An expert partner
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 and Company secretary

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

Alex
Hutchison

Chairman

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

Full Bio

Qualifications:
Bachelor of Laws, Diploma of Financial Services (Financial Planning), Master Stockbroker (SAA) and a Graduate of the Stanford University Graduate School of Business.

Experience and expertise:
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 (EISS Super) responsible for the management of EISS Super

Other current directorships:
No other current directorships of listed entities.

Former directorships (last 3 years):
Managed Accounts Holdings.

Special responsibilities:

Don
Sharp

Non-Executive Director

Don is a qualified accountant and a highly experienced, innovative and respected business builder and leader in the financial services sector.

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.

Stephen
Reed

Non-Executive Director

Stephen has extensive financial service experience including as Director at Norwich Investments Management Ltd, and partner in Austock stockbroking.

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.

Peter
Brook

Non-Executive Director

Peter was the former chief executive and managing director of major superannuation administrator Pillar Administration, a NSW government-owned entity.

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.

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

Qualifications
Bachelor of Commerce (Merit), Bachelor of Laws and Graduate Diploma of Applied Corporate Governance

Experience and expertise

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.

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.

Mike
Wright

Chief Executive Officer

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.

[email protected] +61 407 641 996 Full Bio

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
Hamieh

Head of Distribution and Marketing

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.

[email protected] 0433739329 Full Bio

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
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] +61 2 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.

[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

Sanya has experience in all aspects of IT 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.

Bruce
Hawkins

Chief Financial Officer

Bruce is an experienced finance executive with a track record in transforming strategic plans into customer-focused solutions.

[email protected] Full Bio

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

Distribution team

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

Anne Hamieh

Head of Distribution and Marketing

0433739329 [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]

Laura McInerney

Relationship Manager, NSW/QLD

0410 265 891 [email protected]

Luke Peterson

Relationship Manager VIC/SA/WA/TAS

0422 798 082 [email protected]