Melanie Slade has joined UniSuper as head of advice strategy and technical, reporting to chief advice officer Andrew Gregory, who was previously the head of advice until he was promoted to his current role in September last year.

Slade brings over 20 years' experience in financial services, beginning as a financial planner earlier in her career before taking on the role of team leader in financial education and advice team at Superpartners for two years.

She was a team manager for advice and engagement at First State Super from 2011 to 2015 and joined TelstraSuper in the same year, serving in various leadership positions, including heading its retirement, product, and member services divisions.

TelstraSuper merged with Aware Super in May, some nine months after it first announced that the two funds were exploring a potential merger.

Meanwhile, UniSuper said the fund is "incredibly pleased" to welcome Slade and explained that she will lead various "important" initiatives in her new role.

"Mel will lead advice strategy, research governance and technical frameworks for UniSuper's advice business, helping shape the future of advice delivery and retirement outcomes for members," a UniSuper spokesperson explained.

"Mel will also oversee future advice propositions, ensuring advice services remain member-focused, scalable and compliant."

The appointment comes as the government is set to introduce the New Class of Advisers (NCAs), as part of the Delivering Better Financial Outcomes (DBFO) reforms, to APRA-regulated super funds and life insurers during a National Press Club announcement last month.

The government will review the implemented measures in three years to determine whether it should be expanded further.

The Financial Advice Association of Australia has said it will advocate to expand NCAs to all financial advisers.

Kit Georgeos will take on the role of chief executive of funds manager from October 6, joining Mirvac's executive leadership team and reports directly to group chief executive and managing director Cambell Hanan.

Georgeos will oversee the group's wholesale investment vehicles, capital partnerships and investor relationships. She joined Mirvac in 2023 and currently serves as fund manager of the Mirvac Wholesale Officer Fund (MWOF), where Hanan said she has strengthened investor relationships and maintained a disciplined investment approach.

"Kit is an outstanding leader with deep experience across real estate investment, funds management and capital markets, and I am delighted to welcome her to Mirvac's executive leadership team," Hanan said.

"Funds management is a core pillar of Mirvac's strategy and a key driver of our future growth. Kit's appointment provides strong continuity for investors and positions the business to continue building on the momentum established over recent years."

Georgeos brings more than 20 years of experience across real estate investment, funds management and capital markets. Having previously held senior roles at AMP, GPT Group and Macquire Group.

Mirvac is now progressing the appointment of a new fund manager for MWOF as Georgeos transitions into the broader leadership position.

The appointment comes as Mirvac continues to expand its funds management and industrial investment operations, including its partnership with Australian Retirement Trust (ART) at Western Sydney's Aspect Industrial Estate.

More than 200,000 square metres completed stages of the $850 million precinct has reached practical completion and is fully leased, with the opening of IVE Group's new 42,000-square-metre facility making another milestone.

The industrial portfolio forms part of Mirvac's broader growth strategy, with net operating income from the business up nearly 80% over the past seven and a half years.

Mirvac reported a 7% increase in FY26 operating profit to $508 million in August, while gearing fell to 24.1%. Funds management was identified as a key component of the group's strategy as it works to build recurring income and improve returns.

ART, which has more than $188 billion invested in Australian assets, is Mirvac's partner at Aspect and is also backing its $2 billion SEED industrial and enterprise precinct in the Western Sydney Aerotropolis.

Will Sare has stepped into the role, transitioning from his former position as head of sales for the Pacific where he oversaw the functions of corporate risk and broking across the region for more than a year.

He brings a wide range of experience across the financial services industry, especially within insurance, across Australia and the US.

Prior to WTW, he spent more than a decade in Chicago, Illinois, heading compliance, risk and governance initiatives at various institutions, including as managing director at Marsh and Aon, chief risk and governance officer at Cushman & Wakefield and global head of compliance and risk at DTZ.

Earlier in his career, he served as head of risk, insurance and commercial at UGL and risk services manager at Deloitte Australia.

WTW head of Pacific James Baum noted Sare has been a key member of the team since he joined the company in July 2025.

"Will brings extensive industry experience, strong leadership capability and a deep understanding of our business. Since joining the company a year ago, he has played a key role in strengthening Willis' commercial performance and enhancing the capabilities of our sales team," Baum said.

"His detail-oriented approach is matched by his understanding of how our specialist expertise, analytical capabilities, proactive claims management and client service model work together.

"This will help clients realise greater value, especially those managing sophisticated and highly complex risk and insurance programmes. We look forward to supporting Will as he leads our corporate business and builds on this momentum."

Following Sare's appointment, head of growth for Pacific Stephen Trickey will take on an expanded role supporting sales activity across the region, while continuing to serve in his current role.

Tim Kennedy will commence in the new role on October 5.

He recently served as the national secretary of the United Workers Union (UWU), which represents 150,000 workers from across from more than 45 industries, working in sectors such as health, aged care, early education, security, manufacturing and hospitality.

Kennedy also led the National Union of Workers, which merged with United Voice to create the United Workers Union in November 2019.

Kennedy is the former chair and deputy chair, as well as director of LUCRF Super and served in those roles between 2004 and 2022. He served on the investment committee for over a decade and chaired the audit and risk committee.

LUCRF Super officially merged into AustralianSuper in June 2022. LUCRF Super had $7.25 billion in funds under management and about 130,000 members.

Kennedy steps into the role currently filled in the interim by Greg Everett, following the resignation of chief executive Bill Watson in early January.

Watson resigned from the post after about 13 years, having joined from business advisory firm Evans & Peck. Watson joined BUSSQ as chief investment officer in April.

Greg Everett became the acting chief executive in March, having served as deputy chief executive.

Everett joined First Super as deputy chief executive in November, bringing with him more than 20 years of superannuation experience, including as chief executive of the Superannuation Trustee Office for Guild Group, an executive of ESSSuper and the head of financial planning at Bendigo and Adelaide Bank.

First Super's co-chair Denise Campbell-Burns welcomed the appointment of Kennedy, saying his decades long involvement in superannuation and strong focus on member's best interest was a very good fit for First Super.

"Tim Kennedy is an acknowledged and outstanding leader in the superannuation sector and very much aligned with our funds total focus on superior service delivery and sustained strong returns to members," Campbell-Burns said.

On July 1, Michael McQueen stepped into the role of head of investments, a position that has been filled in the interim by Chris Artis, following the resignation of Watson.

The industry fund has strong links to the timber, paper and pulp and furniture and joinery industries.

Currently, it has nearly 80,000 members and more than $6 billion in assets under management.

The director of consulting started at Frontier in 2002, climbing the ranks to reach the firm's most senior client consulting position. She has overseen the consultant expand its offering across a variety of client segments, said Frontier in a media statement.

Bowater officially departs next month and will subsequently join IFM Investors as executive director, Owner Investment Programmes.

"Twenty-four years is a significant period of time in one place and while my role, along with the firm itself, has been constantly growing and evolving over that time, now feels like a stage where I can move on knowing Frontier is well placed for ongoing success across a number of areas," said Bowater.

Her move comes after a period of growth and evolution at Frontier with the development of its ICIO service and the transition of the State Super investment team inside of Frontier. Bowater has been heavily involved in the creation of the new solution and the expansion of the business to near 100 staff, now spread across two Australian offices and Japan.

"Naturally, we are sad to lose Kim as a colleague and a member of our Leadership Team but 24 years is an incredible commitment to our business, and to our clients, and we are grateful to Kim for that," said Andrew Polson, Frontier's chief executive.

"One of the hallmarks of Frontier over many years has been our ability to find and develop industry leading consultants and we have some great depth in the firm, even more so since our acquisition of the State Super investment team, who can all step up and make their own mark, just as Kim has done. We wish her the very best and thank her for an exceptional career at Frontier."

Bowater acknowledged the influence of Frontier luminary Fiona Trafford-Walker, whose role she took after Trafford-Walker vacated it in 2019. "My time at Frontier has been very rewarding on a personal level, and I'm intensely proud of what the very capable Frontier team and I have achieved at Frontier together. I leave with great fondness for a business and team that have been such a major part of my career and my life."

An immediate focus for Giorgio will be to aggregate multiple sources of data for advisers, helping organise and match it within their Netwealth services.

"At the outset, I will be focused on the protection and integration of data across Netwealth's services and capabilities, and working with advisers, industry and regulators to ensure evolving technology helps to safely unlock adviser capacity and meet demand for advice," Giorgio said.

Giorgio and his team will also be focused on making automation tools available to advisers across manual processes and administrative tasks such as client onboarding, document building and management, client servicing, quality control, and workplace efficiency and reliability.

"We're in an environment of higher demand for advice, with not enough professionals able to service that need. The work we do around not only building the tools but also earning the trust of advisers and their clients in those tools, are critical to addressing this need," Giorgio added.

"For advisers, we know that capacity needs to move beyond personal productivity to scale. We also know that AI and data can be applied to create better personalisation for clients. I'm looking forward to helping make these ambitions possible for Netwealth advisers."

Netwealth noted access to insights and data as well as productivity uplift, are two of the most in-demand services among financial advisers.

Netwealth chief technology officer Nick Walker said: "Our ability to provide access to timely and insightful data for advisers and their clients, and to help advisers unlock more capacity through applied AI, are critical for our partners and for Australians seeking whole-of-wealth advice."

Bringing experience from technology and data lead roles with REA, Coles and Australia Post, Giorgio joins Netwealth at the outset of its ambition to double funds under advice by 2030, with a core focus on boosting operational efficiencies and adviser productivity.

"Having worked with Silvio before, I am excited about what he will bring to everyone who relies on Netwealth," Walker said.

"He is exceptional at identifying where to put AI to best use to get the most out of the technology, in a way that delivers measurable gains. I am particularly looking forward to the work he is about to undertake integrating data-driven insights across our advisor tech stack."

John Toole has been appointed chief investment officer, Asia, while retaining his global responsibilities as global head and chief investment officer of Amundi's Solutions platform. Based in Hong Kong, he is joined by a number of senior investment professions taking on expanded regional roles.

Andriy Boychuck, global deputy head of emerging markets fixed income, relocated to Singapore in May, while Ray Jian was appointed head of fixed income North Asia and head of emerging markets debt aggregate strategies in July, based in Hong Kong.

Nick McConway, head of emerging markets equities, Asia, will relocate to Singapore this month, while Siddharth Sanghvi has been appointed emerging markets equity senior portfolio manager, also based in Singapore.

