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.
Mike is an experienced financial services executive, with over 25 years across key client segments of Advice, Private Banking, Premium Banking, Wealth Management, Retail and Business Banking.
Mike is an experienced financial services executive, with demonstrated capability to lead large Distribution businesses and teams over 25 years across key client segments of Advice, Private Banking, Premium Banking, Wealth Management, Retail and Business Banking.
Within his previous role as General Manager of Bank Financial Advice of BT BTFG he was responsible for revenue of $150 million, 700 head count and approximately 200,000 clients (with 27,000 being Ongoing Advice). Prior to his role as the State General Manager for Retail & Business Banking in QLD, he was responsible for circa $250 million in cash earnings, $30 billion in footings and approximately 1,200 FTE.
He also holds a Bachelor of Business (Accounting) from Monash University and a Postgraduate, Applied Finance & Investments from SIA, (now FINSIA).
Anne is responsible for leading the business’s client retention and growth strategies. and is pivotal in driving the delivery of client centric platform solutions.
Anne is responsible for leading the business’s client retention and growth strategies. Anne is pivotal in driving Xplore Wealth’s delivery of client centric platform solutions to IFAs, dealer groups, wealth managers, stock brokers, private banks, and investment managers.
Anne is a skilled financial services operator, with demonstrated capability to lead high performing sales teams and over 20 years’ experience. Prior to joining Xplore Wealth, Anne was held the role of Intermediary Sales Manager, Northern with Vanguard Investments. Anne led the Intermediary sales team responsible for the distribution of Vanguard’s managed funds and ETFs across all advice segments in NSW, QLD and NT. During her time at Vanguard, Anne was a key initiator of Vanguard’s move into Managed Accounts.
Prior to Vanguard, Anne was employed by Centuria Capital as Head of Distribution Financial Services. In this role she was responsible for developing and implementing product and distribution strategy for Centuria Life, specifically tax effective investments.
Anne has a Bachelor of Economics from Macquarie University, a Graduate Diploma in Management from MGSM and a Graduate Diploma in Applied Finance and Investment from SIA (now KAPLAN).
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.
Bruce is an experienced finance executive with a track record in transforming strategic plans into customer-focused solutions.
Bruce is an experienced finance executive with over 25 years’ experience in the financial services sector and a track record in transforming strategic plans into customer-focused solutions. He brings experience leading and motivating teams to deliver growth, superior customer experience, project execution and business transformation.
Prior to joining Xplore Wealth Bruce held the position of CFO/COO for Australian Scholarships Group, a member-owned friendly society with $1.4 Billion in funds under management.
Bruce held several key senior executive roles and consulting engagements with prominent organisations in the wealth arena including ASG Friendly Society, MLC/National Australia Bank, Aviva Australia and ESS Super.
Bruce oversaw the integration of the MLC Masterkey Custom and Navigator platforms and he also successfully led the development of MLC Wrap. His past responsibilities have included strategy and product development, operations and customer service management as well as business risk and governance.
A Chartered Accountant, Mr Hawkins holds a Bachelor of Commerce from Deakin University. He has participated in extensive professional development and executive education programs in Australia and internationally
Neil has over 21 years of experience in the wealth management industry including extensive experience in Managed Discretionary Accounts (MDA) and Wrap products.
Neil is a senior business leader whose career spans product, projects, technology and operations. Prior to joining Xplore, Neil was the Head of Product where his role was to develop product strategy to align with a three-year business strategy and drive high performance from a team of product managers in executing against the product roadmap.
Neil’s key skills include growth strategy development and execution, project management and team leadership. Neil has a Diploma of Superannuation Management and a Diploma of Financial Planning.
Gloria is passionate about developing leadership capability and driving organisational change so as to achieve high performing and customer centric cultures.
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 has experience in all aspects of IT including vendor management, successful migration of infrastructure, software development and integration along with data migration.
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.
Contact our experienced Distribution team to discuss Xplore Wealth’s broad range of wealth management solutions.