Keri Pratt will retire on November 3, wrapping up her career in financial services spanning over 40 years.

Pratt joined State Super in 2017 and was head of institutional for Australia and New Zealand at Franklin Templeton Investments before that.

She also served as head of client service at GMO Australia between 2001 and 2011, and held investment specialist, product and consulting roles at NAB, MLC and Lendlease.

Pratt has been the chief investment strategy officer since October 2025 and is responsible for State Super's asset-liability management objectives in negotiation with state and federal governments.

She also works with chief executive John Livanas and the board to develop investment strategies for each of the scheme's investment options, overseeing implementation and effectiveness of the $30 billion investment outsourcing arrangement with TCorp and the $7 billion investment outsourcing arrangement with Frontier Advisors with her team.

State Super shared news of Pratt's retirement on LinkedIn.

"Our chief executive, John Livanas, paid tribute to Keri's years of service and dedication to State Super and our members, acknowledging the significant contribution she has made throughout her time with us," it said.

"We thank Keri for her unwavering commitment and wish her all the very best as she looks forward to this exciting new chapter."

Following Pratt's departure, her team will report to chief operating officer, finance and investments Nish Patel, State Super confirmed.

The defined benefit scheme recently added several appointments to its board, including Michael Dwyer as chair, who brings more than three decades of experience across superannuation, investment management and financial services.

Meanwhile, Pharmacy Guild of Australia (NSW Branch) state director Daniel Kicuroski joined the board last month.

Gordon Ballantyne has taken up the role following the retirement of Melinda Cilento, who stepped down as a director and deputy chair at the conclusion of the organisation's annual general meeting on October 28.

Ballantyne was previously the chief executive of Healthscope between 2017 and 2019.

Cilento is currently the chief executive of Committee for Economic Development of Australia (CEDA).

The board change comes as Australian Unity turns its attention to the financial and lifestyle challenges facing older Australians, with new research highlighting how uncertainty around health, policy settings and market conditions is influencing retirement decisions.

Its Trust in Ageing study, based on a survey of more than 2000 Baby Boomers who own property and are involved in household financial decisions, found that while 75% described themselves as financially comfortable or free, just 14% said they were actively enjoying their wealth or using it to improve their lifestyle.

The research also found 65% had gifted at least $10,000 to their children, often to help with a first home purchase. However, more than half of those who had provided financial support said they could give more but were holding back because of uncertainty about their own future.

Australian Unity wealth and capital markets chief executive Balaji Gopal said concerns about future health costs, longevity, policy changes and market volatility were making older Australians reluctant to draw on their assets.

"This can lead to a fixation on savings targets rather than seeing wealth as an enabler of wellbeing - for us and the people we care about," he said.

Gopal said the industry needed to provide solutions that better reflected the costs of ageing and helped people make informed decisions about spending, gifting and future care.

The findings also pointed to an advice opportunity, with financial advisers ranked as the most trusted source after a spouse when planning for later life.

The appointment follows Australian Unity's decision earlier this month to name Anne McCormack as chief executive and group executive of its home health division. McCormack, who will take up the position in January 2027, joins from Victorian aged care provider mecwacare, where she served as chief executive for three years.

Sascha Gruber will take over as chief executive from Roberto Paganoni on 1 January 2027, subject to regulatory approval, as part of the firm's succession planning.

Paganoni, who has led the business since its establishment in 1998, will join LGT Capital Partners' group board.

Gruber joined the firm in 2002 and has held senior leadership positions across its investment and executive committees. He has been instrumental in developing its private markets business, particularly its secondaries strategy, while also helping expand its international operations and presence in the Americas.

Under Paganoni's leadership, LGT Capital Partners has grown into a global alternatives investment manager with more than US$120 billion in assets under management and more than 750 institutional clients.

The firm employs around 1000 people across 16 offices, investing across private markets, multi-alternatives and diversifying strategies, alongside sustainable and impact strategies.

LGT Capital Partners chair Prince Max von und zu Liechtenstein said the firm's long-term ownership by the royal family of Liechtenstein allowed it to take a considered approach to leadership succession.

He credited Paganoni with building a resilient business and establishing a strong organisational culture, adding that Gruber shared the principles underpinning the firm's development.

Paganoni said Gruber had made a substantial contribution to the firm's growth and understood its business and culture.

"I have every confidence in him and the broader management team and I look forward to supporting the firm in my future role," he said.

Gruber said he was honoured by the appointment and intended to work with colleagues to further develop the investment platform and maintain relationships with clients and partners globally.

The firm said it would continue pursuing its existing strategy under the family's ownership, including investing its own capital alongside clients to maintain alignment of interests.

Australian Retirement Trust (ART) chief executive Kathy Vincent and Brighter Super chief executive Kate Farrar will commence their board duties in December.

Newly minted ASFA chair Linda Elkins said they bring fresh perspectives and depth of experience to the already highly experienced board as it navigates a pivotal time for superannuation.

"Their collective experience across different parts of the super and finance systems will help set up ASFA to support the sector through significant demographic changes and a time of economic challenge," Elkins said.

Vincent replaced David Anderson in October 2025 as chief executive and prior to that appointment was ART's chief operating officer.

Prior to joining ART she held senior roles at BT, Macquarie Group, MLC and NAB in executive roles across product, operations, advice and strategy.

"Helping people move from saving for retirement to living a confident retirement is one of the most important challenges facing our sector," Vincent said.

"I look forward to working with ASFA to help more Australians access the support and advice they need to make the most of their super and their retirement."

Farrar has been the chief executive of Brighter Super since 2018, overseeing the merger of LGIAsuper and Energy Super and the acquisition of Suncorp Super.

"Leading a member-owned fund that brings together industry, public-sector and retail heritage has shown me the value of different perspectives. I look forward to bringing that experience to the board to help strengthen the system and deliver even better retirement outcomes," Farrar said.

Australian Ethical, Bloomberg, the Centre for Corporate Health (CFCH), Commonwealth Bank and Oak Hill Advisors recently joined ASFA as new members in 2026.

ASFA said growing its membership base reflected the diversity of Australia's superannuation sector and the value of bringing a wider range of perspectives into industry discussions.

Hodgkinson was previously principal, distribution at ECP, where he was responsible for business development and client relations, before joining the Australian arm of one of Europe's largest asset manager.

He also spent six years in business development and client services at GMO Asset Management, working across its Sydney, London and Singapore offices. Earlier in his career, he held roles at Dimensional Fund Advisors and van Eyk Research.

"We're delighted to welcome Lachlan to the team. His depth of institutional experience and client-centric, consultative approach will strengthen our ability to understand clients' broader portfolio needs and connect them with the specialist expertise of our global investment managers, said Danny King, country head for Australia and New Zealand.

Commenting on his new role, Hodgkinson said, "I'm pleased to be joining the Natixis IM team and continuing to build and strengthen its institutional client relationships. We share a commitment to working closely with clients, understanding their priorities and shaping high-quality investment solutions around their needs."

Hodgkinson is the latest senior leader to join the local office as part of the group's growth plans. Earlier this year, Natixis appointed Rommel Hacopian to head of wholesale distribution, and Mai Platt as director, client services.

The $248 billion superannuation fund has appointed Murray Keir to the newly created role of head of investment innovation, while Ganesh Suntharam has been promoted to head of systematic, overseeing its internal systematic equities platform.

The promotions, effective immediately, reflect the fund's focus on applying data, technology and AI across its investment operations as it seeks opportunities to improve long-term outcomes for its 1.3 million members.

Aware Super chief investment officer Simon Warner said technology could strengthen investment decisions without displacing the judgment required to navigate markets.

"Data and AI won't replace investment judgement, but they will sharpen it. In a world that's changing this quickly, the edge goes to investors who adapt fastest, and we intend to be one of them," Warner said.

Keir will lead the integration of data, technology and process innovation across the investment function. He previously headed systematic equities at Aware Super, where he led the fund's internal platform managing more than $25 billion across Australian and international share markets.

Suntharam will take responsibility for that platform, which uses data-driven, rules-based models to invest across domestic and global equities.

Warner said Keir's new position would focus on embedding innovation throughout the investment process, while Suntharam would build on the systematic team's existing capabilities.

"Murray's new role is about bringing innovation, data and technology into every investment decision we make. Change creates opportunity, but only for investors who are ready for it," he said.

"Ganesh inherits a strong systematic business. His job is to build on those foundations, and I have every confidence he will."

The leadership changes follow Aware Super's broader focus on technology and investment capability as the industry considers how emerging tools can support portfolio management and member outcomes.

Natallia Smith and Pedro Marin Ramirez were elected for a three-year term and will be formally appointed at the FAAA annual general meeting (AGM) on November 23.

Existing board member Deborah Kent has also been re-elected to her position.

"As a member-led organisation, having a majority member-elected board helps us remain close to the advisers we are here to represent and the issues that are important to them," FAAA outgoing chair David Sharpe said.

"On behalf of the board, thank you to all those who took the time to vote and contribute to the process."

Smith is director and principal financial adviser of TruWealth Advice which specialises in helping women approaching retirement or navigating life changes.

She started her career as a financial adviser in 2003 and founded TruWealth in 2010.

Ramirez is the founder of Marin Wealth, a self-licensed Brisbane practice established in 2023, where he is also the responsible manager.

The firm advises on retirement and superannuation strategy, investment and portfolio construction, personal insurance, cash flow and debt, and estate planning, and has a dedicated practice advising clients through separation and divorce.

"The calibre of the candidates was extremely high and it was fantastic to see so many members keen to get involved in their association and play a role in its future," Sharpe said.

"Natallia, Pedro and Deborah offer a diverse range of experience, skills and perspectives from across the financial advice community and will be strong representatives of our association and our profession."

Sheila Gutierrez-Cabacungan will stand down as director following the end of her three-year term.

Sharpe thanked Gutierrez-Cabacungan for her contribution as a director over the past three years.

"Sheila has contributed enormously to the FAAA both as a board member and a volunteer," Sharpe said.

"In particular, her hands-on involvement with our communities across the country has embodied the FAAA's commitment to grassroots engagement. It has been a pleasure working alongside her."

FAAA chair-elect Michelle Veitch will officially assume the role of chair after the AGM, succeeding current chair David Sharpe, whose maximum 10-year tenure as a director concludes at the event.

Dean Winterton, who joins from ASX-listed real estate investment manager Qualitas, will lead the firm's institutional capital strategy, targeting investors including pension funds, sovereign wealth funds, insurers and endowments.

His remit includes developing new partnerships, strengthening existing relationships and raising discretionary capital.

