The Leadership Team

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.

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 and Chinese 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.

Lisa Armstrong Managing Director Accounting Solutions

Lisa is an experienced C-suite executive focussed on innovation and growth. A co-creator of Knowledge Shop, from inception she has grown the business and evolved it into Australia’s leading resource service for professional advisers. With a background in public affairs and communications, Lisa previously worked with accounting group Hayes Knight, CPA Australia with responsibility for tax and tax reform, and Israel’s Ministry of Foreign Affairs based in Canberra during the Rabin/Arafat peace process. Lisa is also the Chairman of TaxBanter, an independent director of Hayes Knight, and a former Director of Merit Wealth.

Michael Harris Chief Financial Officer

Michael has over 20 years’ experience working in various executive finance roles within ASX listed groups. Michael has extensive experience with ASX reporting, M&A, business integration, business transformation, system implementations, risk management, IT strategy and multi-national experience. Michael is an effective leader and team developer. He has a diverse range of sector experience including financial services, energy, health, property and professional services.