Amundi said the appointments reinforce its commitment to clients across APAC and build on the investment expertise already established across its regional platform.

O'Toole joined Amundi in 2005 and has held senior roles spanning fund research, manager selection and solutions. He became global head and chief investment officer of the Solutions platform in 2022 and is a member of Amundi's executive committee.

Boychuck has more than 20 years' experience across emerging markets and high-yield credit, while Jian has more than 19 years' experience in global emerging markets and also high-yield credit.

Alongside the appointments, McConway brings more than 25 years' experience in Asia and emerging markets equities and has led Amundi's Asia ex-Japan equity business since 2020.

Sanghvi brings more than 20 years' investment experience and was previously head of emerging markets equity research at Amundi.

The appointments come as Amundi seeks to deepen its local investment capabilities, senior professionals now positioned across Hong Kong and Singapore alongside the firm's broader regional operations.

Following the several appointments moves also strengthen Amundi's Singapore investment hub, with three senior investment professionals now based or set to be based in the city. Amundi manages €2,581 billion (approximately A$4.16 trillion) in assets globally.

The role was vacated following the transition of Alex Bacchus to a new position as head of the asset allocation department last month.

Sam Brodie has commenced in his new role, continuing his 13-year stint at the NZ$95 billion fund, where he worked across its risk and investment teams as portfolio risk analyst and analyst.

He has been a portfolio manager since 2017 in the strategic tilting team, helping manage the active investment strategy.

The fund said the strategic tilting programme allows itself to take advantage of its long investment horizon by adjusting portfolio exposures when market conditions create attractive investment opportunities.

Prior to the Guardians, Brodie worked at Bloomberg London as a portfolio risk and performance analytics specialist and held various roles at both ANZ Bank and the New Zealand's stock exchange NZX

Commenting, Guardians co-chief investment officer Brad Dunstan said Brodie's deep understanding of the fund and extensive experience within strategic tilting made him an excellent choice to lead the team.

"Strategic tilting is an important part of the fund's investment approach and a significant source of active value-add," Dunstan said.

"Sam brings a strong understanding of the fund, our investment approach and our people, along with a structured and thoughtful approach to decision-making. He is a highly respected investor who has played an important role in the evolution of our strategic tilting programme over the past decade."

Keith Veitch has commenced in the role at the boutique investment firm, bringing 25 years of experience in financial services with deep expertise in partnering with advisory and financial markets businesses, the firm said.

Veitch was a founding employee at Barrenjoey and served as head of finance looking after its equities, regulation and corporate finance businesses for over six years, where he was a key contributor in the design and build out of the finance function.

He began his career at PwC working in the audit and assurance practice across both the UK and Canada between 2000 and 2003, before joining Deutsche Bank where he spent over 13 years in various leadership roles, including co-head of business finance for Deutsche Bank Australia, financial director, and more.

The announcement follows the appointment of a new chief people officer in July to drive sustainable business growth.

Five V Capital was established by founder Adrian Mackenzie in 2013, headquartered in Darlinghurst, New South Wales, with additional presence in New Zealand.

The firm invests in growing private companies across different industries within its portfolio, including hospitality, technology, renewable energy and more.

Meanwhile, Veitch's departure follows Barrenjoey's merger with Magellan Financial Group that was greenlit by the Australian Competition and Consumer Commission (ACCC) in June.

The deal, which has an implied valuation of $1.6 billion, was finalised in the following month after Magellan shareholders approved the takeover in April.

Magellan was a founding investor in Barrenjoey back in 2020.

Smith will lead Acclaim's distribution strategy, adviser engagement initiatives and business development activities nationally, with a focus on supporting existing adviser relationships and identifying new growth opportunities.

Smith brings more than two decades of experience in financial services distribution, having held senior leadership roles with ClearView Wealth and CommInsure.

Acclaim Wealth chief executive Julie Hamilton said Smith's appointment reflected the firm's commitment to invest in adviser relationships and expanding its national distribution.

"We are entering an exciting period of growth and investment at Acclaim, and strengthening our distribution capability is a key part of that strategy. Tony brings a deep understanding of the adviser market, extensive industry relationships and a proven track record of building successful distribution businesses," Hamilton said.

"As adviser expectations continue to evolve, we remain focused on delivering exceptional service, flexibility and support. Tony will play an important role in helping us scale those strengths while continuing to build meaningful partnerships across the advice community."

Along with his distribution experience, Smith is also an admitted Australian lawyer, most recently establishing his own legal practice. Acclaim Wealth noted his legal background will provide additional insight into regulatory and governance issues impacting financial services businesses.

Smith said he is excited to join Acclaim Wealth at an important stage in the company's development.

"Acclaim has built a strong reputation for delivering service and solutions that help advisers meet the evolving needs of their clients," Smith said.

"I'm excited to join at a time when there is significant opportunity to deepen existing adviser relationships and expand our distribution footprint. I look forward to working closely with our advisers, dealer groups and strategic partners to help drive the next phase of growth for Acclaim."

The Brisbane-based wealth management firm recently appointed Hamilton as its chief executive after former boss Terry Constable landed a new role at Infocus after almost three years at the helm.

Based in Hong Kong, Helyar will oversee State Street's Asia Pacific business strategy, strengthen its governance, deepen client and regulator engagement, and accelerate regional growth.

Helyar joined State Street in 2021 as the country head of Australia and has more than 27 years of financial services experience across investment services, pension, investment and wealth management. Previously, he was head of fund services product development for Asia Pacific at J.P. Morgan.

"Tim is a proven leader with deep investment services expertise and a strong track record of delivering for clients," State Street head of international Stefan Gmuer said.

"His regional knowledge and collaborative leadership will help advance our growth strategy across Asia Pacific, while supporting regional clients as they seek to unlock growth, gain efficiencies and seize new opportunities."

State Street has had a presence in Asia Pacific since 1982.

"I am excited to lead State Street's Asia Pacific business at such an important time for our clients and the region," Helyar said.

"Asia Pacific is one of the world's fastest-growing regions for institutional investment, and I look forward to working with our teams to support clients' growth and transformation ambitions."

State Street Investment Management (SSIM) head of investments for Australia Jonathan Shead also retired from the role in August after spending 26 years with the group, working in various State Street Global Advisors (SSGA) roles since 2000.

SSIM recently launched its first Australian actively managed exchange-traded funds (ETFs) in a partnership with Blackstone Credit and Insurance.

The State Street Blackstone Senior Loan Active ETF (ASX: SBSL) and State Street Blackstone High Income Active ETF (ASX: SBHI) listed on the ASX on August 7.

Darren Smith has stepped into the role, where he will lead Infocus' practice development management team to drive a more deliberate, structured approach to help its adviser community pursue growth opportunities, strengthen business performance and execute their strategic objectives, the firm said.

The appointment follows the appointment of former Acclaim Wealth chief executive to the role of executive general manager, platforms last month, as well as a new head of professional standards in March.

Smith brings nearly four decades of experience in financial services across the UK and Australia.

He began his career as an accountant at various insurance and financial institutions earlier in his career. He also stationed at MLC Insurance, Aviva, Mortgage Insurance in senior and leadership capacities.

More recently, he was the managing director at Financial Advice Matters for more than eight years, before transitioning to a business coach and national key accounts manager at Slipstream Group for 12 months.

He was the head of financial wellbeing at My Goal Getter before the current appointment.

"Darren's appointment reflects our ongoing commitment to helping advice businesses build stronger, more scalable and more valuable enterprises," Infocus said on LinkedIn.

"With extensive experience as a business adviser, executive and advice business owner, Darren brings deep expertise in strategy, leadership, business development and performance improvement."

Neil Montford will join Iress as group chief executive officer on November 16, bringing more than 20 years of international finance experience across listed technology and financial services businesses.

He most recently served as chief financial officer of ASX-listed Bravura Solutions, where he was involved in improving profitability, cost discipline and operating performance.

Montford previously spent 11 years at Fidelity International, including as chief financial officer for Asia Pacific and held senior finance roles across several Macquarie Group operating divisions. He began his career with Deloitte in Australia and the UK.

His appointment follows an international search for a successor to current chief financial officer Cameron Williamson, who announced his decision to step down after three years in the role. Williamson will remain with Iress until the end of 2026 to support an orderly leadership transition.

Iress group chief executive officer and managing director Andrew Russell said Montford's combination of listed software, financial services and operational experience was well suited to the company's next phase.

"Neil is an outstanding addition to the Iress leadership team. Having previously worked alongside him at Bravura. I have seen firsthand his financial discipline, commercial focus and ability to drive execution and performance in a listed software business," Russell said.

"As Iress moves into its next phase, our focus is increasingly on product evolution, disciplined investment and converting our strong market positions into sustainable revenue and earnings growth."

Russell also thanked Williamson for his contribution over the past three years, during which he helped strengthen Iress' balance sheet and embed greater financial discipline.

"On behalf of the board and leadership team, I'd also like to express my gratitude to Cam for the past three years. We wish him the very best for the future," he said.

Montford said Iress' strong market positions and embedded products presented a significant opportunity.

"I'm excited to join Andrew and the team as we focus on disciplined execution, sustainable growth and delivering long-term value for customers and shareholders," he said.

Michael Marr, Sean Carroll Seamus quick, Stephen Cabot and Patrick Armitage join as senior investment advisers.

They all came from UBS e Wealth Management, with backgrounds in private banking and wealth management, advising high and ultra-high net worth families, entrepreneurs and philanthropic organisation.

The appointments come as LGTWM continues to build its private wealth offering, combing LGT Group's global capabilities with tis local investment and advisory expertise, including private markets and sustainable investing.

LGTWM chief executive Michael Chisholm said the appointments would strengthen the depth of expertise available to clients navigating increasingly complex investment and intergenerational wealth needs.

"At a time when families are navigating increasingly complex investment decisions and significant intergenerational wealth transitions, we are deliberately building the depth, continuity and collective expertise required to support them over the long term," Chisholm said.

He said the decision by five senior advisers to move to LGTWM represented a strong endorsement of its platform in a competitive market experienced wealth professional.

"A move of this significance is carefully considered. The decision by five senior advisers to join LGTWM is a strong endorsement of the platform we have built and its appeal in a market where experienced advisers have considerable choice," Chisholm said.

Marr joins as a partner and investment adviser after serving as head global wealth management Australia at UBS and previously leading Credit Suisse's Australian wealth management business.