The appointment formalises institutional fundraising as a dedicated growth channel alongside Pallas Capital's established relationships with wholesale investors, financial advisers, banks and other funding partners. The firm manages about $4.7 billion of capital on behalf of these groups.

Pallas Capital's lending vehicles have invested $11.6 billion across more than 1,400 transactions since inception. It currently manages more than 450 investments valued at $5 billion.

Winterton previously served as global head of capital at Qualitas, where he led fundraising across institutional, wholesale and listed investment strategies.

He brings more than 30 years of experience in investment management, capital formation and institutional distribution across Australia and international markets.

Pallas Capital executive director and chief investment officer Dan Gallen said the appointment would build on existing institutional relationships and support further expansion.

"Institutional capital is already an important part of our platform, with a number of established partnerships across our credit and investment strategies," Gallen said.

"As institutional investors continue to increase allocations to private credit and seek experienced specialist managers, we believe Pallas Capital is well positioned to capture that opportunity."

Winterton said growing interest in private credit and alternative real estate strategies was creating opportunities for specialist managers with strong origination capabilities.

"Pallas Capital has already built a strong institutional foundation, underpinned by a differentiated platform spanning both real estate credit and development," he said.

"It's combination of investment expertise and practical development experience supports a detailed understanding of property risk, active management and the execution of complex real estate opportunities."

His priorities over the next 12 months include expanding institutional relationships globally and increasing discretionary capital available to the business.

The appointment follows Pallas Capital's expansion into the UK earlier this year, when it established a separate business led by executive director Ben Keenan, extending the group's real estate lending operations into another international market.

Tim Sutton has joined the super fund and is based in Sydney, a spokesperson confirmed.

He brings more than 15 years' experience in legal and regulatory across various financial services businesses, including stints at ASIC as a lawyer and APRA as senior manager of legal.

Most recently, he was the special counsel at Norton Rose Fulbright for over a year and served as head of regulatory affairs at Colonial First State (CFS) between 2019 and 2021, departing shortly after Commonwealth Bank announced that it was selling the majority stake in CFS to private equity investor KKR.

Earlier in his career, he held legal positions at AMP, Miniter Ellison and Black Dawson.

Commenting on his appointment, Sutton said: "Having recently concluded a rewarding stint as special counsel at Norton Rose Fulbright, I'm excited to work with the Cbus team to support strong outcomes for members and support the continued evolution of the legal function."

"Looking forward to the opportunities ahead and to contributing to the continued success of the organisation."

Meanwhile, Joshua Parisotto is set to join the super fund this month as chief member officer after a six-year tenure at HESTA in various C-suite capacities.

He joined HESTA as chief advice officer in January 2020 before taking on broader responsibilities for member engagement, education advice and employer partnerships.

In April, Amanda Hagan was announced as the new chief technology officer, a position that was vacated by former chief information and technology officer Mirella Robinson.

In the same month, Cbus Property, the super fund's direct property investment manager, named Chris Kakoufas as chief executive, replacing Adrian Pozzo who stepped down after 24 years with the business.

The real estate unit also welcomed executive general manager of national development Marina Rofe last month, arriving from Mirvac where she was based for close to 14 years.

"Marina joins us at an exciting time as we continue to strengthen collaboration across our national development management business and build on our strong foundations already in place," Cbus Property said.

Newly minted chief executive Louise Watson leads the managed accounts provider's restructured business, that unveiled its inaugural executive leadership lineup just 15 months ago.

Chief operating officer and chief financial officer Will Gramolt has left the dual role to move to another post at parent company Generation Development Group (GDG).

Deputy chief financial officer Alex Kroujkov is now the chief financial officer. Darren Beesley remains as chief investment officer.

Those made redundant include chief risk and operations officer Jason Komadina, who took the role in August 2025. He was joined by general manager of advice solutions Marc Hraiki, who also moved to the group at the same time.

A number of sales and consulting roles were also impacted by the overhaul. Evidentia declined to confirm the exact number of staff and roles affected.

"As is common with any organisational change, a small number of roles have been impacted, resulting in some individuals departing our business. Evidentia Group takes the privacy of its people seriously, and as such will not make an official statement publicly disclosing the names of individuals or individual impacted roles," Watson said in response.

"The changes announced are designed to create a structure that supports stronger collaboration, better client outcomes and sustainable growth."

The restructure comes as GDG reported booming funds under management (FUM) across its wealth business in the September quarter, led by record investment-bond sales at Generation Life.

Evidentia Group ended the September quarter with $41.7 billion in FUM, up 28% on the prior corresponding period. It recorded $1.54 billion in net inflows, including $74 million in net new mandates.

Part of the changes saw the promotion of Brendan Johnson to chief client officer, a newly created role, after serving as general manager of business consulting for one year.

Jo Cornwell has also taken on a newly created role of chief commercial and operating officer, moving on from her position as head of manager research.

The senior leadership team includes Chris Carrodus as general manager of asset consulting, Chris Smith as general manager of implemented portfolios, Hugh Holden as general manager of wealth solution, and Mark Zaglas as general manager of business consulting and Naomi Christopher as general manager of marketing and communications.

Watson said: "Over the past 18 months we have made significant progress bringing our businesses, teams and capabilities together, while attracting leading talent from the market. As we look ahead, this new structure positions us to operate with greater focus and agility, to help more clients in more ways."

She added that the changes are about "building on the strong foundations established through the larger Evidentia Group and creating an organisation that is well positioned for sustainable growth."

Edward Moncreiffe has been named the new regional chief executive, effective November 2, when he will be responsible for key markets including Australia, New Zealand, India and Sri Lanka.

In his new role, he will continue to be based in Hong Kong and reports to group chief executive and president Lee Yuan Siong.

Edward has 20 years of leadership experience across insurance, wealth and strategy roles across the UK, Europe, Latin America and Asia.

Most recently, Moncreiffe was chief executive for insurance at HSBC Group for its life and health insurance business in Hong Kong, Macau, Mainland China, Singapore, India, Malta, Bermuda and Mexico - as well as insurance distribution units globally.

Across his 15-year tenure at HSBC, he held multiple leadership roles, including global head of strategic partnerships and retail insurance, and head of distribution before transitioning into the top job for insurance in April 2024.

He also chaired the Hong Kong Federation of Insurers, Matilda International Hospital and City Mental Health Alliance Hong Kong. He represents Asia Pacific on the Executive Council of the International Insurance Society, AIA noted.

Commenting, Siong said Moncreiffe has a strong track record of delivering growth and strengthening market positions.

"Edward brings deep insurance expertise, extensive international experience and a strong track record of growing businesses and strengthening market positions," Siong said.

"His understanding of customers and distribution, together with his experience across insurance and wealth, will be highly relevant as he works with our market leadership teams to build on the strong foundations of our businesses and accelerate their next phase of growth."

Moncreiffe said: "I am delighted to be joining AIA, a company distinguished by its exceptional franchise, clear purpose and long-term commitment to Asia."

"AIA's businesses in India, Sri Lanka, Australia and New Zealand each have distinct strengths, priorities and opportunities. I look forward to working with the group and market leadership teams to build on those strengths, advance our enterprise-wide strategic priorities and deliver long-term value for customers, partners and shareholders."

Sandra Chui has joined Privity Credit in the same position this month, bringing two decades of executive, financial and operational leadership across the investment management, regulated markets, and corporate services sectors.

Privity Credit noted Chui's experience spans funds management, investment operations, governance, risk and compliance, institutional investor readiness, operational due diligence, service-provider oversight and the development of scalable operating models.

Most recently, Chui led the business integration, product execution and operating-platform maturity as chief operating officer at Merricks Capital. She initially joined the firm as chief financial officer in November 2020 but transitioned into an operative role in July 2024, coinciding with the acquisition from Regal Partners for approximately $235 million.

Before her departure, Chui also assisted with Regal Partners' credit and royalties programs for a short period of time.

Merricks Capital is a wholly owned subsidiary of Regal Partners.

Prior to Merricks Capital, Chui served in financial leadership roles at different sectors, including IntoWork Australia and Australian Energy Market Operator. She also served as the chair of finance on several committees, such as Leadership Victoria and Glen Education previously.

In her new role, Chui will oversee strategic decision, commercial discipline and operation needed to strengthen the firm's growth trajectory, Privity Credit said.

"She will help align strategy with execution, enhance governance and operational resilience, and ensure our people, processes and partners continue to deliver with confidence for investors," the firm said.

Merricks Capital did not respond to Financial Standard's enquiry.

Natixis IM has created the Global Client Development division, including a single distribution platform organised across six regions, with each to focus on meeting its clients' needs and investment preferences while taking local regulations and constraints into account.

The division has also established a separate department for partnership, and products and solutions.

The remit of the partnership department will be to strengthen existing strategic distribution partnerships and establish new ones with banking networks, insurers and other distributors around the world, while clients can expect solutions development and product range strategy tailored to clients' needs across retirement, long-term savings and wealth management.

To lead the new division, Natixis IM head of international distribution Fabrice Chemouny will transition into the chief client officer role, effective 1 January 2027, reporting to chief executive Philippe Setbon.

The new division will be implemented once an information and consultation process with the relevant employee representative bodies has been completed, the company said.

Additionally, the new organisation is part of the BPCE Group's VISION 2030 strategic plan, and the creation of a single global platform bringing together the US, and the rest of the world will foster synergies between regions, where clients will have easier access to the full range of expertise offered by Natixis IM and its affiliated asset management firms.

Commenting, Setbon said the new formation will develop solutions to capitalise on an "increasingly fragmented" global environment.

"Our strategic plan has proven successful, and we want to go further. This new organisation further strengthens the position of clients at the heart of our model across all regions and supports the acceleration of our growth," Setbon said.

Chemouny added: "By bringing our teams together in a new global organisation, we combine in-depth knowledge of each market with the strength of a global player."

"We will also make our offering available to more clients through new distribution partnerships and work with them to develop solutions tailored to their long-term needs.

"This transformation will give us the agility we need in volatile markets, foster synergies across regions and drive innovation in the service of our clients."

The board president of ESSSuper, Pam Rebecca, has appointed Moana Weir as the new head of ESSSuper.

Weir has been acting in the position since the departure of Robbie Campo on August 21 and was previously the fund's group executive in legal, governance, risk and compliance.

Rebecca said Weir was a standout candidate from a highly competitive recruitment field.

"Moana's skills, experience and leadership are exactly what we were looking for to take our organisation forward.

"We are on an ambitious transformation journey, and Moana brings extensive experience in transformation across multiple roles in a number of industries including financial services for members, as well as experience working in technology companies. Those experiences are vital as we deliver large-scale projects underpinning our enhancement of retirement outcomes for our members."

