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
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.
