Superannuation and Retirement team

Josh has had almost 20 years’ experience in the superannuation industry and has been with the Trustee since 2007. Josh has held a leadership role since 2018, leading a team of Account Executives focused on driving better member outcomes for members of high growth platform clients.

Josh is highly experienced in superannuation wrap platforms, product management, client service management, fund administration and investment governance.

Josh holds a Bachelor of Commerce/Arts Marketing and Psychology degree from Deakin University.

Simon has worked in the superannuation industry for 21 years and is highly experienced in superannuation operations and administration with extensive hands-on knowledge of highly complex corporate superannuation funds, insurance funds and master trusts.

Simon has been with the Trustee since 2006 and has been closely involved with the onboarding of a number of superannuation funds and managing a multitude of different service providers to the superannuation industry.

Simon holds a Certificate IV in Human Resources and has completed his RG146 in Superannuation.

Robert has worked in the superannuation industry for 14 years and has vast experience across both superannuation administration and trustee services. During Robert’s time at Diversa Trustees Limited he has worked on a broad range of superannuation funds including, corporate funds, risk only insurance funds, defined benefit funds, wrap platform funds and new start-up funds. Robert specialises in establishing new superannuation funds, product management, fund administration and relationship management.

Robert holds a Diploma in Sport and has completed his RG146 in Superannuation.

Andrew has in excess of 15 years experience in the superannuation industry and has been with the Trustee since 2015. Coming to the Trustee from an administration background, in his role as an Account Executive, Andrew has been involved in a range of different superannuation funds, from retail through to platform operations with a broad range of experience across various investment and insurance offerings.

Andrew holds a Bachelor of Business Management degree and has completed his RG146 in superannuation.

Mark has over 28 years of experience in the superannuation industry working in trustee services, superannuation administration and project management. He has a deep understanding on master trusts and corporate superannuation funds and has held many senior roles in the past.

He joined the Account Executive team in 2021 and is focused on driving compliance, managing superannuation operations and delivering member outcomes.

Mark has completed his RG146 in Superannuation.

Kim has worked in the superannuation industry for 19 years with extensive experience across a wide variety of financial services roles including fund administration, project roles, client services and product management roles. Kim has worked with the Trustee in excess of 10 years.

Her role as an Account Executive focuses on superannuation operations, compliance and driving member outcomes. Kim has wide-ranging experience with defined benefit funds, retail funds, platform superannuation products and master trusts.

Kim has completed a Diploma of Financial Services (Superannuation) and has completed her RG146 in Superannuation.

Frank has 20 years’ experience in the superannuation industry and has been with the Trustee since 2018. Frank has held senior finance roles in Superannuation Funds and Financial institutions and has extensive experience in financial reporting and accounting operations management.

Frank oversees the Funds financial and statutory reporting, tax lodgement and APRA reporting. Frank holds a Bachelor of Business and a Masters in Finance and Accounting. He is a member of the Chartered Accountants Australia & New Zealand.

Melanie has worked in the superannuation industry for over 35 years and is highly experienced in superannuation operations and administration. She has extensive knowledge of complex corporate superannuation funds and spent the last decade in a project management role, managing projects across multiple funds and clients. Melanie has been with the Trustee since January 2022 in a project management capacity.

With a career of just over 20 years dedicated to financial services, Johanna has worked across the wealth management, banking and payments industries. A specialist in risk and compliance, Johanna spent a number of years working for the prudential regulator and has proven experience in innovating and implementing strong control frameworks across organisations. With previous experience in the fintech space, Johanna is particularly interested in how the use of technology can produce effective solutions for the business and in turn, its customers.

Johanna holds a Bachelor’s Degree from Melbourne University in Commerce and Arts, a Diploma of Financial Services, and a Diploma of Management.

Tim is the Senior Risk and Compliance Manager for the Office of the Superannuation Trustee. He has over 30 years experience in the provision of compliance and risk advice within the financial services industry.

His extensive experience in compliance and risk has focused on the provision of strategic initiatives, privacy and anti-money laundering (AML) counter-terrorism financing (CTF) Frameworks, and regulatory and legislative change. He has built positive and strong relationships with regulators and is a subject matter expert in AML/CTF.

Reporting to and working closely with Board members, Tim has worked with several financial services providers including VicSuper / Aware Super, IOOF, and Aviva. He now provides his knowledge to Diversa clients to ensure that their compliance is to the highest levels required.

He is a Fellow of the International Compliance Association.

Andrew has over 10 years’ experience in financial services, including almost 5 years working in risk and compliance in superannuation. Andrew started his career working in unit pricing in the United Kingdom (Scotland). He then went on to work at Equity Trustees for almost 9 years in risk and compliance roles in superannuation, operations and technology.

