Chairman
Simon is an internationally experienced financial services executive having worked for over 40 years across life insurance, funds management, general insurance and health insurance.
Simon was the former Managing Director and founder of ClearView Wealth Limited (ASX listed financial services company which provides life insurance, funds management and pension products, as well as owning a large financial adviser network).
Simon has a Bachelor of Economics, Bachelor of Business, FAII and FCPA.
Managing Director
David is the founder of Tozer and Co. an Australian family office. David is a highly experienced investor across multiple markets and situations covering institutional and SME markets.
David was a Founding Partner and primary bank licensee of Houlihan Lokey Australia and led its restructuring, distressed debt and special situations practice winning multiple deal of the year awards. He completed the ABN AMRO global graduate program based in London.
David has a Bachelor of Laws and Finance (LLB B.Com) from UNSW graduating as an AXISS Scholar. He completed CFA I & II and was an authorised adviser in the UK covering M&A, securities and derivatives.
Director & Head of Trading & Risk Management
Piers has over 30 years of experience in financial markets, having worked in investment banking and institutional investment management as well as founding two hedge funds. He is a skilled investor with expertise across multiple asset classes in both traditional and alternative asset management. He is highly experienced in structuring and executing derivative trades to enhance returns, manage risk, and preserve capital. He also extensive knowledge of developing and implemented systematic trading programs and managing macro strategies.
In addition to his investment expertise, Piers is a skilled developer with a strong background in developing quantitative models and algorithmic trading programs.
Piers holds the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certificate in Quantitative Finance (CQF) designations. He earned a Bachelor of Arts in Business Studies and a Master of Science in Investment Analysis.
Head of Legal & Compliance
Kate has a distinguished career of over 15 years in the financial sector, spanning public and private sectors, including with Government and large multinational corporations in technology and finance. She has held pivotal roles such as the Former Head of Legal and Head of Compliance at Export Finance Australia, Australian Government’s export credit agency, and has led large regulatory change projects as an experienced legal and compliance professional.
Kate was also a former Governance and Advisory Board Member for the Australian Government’s AusNCP, and appointed advisor to the Bribery Prevention Network.
Kate has a Bachelor of Laws and Bachelor of Social Science (Politics, International Relations and Social Science and Policy) from UNSW.
