Details of Trustee Executives are as follows:

Simon Duncan – Senior Account Executive

Simon has completed his RG146 in Superannuation and holds a Certificate IV in Human Resources. He has worked in the superannuation industry for 15 years and is highly experienced in superannuation operations and administration with extensive hands-on knowledge of highly complex corporate super funds, insurance funds and master trusts. Simon has been with the Trustee since 2006 and has been closely involved with the establishment of a number of our clients’ superannuation funds and managing a multitude of different service providers to the superannuation industry.

Josh Haymes – Senior Account Executive

Josh holds Bachelor of Commerce/Arts degrees and has completed his RG146 in Superannuation. He has worked in the superannuation industry for over 15 years, has been with the Trustee since 2007 and is highly experienced in superannuation wrap platforms, product management, client service management, fund administration and investment governance.

Robert Good – Company Secretary

Robert has a Bachelor of Economics and a Graduate Diploma in Accounting. He has also completed DFP 1 – 7 of the Diploma of Financial Planning. Robert has over 30 years experience in the superannuation and financial services industry. In that time he has managed or provided services in administration, technical services, consulting, sales, licence development and investments. This experience has been gained working with industry funds, master trusts and corporate funds as well as SMSFs.

George Aivazidis – Senior Manager, Governance, Risk & Compliance

George holds a Bachelor of Commerce, has completed the Diploma of Financial Services and is an Associate of the GRC Institute (Governance, Risk and Compliance Institutre). He has worked in specialist compliance roles for the past 17 years in managed investments and superannuation and has over 30 years experience in the financial services industry. George joined the Trustee in early 2018 and provides significant value to the business and its clients through the application of his technical and regulatory knowledge.

Note:

Robert Chmielewski ceased to act as General Manager on 19 April 2018.

Brian Stieg ceased to act as Head of Trustee Services on 31 August 2018.

Stephen Blood ceased to act as Executive General Manager on 28 June 2019.

Ashley Fenton ceased to act as Company Secretary on 28 June 2019.