Quick and Cabot were both founding members of Credit Suisse's Australian private banking franchise in 2008, while Carroll brings more than 20 years or global financial services experience.

Armitage spent 17 years with Credit Suisse Private bank and UBS after beginning his career as a financial services lawyer.

Chisholm said LGT's private ownership by the Princely Family of Liechtenstein supported its long-term investment approach.

"The addition of Michael, Sean, Seamus, Stephen and Patrick represents an important step in the continued development of our Australian private wealth business, and we look forward to the contribution they will make to our business and the clients we serve," Chisholm said.

In the meantime, Royal London group chief financial officer Daniel Cazeaux will fill the role on an interim basis, the firm said.

Since 2020, Cazeaux has been involved in Royal London Asset Management's strategy and in the development of its private markets ambitions, including the acquisition of Dalmore Capital, a UK-based infrastructure investment manager.

He will also join the boards of Royal London Unit Managers and Royal London Unit Trust Managers while remaining on the Royal London Mutual Insurance Society board.

Royal London group chief executive Barry O'Dwyer said Cazeaux will provide continuity and stability until a permanent successor is appointed.

"Dan is an excellent interim appointment. He combines deep financial services expertise with a strong understanding of Royal London, Royal London Asset Management and the strategic priorities shaping the business," O'Dwyer said.

"This means he is well placed to support Royal London Asset Management through this period and maintain our focus on delivering for clients."

Cazeaux said: "Royal London Asset Management is a business with strong momentum, a clear strategy and a highly capable leadership team."

"I have worked closely with Hans over recent years and have seen first-hand the strength of Royal London Asset Management's investment capabilities, client focus and long-term ambition. I look forward to working with colleagues to maintain that momentum, continue delivering for clients and support the next stage of the business's growth."

Royal London Asset Management has £212 billion of assets under management.

O'Dwyer also thanked Georgeson for his contributions.

"I would like to thank Hans for his significant contribution over the past five years," he said.

"Under his leadership, Royal London Asset Management has grown strongly, broadened its investment capabilities and strengthened its position as a leading UK asset manager.

"We wish him continued success in his next role."

The business launched four active strategies in Australia late last year, including an inaugural local fixed income fund, marking its debut of active products in the country since entering the market in 2017.

SS&C was recently appointed the fund administrator and unit registry services provider for those strategies.

Binsted co-led Lazard's Australian equities strategies for the last 15 years. He will join Schroders' Australian equities portfolio construction committee for the Schroder Australian Equity Fund alongside Martin Conlon, Andrew Fleming and Justin Haliwell, and will also take on analyst responsibilities within the team.

"I've always respected Schroders for its disciplined investment approach and strong client focus. I'm looking forward to working with a talented team and contributing to the firm's continued growth," Binsted said.

Along with Binsted, Schroders has also made two other appointments in research and investment analytics and technology expertise.

Schroders Australia and New Zealand chief executive Alison Telfer said Australian equities have been a core part of Schroders Australia for more than 60 years.

"The continued growth and strong performance of the business reflects the strength of the team, the consistency of its process and the trust clients place in our active investment approach," Telfer said.

"At a time when some parts of the domestic market are under pressure in Australian equities, and reducing resources or stepping back, Schroders is investing. These appointments reinforce our conviction around this capability and our commitment to the Australian market and building the people, research and technology capability needed to support and deliver for our clients into the future."

Isaac Boorer recently joined the team as investment analytics and artificial intelligence (AI) engineer. Boorer joins from Blackwattle Investment Partners, where he spent more than two years as an analyst and trader on the Australian equities desk, following earlier trading roles at Antipodes and Fidante Partners.

Jeremy Huang will return to Schroders in January 2027 as a junior analyst in the Australian equities team, having recently completed a summer internship with the business.

"These appointments are an important investment in our Australian equities capability. Our process has always been grounded in deep fundamental research, disciplined portfolio construction and a willingness to continually improve how we identify and assess opportunities for clients," said Conlon, who serves as Schroders' head of Australian equities.

"Isaac, Aaron and Jeremy each bring different strengths to the team, from data and technology capability through to senior portfolio management experience and emerging research talent. Together, they strengthen the breadth and depth of the team and enhance our ability to deliver differentiated insights and strong long-term outcomes for clients."

Tamzin Manning will be working closely with portfolio managers, clients and distribution partners to strengthen Fidelity's Australian and global equities capabilities.

She joins Fidelity from T. Rowe Price, where she was vice president and senior portfolio specialist. Previously, she was a director and client portfolio manager at Epoch Investment Partners, where she was responsible for several global equity strategies.

Manning has also held senior equity sales and research roles at RBC Capital Markets, Liberum Capital and KBC Peel Hunt earlier in her career.

"Her combination of investment expertise, commercial insight and client-facing experience makes her an excellent addition to the team," said Simon Glazier, managing director, Australia, at Fidelity International.

"Australia remains a strategically important market for Fidelity, and we remain committed to investing in our people and capabilities locally. Tamzin's appointment strengthens our equities franchise and enhances our ability to support clients with high-quality investment expertise and insights."

Andrew Donlan joins Ausbil, effective September 10, from Bennelong Australian Equity Partners, where he has been a senior investment analyst since May 2022, with research coverage spanning technology, media, diversified financials and a range of industrial companies. He previously held equity research roles at UBS and CLSA.

He will report to Chris Smith, Ausbil's head of equities research.

Meanwhile, Beyhan Irmako has been promoted to portfolio manager, microcap and small cap.

His promotion recognises his contribution to Ausbil's emerging companies capability and expands his portfolio management responsibilities across the firm's Australian small and micro-cap strategies, the fund said in a statement.

"Beyhan has made an outstanding contribution to the small and microcap team and has continued to expand his investment and portfolio management responsibilities. His promotion is well deserved and strengthens the continuity and depth of the capability," said Paul Xiradis, executive chairman, chief investment officer and head of equities at Ausbil.

On Donlan's appointment, Xiradis said that his analytical capability, diverse sector experience and knowledge of the industry makes him a strong addition to Ausbil's equities team.

The announcements come three months after Ausbil was appointed co-manager of a New York Life Investment Management (NYLIM) fund, helping the group oversee a new global small-mid cap equity strategy.

The highly respected fund manager, known for its conviction investing approach, has appointed Matthew Roberts, formerly at Centuria Capital Group where he was a strategic account manager, to its business development team.

As business development manager, Roberts will leverage his adviser distribution expertise to support financial advisers across NSW and SA, while another recent appointee who joined in May, Finnbar Stenmark, will be responsible for both NSW and WA adviser support.

"[Roberts] brings considerable experience working with advisers and a strong understanding of the financial advice market. Just as importantly, his approach to building relationships is well aligned with how we work at Allan Gray," said LJ Collyer, the fund's head of adviser distribution.

Allan Gray was established in 2005 and launched its flagship Allan Gray Australia Equity Fund the following year. Two decades on, the same fund was handpicked in the inaugural Best of Breed - Australia and New Zealand report released in March by Morningstar as among the leading active funds that provide Australian investors with the best long-term potential returns.

Doherty is also an executive director at the alternative asset manager, having recently finished up as managing director of Digital Asset Capital Management (DACM) , an institutional investor in digital assets, after five years.

Prior to that, Doherty oversaw led the local asset management business of UBS for the for nearly eight years and also served as its head of wholesale.

He previously worked in business development roles at BT Investment Management/Pendal Group, AXA, Perpetual and Challenger.

He also worked with the Financial Services Council for more than six years as a director and a member of the funds management board committee.

RAM group chief executive and managing director Scott Kelly welcomed Doherty, saying he shares the same heritage and has significant experience in growing businesses in Australia, having held senior roles across the industry.

"His appointment will further strengthen our team as RAM continues to grow," he said.

Founded in 2010, RAM has more than $8.8 billion in assets under management.

Doherty commented he is "delighted to be joining RAM at such an exciting point in its growth.

"I've known Scott Kelly for many years and have always had enormous respect for what he and the team have built. The opportunity to work with Scott and help build on the stellar growth RAM has already achieved was a very compelling one and I'm excited about what we can accomplish from here," Doherty said.

RAM Income Capital recently completed the close of its wholesale placement of RAM Secured Income Notes Tranche 2, which is listed on the ASX as RAMHA.

Some $125 million was raised against an initial target of up to $100 million.

"We've seen very strong demand from investors and brokers for a simple, lower-risk income product," Kelly said.

"The transaction was investor-led from the outset. Since listing in October 2025, RAMHA has consistently traded well in the secondary market relative to peers and met every scheduled distribution. That track record is one of the key drivers of the demand we saw for this placement."

Lisa George will succeed Fiander and commence with APS early next year, bringing extensive experience across financial services, philanthropy and purpose led organisations.

George has been with Macquarie Group since 2010 and is currently an executive director and global head of the Macquarie Group Foundation, which leads the firm's social impact activities. She is also a former co-chair and current board member of Philanthropy Australia and a director of For Purpose Investment Partners.

APS chair Jan Swinhoe said George's combination of commercial and philanthropic experience would support the organisation's next phase of growth.

"Lisa brings exceptional leadership experience across financial services, philanthropy and purpose-led organisations. She has a strong track record of leading growth, building high-performing teams and delivering meaningful outcomes for stakeholders", Swinhoe said.

The appointment comes as Australia experiences a significant intergenerational transfer of wealth, which APS said presents opportunities to grow philanthropy.

George said she was honoured to join APS at an important time for the sector.

"APS has built an outstanding reputation as a trusted partner for generous Australians, their advisers and the charitable sector. I look forward to building on that foundation and working with the team to expand APS's impact in the years ahead," George.

George joined the APS board as a non-executive director in July 2026, with Swinhoe previously describing her as one of Australia's respected leaders in philanthropy and social impact.

Swinhoe also thanked Fiander for her contributions to APS, saying she had led the organisation with "integrity, purpose and a deep commitment to helping Australians give more effectively".

During Fiander tenure, APS clients distributed a record $250 million to charities in FY26, while the organisation now supports more than 1200 clients who have committed more than $3.1 billion to the community.

"It has been a privilege to work alongside such dedicated colleagues, clients and partners," Fiander said.

Andrea Yuen has stepped into the role of chief executive, while Cathryn Lyall has become the chair after acting in the role since April 2026.

Yuen has been the acting co-chief executive and chief financial officer for the crypto platform since January 2025, alongside co-founder and director Alex Harper. Following the change, Harper will step down as acting co-chief executive to resume board duties as executive director.