Since taking on the acting chief executive position, Weir has overseen a successful platform transition working together with our external administrator and its technology provider, said Rebecca.

On her appointment, Weir said she is looking forward to leading an organisation dedicated to supporting a dignified and secure retirement for Victoria's most critical workers, into its next phase.

"At ESSSuper, we have a special purpose to provide excellent retirement outcomes for our members who have dedicated their lives to providing essential services to our community, including police officers, firefighters, paramedics, teachers and support workers. We consider this to be a great privilege."

Heather Gray joins the fund's Member Service Committee, bringing her six years experience as lead ombudsman, superannuation at the Australian Financial Complaints Authority (AFCA) to the role. Gray is also a superannuation lawyer, having worked in various firms, including being a partner at Allens and Hall & Wilcox.

In the same announcement, HESTA has also appointed Sean Carmody to its board risk committee. Carmody previously held senior roles at the the Australian Prudential Regulation Authority and Westpac.

."We're excited to welcome Sean and Heather who bring valuable knowledge and expertise to the Fund's Committees, as well as an external perspective that can support our work to deliver for members," said HESTA board chair Nicola Roxon.

Other external advisers to HESTA board committees include Alan Morrison to the finance audit and compliance committee, and Susanne Dahn and Susan Darroch to the investment committee.

Julio Garcia will step down from his executive responsibilities following a transition period, IFM said, but he will remain as a member of the firm's investment committee.

Commenting, IFM global head of infrastructure Kyle Mangini said Garcia had been instrumental in the global buildout of the firm.

"Julio has made an extraordinary contribution to IFM since joining in 2008. He has helped build our presence in North America, led major investments and has been instrumental in establishing IFM as a respected global infrastructure investor," Mangini said.

"Beyond his professional achievements, Julio has been a trusted colleague, mentor and leader whose integrity, judgement and commitment have had a lasting impact on our business and our people.

"We are deeply grateful for everything he has contributed over the past 18 years."

Current executive director, infrastructure Michael Kulper will succeed Garcia following the transition period. He joined IFM in 2013 and has played a key role in developing IFM's infrastructure equity business.

In particular, Kulper led the origination of IFM's toll road portfolio, which currently represents approximately $40 billion (US$28bn) in net asset value.

Mangini welcomed Kulper's appointment.

"Michael is a highly respected and experienced infrastructure investor who has been a key contributor to IFM's success for more than a decade," Mangini said.

"We are confident he will build on Julio's outstanding legacy and continue delivering strong outcomes for our clients and the working people they represent."

Meanwhile, IFM, via its managed fund, has acquired majority stake in Associated British Ports (ABP), a UK port operator, from CPP Investments and OMERS. Both entities have agreed to sell their respective 33.9% and 30% stakes in the company.

Financial terms were not disclosed.

ABP is the operator of 19 facilities, handling approximately 25% of UK seaborne trade, while providing support for over half of UK's offshore wind and catalyses investment and job opportunities across coastal communities.

Mangini said the transaction reflects IFM's commitment to mobilising pension capital into UK infrastructure.

"We are pleased to have reached an agreement where a fund managed by IFM would acquire a majority stake in ABP, the UK's largest ports group with strategically located assets serving some of the country's most important trade and industrial regions," Mangini said.

"We look forward to supporting continued development of ABP's infrastructure and operations, drawing on IFM's long-term investment approach and experience across ports and other essential infrastructure assets.

"We are excited to work closely with ABP's management team, employees and our fellow shareholders to support the company's continued success."

ABP chief executive Henrik Pedersen said: "Today marks a bold new chapter for ABP. Since my arrival at ABP eight years ago, I have experienced firsthand the support for our business and the execution of growth opportunities provided by CPP Investments and OMERS."

"On behalf of the entire company, I would like to extend my profound appreciation for their partnership. Attracting investment from a fund managed by IFM Investors is a powerful endorsement of our business, our people and our strategy.

"We are excited to unlock further growth opportunities, together with IFM Investors and our other shareholders, continuing ABP's long-term investment benefitting our customers, our local communities, and the UK."

The transaction is subject to customary approvals and is expected to complete in 1H27.

Jake Boulter, Rachael Holder, Ben Jongebloed and Aaron Leslie join the partnership at the Hawthorn-based practice, which now has 33 team members. The appointments took effect in October 2025, according to the firm.

Tribeca Financial chief executive Ryan Watson said the four advisers have helped shape the business and its approach to client services.

"Jake, Rach, Ben and Aaron have each played a big part in building what Tribeca is today: the client relationships, the quality of our advice and the culture. They're great advisers and even better people," Watson said.

The new partners join Watson, Brad Fox, Robert Devlin, Matthew Rea, Natasha Stronach and Peter Higgins, who lead the firm's Sydney office.

Watson said the appointments reflected Tribeca's emphasis on developing its people alongside its technology and operations to support sustainable growth.

"Having Jake, Rach, Ben and Aaron step up as partners shows we're a place where great people want to build a career," he said.

Boulter said he looked forward to helping guide the firms next stage, while Holder described the appointment as both a privilege and a responsibility.

Holder also highlighted Tribeca's focus on women's financial wellbeing, saying she was proud to help shape a business that prioritised its clients and people.

Jongebloed pointed to the firm's culture as a distinguishing factor, saying the partnership would have a role in preserving it as the business expanded.

Leslie said understanding each family's priorities remained central to delivering effective financial advice.

"Great advice starts with really understanding what matters to a family. I'm keen to work with the other Partners to keep raising the standard for our clients and our team," he said.

The promotions follow Tribeca's earlier recruitment of Damien Foley as head of strategic partnerships. Foley joined from Industry Fund Services, where he spent nearly 20 years across financial advice, client partnerships and business development.

Viki Whitehead has joined as advice and Australian financial services licence (AFSL) compliance manager from Entireti after serving as its head of advice risk for two years, leading a team of six risk professionals.

In her new role, Whitehead will strengthen MDS' commitment to drive growth for advisers and AFSLs to improve client outcomes when compliance is embedded correctly.

MDS said this approach brings differentiation and confidence for the company's 135 AFSLs and 450 advisers who manage more than $20 billion in funds under advice.

Whitehead brings more than 25 years of experience across financial services in Australia and the UK, specialising in financial advice risk, regulatory compliance and governance within AFSL environments.

Prior to Entireti, she served as the monitoring and supervision manager at Clearview Financial Advice and held related roles at Aon Hewitt Financial Advice and MLC earlier in her career.

MDS director and founder Alexander Euvrard said Whitehead joined MDS at a time of steady growth when new initiatives were being explored.

"While we are developing exciting new areas of growth within the business, we will not lose sight of our core function - compliance. Viki's appointment is a clear statement of that commitment, and her depth of experience will strengthen the support our AFSLs and advisers rely on every day," he said.

"MDS has maintained leadership in the self-licensing space over the past year by facilitating 30 percent of new AFSLs in the country and hosting the first Self Licensing Summit open to all financial advisers.

"Across the industry more than 30% of Australian financial advisers now operate within a self-licensing model and interest in the model is growing because of its obvious benefits of greater control and freedom. Viki will play a key role in MDS continuing to prosper in this environment."

Whitehead added: "I am delighted to be joining such a well-established industry segment leader at a time of great growth potential and to be taking on a role that will have such a positive impact on our AFSL and adviser clients."

Meanwhile, MDS head of strategy Ashley Mahadeea said in the coming months, MDS will launch further strategic solutions, providing adviser members with even more choice and efficiency gains.

"MDS will continue to invest significant effort in researching and vetting best-of-breed solutions across the marketplace and stepping up advocacy for the self-licensing model in the face of concerted opposition," Mahadeea said.

MDS recently urged Treasury to assess the Financial Services Council's proposal to lift levies paid by licensees, noting an advice practice could face an increased levy of up to 950% under some proposals.

It said the new roles will execute the super fund's significant program of change while continuing to grow its presence in the employer market.

MLC Super named Lisa Croudace as general manager of portfolio delivery and Nerique Paterson as general manager of employer superannuation.

MLC Super chief executive Dave Woodall said the appointments further strengthened the fund's leadership capability across two critical areas of focus.

"I'm delighted to welcome Lisa to the team and look forward to welcoming Nerique in January. These are two newly created roles, and both are central to the growth and momentum of our business," Woodall said.

"Together, Lisa and Nerique bring complementary strengths across delivery and growth, further strengthening our leadership team and best positioning us to continue delivering for our members."

Croudace recently joined MLC Super and is responsible for leading the coordination and execution of the portfolio of change underway across the business, with a focus on governance, prioritisation and delivery outcomes.

She brings more than two decades of experience across superannuation, wealth management and enterprise transformation, including senior leadership roles at Mercer Australia and leading major transformation programs at BT Financial Group, including five Successor Fund Transfers and the transfer of BT Super into Mercer Super.

"Lisa brings a proven track record in leading complex transformation in highly regulated environments, and her experience in transformation delivery, governance and strategic execution will help MLC Super maintain momentum across our delivery agenda and turn our priorities into meaningful outcomes for our members," Woodall said.

Croudace said she was excited to be joining the business at an important time.

"I'm genuinely excited to be joining MLC Super at such a pivotal time. We have a strong commitment to delivering better member outcomes and clear momentum towards our vision for the future," she said.

"My role is to help bring that vision to life through disciplined delivery, ensuring we focus on the initiatives that will have the greatest impact."

Paterson will join MLC Super in January 2027 from Australian Retirement Trust (ART), where she grew the fund through employer channels across corporate, institutional, small and medium enterprises (SME) and payroll ecosystem segments over the last eight years, most recently as general manager of commercial growth.

In her new role, she will be responsible for MLC Super's employer growth and retention strategy, institutional partnerships, distribution channels and employer value proposition across corporate and SME segments.

"Nerique joins us with deep experience in employer superannuation, superannuation mergers and transitions, client retention, corporate growth and strategic partnerships," Woodall said.

"She has built her career helping superannuation funds grow through strong employer relationships and innovative growth initiatives and will play an important role in strengthening our position in the employer market."

Paterson said the opportunity to help shape MLC Super's next phase of growth was what attracted her to the role.

"The employer super market is evolving rapidly and there is a real opportunity to help more Australians engage with and get value from their superannuation," she said.

"I'm looking forward to working with employers, partners and colleagues across the business to strengthen MLC Super's employer value proposition in the market and build on the strong foundations already in place."

Alan Logan will join Euroz Hartleys to lead the business, as both executive chair Andrew McKenzie and managing director Tim Bunney will transition to the capital markets business under BMO Financial Group following an earlier transaction.

Logan joins after a short stint at Shadforth, where he was the head of Western Australia.