Andrew holds a Bachelor of Accounting and Finance degree and has completed his RG146 qualification in superannuation.

His role is to promote and support sound risk and compliance management practices across the Trustee and funds. He is passionate about using risk and compliance management as a value-add tool to improve outcomes for members and other stakeholders.

Rachel has had over 20 years’ experience in the financial services industry across investment banking, funds management and financial advice. She has had a focus in investment research and compliance. She has held senior leadership positions as well as being the company secretary of a listed company.

Rachel is also the Company Secretary for Tidswell Financial Services Ltd, Responsible Entity Partners Limited, Certane CT Pty Ltd and Certane CT (NSW) Pty Ltd, and Certane SPV Management Pty Ltd.

Rachel holds a Bachelor of Economics, a Master of Economics, and a Graduate Diploma of Applied Corporate Governance. She is Fellow of FINSIA.

Elizabeth has over 15 years’ experience in the investment and superannuation industry across a number of research and investment roles.

Elizabeth has been with the Trustee since 2017 and been closely involved with the onboarding of a number of superannuation funds and products, as well as managing the investments and investment governance framework of the Trustee.

Elizabeth holds a Master of Professional Accounting, Bachelor of Business (International Trade & Marketing), Advanced Diploma of Financial Services (Financial Planning), Diploma in Marketing Research and Certificate IV in Financial Services (General Insurance).

Daniel has 20 years’ experience in the superannuation industry and has been with the Trustee since 2019. Daniel currently leads the Trustee Services team and is an Account Executive for a portfolio of clients.

Daniel is highly experienced in superannuation fund administration, complex corporate superannuation funds and managing operations teams.

Daniel holds a Bachelor of Commerce degree from Monash University and an ASFA Diploma of Superannuation.

Peter has worked in the superannuation industry for over 30 years and is highly experienced in superannuation operations and administration with extensive knowledge of complex corporate superannuation funds.

Peter spent the last 10 years in a project management role within Online Services.

Peter has been with the Trustee since January 2019 as an Account Executive managing relationships across various funds.

Arlene has worked in the superannuation industry for just over 33 years and joined the Trustee in October 2019. Arlene has extensive experience in superannuation administration services specifically in corporate, industry and defined benefit superannuation funds and with insurance and claims management. Arlene is part of the Trustee Services team and looks after a portfolio of funds. Arlene has completed her RG146 in Superannuation.

Jesmond has worked in the superannuation industry for 21 years and is highly experienced in superannuation operations and administration with a Senior Technical Specialist knowledge of highly complex corporate superannuation funds. Jesmond also is highly experienced in particular with defined benefit funds as well as fund administration. Jesmond holds a Bachelor of Marketing degree from Victoria University.

Rachael has worked in the superannuation industry for 19 years and joined the Trustee in 2019. Rachael has extensive experience in superannuation administration, specifically in corporate and defined benefit superannuation funds. Rachael is part of the Trustee Services team and looks after a portfolio of funds. Rachael has completed her RG146 in Superannuation and holds a Bachelor of Science from Monash University.

Inga has an extensive experience in the superannuation with a wealth of strategic and operational knowledge. As a finance professional her expertise are wide ranging in fund accounting, unit pricing, tax and investment governance.

Inga has been with the Trustee since 2013 and has been closely involved with the onboarding of superannuation funds and works closely with administration service providers with focus on delivering better member outcome.

Inga holds a Bachelor of Commerce in Accounting from University of South Australia.

Evelyn has been with the Trustee since 2020 as a Financial Accountant. Before joining the Trustee, she worked in a Public Practice accounting firm and is highly experienced in financial reporting.

Evelyn holds a Bachelor of Computer Science and Technology and Masters in Finance and Accounting from The University of Sydney.

Simon is a lawyer specialising in superannuation and has more than 14 years’ experience in the financial services industry. Simon leads the Trustee’s legal team and has a deep knowledge of superannuation law and regulation. He brings a commercial perspective from his varied experience across private practice, in-house and dispute resolution and is focused on assisting the Trustee to achieve its strategic objectives while appropriately managing legal risk. Simon holds degrees in Arts and Law from the ANU and has obtained accreditation as a mediator from LEADR.

Warren joined Diversa in 2021 and has over 15 years of experience in the financial services and superannuation industry with a focus in risk and compliance. Warren’s approach to risk and compliance is both practical and commercial as his expertise also extends to investments, business development, and operations, having worked in these roles during the earlier parts of his career. Warren holds a double Bachelor degree in Commerce/ Science from Monash University.