Board of Directors
Peter Brook Chairman
Peter has over 40 years of experience in senior management roles across diverse and complex organisations within financial services.
Peter was a senior Partner in Grant Thornton and became the National Chairman of the Insolvency and Recovery practice. He later moved into senior executive roles working for MLC and Challenger in Asset Management and Life Insurance and as an executive director of 4 ASX listed asset management funds.
Peter moved onto ASX listed Alinta Energy where he was an Executive Director and Chief Financial Officer working on the separation from the Babcock and Brown stable and its ultimate privatisation.
Peter was the Managing Director of Pillar Administration for 4 years until it was sold by the New South Wales Government. Over that time, he shepherded the organisation through the changes needed by frequent and significant changes to the superannuation laws and regulations, the rationalisation of multiple operating member platforms to drive greater efficiency and quality, to respond to the digitisation of regulatory reporting, data and funds transfers and member self-service.
Most recently Peter was the Chair of ASX listed Xplore Wealth Limited before its sale to Hub 24.
Nathan Jacobsen Managing Director
Nathan is an experienced executive with a proven background in growing and transforming wealth management businesses, including market strategy, M&A, business development, technology, operations and organisation transformation.
Nathan previously worked for Perpetual Private, a high-net-worth advice business, and was responsible for developing new market segments, including advice and trustee services to accounting firms, medical specialists and indigenous communities.
Prior to joining financial services, Nathan worked in strategy and management consulting, and as an officer in the Australian Navy, running leadership programs on the square rig sailing ship, Young Endeavour.
Tony McDonald Non-Executive Director
Tony McDonald is a senior independent director, with extensive governance and wealth management experience.
As the former managing director of a listed financial services company, Tony has knowledge and expertise across the whole value chain (advice, accounting, funds management and portfolio administration).
Tony has a successful executive track record, having led the Snowball Group from a start-up to a fully integrated advice business with A$4.7 billion in funds under advice.
Carl Scarcella Non-Executive Director
Carl joined the Financial Services industry in 1987. In 2000, Carl was one of the foundation managers of Snowball Group Limited, a listed independent advice business that provided financial services including financial planning, accounting and tax, portfolio management and portfolio administration.
Carl was chief operating officer and company secretary of Snowball from inception through to its merger with the Shadforth Group in 2011, to become SFG Australia Limited.
Following his departure from SFG in 2012, Carl co-founded T&C Consulting Services, a firm that provides advice on growth strategies, governance frameworks, infrastructure solutions and M&A support.
Grahame Evans Chairman Wealth Services
Grahame has been extensively involved with the financial services industry for more than 30 years.
He has held a variety of board positions including Chairman of Australian, Canadian, Singaporean andChinese investment and advice businesses, and also as a director of Malaysian and New Zealand companies.
He is a regular speaker at conferences both in Australia and overseas, and holds an MBA from the Australian Graduate School of Management.
Grahame’s executive roles have included CEO Investments for Tower Australia; managing director at AMP Consulting, and group managing director of Centrepoint Wealth.