He has an extensive track record of top-level wealth management experience across the industry, including leadership roles at Perpetual, TPT Wealth, Marcona Partners, Godfrey Pembroke, and MLC.

With a strong interest in the not-for-profit sector, Logan also contributed through governance and director roles, including with the Prior Family Foundation and the Royal Botanic Gardens Foundation in Melbourne.

Euroz Hartleys said Logan can provide expertise across wealth management, financial advice and business strategy with a strong focus on adviser relationships, organisational transformation and delivering sustainable commercial outcomes.

Outgoing chair McKenzie commented: "Alan is only our fourth managing director/chief executive in our 26-year history and we welcome Alan to our Euroz Hartleys family."

"This important appointment reflects our new pure play focus on the growth and optimisation of our well-established private wealth business".

The firm also announced its refreshed board lineup effective from the completion of the transaction, welcoming Jay Hughes back as non-executive chair, having served as an executive director from 2000 to 2023.

"Jay was a co-founder of Euroz Securities Limited in November 2000 and currently holds ~7.29% of our company," the firm said.

Meanwhile, two new executive directors, Andrew Fry and Michael Bartley, will join the board.

Fry, currently a private wealth adviser at Euroz Hartleys, has extensive experience advising private clients and in the management of multi-asset class portfolios, having joined Entrust Wealth Management (now part of the Company Group) in 2003 as a senior investment adviser and was appointed a director of Entrust in November 2003.

He served as its managing director from 2012 to 2017 and executive chair from 2017 to 2020.

Meantime, Bartley, also a Euroz Hartleys private wealth adviser, has been working in the stockbroking industry since 2010.

McKenzie and Bunney will also continue as non-executive directors in the short- to medium-term as they transition to full-time roles with BMO.

As a result, non-executive directors Robin Romero and Fiona Kalaf will retire.

McKenzie added: "These important appointments and reorganisation of your new go forward business mark the start of the next chapter of focus and growth for Euroz Hartleys."

"All of these appointments respect our long and successful history and reflect significant thought and planning for future success. We strongly believe our strategic alliance with BMO will create a much stronger overall platform for our Private Wealth clients and assist them in their financial goals.

"We are confident that Euroz Hartleys will continue to generate excellent returns for shareholders as we now focus specifically on the exciting and high growth Private Wealth market segment."

The appointment of Grant Enders follows the recruitment of Daniel Secatore as Integro's first on the ground adviser in Victoria earlier this year. The expansion comes after the firm surpassed $1 billion in funds under advice, reflecting its growing national footprint.

Integro managing partner Justin Gilmour said Queensland was an important market for the business, with demand increasing among high-net-worth individuals, business owners and families seeking tailored wealth management.

"We're seeing growing demand in Queensland from high-net-worth individuals, business owners and families seeking more sophisticated, personalised advice to help manage their wealth and achieve their long-term financial goals," Gilmour said.

The firm is also pursuing further growth through acquisitions and partnerships with professional services businesses, including accounting groups, as it builds its east coast presence.

Integro merged with West Australian advice firm Coastline Private Wealth in September 2026, adding to its presence in the state and establishing a specialist risk division. The deal followed its April merger with Bunbury-based Lighthouse Capital Southwest.

"Acquiring and integrating established advice practices remains an important part of our growth strategy," Gilmour said.

"At the moment, we are looking at acquisition opportunities in New South Wales, Victoria and Queensland to bolster our east coast expansion."

Enders joins Integro from Nestworth, where he most recently worked as a senior financial adviser. His experience spans financial planning, investment strategies, retirement planning and client relationship management.

He said he was looking forward to joining the business as it continues to expand.

"I'm excited to be joining Integro at a time of continued growth for the business," Enders said.

"I look forward to working with the team to build strong client relationships and help more Australians navigate important financial decisions through tailored, holistic advice."

Paul Huxford has been announced as the next chief investment officer at Fisher Funds, joining the firm in mid-November.

Huxford has over three decades of financial services experience across the UK, New Zealand and Australia. Prior to his current position, Huxford was the chief investment officer at ANZ between 2018 and 2023 and was a managing director for J.P. Morgan in London for more than seven years before that.

He also worked at senior levels across Deutsche Bank and Bankers Trust New Zealand earlier in his career.

Huxford will replace the current acting chief investment officer Ashley Gardyne, who will move to the role of head of global equities following the arrival of Huxford.

Gardyne has been in the role since July 2021.

Commenting, Fisher Funds chief executive Simon Power said he was excited to welcome Huxford.

"Paul has had an impressive global career and is a highly strategic chief investment officer," Power said.

"The tenure of any chief investment officer makes a big mark on a managed funds business, and we look forward to the significant contribution Paul will make for our clients as Fisher Funds continues to evolve."

Meanwhile, Huxford looks forward to joining the firm.

"I am delighted to return to New Zealand to join Fisher Funds. The business has a proud heritage, a strong culture, and an exceptional commitment to its clients," Huxford said.

"I look forward to leading the investment team and continuing to build on the strong track record of delivering for the hundreds of thousands of Kiwis who put their trust in us."

Macquarie Group confirmed Huxford's departure and thanked him for his contributions.

"We wish Paul the best of luck with his new endeavour," a Macquarie spokesperson said.

"We're fortunate to have a deep bench of expertise guiding our investment-first approach, with our team of over 30 investment professionals benefiting from more than 250 years of combined experience."

Erik Hirsch, who has served as co-chief executive, has been named executive co-chair. In that role, Hirsch will help lead strategic initiatives to drive the firm's long-term growth.

Hamilton Lane said the position is a continued evolution of the roles that Hirsch has played over his more than 25 years with the firm.

Rogers has served on the Hamilton Lane board since 2004. Hamilton Lane said during his time with the firm, Rogers has played a significant role in investing and client relationship activities, as well as in strategic and organizational development, leveraging his experience in and knowledge of private markets.

Rogers will work alongside Delgado-Moreira, who has served as co-chief executive since 1 January 2024. Rogers will remain chair of the board.

"Hamilton Lane has been on a strong growth trajectory for years, and I look forward to working alongside Juan to continue the client-first approach that we are known for," Rogers said.

"Today's environment calls for dedicated leadership to drive strategic growth amid a fast-changing technology landscape, and there is no better leader than Erik to help us navigate these changes and seize the opportunities ahead."

Delgado-Moreira said clients and their portfolios will remain the priority for the firm.

"Hartley brings a deep understanding of our firm, our people and the relationships we have built with clients around the world. From Hong Kong and the US, we will work side by-side and across time zones to build on that foundation, continuing to develop investment solutions around our clients' needs and support their long-term success."

Hirsch has worked across many roles during his tenure at Hamilton Lane, from chief investment officer to vice chair, and most recently as co-chief executive.

His new role capitalises on his experience and focuses on leveraging his strategic skills to position the firm for continued growth.

"The industry is rapidly evolving, driven by both technological changes and an expanding client base. In order to remain a market leader, this requires real focus on navigating these changes: Strategically investing our capital, creating partnerships to unlock new opportunities and tactically acquiring," Hirsch said.

"The firm has asked me to wear many hats over my 25-plus year tenure to meet the changing needs of the business, and I am excited to take on this new challenge."

Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners, a managed accounts business formed last year through the merger of Betashares' managed accounts division and InvestSense.

At Trellia, Barclay will lead 'onboarding and transition management for new practices, and work with advice businesses to build capacity, adopt technology and AI, and pursue growth opportunities', the group said in a statement.

"Belinda brings a valuable combination of strategic perspective, hands-on advice experience and a strong understanding of what financial advice practices need to grow. She will help us deepen the support we provide to advice practices and advance our ambition to be a trusted partner to our clients and the broader industry," said Cameron Spittle, managing partner at Trellia.

Barclay said she looked forward to working closely with advice practices and help them "build the capacity, systems and support they need to serve clients well and achieve their growth ambitions".

Barclay has more than two decades of experience across financial advice, practice support, governance and business development. She was recently the general manager, advice & governance at Oreana Partnerships, where she led the team supporting more than 100 advisers across 40 businesses. It was at Oreana that she honed her expertise in onboarding of new practices, rolling out advice technology, and handling licensee governance and risk.

She has also worked as a financial adviser in Singapore where she helped establish Aon's wealth management business.

The move follows Equip Super chief executive Luke Symons completing his first 100 days at the helm, with the new structure aiming to elevate fund into its next phase.

The appointments include Mirella Robinson as chief technology officer, Charlie Yanni as chief member and employer officer, Colin Adamson as chief commercial officer, and Alissa Knight as chief strategy and enablement officer.

Robinson was most recently chief technology officer at Acenda for more than two years, she also served as chief information technology officer at Cbus.

Yanni's appointment extends his eight-year tenure at the super fund, where he previously held multiple C-suite roles including acting chief operating officer, chief experience officer, and chief growth officer and employer relations.

Adamson joins after a short stint at Entregar Partners. He was most notable for his time at legalsuper as chief commercial officer for two years.

Knight spent over 15 years at AIA Group across Australia and Hong Kong, while brining extensive experience in the super sector at legalsuper and HESTA.

Equip Super is also in market for a new chief financial officer, with an appointment to be announced in due course. Outgoing chief financial officer Marc Pizzichetta has been serving in the role since October 2018 and was the acting chief executive until Symons' arrival earlier this year.

Symons thanked Pizzichetta's contributions to the fund.

"In light of the fund embarking on a new five-year strategy with associated operating model changes, Marc Pizzichetta has advised that he would like to explore new career opportunities," Symons said.

"We have mutually agreed that he will leave Equip Super at the end of November. We are grateful for Marc's significant contribution to Equip Super, including his leadership as interim chief executive, and for the support he has provided to the business."

Symons said the restructure is designed to accelerate delivery of the fund's strategy, strengthen its member proposition and support future growth.

"Over time, we want to broaden our proposition. Equip Super has strong foundations, and these appointments position us to build on them with greater pace and focus," Symons said.

"Our ambition is to deliver consistently from end to end, make it easier for members and employers to deal with us, strengthen our products, service, guidance and advice, and use data more effectively to anticipate and respond to members' needs.

"I am excited about Equip Super's future and confident this structure will position us to succeed, grow and deliver even more for our members."

Steven Sewell has announced the intent to retire from his current role but will continue to lead the company to 9 July 2027, or an earlier date, in accordance with the succession plan.

Sewell was named as the successor to the late Frank Wolf as managing director in 2018. He was set to take on the role in July 2018, but his appointment was brough forward due to the sudden passing of Wolf in April the same year.

The board has commenced a search for Sewell's replacement and is partnering with recruitment firm Spencer Stuart.