Yuen has 30 years of experience across the financial services sector across Singapore and Australia. Prior to Swyftx, she held executive roles at PwC for over nine years after serving as managing director at Lazard between 2006 and 2015.

She also worked at Icon Partners, IRG Limtied, and Lehman Brothers in various capacities earlier in her career.

Lyall said the board's decision reflected Yuen's performance over the past several months.

"Andrea has made a strong contribution to Swyftx and is the right person to lead the business through its next phase," Lyall said.

"The market is changing very quickly with the advent of all-in-one investment apps. Swyftx is no longer a crypto-asset only platform and Andrea's background in leadership roles across different APAC financial centres make her an ideal candidate to lead the business into this new era."

Yuen added: "I'm looking forward to leading Swyftx through the next stage of its journey as a regulated platform. It's been a quiet year for the global crypto market and we've deliberately used that period to build, securing our licence, as well as launching leverage trading and loans."

"My focus now is on the team and maximising the potential of Swyftx, which is enormous. Over the next few years we expect Swyftx to become one of the country's largest fintechs.

"We have a big opportunity to compete with more traditional platforms by using blockchain technology to support in areas like investing and payments."

Swyftx was granted an Australian financial services licence in July by ASIC and launched licenced leverage trading in the same month.

Announcing his upcoming departure on LinkedIn, Hewison said the planning of his exit was noted well ahead of time.

"In November 2024, I sat down with key people at Hewison Private Wealth and told them I thought I had about two years left in me to continue leading the team with the required passion, drive and enthusiasm. In life, you either give 100% or nothing," Hewison said.

"Fast forward to September 2026, and today we told our clients that I'll be stepping down as managing director of Hewison Private Wealth towards the end of this year.

"Raising it early gave the board and shareholders time to build a deliberate transition plan, which included building out an exceptional executive team and establishing a clear strategic path forward."

The announcement follows Pemba Capital Partners' investment in the business, which was described as a non-operational stake, noting Hewison Private Wealth will continue to operate with full independence under the current leadership.

Other than Hewison's departure, there is no change to the firm's advisory team, investment philosophy, client service model, or direct asset ownership structure, Hewison Private Wealth said.

The transaction marks a significant milestone in Hewison's 40-year history and reflects the firm's commitment to securing the resources and long-term capability required to continue delivering exceptional outcomes for its clients into the next generation, it said.

The investment will fuel the firm's ambition to become one of Australia's leading boutique wealth management businesses, Hewison noted at the time of announcement.

"We were patient, we were selective, and we found a partner who genuinely understands what Hewison Private Wealth stands for. Our clients can be completely assured that their adviser, their strategy, their assets held directly in their name, and the independence that has defined us since 1985 are all unchanged," he said.

"What changes is our capacity to invest in the future of this firm, in our people, our technology, and the depth of service we provide.

"While we absolutely continue to stand for the beliefs and values [we stood for], we have also learnt that to continue growing client value, we must continue to change and evolve."

Pemba Capital Partners managing director Mark Bryan added: "Pemba has been exploring a partnership with a wealth platform for some time. Hewison stood apart: genuinely independent, a 40-year track record, and a culture built around its clients, none of which we intend to change."

"Pemba is looking forward to investing in its client experience, its people and its technology."

Founded by John Hewison in 1985, Hewison Private Wealth manages approximately $3 billion in funds under advice on behalf of high-net-worth and ultra-high-net-worth Australians, and operated without commissions or product influence while maintaining a zero professional indemnity claims record across its 40-year history.

Targeting sophisticated and institutional investors, as well as family offices, the refurbished unit is led by chief investment officer Martin Crabb, who has been with the group since 2011.

Crabb told Financial Standard the new enterprise is a standalone asset management business that draws resources from other functions of the group, such as research and investments, which were previously operating under the financial services banner.

"We needed to invest in the asset management business because it has grown to become a substantial part of the group, dedicate more resources to it so it can have its own identity and set it up for future success," he said.

As part of the move, three new starters joined Crabb's team in July.

Julia Lee was recruited as an investment director after spending two years at FTSE Russell and head of client coverage for the Pacific. Wim Steemers was hired as a portfolio manager and Mohan Korber as an analyst.

They join existing team members head of income strategies Damien Williamson, senior investment analyst Maria Zapata and investment analyst Hansheng Zhang.

With more than $50 billion in funds under advice across Australia and New Zealand, about $3 billion of this sits in managed accounts.

Furthermore, the group launched four new multi-asset funds across moderately conservative, balanced, growth and high growth investment profiles, as well as a high-yield credit fund.

"The establishment of Shaw and Partners Asset Management gives us the opportunity to build on the investment expertise we already have across the business, while continuing to strengthen our team and broaden the range of investment options available to advisers and their clients," Crabb said.

"Our focus is on disciplined portfolio construction, active investment management and providing investors with access to professionally managed investments across different asset classes and market environments. The expanded team gives us greater depth across research, portfolio management and investment strategy as we continue to grow the business."

Shaw and Partners' adviser network comprises 220 authorised representatives.

Sarah O'Brien has been named the chief practice officer at ASFA, where she will lead the ASFA InPractice (AIP) initiative and take over executive leadership of the Superannuation Cyber and Financial Crime Coordination Framework.

The AIP was expanded in May to help funds, administrators, and other service providers manage regulatory transformations from policymaking through to practical implementation.

From this financial year, all funds benefit from AIP's services as part of their ASFA membership.

O'Brien is currently the head of regulatory policy at Rest, where she also held other senior positions including general manager of regulatory and technical services, and head of regulatory affairs across more than seven years at the fund.

She has more than two decades' experience in super regulation and implementation and has also held senior roles at Commonwealth Bank and Colonial First State and is also a member of the national policy committee at Women in Super, a role she has held since November 2019.

O'Brien will prioritise third-party vendor mapping work under CPS 230, which came into effect on 1 July 2026. It comes as both regulators, APRA and ASIC, recently warned shared dependencies can turn isolated incidents into sector-wide disruptions.

Further, she will also oversee AIP's Community of Practice on the responsible adoption and oversight of artificial intelligence (AI) in super.

Commenting, ASFA chief executive Mary Delahunty said O'Brien's appointment is crucial to help turning system change into practical reality for funds.

"System change doesn't finish when the headlines about new super legislation are published. That's when the most complex and costly work begins, working out how new regulations and guidance translate into day-to-day business," Delahunty said.

"It's crucial that ASFA guides this work as the peak body for the sector, and that the person providing that guidance has decades of unrivalled hands-on experience inside super.

"There are few people who understand both the regulatory intent and the reality of implementing change inside a fund as well as Sarah does. She knows where greater coordination can take unnecessary complexity and cost out of the system."

O'Brien echoed Delahunty's statement, noting the focus on how funds operate are intensifying, making implementation a priority for every super fund.

"I have participated across ASFA's fund community and working groups for many years. ASFA InPractice is a unique space, bringing together a non-competitive community of practitioners across funds, administrators and service providers, and I'm excited to now be leading that work as a part of the ASFA team," O'Brien said.

"When the sector is getting implementation right across the board, every fund's members win. I'm looking forward to working with ASFA funds to deliver for the millions of Australians they represent."

Pharmacy Guild of Australia (NSW Branch) state director Daniel Kicuroski will join the board, adding government, union and sector leadership experience.

Kicuroski currently serves as State Director of the Pharmacy Guild of Australia's NSW branch and has held board positions across the community and pharmacy sectors, alongside executive roles with Transport NSW, the NSW department of education, the Royal Australian and New Zealand college of radiologists and the Transport Wokers Union.

NSW Treasurer Daniel Mookhey said Kicuroski's experience across government, the union movement and different sectors would support the board's work.

"Kicuroski has deep experience working in government, with the union movement and across different sectors that mean he is well-suited to contribute to the State Super board," Mookhey said.

State Super chief executive John Livanas said Kicuroski's skills and focus on members would complement the existing board as the organisation navigates a challenging operating environment.

"We are pleased to welcome Daniel to the board. His depth of skills and commitment to members will complement the board in supporting our organisation in a complex and challenging environment. We look forward to working with him," Livanas said.

Kicuroski brings experience in member value, institutional strategy and risk management across regulated environments, with operational and strategic expertise relevant to the fund's long-term sustainability and fiduciary oversight of NSW public sector members.

Earlier this year State Super named former superannuation chief executive Michael Dwyer as chair of its board, effective September 1. Dwyer succeeds acting chair Catherine Bolder and brings more than three decades of experience across superannuation, investment management and financial services.

Alten Hulme has joined Opex Consulting as head of enterprise partnerships and solutions, where he will steer growth of its next generation advice tool known as informed financial future (iff).

Hulme brings close to 20 years of experience across actuarial and technology across South Africa and Australia. He began as an actuarial specialist on pensions and researcher at Jacques Malan Consultants & Actuaries and The Wealth Corporation, respectively, in Cape Town, before taking on the role of actuarial analyst at Iress in Sydney in 2012.

He progressed through the ranks across his 14-year tenure at Iress, serving in senior roles including product manager, product lead, and most recently, head of data science for more than three years.

"Alten's actuarial and technical background, alongside significant experience in working with enterprise clients around advice technology means he is ideally fitted to support this role," Opex Consulting managing director Paul Campbell told Financial Standard.

"We have a number of material enterprise arrangements - yet to be officially announced - and Alten is responsible for ensuring the successful implementation and ongoing support and growth of these initiatives and ongoing relationships.

"With Alten's deep understanding of technology, enterprise strategy and the advice industry, we're excited about the value he'll bring to our clients, partners and the broader advice community."

Meanwhile, Iress thanked Hulme for his contributions while promoting Liam Bailey to the role of head of data and AI.

Bailey joined Iress in 2017 and brings more than 20 years of experience across technology, engineering, architecture and cloud.

"Over recent years, he has played an important role in shaping our technology and platform capabilities," Iress said.

"More recently, Liam has been leading strategic work on our AI tooling and technology direction."

Chloe Neil has taken on the role, and will be responsible for the strategy, growth and management of Macquarie's wrap platform business.

She was most recently the head of managed accounts for nearly three years at the company, and the head of wealth platform risk governance for two years before that.

Prior to joining Macquarie, she held senior positions at Westpac, including head of group executive projects and acting general manager, for close to two years.

She was also stationed at Commonwealth Bank and Morgan Stanley previously, while bringing extensive legal expertise across BT Financial Group, Investec Bank Australia, Shearman and Sterling, Corrs Chambers Westgarth and Coudert Brothers earlier in her career.

