Superannuation and Retirement team

Our trustee team bring specialist knowledge of institutional, master trust and complex corporate superannuation, coupled with a personal propensity for innovation, flexibility and efficiency.

Diversa board

Mike Terlet

Independent Director, Chair

Mike has a wealth of experience as a Chairman and Director of many successful public and private companies, as well as a working knowledge and understanding of corporate governance requirements. He was responsible for the formation and growth of the largest private sector defence and aerospace company in Australia and has been extensively involved in international trading and investment.

Mike was made an officer of the General Order of Australia for contributions to industry and export in 1991.

Mike is the Chair of Diversa and CCSL.

Vincent Plant

Independent Director

Vin served as a non-executive director on the PayPal Australia Board from 2009 to 2016 and was Chairman of PayPal’s Audit & Risk Committee between 2010 and 2016. A former investment and consumer banker, he was a Partner at HSW Capital from 2009 to 2010 and held various senior positions at Standard Chartered Bank from 1991 to 2008.

Vin is a fellow of FINSIA and a member of the Institute of Company Directors. He holds a Bachelor of Business Administration from George Washington University and a Master of Business Administration from Columbia University.

Vin is an Independent Director on the Diversa and CCSL Boards. He also chairs the Investment Committee and is a member of the Audit, Risk and Compliance Committee.

 

Fiona McNabb

Independent Director

Fiona McNabb is an experienced non-executive director with over 25 years of corporate experience in actuarial consulting, financial markets, derivatives pricing and trading, treasury, investments, risk management, compliance and governance.

Fiona has experience as a director in a wide range of industries, including agriculture, forestry, health, education, sport, superannuation and investments. Fiona is also a Senior Industry Fellow in the Department of Banking & Finance at Monash University where she currently lectures in investment banking and ethics. She has a Bachelor of Science (mathematics), is a Fellow of the Australian Institute of Company Directors, a Senior Fellow of the Financial Services Institute of Australasia, a Graduate of the Australian Institute of Superannuation Trustees and is RG146 compliant for superannuation.

Fiona is currently an independent non-executive director of Certane CT, Diversa, CCSL, a government appointed director of Melbourne Polytechnic and a member of Anglican Funds investment committee. Fiona is also a member of the Diversa Investment Committee, Audit, Risk and Compliance Committee and Remuneration, People and Culture Committee.

Fiona is passionate about women in leadership, finance and education.

Ron Beard

Independent Director

Ron has more than 30 years’ experience in financial services and has held consulting, executive and senior management positions with leading wealth management institutions.

Ron’s experience includes operations management, project management and governance of superannuation funds, investment platforms and employee benefit programs.

Ron is an independent director on the Diversa and CCSL boards. He is also a member of the Investment Committee and Audit, Risk and Compliance Committee.

Andrew Peterson

Executive Director

Andrew Peterson is an Executive Director and CEO of Diversa and CCSL.

Andrew brings more than 25 years’ experience in the financial services industry, including roles with Required Financial Services, Aviva Investors / Antares Equities, Timbercorp and IOOF.

With a focus on asset management, including executive leadership, sales, research, compliance, and product development across the retail and wholesale sectors, he has forged a reputation as a commercially-focused, results driven, and strategic executive.

Superannuation and Retirement team

Rachel Griffiths

Head of Research & Investments

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.

Joshua Haymes

Head of Transformation

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 Duncan

Senior Account Executive

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.

Daniel Strachan

Senior Account Executive

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.

Frank Fichera

Account Executive

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.

Andrew Loveridge

Account Executive

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.

Robert Barletta

Senior Account Executive

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.

George Aivazidis

General Manager - Office of the Superannuation Trustee

George is an experienced compliance professional with over 35 years of experience in the compliance, risk and regulatory fields gained within the private and public sectors, focusing on financial services and superannuation. He has considerable experience in Compliance and Risk, having worked for many institutions including the Corporate Regulator, trustees, fund managers and banks. In that time, he has developed very strong technical skills and extensive knowledge relating to operational risk and compliance and has been involved in reporting to Boards and Committees.

George holds a Bachelor of Commerce (University of Melbourne), Diploma Financial Services and is an Associate of the GRC Institute.

Peter Stellas

Senior Reporting & Monitoring Officer

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.

Kim Dowling

Account Executive

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.

Rachael Artso

Trustee Services Officer

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 holds has completed her RG146 in Superannuation and holds a Bachelor of Science from Monash University.

Inga Czudek

Trustee Finance Manager

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.

Liz Hartnett

Manager, Research and Investments

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).

Arlene Dunnett

Trustee Services Officer

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.