According to Abacus, Sewell will receive his normal remuneration through to the end of his employment and will be eligible to participate in the FY27 STI on a pro-rata basis.

Sewell will also be eligible to receive an FY27 LTI, subject to securityholder approval at the ABG Annual General Meeting in November 2026, the ASX-listed entity said, noting the number of rights will be pro-rated to reflect the period of employment during FY27 up to the last service date.

Meanwhile, his unvested awards will be treated in accordance with their original terms upon his retirement, the group confirmed.

Sewell will work with the board to ensure an orderly handover and smooth transition to his successor and will make a further announcement once a successor has been appointed.

Abacus Group chair Mark Haberlin thanked Sewell for his contribution since assuming the role in 2018.

"Steven was instrumental in the evolution of ABG's business from a core plus investor in real estate, with a portfolio of opportunistically acquired higher risk assets, to a specialised commercial real estate investment trust," Haberlin said.

"In parallel, Steven maintained ABG's entrepreneurial culture and drove the growth and creation of the now separately listed Storage King Group."

Sewell added: "It has been a privilege to lead the multifaceted team at ABG and undertake the myriad of asset and corporate transactions ABG has been involved with."

"I believe it's an appropriate time, following the internalisation of SKG on 30 June 2026, to hand the leadership to a new person and I wish the organisation every success in the future."

Macindoe will be joining LGT Wealth Management in the first week of November.

He joined Koda Capital in early 2018 as a senior adviser and partner from JBWere where he served as an executive director for 16 years.  He was previously a partner at Blake Dawson for about 20 years.

"We thank Frank Macindoe for his contributions to the firm over many years and wish him well for the future. Our clients will continue to receive the high standard of service they expect from Koda Capital," Koda Capital chief of staff and partner Quentin Reeve said.

LGT Wealth Management recently expanded its Syndey private client advisers' team with five senior hires from UBS Wealth Management. Michael Marr, Sean Carroll Seamus quick, Stephen Cabot and Patrick Armitage join as senior investment advisers.

LGT Wealth Management chief executive Michael Chisholm had said the decision by five senior advisers to move to the firm represented a strong endorsement of its platform in a competitive market experienced wealth professional.

LGT Wealth Management recently also appointed Willem Strydom as its new chief technology officer, who joined the firm from Macquarie Wealth where he served as the director of engineering, overseeing its platform modernisation and artificial intelligence (AI) strategy. Strydom will focus on helping advisers deliver more tailored and consistent advice as clients' needs become increasingly sophisticated.

Chisholm said delivering high-quality advice increasingly depends on the technology, data and investment capabilities supporting advisers.

Justine Marquet has joined the platform as head of technical services, a role she held with Allianz Retire+ for the past three years.

At HUB24, she leads the technical services function, and will work to increase adviser knowledge, engagement and strategy adoption, while developing digital tools to enhance advice strategies.

She brings close to three decades of experience across the financial services industry, with an emphasis on life insurance. Prior to Allianz Retire+, Marquet served as head of technical services, research and regulatory change at MLC Life, where she also held other leadership positions for more than three years.

HUB24 has been expanding its leadership suite, with the company having appointed Jason Hair to the newly created role of chief operating and innovation officer in August, while welcoming Andrew Fomica to the board earlier this year.

HUB24 said it was pleased to welcome Marquet to the company.

"Justine joins our growth leadership team with almost three decades of experience across financial services, bringing deep technical expertise and a strong understanding of the advice industry," HUB24 said.

"Justine will also contribute to the ongoing evolution of our product and platform strategy. We're excited to have Justine on board and look forward to the expertise, insight and industry perspective she will bring to HUB24."

Allianz Retire+ partners with AIA

Meanwhile, Allianz Retire+ has partnered with AIA Australia to work with super funds, wealth platforms, financial advisers and retirement service providers to improve health and wellbeing of Australians.

Under the partnership, AIA will use AIA Vitality, a science-backed behavioural tool, to urge early retirement planning, while Allianz Retire+ will provide its Allianz Guaranteed Income for Life (AGILE) offering.

Commenting, Allianz Retire+ chief executive David Kane said: "The strategic partnership comes at an important point for Australia's retirement system, as government and regulators increasingly call for solutions that give Australians greater confidence and certainty in retirement."

"Allianz Retire+ is experiencing positive momentum as advisers, superannuation funds and retirees increasingly recognise the value of retirement income solutions, including AGILE. This reflects a broader shift in how Australians are preparing for retirement and managing longevity risk.

"This strategic partnership with AIA Australia builds on that momentum and strengthens our ability to meet rising demand across the market. By bringing together Allianz Retire+'s retirement income expertise and AIA Australia's strengths in health, wellbeing and customer engagement, we can help more Australians retire with confidence and achieve better retirement outcomes."

AIA Australia chief executive Damien Mu added the insurer is focused on helping people live healthier.

"We know that people are currently living longer, but they're not necessarily spending their later years in good health; and financial security plays a big part in someone's overall wellbeing. This is why we're partnering: we bring our expertise in lifelong engagement and wellbeing to the table, to combine with the Allianz Retire+ market-leading retirement income guarantee," Mu said.

"We're excited about the opportunity for this partnership to provide the two-fold solution to the retirement puzzle: lifetime income security alongside a healthy and comfortable life."

Nick Mitchell has departed the company but did not disclose where he will be heading next.

He has close to three decades of experience in financial services, including senior roles at BNP Paribas Investment Partners and Pendal Group, and more recently, served as head of distribution at Netwealth for close to three years.

"Today marks my last day at Mason Stevens after a very satisfying seven years building and leading the best distribution team in the market," Mitchell said.

"A debt of immense gratitude to the team that took me in way back then - Tim Yule, Thomas Bignill, Ron Erdos, Chris Alcott and David Hewett - we achieved plenty and never wavered from the clients-first approach that sits at the heart of Mason Stevens. "

"A great place to work, an excellent offering for clients - an outstanding group of people - both personally and professionally."

The business welcomed Leanne Taylor as its chief investment officer earlier this year, as it continues to expand into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments, including a mandate secured late last year with independent advisory firm GloryHouse.

Taylor succeeds Jacqueline Fernley, who departed the firm in October 2025 to found arcpoint OCIO, a dedicated resource for advice practices, family offices and charities and foundations.

The firm has since been awarded seven mandates, including the recent Hamilton Wealth Partners' appointment last month.

Miller will be responsible for leading group's Australian commercial teams across insurance, wealth and retirement solutions. He joined the Acenda Life in February this year, after more than 25 years at Westpac Group, leading the channel and distribution delivery for the bank.

Acenda Group chief executive Chris de Bruin said almost a year into its integration in Australia, the Acenda Group is making strong progress towards a simpler, digitally enabled operating model.

"These appointments bring together the commercial, customer and people capabilities we need for our next phase, while maintaining disciplined execution for customers, advisers and partners," de Bruin said.

"Ross has made an exceptional impact since joining Acenda Life earlier this year. He brings more than 20 years of commercial and customer leadership experience across complex financial services businesses.

"His enterprise perspective, deep understanding of customer and distribution operations, and proven ability to lead through transformation will be important as we sharpen our commercial strategy and build a sustainable platform for growth."

Lisa Green will replace Miller as the group chief people and culture officer, effective immediately. Green brings over 30 years of human resources experience across Australia and the US, spanning financial services, listed companies and media.

"Lisa brings a wealth of experience across various industries that will be invaluable as we continue to build an integrated, high-performing and people-centred culture across Australia and New Zealand," de Bruin said.

de Bruin also thanked Sean McCormack's contribution to Acenda Life, who will step down as chief commercial officer.

"Since rejoining the business, Sean has led the commercial team to important market wins, supported the integration of our teams, helped establish the cultural foundations of our Melbourne office and played a key role in shaping our future strategy," he said.

"I thank Sean for his contribution and wish him well for the future."

Mary Gabriel has joined the life insurer as head of partnership, Aware Super, where she will lead its partnership with the super fund and support the delivery of insurance outcomes for members, TAL said.

Gabriel brings more than 25 years of experience across life insurance, technology and financial services.

She was most notable for serving as head of corporate distribution, group partnerships at MetLife Australia, a company where she's taken on several leadership roles across her 12-year tenure at the company, including chairing both the diversity, equity and inclusion committee and the women's business network.

More recently, she was the head of growth at Workzilla a software-as-a-service company offering legal professionals to enhance financial and people performance. Before joining TAL, she was the head of corporate accounts at Angelo Auto Finance.

She also brings experience from BT Financial Group, American Express and Sydney Futures Exchange earlier in her career.

Gabiel's appointment forms part of TAL's continued investment in strengthening its partnerships capability and supporting positive outcomes for superannuation funds and their members, TAL said.

Commenting, TAL chief executive, group life and retirement Jenny Oliver said Gabriel's appointment will catalyse great outcomes for its members, while deepening its relationship with Aware Super.

"Mary brings deep partnerships experience and strong industry knowledge to TAL," she said.

"She has a strong understanding of the superannuation and insurance sectors and will play an important role in supporting our partnership with Aware Super and the members we collectively serve."

Black Kite Partners, which opened its doors earlier this year, has welcomed Lucinda Abood to drive value in their portfolios. She brings over three decades of experience, including various C-suite roles in technology and healthcare-related businesses.

As managing director, portfolio value creation, Abood will lead Black Kite's value creation capability, working alongside portfolio company leadership teams and the firm's functional operating partners to drive growth, operational performance and exit readiness. She is joined by operating partners James Scollay, Laura Thomas, Roger Burgess and Simon Martin, and AI specialist in residence Jed Watson at the portfolio support department of the firm.

Most recently, Abood was the operating partner and head of portfolio value creation at Five V Capital, where she established its portfolio value creation function.

She was the chief transformation and operating officer at Direct Group - owned by CPE Capital - for more than a year. She also served as chief executive at Independent Living Specialists, a healthcare assistive technology solutions provider, before that.

Black Kite co-founder and managing partner David Odgers said: "Value creation is crucial to generating strong investor returns, and Lucinda has done this twice over: first as an operator running businesses herself, then building a value creation function at one of the market's most respected firms."

"Adding Lucinda to our senior team is a statement of intent for Black Kite. Lucinda's experience and drive will make us better partners to our portfolio companies and help them convert ambition into results faster."

Abood said: What drew me to Black Kite is the firm's conviction that value is created through genuine partnership with founders and management teams, backed by a team with first-hand experience building and running businesses.

"I am looking forward to working side by side with our portfolio leaders to help them build exceptional companies."

The firm also appointed its chief operating officer from MST Financial, a company she's stayed for almost eight years, in August.

Black Kite, the private equity investment manager, was launched in March this year by three former IFM Investors executives.