Sharing her appointment on LinkedIn, Neil said she is looking forward to working with clients and partners to provide "seamless" digital experiences required to protect and grow their wealth.

"At a time when the wealth management industry and investment landscape is changing rapidly, it's critical advisers have an experienced partner they can rely on and trust," Neil said on LinkedIn.

"With more than 40 years of support for the wealth industry and with leading solutions such as Macquarie Wrap with $165 billion of funds under administration, our team is dedicated to building on our capabilities, service and solutions."

Neil also thanked Weber for her guidance during the time they've worked together.

"Lastly, I would like to thank Michelle for her leadership, insight and friendship over the past five years," Neil said.

"Her contribution to the growth and transformation of the Macquarie wealth management business has been significant and has positioned us so well for the next phase of growth. We wish her the best of luck with her next chapter."

Marty Franc will succeed Lo as senior managing director and head of APAC, transitioning into the role during the first quarter of 2027. Franc will remain based in Hong Kong and brings more than 20 years of asset management experience, including 13 years at Invesco.

Lo will retire on 31 March 2027 before serving as chair emeritus, APAC. He will continue to represent Invesco on the boards of its China and India joint ventures and provide strategic counsel to the firm's regional and global leadership.

During his tenure, Lo helped establish Invesco as a significant investment manager in APAC, including through the development of is China and India joint ventures, which the firm said have become important contributors to its broader global franchise.

Invesco president and chief executive Andrew Schlossberg said Lo's legacy extended beyond the business itself.

"Andrew's legacy is measured not only by the business he helped build, but by the people he developed, the relationships he nurtured, and the trust he earned throughout the region and across our firm," Schlossberg said.

Franc has held senior responsibilities across Invesco's Asian operations, including Australia, greater China, Southeast Asia and the firm's institutional client strategy. Before joining Invesco, he held a range of leadership positions across the asset management industry.

"Marty brings a powerful combination of regional expertise, client focus, strategic leadership, and deep knowledge of Invesco's culture and business," Schlossberg said.

Lo and Franc will work together over coming months to manage the transition for clients, employees, partners and other stakeholders.

Lo's continued involvement with Invesco's Asian joint ventures will also provide continuity as Franc takes responsibility for the firm's next phase of regional growth.

Julie Hamilton has taken on the role of chief executive, joining from DDH Graham where she served as director of money market since 2008.

Bringing over 25 years' experience across wealth management, platform administration, licensee services and adviser support operations, Hamilton held senior management and compliance roles at MLC, BDO Financial Planning, Synergy Capital Management and Macquarie Investment Management.

Most recently, Hamilton was overseeing strategic relationships, business development, product strategy, governance, compliance and operational initiatives across the DDH Graham business.

Commenting, Acclaim Wealth chair Ugo Di Girolamo explained Hamilton's experience places the business in good stead.

"Julie brings a rare combination of strategic leadership, deep operational expertise and a genuine understanding of what advisers need from their platform partner," Di Girolamo said.

"Through her work at money market, she already has strong relationships across our clients and adviser communities, and a deep appreciation of the qualities that make Acclaim different.

"As we position the business for its next phase of growth, we wanted a leader who could continue strengthening our adviser proposition while ensuring we maintain the high service standards our advisers and clients expect. Julie's experience across wealth management, distribution, compliance and operations makes her exceptionally well placed to lead Acclaim into its next chapter."

Di Girolamo also thanked Constable, who stepped down to take on a new role at Infocus as executive general manager, platforms.

"Terry has played a pivotal role in shaping Acclaim Wealth into the adviser-focused business it is today," Di Girolamo said.

"As part of the role transition, Terry and Julie have already been working closely together to ensure a smooth handover. On behalf of the board, we thank Terry for his leadership, dedication and contribution to the company and wish him every success in the future."

Hamilton said she was excited to be joining Acclaim Wealth at a pivotal time for the business.

"Acclaim Wealth has built a strong reputation for supporting advisers and delivering high-quality outcomes for clients. I am looking forward to working with the board, executive team, employees and advisers to build on that foundation and continue driving growth and service excellence," she said.

"The opportunity to lead a business with such a strong adviser focus is incredibly exciting, and I look forward to helping shape the next stage of Acclaim's journey."

Hamilton's appointment follows Aimie West's appointment to chief operating officer.

Meanwhile, Equity Trustees Superannuation Limited (ETSL), Equity Trustees' super trustee business, has acted as the trustee for Acclaim Wealth. However, Equity Trustees has since ditched the business, which posted a $7.5 million loss in FY26 for the group.

Responding to Financial Standard's query, Acclaim Wealth said ETSL will continue to be the trustee for the business.

"Equity Trustees' plan to exit from superannuation trusteeship (via ETSL) is progressing and we understand that they are aiming to complete that process by end FY27," the firm said.

"In the meantime, ETSL remains the trustee of Acclaim, and there is no change to the service of the fund, or its members."

Sherry has joined the board of Housing Australia as chair, the government announced. In this role, Sherry will guide Housing Australia to play a central role in delivering the government's $47 billion housing agenda.

Sherry brings extensive leadership experience across government, business and the community sector, as well as a strong record of leading large and complex organisations.

This is a fresh role since his appointment as chair of SMC in July 2024. Currently, Sherry is the co-chair of Climate Leaders Coalition, chair of Queensland Airports, the chancellor of Queensland University of Technology, and non-executive director for National Australia Bank.

Minister for housing, homelessness and cities Clare O'Neil welcomed Sherry's appointment.

"Ann Sherry brings exceptional leadership experience and a strong record of delivering results across some of Australia's most significant organisations," O'Neil said.

"Her appointment... provides a strong foundation and clear blueprint to take Housing Australia forward.

"Housing Australia has a critical job ahead - delivering tens of thousands of homes and helping more Australians into home ownership - and we are making sure it has the leadership and capability to get that job done."

Sherry added: "Delivering more houses to address the nation's housing needs is the challenge before Housing Australia and critical for our community."

"I look forward to working with the board and management team to get this important job done."

Meanwhile, Housing Australia said it is looking forward to working with Sherry to improve housing outcomes for Australians.

"Sherry is one of Australia's most respected business and community leaders, with extensive executive and board leadership experience spanning government, business, and the community sector," Housing Australia said.

"Housing Australia thanks Damien Tangey for his leadership as acting chair during a period of substantial change, growth and delivery for the organisation and welcomes his continued contribution as a member of the board."

Additionally, alongside Sherry's appointment, the government also released an independent Capability Assessment of Housing Australia, led by Ken Kanofski, the government said.

The assessment found Housing Australia has strengthened its governance, systems, processes and delivery capability over the past 18 months and placed 13 recommendations to further sharpen its focus on delivery.

"The assessment provides a strong blueprint for Housing Australia's next phase and for Sherry to take forward as its new chair," the government noted.

Guillermo Veiga will take on the role, succeeding Marta Zarraga, who will retire at the end of the year.

Veiga will relocate to California from Singapore where he currently serves as group chief information and operations officer at Standard Chartered Bank.

"Technology, data and AI play an increasingly important role in how we deliver investment excellence, serve clients globally and scale our business," Capital Group chief operating officer Rob Klausner said.

"Guillermo brings a rare combination of deep technology expertise, operational leadership and global transformation experience. His track record leading large, complex organizations makes him the right leader to help advance Capital's long-term strategy and position us for the opportunities ahead."

Veiga began his career as a hands-on technologist and has held senior leadership roles across Europe and Asia at Amazon Web Services, Cisco and Banco Santander.

"I was drawn by Capital Group's long-term commitment to its people and culture paired with its client-centric mindset," Veiga said.

"Capital is on the cutting edge of technology, and the opportunity to help lead during a period of global expansion for the company, amid the growing ability of data and AI to transform ways of working, is exciting."

Centuria said the move to a single-chief executive structure is consistent with the board's long-term strategy to ensure a seamless leadership transition as it moves into its next phase of growth.

Both McBain and Huljich co-founded Centuria together and have led the group since April 2008.

Centuria chair Kristie Brown said Huljich's appointment to sole leadership has the complete confidence and support of the board.

"He has spent more than thirty years building Centuria's funds management platform alongside John and brings deep knowledge of every part of our business, strong relationships across the market, and a clear vision for where we take Centuria next. The board is genuinely excited about the growth ahead under his leadership," Brown said.

Huljich said he is honoured by the board's confidence and excited for what's ahead.

"Centuria is in a strong position and I'm looking forward to leading the team as we build on the platform John and I have grown together. I want to thank him for his partnership over more than three decades and I'm glad we'll continue working together as he takes up his new role on our boards," Huljich said.

McBain moved to Australia in 1990 and was a pioneer in real estate securitisation through Century Funds Management, the genesis of what is now Centuria. He will remain as a non-executive director across a number of the boards, including Centuria Capital, Centuria Life, Centuria Bass Credit and Asset Plus.

McBain said: "It has been a great privilege to build Centuria alongside Jason from a small team with a handful of investors to the business it is today. I couldn't be prouder of what we've created together, or more completely assured of the ability of Jason and the leadership team to take it forward.

"Centuria has always felt like family to me, but I feel that the time is right and I'm genuinely looking forward to staying involved supporting Jason and the team in a non-executive capacity as well as spending more time on my private interests, and especially my family."

Brown, on behalf of the board, acknowledged McBain's contribution as a business founder.

"What he and Jason built together, from a standing start into a $22 billion ASX-listed group is a truly rare achievement and one worthy of real celebration. We are very pleased that John has chosen to stay involved as a non-executive director - this continuity is a significant asset as we move into this next chapter," Brown said.

In her the role, Waller will lead the association's professional standards framework, with responsibility for accreditation, continuing professional development (CPD), professional conduct and stakeholder engagement.

SMSFA chief executive Peter Burgess said: "Professional standards are fundamental to maintaining trust and confidence in the SMSF sector and Waller's expertise will help us ensure our members have the capability, support and professional framework they need to meet the highest standards of competence, conduct and ethics."

Waller will play a key role in strengthening member capability, promoting a culture of professionalism and ethical practice and safeguarding the integrity and reputation of the SMSF profession.

The role will also support the association's broader strategic objectives by ensuring its professional standards framework continues to evolve in line with the needs and expectations of members, regulators and the wider industry.

