC Audit and Finance Sub-committee, Chairman of the Remuneration and Nomination Committee and a member of the ARC Risk and Compliance Sub-committee.

Donald ('Don')
Sharp

Executive Director

Don is a qualified accountant and a highly experienced, innovative and respected business builder and leader in the financial services sector. He co-founded Bridges Financial Services Pty Ltd, an industry leader in financial services well known for establishing one of the first platform solutions for portfolio management in Australia, The Portfolio Service. Don is a former Chairman of Investors Mutual, Global Value Investors, and Premium Investors Limited (ASX: PRV) and a former Director of Countplus Limited (ASX: CUP) and Treasury Group Ltd (ASX: TRG).

Full Bio

Qualifications:

BBus, CPA, FAICD

Experience and expertise:

Don is a qualified accountant and a highly experienced, innovative and respected business builder and leader in the financial services sector. He co-founded Bridges Financial Services Pty Ltd, an industry leader in financial services well known for establishing one of the first platform solutions for portfolio management in Australia, The Portfolio Service. Don is a former Chairman of Investors Mutual, Global Value Investors, and Premium Investors Limited (ASX: PRV) and a former Director of Countplus Limited (ASX: CUP) and Treasury Group Ltd (ASX: TRG).

Other current directorships:

Executive Chairman of Integrated Payment Technologies Limited (ASX: IP1).

Former directorships (last 3 years):

Former Director of Countplus Limited (ASX: CUP).

Special responsibilities:

Don is Executive Director of the Company and a member of the ARC Risk and Compliance Sub-committee and the ARC Audit and Finance Sub-committee.

Jillian
McGregor

Joint Company Secretary

Jillian has worked as a corporate lawyer for over 20 years, during which time she regularly advised companies and directors on compliance with the Corporations Act 2001, ASX listing rules and other corporate legal matters.

[email protected] Full Bio

Joint Company Secretary:

Jillian has worked as a corporate lawyer for over 20 years, during which time she regularly advised companies and directors on compliance with the Corporations Act 2001, ASX listing rules and other corporate legal matters.

Stephen
Reed

Non-Executive Director

Stephen has extensive financial service experience including at Norwich Investments Management Ltd, as a Director and partner in Austock stockbroking companies and as founder and director of Austchoice Financial Services Ltd, listed on the ASX as DKN Ltd (ASX:DKN). He has established a number of financial practices, acted as Responsible Manager on a number of others, and consulted to a number of financial services companies on strategy and marketing.

Full Bio

Qualifications:

B.Com (Melb), MBA (Monash), Dip Fin Planning (Deakin)

Experience and expertise:

Stephen has extensive financial service experience including at Norwich Investments Management Ltd, as a Director and partner in Austock stockbroking companies and as founder and director of Austchoice Financial Services Ltd, listed on the ASX as DKN Ltd (ASX:DKN). He has established a number of financial practices, acted as Responsible Manager on a number of others, and consulted to a number of financial services companies on strategy and marketing. He has also been a co-founder and past director of Manbulloo Ltd which over the past decade has grown into one of Australia's largest producers of mangoes.

Other current directorships:

No other current directorships of listed entities.

Former directorships (last 3 years):

No former directorships of listed entities.

Special responsibilities:

Stephen is a member of the ARC Audit and Finance Sub-committee and the Remuneration and Nomination Committee.

Executive management

The Executive Management team at Xplore Wealth each have over 20 years’ experience in the finance industry. They come from a diverse background but all put integrity and trust at the forefront of everything they do.

Pamella
Wilson

COO

Pamella has over 28 years of experience within the Australian Financial Services sector with organisations including: Perpetual, Permanent Trust, BNP Paribas, ANZ One Path, AEGIS.

[email protected] 8006 5917 Full Bio

Pamella has over 28 years of experience within the Australian Financial Services sector with organisations including: Perpetual, Permanent Trust, BNP Paribas, ANZ One Path, AEGIS. Pamella has extensive experience spanning across custody, registry, managed accounts, investment research wrap and superannuation. Pamella has held a variety of senior operational roles including in the trustee industry, prior to transitioning across to project and IT focused roles. Pamella has an Advanced Diploma of Information Technology Business Analysis and Certificate IV in Project Management Practice.

Craig
Giffin

Chief Risk Officer

Craig has over 30 years’ experience in executive director level business management roles and in global and APAC leadership and director roles within Financial Services.

[email protected] 8006 5900 Full Bio
  • Craig has over 30 years’ experience in executive director level business management roles and in global and APAC leadership and director roles within Financial Services.
  • Craig spent a short time at OneVue Limited as Head of Risk Management, Compliance, Legal and Trustee Services. In his former roles he was Executive Head of Risk, Compliance, Legal and Governance for Australia and New Zealand at Nikko Asset Management Limited.
  • Craig has extensive global experience having held executive regional and global roles in risk management and compliance including at Barclays Global Investors, Fortis Investments, BNP Paribas and St. George Bank.
  • Craig has MBA program qualifications from the Australian Graduate School of Management and is a member of the Australian Institute of Company Directors, a member of the Institute of Public Accountants, an Associate of the Institute of Financial Accountants. Craig is also a Fellow of the Securities Institute of Australia.

Gloria
Saliba

Head of People & Culture

Gloria is passionate about developing leadership capability and driving organisational change so as to achieve high performing and customer centric cultures. She has over 25 years’ experience in the Australian (APAC) financial services sector, having held senior HR leadership roles with CIMB Securities, Nikko Asset Management, Goldman Sachs and Macquarie Bank.

[email protected] +61 2 8006 5930 Full Bio

Gloria is passionate about developing leadership capability and driving organisational change so as to achieve high performing and customer centric cultures. She has over 25 years’ experience in the Australian (APAC) financial services sector, having held senior HR leadership roles with CIMB Securities, Nikko Asset Management, Goldman Sachs and Macquarie Bank.

Sanja
Petrovic

Head of IT

Sanja joined Xplore Wealth in 2008 after working for a Superannuation Administrator. She has been involved in all areas of the IT Department including vendor management, successful migration of infrastructure, software development and integration along with data migration.

[email protected] +61 2 8006 5914 Full Bio

Sanja joined Xplore Wealth in 2008 after working for a Superannuation Administrator. She has been involved in all areas of the IT Department including vendor management, successful migration of infrastructure, software development and integration along with data migration.

Distribution team

Contact our experienced Distribution team to discuss Xplore Wealth’s broad range of investment solutions.

Doug Kirkman

State Distribution Manager, VIC/TAS

0427 237 808 [email protected]

Lisa Ng

State Distribution Manager, SA/WA

0429 666 206 [email protected]

Neil Pattinson

State Distribution Manager, NSW/QLD

0439 900 280 [email protected]

Luke Peterson

Relationship Manager VIC/SA/WA/TAS

0422 798 082 [email protected]

Laura McInerney

Relationship Manager, NSW/QLD

0410 265 891 [email protected]