In October 2025, IFM announced it was dumping its private equity strategy to prioritise global investments, explaining it had struggled to scale the local strategy. Some $1 billion was invested in the private equity portfolio, representing 0.4% of IFM's allocation.

With around $1.3 billion in funds under advice, Black Kite targets technology and healthcare businesses operating in the lower and mid-market range, earning between $10 million to $250 million in annual revenue.

Founders Odgers, Adrian Kerley and Stuart Wardman-Browne carved out IFM's former private equity team to launch the new firm after working together for several years.

Wardman-Browne spent nearly a decade at IFM as the head of private markets. Odgers and Kerley spent more than seven years as executive directors in the unit.

McCormack will join after three years as chief executive at mecwacare, a Victorian not-for-profit provider of residential aged care, home care, retirement living and disability services.

"This was a very difficult decision for me to make. My time at mecwacare has been one of the most rewarding chapters of my career. I'm incredibly proud of what we've achieved over the past few years and grateful to have led an organisation so deeply committed to improving the lives of older people and their families," McCormack said.

"I'm not going far; I'm looking forward to continuing to work in an industry I care deeply about and building on the work I've been fortunate to be part of throughout my career."

McCormack takes over the position from Prue Bowden after her resignation. Bowden joined Australian Unity in 2017 and worked across transformation, people and culture roles before taking responsibility for the home health business four years ago.

"Together, we've grown home health to more than $1 billion in annual revenue, supporting more than 160,000 customers and building a more integrated healthcare business spanning home care, mental health and hospital-in-the-home services," Bowden said.

"Growth came organically and through strategic acquisitions, grounded in a belief that intelligent scale matters if we are to deliver better, more integrated care to more Australians.

"I leave incredibly proud of what we have achieved and the foundations we have laid for the future. I wish Anne McCormack every success as she takes on the leadership of Home Health from January."

Australian Unity said: "We thank Bowden for her commitment to Australian Unity and the significant contribution she has made over her tenure and wish her well for the future."

Australian Unity has also appointed Mark Potter as the group executive of technology, effective November 2026. Potter comes to Australian Unity after five years as chief information officer at Optus.

Potter succeeds Mark Gay, who is retiring from the technology role after commencing in 2022.

The board and management team said they look forward to welcoming McCormack and Potter and to the contribution they will make in advancing the group's strategy and member-focused approach.

Daniel Tait will join as general manager, investment and financial risk later this month, while Briar Dowsett will commence in a newly created role of general manager, property, in November.

In his new role, Tait will lead HESTA's investment and financial risk management capability, reporting to James Haviland, who was appointed head of risk in August alongside John O'Sullivan who also joined as deputy chief financial officer.

Tait has more than two decades of experience across financial markets, capital risk, regulatory risk and compliance. He is currently the investments line 1 risk leader at Aware Super, a role he's held fore more than three years. Previously, he held senior risk roles at National Australia Bank (NAB) and AustralianSuper in Melbourne, as well as Clydesdale Bank, ING, and Deutsche Asset Management across the UK and Netherlands earlier in his career.

Commenting, HESTA chief risk officer Natalie Alford said she is excited to welcome Tait.

"Daniel's deep superannuation and investment risk expertise, combined with his strong track record of partnering with the business, will help ensure our investment and financial risk capability keeps pace as the fund continues to grow for its members," Alford said.

Tait added: "I'm delighted to join HESTA as the fund enters this next stage of growth, using my skills and experience in investment risk to help the fund protect and grow members' long-term super balances."

Meanwhile, Dowsett will lead the fund's property team, bringing over 30 years' experience across super, institutional funds management and real estate. She will report to deputy chief investment officer and head of portfolio management Jeff Brunton.

Dowsett will join from QIC Real Estate, where she's stationed for almost a decade. She is currently fund manager and head of mandates. Prior to QIC, Dowsett served in senior positions across QSuper, NAB, Commonwealth Superannuation Corporation, BT Financial Group and KPMG.

Brunton highlighted the increasingly important role property assets play to deliver long-term returns.

"Briar's appointment to this new role will strengthen our ability to keep identifying quality opportunities, in Australia and offshore, as we continue to grow and diversify this asset class," Brunton said.

Dowsett said: "HESTA has a long and proud record of investing with purpose."

"I'm looking forward to contributing to a property portfolio that performs for members over the long term while making a positive contribution to the communities they live and work in."

Emma McLintic has joined the business as chief people officer, based in its London office.

She brings more than 20 years' experience in human resources and people leadership across professional services, consulting and global organisations. Most recently, she served as strategic talent director at EY.

Throughout her 12-year tenure, McLintic held senior leadership roles across talent, workforce strategy and organisational transformation, including partner of acquisition and integration lead, as well as senior HR business partner. Before that, she worked in similar capacities at Capgemini Consulting and Accenture.

Welcoming McLintic, Bravura Solutions group chief executive Colin Greenhill said her experience will be central to shaping the business' culture.

"We are pleased to welcome Emma McLintic to Bravura. She brings many years of impressive experience gained in professional services, and her knowledge and expertise in organisational transformation, leadership and people strategy will be central to shaping our culture and capability as we enter the next phase of Bravura's growth," Greenhill said.

McLintic added: "I am delighted to be joining Bravura Solutions at such an exciting stage for the business."

"Throughout my career, I have seen the important role people, leadership and culture play in organisational success.

"I look forward to working with colleagues across the business to build on Bravura's strengths, support its people and help create an environment where individuals and teams can perform at their best."

Bravura is dual listed on the ASX and the Alternative Investment Market, the sub-market of the London Stock Exchange. After bidding farewell to its former chief financial officer Neil Montford last month, the company announced its managing director for Asia Pacific and a director of growth for the same region.

Hett will lead the strategy, performance and ongoing evolution of BT's digital channels, including the Panorama desktop and mobile app.

His remit spans shaping the future digital experience across the platform, helping advisers engage with Panorama while supporting stronger client outcomes.

Hett joins after more than 13 years at Macquarie, where he most recently served as head of digital wealth. In that role, he led the vision, strategy and delivery of digital wealth experiences and managed a team of more than 150 product, design, engineering and delivery specialists.

He previously held a range of senior leadership positions across Macquarie's wealth management business, including responsibility for adviser-facing digital platforms.

BT said the newly created role has been established as demand grows for simpler, mobile-first wealth experiences.

BT said Hett will focus on creating more engaging and intuitive digital experiences that sport advisers throughout the advice journey and strengthen connections with their clients.

BT chief product officer Annabelle Kline said the appointment reflects BT's ambition to further strengthen Panorama's position as a leading platform for advisers.

"The most successful advice businesses are increasingly focused on technology that feels simple, integrated and aligned to the way they work and engage with clients. Our focus is making sure Panorama continues to support the way those businesses want to operate now and into the future," Kline said.

"Advice practices are evolving rapidly, and advisers are looking for technology partners that can help them run more efficient businesses while delivering seamless, connected and client-focused digital experiences that are designed around both their needs and the needs of their clients.

"Adam brings deep experience building and scaling digital wealth platforms and a strong track record of translating customer needs into practical solutions. His expertise will be invaluable as we continue to evolve Panorama and support the next stage of growth for advisers and investors."

Hett said BT's strong position in the market and clear ambition for Panorama made the opportunity particularly compelling.

"Panorama has established itself as one of Australia's leading wealth platforms, with significant scale, strong momentum, and a clear focus on adviser outcomes. What attracted me was the opportunity to help shape the next phase of its evolution and help enhance how advisers and their clients engage with Panorama through more integrated and intuitive digital experiences," Hett said.

"Advice businesses are increasingly looking for technology that is simpler, more tailored and easier to use. I'm excited to join BT and help shape the next generation of digital experiences that make it easier for advisers to engage with Panorama and for their clients to achieve their financial goals."

Alison Bodinnar has commenced in the role, bringing more than two decades of insurance and financial services experience across Switzerland and Australia.

Most recently, she was the head of products and proposition at Acenda for close to five years. Before that, she was the head of wealth protection product at AMP, where she was stationed for over five years serving in several senior positions.

Earlier in her career, she facilitated insurance claims at Zurich Insurance Company, AXIS Re Europe, and Allianz Australia.

Notably, she also managed a portfolio of high profile legal liability claims for directors and officers for the Federal Government as a liability claims specialist at Gallagher Bassett Services between 2009 and 2011.

"Throughout my career in group insurance, I've developed a deep passion for improving member outcomes. I'm excited to continue that journey with AIA, working alongside our superannuation partners to make a meaningful difference for their members," Bodinnar said on LinkedIn.

"Thank you to the AIA team for the warm welcome. So proud to be part of the team."

In August, AIA restructured its retail business that saw Paula Bourke appointed as the new chief retail insurance officer. Former chief retail insurance and advice officer Pina Sciarrone and chief retail insurance officer for life and health Stephanie Phillips have since left the organisation as part of the restructure.

The life insurer is also now offering lower premiums for total and permanent disability (TPD) via a new product TPD CORE, which requires additional assessment on mental health conditions and specified subjective conditions such as those associated with a client's experience of pain and fatigue symptoms.

Praemium chief executive Anthony Wamsteker has stepped down from his role, effective immediately.

Last week, the platform brought forward its board leadership transition, with board member Matthew Quinn replacing chair Barry Lewin, who stepped down after almost a decade from the role. Quinn joined the Praemium board on June 1 as a non-executive director and assumed the chair role on September 22.

Praemium chief commercial officer Denis Orrock will take over the role of the acting chief executive, as the board undertakes the recruitment process for a permanent replacement.

Orrock joined Praemium in 2022 and has over 30 years of experience in financial services including as chief executive of GBST Broker Services and head of capital markets.

Quinn said renewal of leadership happens from time to time in every company, and this is no different. He added the new leadership will focus on the same goal with faster pace, better execution, and increased focus on customers.

"Praemium is at an exciting and pivotal point. We are currently transforming our technology platform and over the next year we will progressively roll out the new platform to our clients," Quinn said.

"This will include a suite of new functionality and product enhancements designed to improve client user experience and enhance their productivity.

"Denis and the management team are focused on delivering this project efficiently and cost effectively and building revenue from both existing and new clients via their adoption of the company's new and enhanced products."

The new technology platform is also expected to deliver efficiency and productivity gains for the company with associated reductions in the cost base.

The board thanked Wamsteker for his time as the chief executive. He has a three-month notice period and will assist Orrock as he steps into the role of acting chief executive.

Orrock's total fixed remuneration would be $765,900, same as Wamsteker. Orrock's target short-term incentive opportunity, and existing long-term incentive plans remain unchanged during the period of his acting chief executive appointment.