The government is strengthening protections for the SMSF sector, with assistant treasurer Daniel Mulino recently announcing reform that would require mandatory trustee education prior to SMSF registration, supporting industry-led initiatives to uplift standards across the sector, as well as requiring SMSFs to hold uniquely identifiable bank accounts.

"Waller's role will be critical as we work with industry and other stakeholders to ensure the frameworks governing the sector remain robust, fit for purpose and responsive to change, while equipping SMSF professionals with the capability to deliver the highest standards for their clients," Burgess said.

Waller previously held a part-time role as policy manager at the SMSFA while also serving as head of public practice and SME at CPA Australia. She brings experience across the financial planning and accounting industries.

Previously she also worked with the Accounting Professional & Ethical Standards Board (APESB) in her policy roles with CPA Australia and served as their technical representative on the International Federation of Accountants (IFAC) Small and Medium Practices Advisory Group.

Nigel Stewart has joined the US$350 billion global asset manager and will report to Avantis Investors chief investment officer Eduardo Repetto.

"Nigel is a global visionary leader with a strong track record in the financial services sector. It is more than an honour to be able to work with him helping advisers and consultants help their clients around the world achieve financial success," Repetto said.

"Nigel joins a team with a strong service culture who are eager to deliver the best for our clients. His passion for positive community impact and helping investors makes him an excellent fit with the team."

Stewart joins American Century from Dimensional Fund Advisors here he was previously an executive director, having co-founded DFA Australia in 1994.

American Century said he brings a proven track record of helping advisers build lasting bridges to the next generation of investors through thoughtfully integrated philanthropy and sustainability strategies.

"Throughout my career, I've focused on helping investors achieve better outcomes, and I see this role as a natural extension of that mission," Stewart said.

"American Century's commitment to aligning its success with the success of clients, combined with its unique purpose-driven ownership model and longstanding support of medical research, strongly resonates with my personal values around philanthropy and community wellbeing. I'm thrilled for the opportunity to contribute and drive more positive change for investors."

In September 2025, Avantis entered the Australian market with three dual access exchange-traded funds (ETFs): Avantis Small Cap Value Active ETF (AVSV), Avantis Global Equity Active ETF (AVNG) and Avantis Emerging Markets Equity Active ETF (AVTE).

The launch of the Avantis funds built on American Century's nearly decade-long presence in Australia, which includes the Global Small Cap Value AUT and a range of investment strategies spanning Global Non-U.S. Growth, Small Cap Growth and Global REITs.

"Our focus is on making it easier for clients across Asia Pacific to access the investment solutions they need. We listen closely to investors in each market and respond with locally available solutions and the service to support them," Repetto said.

"Nigel is well suited to help us meet the growing demand from across the Asia Pacific region and beyond."

Tim Furlan is the new head of managed accounts at BT Panorama, stepping into the role vacated by Zac Leman in May.

Furlan was most recently the managing director and head of Australia and New Zealand at Russell Investments. Prior to that, he was the managing director of the master trust and superannuation business, overseeing a team of 20 covering master trust client service, business development and operations.

He joined the fund manager in 2004 as an actuary to several defined benefit funds, advising on all superannuation matters and contributing to thought leadership on retirement and investment strategies. Furlan also spent nearly a decade as a consultant at Towers Perrin.

Furlan said: "What attracted me to BT is the strength and breadth of the offering - real investment choice, backed by the scale of one of the largest managed accounts platforms in the market."

"There's no single way to run an advice practice, and no single managed account that suits every adviser. BT's strength is that we have a range of solutions to implement model portfolios - giving advisers the flexibility to deliver their investment approach their way, and to keep it consistent as their business grows."

BT Panorama's managed accounts assets have reached $43.8 billion. This spans separately managed accounts (SMAs), tailored portfolios (MDAs) and adviser portfolios.

BT chief product officer Annabelle Kline said: "Managed accounts remain a critical priority and a growth focus for BT."

Over the past year, BT has added 89 managed portfolios across 17 investment manager suites, including three private markets solutions, four Vanguard portfolios on its lower-cost Focus menu and an expanded range of specialist and in-house managers.

"It's this continued investment in choice and capability that advisers value. Under Tim's leadership we're excited to build on that momentum and further strengthen our offering," she said.

Furlan added that advisers are under real pressure to do more for more clients.

"Managed accounts, done well, take the heavy lifting out of implementation - letting advisers deliver their investment approach more consistently and spend more time on the conversations that matter most to their clients," he said.

Antony Strong is the new chief of staff as well as general manager for strategy and alignment.

Strong worked for more than 16 years at ANZ in senior roles, spending the final leg as the group executive of strategy and transformation. Before that, Strong spent nearly 12 years at Boston Consulting Group.

Jee Moon is the new group executive for customer and marketing, bringing experience in data and artificial intelligence-led marketing to lead the division.

She was previously chief marketing officer at Nuix, a provider of analytics and intelligence software, and vice president of marketing at American Express.

"We're excited about these appointments and the strength they add to Australian Unity's leadership as we enter the next chapter of growth for Australia's first wellbeing company," Australian Unity said.

The two hires join Balaji Gopal, who officially began leading the wealth and capital markets unit as chief executive and group executive on August 24.

Gopal was the head of strategic growth, customer experience, digital and partnerships at Vanguard Investments Australia.

He spent 10 years at Vanguard, working in senior capacities spanning investments, customer growth and distribution.

Gopal replaced Adam Vise, who was in the role on an interim basis as Esther Kerr exited the group after more than eight years.

Gopal's experience also covers portfolio construction, capital markets and product strategy at ANZ, NAB, SMS Management and Technology.

Kerr joined Australian Unity as the group executive for finance and strategy, responsible for portfolio and impact, finance, treasury, investor relations, procurement, as well as mergers and acquisitions.

FAAA general manager, policy, advocacy and standards Phil Anderson will retire on November 27 after spending much of the last 20 years dedicated to the financial advice profession, including in the advocacy against flaws in the Compensation Scheme as a Last Resort (CSLR) and advancing the Delivering Better Financial Outcomes (DBFO) reforms in recent years.

A recruitment process is underway for his replacement, the FAAA said.

Anderson boasts a 30-year career across different parts of the financial services industry and was most notable for leading the Association of Financial Advisers (AFA) as chief executive before merging with Financial Planning Association of Australia (FPA) took place in 2023 to form the FAAA. Prior to that, Anderson served in senior roles at AMP, NAB, Perpetual, Colonial First State, and Netwealth earlier in his career.

Commenting, FAAA chief executive Sarah Abood thanked Anderson for his dedication and service to the profession.

"Phil has made an outstanding contribution to the FAAA and to the financial advice profession that we serve. He has been absolutely tireless in shaping numerous important policy and standards outcomes, and building strong stakeholder relationships across government, media, and peak bodies as well as the broader profession," Abood said.

"His leadership as chief executive of the AFA was a key element in the successful merger of the AFA and FPA to create the FAAA. In his combined 13 years of service across both organisations, he has made a lasting positive impact for members.

"Phil has been a determined advocate for the financial advice profession for over 20 years... In all that time he has consistently promoted the value of financial advice and has been a fierce supporter of financial advisers and planners and the important work they do for their clients.

"On behalf of the board, executive team and staff, we thank Phil and wish him an extremely well-deserved relaxing time in retirement."

Anderson said it has been a privilege to advocate for the profession.

"Whilst we have faced a series of challenges along the way, from the Future of Financial Advice (FOFA) reforms in 2011-12 through to the substantial announcements by the minister last week, I am proud of what we have achieved together and look forward to following the FAAA's ongoing success," he said.

"Although I will be stepping back from full-time work, I am intent on continuing to contribute to the advice profession and ensure that it continues to prosper."

Future Fund chair Greg Combet said Arndt informed the board of his intention to leave the organisation and return to the private sector.

Arndt has been the longest serving chief executive in the 20-year history of the Future Fund. Prior to his current role Arndt was chief investment officer for six years.

Arndt will continue in his role as chief executive through to the end of 2026 to support a smooth transition as the board considers the appointment of his successor.

Arndt also currently serves on the board of Australia Pacific Airports Corporation, operator of Melbourne and Launceston airports, representing Future Fund.

The board said, as chief executive Arndt has overseen a period of significant growth and transformation at the Future Fund.

He led the organisation's response to a rapidly evolving global investment landscape, driving advancements in data, technology and investment capabilities that strengthened the fund's resilience and enhanced its ability to capture opportunities in complex global markets, Future Fund said.

"Under his leadership as chief executive the Future Fund has delivered strong long-term returns above its benchmark and increased total funds under management across the funds overseen by the board from $205 billion to $356 billion," Future Fund said.

"During Dr Arndt's tenure the fund has also developed a high-performance, collaborative culture which is renowned globally."

Combet said Arndt has been an "outstanding leader" during his tenure as chief executive.

"Australia is better off for his contribution to the Future Fund. He leaves the fund well positioned to continue strong investment performance in the future," Combet said.

Speaking on his decision to step down, Arndt added: "I am proud to have served as chief executive of the Future Fund. The fund is an important Australian institution, and I am confident it will continue to play a vital role for decades to come. All Australians are better off as a result.

"After six years as chief executive and having delivered two strategic plans and excellent investment results now is the right time for me to move into a new chapter of my working life.

"I leave the Future Fund with a highly capable leadership team that is supported by a strong board."

His departure comes after Arndt's leadership was questioned during a period of staff turnover.

In May Arndt responded to the staff exits while speaking at a Senate Estimates hearing, saying the turnover rate for the fund was at around 6%, and not at a "worrying level".

"We tend to have people who join, stay for some period, develop their career and then go off, very often to other private sector roles," he said at the time.

"We see that as part of a natural evolution of highly skilled investment people who choose to work in the public service for a period of their career."

Chief retail insurance and advice officer Pina Sciarrone and chief retail insurance officer for life and health Stephanie Phillips will both leave the organisation in September.

Sciarrone was appointed to the role in October 2024 and has worked as a long-serving senior leader at AIA Australia, starting out as the head of adviser services in April 2010.

She then moved onto lead retail insurance, and the bancassurance, partnerships and advice unit. In 2021, Sciarrone spearheaded AIA Financial Wellbeing, which operates with a separate AFSL to AIA Australia and offers personal advice to customers of CBA with life insurance and wealth needs, as chief executive and managing director.

Phillips was named chief group insurance officer in October 2015, having acted in the role a few months prior. Prior to this, she worked in multiple positions within AIA's group insurance division after joining the company in 2009. Before that, she held roles at HESTA, Superpartners and OnePath.

