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.
The Board of Directors has extensive experience across technology and securities administration services for both institutional and adviser based clients.
Alex has over 20 years’ experience in the financial services industry having worked in a number of senior leadership roles. Alex is currently the Chief Executive Officer of Energy Industries Superannuation Scheme
Don is a qualified accountant and a highly experienced, innovative and respected business builder and leader in the financial services sector.
Julie is a registered tax (financial) adviser and a Certified Financial Planner professional who has practised as a financial planner for more than 30 years.
Stephen has extensive financial service experience including as Director at Norwich Investments Management Ltd, and partner in Austock stockbroking.
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.
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.
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.
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.
Neil has over 21 years of experience in the wealth management industry including extensive experience in Managed Discretionary Accounts (MDA) and Wrap products.
Gloria is passionate about developing leadership capability and driving organisational change so as to achieve high performing and customer centric cultures.
Sanja has experience in all aspects of IT 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.