The platform is sharply focused on targeting the high-net-worth segment and recently said the strategy has worked out to its favour, as total funds under administration (FUA) jumped to $77.9 billion for the year ending 30 June 2026, a 21.1% increase from last year.

Praemium shares jumped 10% in early trade following the leadership change.

Clare Butler has joined as general manager, people, culture, and capability while and Amara Haqqani has been appointed general manager proposition, planning and performance. Aileen Koh has also moved into the role of general manager compliance.

The $65 billion fund will further expand its leadership team appointing Adam Matheson as general manager governance and company secretary in early October, and Craig Roodt as senior manager, investment risk and Jane Macnamara as general manager corporate affairs and advocacy in November.

"Each brings a wealth of experience, leadership and expertise that will help CareSuper continue delivering strong outcomes for our members, employers and stakeholders," a CareSuper spokesperson said.

The appointment follows a broader expansion of the fund's investment capabilities this year, including the appointment of Jessica Melville as general manager portfolio management and Andrew Thomas as general manager portfolio design in August.

Melville joined CareSuper from AustralianSuper, where she spent most of five years as head of mid risk portfolio strategy and research. She is responsible for driving CareSuper's investment program across asset classes.

CareSuper also reported solid investment performance over the 2025-26 financial year, with its Balanced option returning 7.73% in the year to 30 June 2026 and its Retirement Income Balanced option returning 8.25%.

The fund said all pre-mixed options exceeded their CPI + percentage point investment objectives over the 10 years to 30 June 2026.

The latest leadership appointments come as CareSuper continues to build its organisational and investment capabilities following the significant expansion of its investment team.

"We are excited to have them on board and look forward to the valuable contributions they will make to our fund," the CareSuper spokesperson said.

Rest chief strategy and corporate affairs officer Tyrone O'Neill has finished up at Rest after more than seven years. He joined the super fund in 2019 as group executive of member engagement before being promoted to his latest role in March 2023.

In response, Rest told Financial Standard it has brought together the role of finance and investment operations, and most strategy and corporate affairs functions together under the new chief commercial officer role. The inaugural appointment was announced in July.

Rest chief executive Vicki Doyle thanked O'Neill for his contributions.

"We are deeply grateful to Tyrone for his significant contributions to Rest and to our members," she said.

"Over seven years at Rest, Tyrone has made a substantial contribution across member engagement and strategy and corporate affairs, where his thoughtful leadership and strategic council has been highly impactful."

Sharing his departure on LinkedIn, O'Neill said he'd spent an incredible period at the super fund, which had been a highlight of his career.

"To begin with I'd like to express my enormous thanks to chief executive Vicki Doyle, who brought me into Rest. Vicki is an exceptional leader and chief executive, with a rare balance of member-centricity, performance focus, and a genuine, humanistic style," O'Neill said.

"I'd like to thank the members of Rest's executive team and board over my tenure, from whom I have learnt a great deal. I'd also like to express my warm thanks to the amazing people at Rest I have had the opportunity to work with, both those within teams I've led as well as others across the organisation. Rest has a special culture and a wonderful team.

"I am delighted to have been able to apply the skills I developed through my earlier career in such a purpose-driven organisation."

Simultaneously, O'Neill stepped away from his capacity as non-executive director at the Investor Group on Climate Change. He noted he will be taking some time off in the coming months and intends to return to the workforce in the first half of next year.

The news comes after Scott Tully, former general manager, product, bowed out of the organisation after nearly four years last month.

In August, former chief financial officer John O'Sullivan left the fund to take on the role of head of financial and tax and deputy chief financial officer role at HESTA, while Sarah O'Brien, the former head of regulatory, joined ASFA as chief practice officer.

Financial Standard understands O'Neill's departure is part of a broader executive team restructuring currently underway and there may be further departures in the coming months.

Len Chersky has left the firm this week. He joined Brookfield in January 2014 after a brief stint at Lendlease as executive director of resources infrastructure.

He began his career as a quantitative analyst at Zurich Financial Services Australia and served in senior positions at Moodys Corporation, Alinta Energy, and Babcock & Brown previously.

Brookfield declined to comment on his departure but noted clients and shareholders were informed Chersky would be leaving the company in July 2025.

Chersky's regional leadership role, overseeing Australia and east Asia, was taken over by Aditya Joshi, who was appointed head of Asia Pacific and Middle East private equity.

Additionally, Shiv Gupta was appointed head of Australia private equity in March 2026.

During the period, Chersky assisted with the transition of the role as well as the strategic review of La Trobe Financial, which resulted in a partial sale to Axight in April 2026 for $3 billion.

"It's been almost exactly 13 years since I met my partners, as the first dedicated private equity hire in APAC. It's been quite a journey," Chersky said in a post on LinkedIn.

"Looking back, what stands out isn't any single deal. It's the people. I've been lucky to work alongside colleagues, management teams and co-investors who were as generous with their time as they were sharp in their thinking. Together we backed great businesses, worked through some tough situations, and celebrated plenty of wins.

"To my Brookfield colleagues, our portfolio company leaders, and the investors and advisers who placed their trust in us: thank you! I've learned more from you than I could ever repay. I am fortunate to now call many of you my friends.

"I leave proud of what we built together and excited for what comes next. I'll be cheering the team on from close by."

Current chief member officer Michelle Boucher is stepping into the top job following an "extensive selection process".

REI Super chair Geoff Peck said the board is confident in Boucher's leadership, deep industry expertise, and commitment to delivering strong outcomes for members.

"Michelle is an exceptional leader with a proven track record in the superannuation industry and a strong commitment to members," Peck said.

"She brings more than two decades of executive and strategic experience spanning superannuation operations, governance, regulation, investments and member services. Her leadership, experience and clear focus on members make her the ideal person to lead REI Super into its next chapter of growth and development."

Peck said REI Super was well positioned to continue building on its strong foundations as the specialist super fund for Australia's real estate industry.

"REI Super has a proud history of serving the real estate profession, and Michelle's appointment ensures the fund is well placed to continue supporting members at every stage of their financial journey while pursuing opportunities for future growth," he added.

Boucher brings over 20 years' experience. Before joining the super fund, she held senior executive roles including deputy chief executive at First Super and several executive positions at Cbus and ESSSuper.

Boucher said she was honoured to be appointed chief executive.

"I am delighted to have the opportunity to lead REI Super and work alongside our talented team to continue delivering for members and employers across the real estate industry," she said.

"REI Super has a strong member-first culture, a clear purpose, and a unique position within the industry. I look forward to building on the fund's strengths, supporting our members to achieve better retirement outcomes, and positioning the fund for continued success in a rapidly evolving superannuation landscape."

Matthew Pilcher, who has been with the firm since 2014, was appointed in the role.

Pilcher joined PPS Mutual ahead of its Australian launch and has served as director of proposition for more than a decade. He designed Professionals Choice, PPS Mutual's specialist life insurance offering.

He was also key in launching the PPS Mutual Super Fund in 2019, allowing eligible professionals to fund their premiums through superannuation. Prior to PPS Mutual, Pilcher spent 14 years at Munich Re of Australasia.

"I've been part of this journey since before we launched, and seeing PPS Mutual grow to more than 18,000 members and approaching $150 million of in-force premiums has been remarkable," Pilcher said.

"But scale isn't the goal in itself. What it gives us is the capacity to do more for the professionals who own this business, and for the advisers who look after them.

"As a mutual, every opportunity we pursue has to pass a simple test: does it deliver value and peace of mind to our members and their families? That's the lens I'll bring to this role as we look at where we go next."

PPS Mutual has also promoted senior product actuary for member strategy and engagement manager Avanti Patki as the head of product, reporting to Pilcher.

Patki will lead the development, pricing and ongoing evolution of PPS Mutual's specialist product suite, including its Professionals Choice offering, as well as responsibility for PPS Mutual's member eligibility.

Both appointments take effect from October 1.

"I'm delighted to see Matt and Avanti step into these roles. Matt has helped shape PPS Mutual from the outset, and Avanti has brought wide-ranging expertise to our product work and helped expand the range of professionals we can serve," PPS Mutual chief executive Michael Pillemer said.

"We have always said that being a mutual should shape the decisions we make, not simply describe our ownership structure.

"As we enter our second decade, we have the opportunity to do more for the professionals who have placed their trust in us. I know Matt and Avanti will keep our Members at the centre of what comes next, and I'm excited to see what they achieve with the wider PPS Mutual team."

Richard Johnson will relocate to Melbourne from Zurich to take on the role of head of UGA specialists Australia, after serving as private markets specialist in Europe for close to three years.

Johnson will report to UGA regional head Asia Pacific Gunther Jost, with an additional reporting line to head UGA asset management alternative investment specialists ex-US Nicki-Marco Weber.

Richard has over 25 years of experience across Switzerland, Hong Kong, Singapore and Australia. Before joining UBS, he spent seven years at Credit Suisse in a similar capacity looking after the company's private equity portfolio.

He also held C-suite roles in the past, including chief investment officer at IFIT Advisory Group, and Infinity Capital between 2003 and 2011.

Earlier in his career, he worked across several established financial institutions, including ABN AMRO Asia, J.P. Morgan Chase, and Nomura Securities.

"Richard will help to drive UGA's distribution efforts working closely with Wayne Gordon, head of advisory and sales global wealth management Australia. With this move, I am confident that we will be better positioned to provide our local global wealth management and asset management clients with dedicated alternatives expertise and build stronger connections to UGA's global platform," UBS head of distribution ex-US Lukas Erard said.

"We look forward to the contribution he will make to our clients and excited at the potential to the growth of our Australian franchise."

UGA operates open architecture platforms across hedge funds, private equity, private credit, real estate, infrastructure and multi-alternative investment products, and brings together UBS' alternatives manager selection franchises from its asset management and global wealth management businesses, boasting a collective invested assets of approximately $524 billion (US$366bn) as at June 30.

David Ravida, Tom Peskett, Hannah Waller, and Gaurav Vasnani have all been promoted to directors.

Ravida joined HLB Mann Judd in 2016 from Shadforth Financial Group and has been part of the business advisory team in Melbourne, working closely with professional services firms, family businesses and their associated family groups, providing trusted advice on taxation, business and group restructures, asset protection, succession planning and estate administration.

Peskett is part of Melbourne's tax consulting department and specialises in providing strategic tax advice to privately owned businesses, entrepreneurs and investors across all stages of the business lifecycle. He has extensive experience across corporate tax, mergers and acquisitions, employee share schemes and international tax. He joined the business in 2021.