AIA Australia said it acknowledges the significant and impactful contributions of Phillips and Sciarrone.

"After distinguished careers with AIA Australia spanning more than 15 years each, Stephanie and Pina have decided that this is the right time for their next chapter. AIA Australia thanks them for their leadership, passion, dedication and service to our partners and our customers over many years and wish them every success for the future," the insurer said.

In the newly rejigged unit, Paula Bourke will lead AIA Australia's retail leadership team, overseeing retail product, pricing, distribution and retention functions.

Bourke was previously the chief executive of SCOR Australia and New Zealand for two years and spent a total of 10 years at the life and health reinsurer.

Her previous senior leadership roles included BT Financial Group/Westpac and CommInsure, where her responsibilities included leading growth and transformation initiatives and building partnerships across insurers, advisers, superannuation funds, distribution partners and regulators.

AIA Australia chief executive and managing director Damien Mu said the appointment marks an important milestone in the organisation's retail growth strategy.

"The new structure of our retail team represents an important step in delivering our strategy. By bringing together our product, pricing, distribution and retention capabilities, we are creating a stronger, more connected structure that optimises how we can be supporting advisers, meeting the changing needs of customers and delivering sustainable growth," he said.

On her appointment, Bourke said: "I'm looking forward to working with the talented retail team and our advice partners to build on that foundation, deliver meaningful value for customers and drive sustainable growth in a rapidly evolving market."

Separately, AIA Australia recently entered into a new partnership with Beyond Blue, which involves working closely to address rising mental health challenges and reduce the number of Australians reaching crisis before seeking help.

They will also focus on early intervention and prevention and support employers to address psychological risks and promote mentally healthier work environments.

Regal said King will remain with the company until at least June 30 of next year, ensuring an orderly transition of responsibilities and continuity for clients and investors.

King is also the chief investment officer of Regal's long-short equity strategies and manages about 16% of Regal's total funds under management, which stands at $21.4 billion.

"As part of this staged succession process, there will be no immediate change to Mr King's current portfolio management responsibilities, or to the existing portfolio management responsibilities across Regal's broader long-short equities team," the ASX-listed company said.

Before Regal, King was a portfolio manager at London-based De Putron Fund Management (DPFM), specialising in relative value and special situations investment strategies, and worked as an equities analyst at Macquarie Bank for over five years. King is a former chartered accountant, starting his career at KPMG in 1987.

King was inducted into the Australian Fund Managers Hall of Fame in 2019.

"I am immensely proud of what we have achieved over the past two decades at Regal and I believe now is the right time to commence my transition toward retirement," King said.

"This decision reflects my confidence in the strength and depth of the investment leadership team whom I have worked alongside for many years, and the exceptional foundations that have been established across the business."

King added he will continue to manage his existing portfolios and support the business with the same focus, energy and passion for investing and will "retain a significant investment with Regal."

Regal Partners chief executive Brendan O'Connor said King had played a defining role in building the business.

"The board and senior leadership team, together with Phil have developed a transition plan that prioritises continuity for clients, shareholders and our people," O'Connor said.

The announcement comes as Regal reported about $1.4 billion in net client inflows for the six months to June 30.

One third of the $21.4 billion in funds under management (FUM) comes from institutional investors. Ten per cent comes from family offices and sophisticated investors, while 20% of FUM trace to advised clients.

Statutory net profit after tax for the group jumped 258% year on year to $94.1 million.

During the period, Regal seeded the Regal Partners Master Income Trust and Regal Partners Multi-Strategy Income Fund, a multi-strategy income fund for which the group is the investment manager and trustee.

"Multi-strategy products across the group continue to see increasing client demand and we are evolving our broader investment governance and oversight frameworks to support this growth.

"This includes the near-term establishment of a Regal investment committee, comprising Regal's most experienced investment leaders, which will oversee investment performance and governance across the breadth of our investment strategies and capabilities, and the allocation of capital across our multi-strategy products," O'Connor said.

Kirk previously spent 10 years with the group, holding roles within AMP Financial Planning and AMP Adviser Services before departing in 2006.

Kirk will lead strategic sales and partnership across North, MyNorth Lifetime, MyNorth Guarantee, Managed Portfolios, and the AMP Managed Funds, with a focus on deepening relationships with advice licensees and strategic partners.

Kirk brings more than 30 years of experience across the wealth management value chain, spanning platforms, superannuation, funds management and financial advice.

Most recently, she has served as regional director of stockbroking and private wealth at Dimensional Fund Advisors, where she was responsible for growing relationships across stockbroking and private wealth firms nationally.

Prior to Dimensional, Kirk spent six years at Magellan Financial Group in a senior distribution role covering stockbrokers, share-trading platforms and self-directed investors.

AMP group executive for platforms Edwina Maloney said the appointment showed North's commitment to partnering with advisers.

"Emma joins North at an exciting time as adviser demand for high-quality platform, retirement and managed portfolio solutions continues to grow," Maloney said.

"Importantly, Emma knows AMP well, having started her career here. Returning with the breadth of experience she has gained across advice, platforms, investments and superannuation makes her exceptionally well placed to help drive the next phase of North's growth."

AMP director of growth and wealth distribution Kris Goodwin said North continues to strengthen its senior distribution ranks and invest in capability to support advisers and licensees across the country and Kirk's appointment an important part of that strategy.

"Emma is one of the most respected distribution leaders in Australian wealth management, with deep experience across platforms, advice, investments and superannuation," Goodwin said.

"She brings a powerful combination of strategic relationship management, commercial acumen and a genuine understanding of what advice businesses need to grow and deliver better client outcomes.

Her deep licensee relationships and extensive experience across the wealth management landscape will play a critical role as we continue to grow North and deliver on our strategic growth ambitions."

Melannie Pyzik has commenced in the new role, joining from CIM Group, where she was head of Asia Pacific, institutional client group for nearly two years.

She brings 25 years' experience in investments, business development and investor relationship to the fold. Before CIM, she was co-lead partner and head of investor solutions at Argo Infrastructure Partners between 2019 and 2024 and was the investment specialist for global infrastructure at QIC for five years.

Earlier in her career, she spent close to a decade at Macquarie Group before joining Credit Suisse.

Macquaire Capital global head of private capital markets Joanne Spillane welcomed the appointment.

"I am so delighted to welcome Melannie Pyzik back to Macquarie Capital as executive director, head of private capital markets for Australia and New Zealand, based in Sydney," Spillane said on LinkedIn.

"Melannie brings significant global experience and deep expertise in infrastructure and real assets investing, alongside her warmth and energy, which will further strengthen our investor and client advisory relationships.

"Tim Joyce and I look forward to the positive impact she will make across our business, supporting our leading sector teams in ANZ."

Pyzik said she was looking forward to working alongside Spillane in her new role, adding that having begun her career at Macquarie the move feels "less like a new chapter and more like coming home".

"I'm excited to be back with the broader Macquarie Capital team and particularly looking forward to working with Jo Spillane, who leads the Private Capital group globally," she said.

Simon Mitchell and Ralph Goninan will step into the role of co-heads of DGT, while retaining their respective roles as chief financial officer and chief development officer.

This comes as the listed investment trust dropped out of the ASX200 after S&P Global released the March S&P/ASX 200 Index rebalance.

DGT said their appointments set the company up for long-term success and ensure continuity of leadership as the business executes on its strategic objectives.

Commenting, DGT chair Joseph Carrozzi said both appointees understand the business well and are well placed to bring it forward.

"The board is pleased to announce the appointment of Simon and Ralph as co-heads of DigiCo, having already been instrumental in providing leadership and driving the delivery of our key strategic priorities," Carrozzi said.

"Their complementary capabilities and commitment to DGT's growth strategy will support the continued execution of our data centre investment mandate and create long-term value for securityholders.

"On behalf of the board, I would also like to thank Chris Maher for his leadership and significant contribution to DigiCo since establishment, and for supporting a smooth and orderly transition."

Mitchell added: "I am delighted to be appointed co-head alongside Ralph at an important stage in DGT's growth."

"Our focus is on disciplined execution, maintaining financial flexibility and scaling DGT's high-quality data centre platform to deliver long-term value for securityholders."

Goninan said he is excited to work closely with both Mitchell and the board.

"Our immediate priority is delivering the SYD expansion, while continuing to convert strong customer demand into high-return, contracted digital infrastructure capacity," he said.

Meanwhile, HMC Capital, the parent company of DGT, also appointed Damian Secen as managing director, infrastructure.

In this role, Secen will provide senior oversight and leadership to HMC Capital's infrastructure verticals, including DGT and Illuma Energy.

Additionally, DGT also announced its FY26 results, with underlying earnings before interest, tax, depreciation and amortisation (EBITDA) of $127 million scoring $2 million above guidance of $125 million.

Underlying revenue was $239 million and dividend per share was 12 cents, in line with guidance.

Mitchell said the company has taken "meaningful steps" to improve balance sheet and portfolio strategies in the financial year ending June 30.

"The divestment of lower-yielding US assets allows capital to be recycled into our highest conviction growth opportunity, the SYD1 88MW Project, which is fully funded, while maintaining balance sheet capacity and supporting securityholder distributions," he said.

"Once our SYD1 and ADL1 expansion projects are fully operational, DGT 's Australian Platform is expected to generate approximately $250 million of stabilised EBITDA, providing a clear pathway to unlocking long-term value for securityholders."

Prior to the announcement, Johnson was a senior portfolio manager at AustralianSuper where he worked in the global internal fundamental equities team for 10 years across the fund's Melbourne and London offices.

During his tenure, Johnson was a co-architect of the internal fundamental equities capability, which he helped design and scale to approximately A$20 billion in assets under management.

Earlier in his career he held global equities research and portfolio management roles at Alliance Trust, Nomura Asset Management and Exane BNP Paribas across London and Paris.

Tom King, Nanuk's chief investment officer, said he was delighted to welcome Johnson to the group. "He is a highly regarded portfolio manager with a track record of alpha generation and deep expertise across a wide range of opportunities relevant to the New World strategy."

King added that the appointment reflects Nanuk's ongoing commitment to clients as the firm grows across Australian and New Zealand markets>

While at AustralianSuper, Johnson also led the evaluation and benchmarking of AI tools used to augment the fund's fundamental research. In his new role, he will bring the same hands-on experience integrating quantitative, alternative data and artificial intelligence tools to the fund's research workflows.

"This is an area of active development for Nanuk as [we] embed LLM-based capabilities into our research process in conjunction with our recently appointed Head of Research, Marco Lo Blanco," the group said in a statement.

TAL has announced the appointment of Alexis Denby to the role of chief customer and health officer effective 1 October 2026. In her new role, Denby will join TAL's executive team and oversee customer experience, brand and community initiatives.

The appointment comes as TAL seeks to expand its role beyond claims, payments, including its response to the growing community impact of mental health and the support provided to customers through prevention and recovery.

TAL group chief executive and managing director Fiona Macgregor said the appointment reflected the importance of customer and health outcomes to the insurer's future.

"Lexie is a highly respected leader who combines deep customer insight, commercial acumen and a genuine passion for improving outcomes for customers and their families," Macgregor said.

Denby has more than 20 years' experience across customer strategy, digital transformation, brand, partnerships and growth. Having joined TAL in 2014, she most recently served as general manager, consumer and growth, where she led initiatives to evolve and digitise TAL's consumer business and develop new propositions and sales channels.

In her new role, Denby will also represent TAL in engagement with consumer groups, mental health organisations, government and industry bodies, including the Council of Australian Life Insurers (CALI) and TAL's mental health action and consumer consultation groups.

Before joining TAL, Denby held senior sales, marketing and digital roles at GE Capital and Telstra, including work spanning digital customer experiences, acquisition campaigns and growth across multiple markets.

Macgregor said Denby had consistently challenged the insurer to rethink customer needs and strengthen its customer support for Australians.

"Her curiosity, challenger mindset and commitment to continuous improvement will be invaluable as we continue to evolve our business and deliver on our purpose of protecting people, not things," Macgregor said.

Denby said the role would allow her to build on TAL's focus on supporting customers and their families.

"Like so many in this industry, I have experienced firsthand the impact protection can have on families, and this motivates me every day,' Denby said. "My passion for continually questioning and evolving to meet customer and partner expectations means I'm delighted to have the opportunity to lead a team focused on innovation, great service and better outcomes."

Haviland will lead HESTA's risk function, reporting directly to chief risk officer Natalie Alford, and joins from BankVic, where he served as chief risk officer since September 2023.

Haviland brings over 25 years' experience in banking, financial services and superannuation, specialising in risk, assurance and governance.

"James's technical expertise and depth of experience managing risk across financial services makes him a terrific addition to the team. As the fund grows, his proven leadership will help ensure our risk capability keeps pace and continues to serve our members well into the future," Alford said.

Speaking on his appointment, Haviland added: "It's a privilege to be joining HESTA to help protect and grow the retirement savings of its members. I'm looking forward to bringing my experience managing risk to help continue to improve enterprise performance, risk outcomes and member value."

As head of finance and tax and deputy chief financial officer, O'Sullivan will lead HESTA's financial strategy and reporting, tax and procurement functions, bringing greater data and insights to decision-making as the fund continues to evolve its operating model, HESTA said.

The role reports directly to chief financial officer Natalie Kelly.

O'Sullivan will join HESTA from Rest Super, where he has served as chief financial officer since January 2024, leading the fund's financial reporting, regulatory reporting, actuarial, tax, unlisted asset valuations and investment operations teams as well as having accountability for Internal Audit.

He brings over 25 years' experience, including 15 years at EY Australia, across banking, insurance and superannuation.

"John's track record in leading finance, tax and regulatory reporting at one of Australia's largest super funds speaks for itself. As HESTA continues to grow, having someone with his deep expertise and leadership experience will be an asset to help us better deliver for our members," Kelly said.

O'Sullivan added: "It's a privilege to have the opportunity to support improving the long-term financial future of HESTA's more than one million members, many of whom spend their working lives making a difference to their communities in health and community services."

After almost a year since his departure from NZ Super, Hishaam Mirza is joining the New Zealand Stock Exchange (NZX) as chief executive, effective September 14.

Mirza will replace Graham Law, who was acting in the role since Mark Peterson stepped down as chief executive earlier this year.

Mirza brings 25 years' experience in investments, corporate development and governance, including NZ Super, Lazard & Co, BP and IBM across London, Melbourne and Auckland.

He is currently a member of Datacom Group's audit, risk and remuneration board sub-committees and chairs the board of Parnell District School in Auckland.

Announcing the appointment, NZX chair John McMahon noted Mirza was a "stand out" candidate following an extensive global search.

"Hishaam is a proven strategic leader and recently finished a 14-year tenure at NZ Super, culminating in heading direct investments and managing a team of high-performing investment professionals," McMahon said.

"The board is delighted with Hishaam's appointment, and we look forward to working with him in delivering NZX's growth strategy to elevate the performance of NZX and New Zealand's capital markets.

"The board sincerely thanks Graham for his steady hand in leading the business since the beginning of May."

Mirza said he is looking forward to leading the bourse for further growth.

"NZX is a highly trusted and well-run market at the heart of New Zealand's economy. The opportunity now is to build greater scale, liquidity and global relevance," Mirza said.

"As chief executive, I'm looking forward to ensuring the exchange - and the smart and NZX wealth technologies businesses - remain strong partners for businesses, investors and government; helping New Zealand businesses grow, innovate and compete internationally, while supporting more New Zealanders to build long-term wealth."

For the 2026 financial year, employers in the asset and wealth management sector can pay between $10,000 and $20,000 more than those in the banking, technology, insurance and public sectors for skills in product management and development.

Head of product roles in asset and wealth, for example, can command salaries of up to $270,000, which is $20,000 more than the upper end of salaries in banking and insurance.

Product marketing, governance and designer roles in asset and wealth management can also command a higher salary premium.

For digital, marketing and communications salaries in the same sector, CX managers ($130k-$150k), external communications managers ($130k-$150k) and digital marketing managers ($140k-$160k) sit at the upper end.

Across financial services, tech, professional services and government, the median salary for a data scientist is between $160,000 and $180,000, while a data engineer, data product manager and senior data analyst can each earn between $140,000 and $160,000.

Victoria Butt, the founder and chief executive of Parity Consulting, said findings from the last financial year indicate the "market is open, but people are selective."

Some 79% of respondents are open to new opportunities, yet only 23% are actively searching.

"This points to a workforce that is disillusioned but discerning. Compensation remains the primary driver of movement, followed closely by career progression and burnout," she said.

Furthermore, the top concerns among employees that leadership typically overlooks are burnout, career stagnation and change fatigue.

When asked which problems leaders are ignoring most, Butt said burnout ranked number one across all disciplines, cited by more respondents than change fatigue, career stagnation, and leadership capability combined.

"With teams absorbing the impact of restructures, AI disruption, and cost-cutting simultaneously, this is a risk that cannot be managed by silence," she said.

Only 8.3% of respondents said AI is fully embedded in their organisation with clear governance and consistent workflows.

The majority (37%) described it as "patchy, inconsistent adoption" and a further 16% said guidance exists but is simply not enforced.

"The restructures, redundancies, and role compression of the past 12 to 18 months are leaving a lasting mark on sentiment and mobility. We don't think that pressure is fully resolved yet," Butt said.

Zurich Financial Services Australia appointed George as a new independent non-executive director as the insurer continues to expand its operations across Australia and New Zealand.

George most recently served as chief executive of AMP, following senior leadership roles at ANZ including deputy chief executive officer, group executive of wealth Australia and global managing director of insurance for ANZ Wealth.

She has also held executive positions with ING Group, including regional head of operations information technology, marketing and product for Asia Pacific, as well as chief executive of insurance and direct banking for Czech and Slovak Republics and executive director for Australia.

Zurich chair Geoff Summerhayes said George's experience would be valuable as the business continued to grow.

"I'm delighted to welcome Alexis to Zurich's board. She brings exceptional depth and breadth of experience to the role, and her insights will be invaluable as the organisation continues to grow and evolve across Australia and New Zealand," Summerhayes said.

George replaces former independent non-executive director John Mulcahy, who resigned after serving on Zurich's board since 2017. Mulcahy previously served as chief executive officer of Suncorp.

Summerhayes thanked Mulcahy for his contribution to Zurich over almost a decade.

Zurich chief executive Jusin Delaney said George had experience leading large organisations through significant periods of change.

"Alexis has led large organisations through significant change. She is purpose-led with a clear focus on improving customer outcomes and strengthening internal culture," Delaney said.

George said she was pleased to join Zurich at a significant point in the business's growth.

"The business is growing rapidly and occupies a unique position as Australia's only major composite insurer, offering both life and general insurance products," George said.

She said Zurich's investments in technology, partnerships and its people would support its continued development.

George commenced on Zurich's board and the boards of its life and general insurance entities on 10 August 2026.

In this new role, Michael Hasten will work with advisers, family offices, wealth management platforms across Briefcase's model portfolio capabilities, the firm said, with a particular focus on asset allocation to create more flexible portfolio solutions.

Hasten brings more than 15 years of institutional banking and capital markets experience at ANZ across resources, energy and infrastructure project finance, export credit, debt capital markets and cross-border capital markets.

More recently, he was the chief commercial officer of a fleet technology software as a service (SaaS) business LBM Fleet Solutions. He currently also manages investor relationships at Eldium, a Sydney-based warehousing lending provider and the head of growth for the Australia-Korea Business Council. He is fulfilling both roles in a part-time capacity.

Commenting, Briefcase chief executive and founder Josh Persky said Hasten's appointment adds significant institutional experience to refresh portfolio construction for investors.

"Michael has spent his career in sophisticated institutional markets, understanding how capital is structured, allocated and managed," Persky said.

"He brings technical depth and more than 15 years investment banking experience, but also the commercial expertise to turn sophisticated investment ideas into practical solutions.

"We are already seeing enormous opportunities come to us where clients are looking at more sophisticated investment capabilities to solve for customisation, better after-tax outcomes - well beyond traditional product structures and existing investment solutions."

Briefcase's proprietary technology allows portfolios to be constructed and managed at the individual security and client level, enabling advisers to tailor portfolios around each client's tax position, preferences and constraints while retaining transparency and direct asset ownership.

Meanwhile, Hasten said the business' approach on portfolio construction without being tied to a particular investment product was a key attraction.

"The opportunity is to start with the investor first and foremost and work backwards," Hasten said.

"Combining tax-aware direct indexing with thoughtful ETF asset allocation gives advisers much more freedom to build around an individual client's objectives and circumstances. That's a powerful shift, and I'm excited to help bring that capability to more advisers, family offices, brokers and wealth management platforms."