Waller joined HLB Mann Judd as a financial adviser in 2023 and has over 19 years' experience within financial planning, super, and agriculture. She is stationed within Adeliade's wealth management team and assists clients with wealth creation, risk protection, retirement planning, debt management, SMSFs, and intergenerational wealth transfer strategies.

Lastly, Vasnani joined HLB Mann Judd after a year with EY. He brings extensive experience across corporate tax advisory and compliance, M&A transactions, tax governance and tax function transformation. He also worked in similar capacity at BDO, KONE, Deloitte and Tellam & Cassaday in the past.

HLB Mann Judd Association chair Mark Muller said the promotions highlight the calibre of talent across the organisation.

"Our people are central to the success of HLB Mann Judd. These promotions recognise four professionals who have demonstrated technical excellence, a strong commitment to their clients and the ability to contribute to the continued growth of their firms," he said.

"The promotions add to the depth of leadership across HLB Mann Judd's independent member firms, supporting the association's focus on technical capability, client service and sustainable growth."

The HLB Mann Judd network now comprises nine independent member firms located in major cities and regional business centres in Australia and New Zealand.

Nicole Kennedy has been promoted to managing director, APAC, based in Melbourne, while former AustralianSuper chief retirement officer Shawn Blackmore has joined the company in a newly created position.

In her new role, Kennedy will lead Bravura's regional business, bringing together its capabilities and leadership teams to drive collaboration, deepen client relationships, and support growth across the region, Bravura said.

Kennedy joined the company as head of Sonata Alta - Bravura's consolidation and digital platform for intuitional users - in 2021 and has been instrumental in strengthening Bravura's business in the region, it said. She has since been promoted into several leadership positions, including head of service management, APAC executive of operations and advice, and more recently, managing director for wealth and advice since July 2025.

Prior to joining Bravura, she was head of operational delivery at CareSuper for almost five years, and spent well over a decade at VicSuper, now Aware Super, in senior capacities.

"Her client focus, commitment to excellence, strong leadership and operational expertise have helped guide the organisation through a significant period of change while building the foundations for future growth," Bravura said.

"This appointment reflects Nicole's outstanding contribution to Bravura over the past five years, the depth of talent within the business, and our ongoing commitment to delivering exceptional outcomes for our clients."

Meanwhile, Blackmore has commenced as director of growth, APAC, bringing more than 25 years' experience in financial services, spanning super, fintech, private wealth and consulting. He was the chief retirement officer at AustralianSuper between 2022 and 2024. More recently he was a partner at The Thinkery, a boutique strategic advisory firm working with financial services professionals.

Bravura noted Blackmore joins the company at an exciting time.

"As we continue to build on the strong progress across our business. His appointment reflects our confidence in our growth trajectory and our commitment to investing in opportunities that support our clients and long-term success," the company said.

"His deep industry expertise and experience across Australia's leading financial services organisations will strengthen our client engagement, strategic direction and market presence across the APAC region."

The appointments come after Bravura received a $100 million senior secured facility from HSBC to support its ongoing global expansion.

The lending enables Bravura to pursue investment in the business and create greater capacity for innovation, HSBC said.

HSBC Australia and New Zealand structured lending solutions director Ranga Ediriwickrama said the transaction reflects Australian businesses are continuing to look for opportunities to scale globally.

"This flexible financing will support Bravura Solutions' international growth ambitions whilst supporting the evolving needs of its customers," he said.

Bravura Solutions interim chief financial officer noted the facility arrived at an "intense period" for the company.

"Proud to have played a key role in securing our new HSBC debt facility, delivered alongside the significant demands of FY26 year-end and our AIM admission process," she said.

"A big thank you to the incredible teams and everyone involved for their commitment and hard work in getting this over the line - a fantastic team effort."

Nigel Crampton has joined as head of sales and relationships, managed funds services, bringing more than 20 years of financial services experience to the role.

Crampton co-founded Zerity, a Sydney-based solutions provider for wealth management, super and retirement, and financial advice, in 2021, and served as chief commercial officer of the business since inception until he joined Perpetual this month.

Before that, Crampton led the managed accounts and distribution divisions at Milliman Australia and distribution and client services at Atrium Investment Management. He was also the head of sales at Morningstar between 2011 and 2016.

He began his career at Macquarie Group in 1998 as a business development executive and has been heavily involved with Macquarie's business development over his 13-year stint at the company.

"Crampton brings more than 20 years of financial services experience across investment platforms, managed accounts, superannuation and funds management along with a deep understanding of the opportunities and challenges facing investment managers today," Perpetual Corporate Trust said.

"Nigel's appointment reflects our continued investment in delivering exceptional service and strategic support to investment managers.

"His industry experience and market perspective will further strengthen the expertise we bring to our clients and partners. We're excited to welcome Nigel to the team and look forward to the contribution he will make across our managed fund Services business."

Perpetual recently folded Swedish giant EQT's best and final takeover bid after the board deemed the offer "undervalues" the company and is not in the best interests of its shareholders.

Additionally, Perpetual's former chief investment officer Kyle Lidbury has this month joined Pacific Portfolio Solutions, a wholly owned subsidiary of the Pinnacle Investment Management, to lead its Australia-based investment team and the launch of new managed accounts offerings.

HMC Capital has announced Graeme Browning to the board as an independent non-executive director, effective immediately.

HMC said Browning has more than 36 years' experience across financial, mergers and acquisitions, corporate governance and senior executive leadership.

Browning held various roles at Earnst & Young (EY) since 2009 across Australia and the UK, with the most recent being partner.

Over his tenure he advised on more than 20 public offerings and secondary capital raisings.

"We are pleased to welcome Graeme to the HMC Capital board. Graeme is a highly credentialed leader who brings extensive experience across transactions, capital markets, financial and governance, complementing this existing skills and experience of the board," HMC Capital chair Chris Saxon said.

"We look forward to his contribution as HMC continues to execute on its growth strategy."

In June this year HMC Capital won two global institutional mandates of $1.35 billion for its private credit strategy in Australian commercial real estate (CRE) lending.

The ASX-listed alternatives asset manager said it had already received $375 million of seed assets, at the time of the announcement.

On full deployment, HMC's private credit strategy's assets under management is expected to rise to $3.3 billion and will provide dry powder of $1 billion for investment in FY27, it said.

HMC also partnered with global private equity firm KKR to receive $603 million for the HMC Energy Transition Platform. The partnership received a good to go by the Australian Competition and Consumer Commission (ACCC) in June.

The commitment will last seven years and is expected to generate a 14% annual return. It will be split via a preferred equity investment in HMC's Energy Transition Platform comprising an initial $355 million tranche at financial close.

CommSec chief operating officer Stephen Norton has joined SIAA's board of directors, while Canaccord Genuity Wealth Management Australia head of advisers Chris Webster has been re-appointed.

Norton has more than 25 years' experience across stockbroking, capital markets, investment management, institutional banking and wealth management.

Prior to CommSec, he held senior roles with Instinet, UBS Private Bank and HSBC Investment Management and has extensive experience leading regulatory, compliance and technology transformation initiatives.

The appointments fill vacancies created after Michelle Inns departed her role as chief operating officer and executive director at LGT, and Liam Madden departed from his role as managing director and general counsel at Instinet, with both subsequently stepping down from the SIAA board.

SIAA chief executive Maria Lykouras said the appointments strengthen its stockbroking, wealth management, governance, risk and regulatory aspects.

"Stephen and Chris' appointments strengthen the diversity of experience represented on the board." Lykouras said

"They have both built distinguished careers across the financial services industry and will help ensure SIAA continues to benefit from the insights of senior industry practitioners as we continue to advocate for our members."

SIAA chair Hamish Dee is looking forward to benefiting from the appointees' extensive industry expertise, he said.

"Both bring valuable insights and perspective, adding to the strong mix of industry, leadership and governance experience across the Board, and we look forward to their contribution," Dee said.

Dee also thanked Inns and Madden for their services.

"Michelle was a strong advocate for greater diversity across our profession and was instrumental in driving initiatives focused on improving gender balance, while Liam's legal expertise and governance experience were invaluable to the board," Dee added.

"On behalf of SIAA and our members, we thank them both for their commitment and service."

Craig Kouimanis has been appointed to the newly created chief growth officer position, joining VBP from licensee services company Paragem and reporting to chief executive Mark Fisher.

Kouimanis has previously held senior roles at Securitor, Commonwealth Financial Planning and Colonial First State, binging experience across advice, licensee services and financial services.

Fisher said Kouimanis understood the operational challenges facing advice businesses and would play a key role in shaping VBP's growth strategy.

"Craig is a highly respected leader with decades of experience supporting advisers to run successful businesses," Fisher said.

"He intimately understands the challenges and opportunities facing advice businesses and the services and support they need to achieve their goals and grow."

The new chief growth officer will be responsible for building and maintaining client and stakeholder relationships, responding to client needs and strengthening VBP's position as an outsourcing partner to the advice profession.

Kouimanis will also support product and service innovation, including the expansion of VBP's agentic AI and automation capabilities.

He said VBP's focus on combining people and technology aligned with what small and medium-sized advice businesses need to operate in an increasingly complex regulatory and commercial environment.

"In advice and professional services, people are critical to success, but technology is also extremely important, and they lie at the heart of what VBP does," Kouimanis said.

"I believe that systems run businesses and people run systems, and VBP has the right combination of people and tech to drive efficiencies, productivity and performance."

Kouimanis will join VBP on 14 October 2026.

Bryce Quirk joined CFS in March 2019 as head of retail sales and shortly thereafter became the general manager of CFS Advice Relationships, effectively becoming part of the leadership team.

He was then promoted to the role of group executive for distribution in July 2021. This was part of a broader transformation strategy CFS rolled out that also unveiled new leadership that included promoting Kelly Power as the chief executive of CFS Superannuation at the time.

Darren McKenzie was also appointed to the role of chief operating officer, while Shenaz Waples joined as chief people officer.

Before CFS, Quirk spent a decade at BT Financial Group in business development roles, rising up the ranks to take on senior management positions in adviser distribution for Victoria and then leading the adviser distribution platform.

"Bryce has been an integral part of CFS's transformation throughout this period and a valued member of the leadership team," CFS group chief executive Clive van Horen said in a statement.

"I would personally like to thank Bryce for the contribution he has made to our business over many years, and for his enduring commitment to the advisers we work with and the customers they serve. We wish him every success for the future."

Quirk will leave the business in December.

Following this change, Mick Baquie will assume the role of acting national head of distribution, working with Quirk to ensure a smooth transition, van Horen added.

Baquie has worked as the head of platform sales for the last six months and was director of platforms distribution three years prior.

Baquie also worked at BT Financial Group, spending nearly nine years there, and finished up as the head of new business in late 2023.