Investor centre

Mr Edgley holds a bachelors degree in Economics from Monash University together with a second degree in the Japanese language. Mr Edgley’s career has been predominantly focused on International Finance and Investment Banking in Australia, the UK and throughout Asia.

Mr Edgley has significant experience and skills in strategic planning, performance management and marketing and has proven abilities in building businesses.

Mr Edgley is a member of both the Audit Risk and Compliance Committee and the Remuneration Committee.

John is an experienced company director and has more than 30 years of experience as a CEO and senior executive in the financial services industry.

John Chairs the Audit and Risk Committee and is also a member of the Nominations and Remuneration Committee. He is currently a Director of Alpha Vista Financial Services Holdings Limited.

He has served as Chair of Forticode Limited; a Member of the Macquarie University Faculty of Science and Engineering Advisory Council; a Director of Centrepoint Alliance Limited; and as Chair of the University of Adelaide’s International Centre for Financial Services Advisory Board.

John holds an MBA from the Macquarie University Graduate School of Management and has qualified as a Fellow of the Governance Institute of Australia and a Fellow of the Financial Services Institute of Australasia.

John is an independent director and in the Board’s view, is free from any business or other relationship that could materially interfere with, or reasonably be perceived to, materially interfere with the independent exercise of his judgement.

Tony has extensive experience covering a range of roles in the financial services industry both in Australia and overseas.

Tony is a qualified actuary as well as an experienced Senior Executive, Non-Executive Director and Chair covering listed companies, non-listed companies and not for profits.

Tony’s experience covers the disciplines of governance, strategy development, risk management and change, both operational and cultural. His extensive investment expertise covers investment governance, investment strategy and management.

Previous roles include Chair and Director of the Association of Superannuation Funds of Australia(ASFA), Chief Executive Officer of Sunsuper (2007-2013) which provide superannuation, life insurance and retirement incomes for 1 million members across Australia and Executive Director of the four subsidiaries of the Commonwealth Bank which provided funds management, life insurance and custody services.

Tony has extensive Senior Executive experience in a number of disciplines, including life insurance, funds management, strategy development, sales and marketing, financial management, superannuation, risk management and financial planning. A key feature of his international career has been the building of successful businesses.

Tony is an independent Chairman and in the Board’s view is free from any business or other relationship that could materially interfere with or reasonably be perceived to materially interfere with the independent exercise of his judgement.

Mr Vu has extensive experience across a number of different industries, including the financial services and technology sectors. Mr Vu brings over 25 years of experience as a business and technology leader. Mr Vu holds a Bachelor of Science (Hons.) from the University of Adelaide and has held senior executive positions for organisations such as seek.com.au, BP Australia, BP plc, Mars Asia Pacific, Accenture and IBM.

Mr Vu brings significant skills in strategic planning, technology, innovation and corporate governance. Mr Vu was a non-executive director at GBST where he also chaired the technology committee. Mr Vu was an independent member of the Audit, Risk & Compliance Committee at the National Gallery of Victoria. Mr Vu is also currently a member of the Risk and Audit Committee at the Environment Protection Authority Victoria.

Cath has over 20 years of experience in global financial services, most recently as the Global Leader of Digital Transformation at Marsh Inc, the world’s leading insurance broker and risk advisor. Cath was responsible for the development and implementation of Marsh’s global digital and data strategy for the Risk Management and Corporate divisions. Cath is a strong digital leader with a proven track record of delivery and has the explicit directive from the board to take SelfWealth to the next level of growth and support business expansion over the coming years.

Andrew has been working in the IT industry for the past 20 years and from his positions in a variety of industries he has gained diverse experience, over this time covering project management, team leadership, system design, as well as problem management and resolution. As a Microsoft Certified Systems Engineer, his skills also cover technologies including SharePoint, exchange and cloud technologies. Andrew has previously held senior engineering positions at Australia Post and Fujitsu.

Jarrod joined SelfWealth with substantial experience in brand development and customer acquisition, across a variety of industries and products. Jarrod started his career working for multinationals GlaxoSmithKline and GE Capital in their digital teams, then spent almost five years in London working for a small-sized gaming business, heading up their digital marketing team. His return to Melbourne placed him as Head of Marketing in a start-up, managing a range of campaigns, then onward to the SelfWealth team as General Manager for Marketing. Jarrod has demonstrated his ability to efficiently grow brands and deliver value to the businesses he’s worked with.

Josh is an experienced B2B and B2C executive leader with over 12+ years of experience. This has spanned building teams and overseeing product-led organisations across product management, design, data, operational, innovation and technical teams in start-ups, scale-ups and corporate environments. Josh has worked in high-growth businesses with a demonstrated ability to create, scale and optimize product portfolios that matter. To accomplish this, Josh focuses on delivering key customer outcomes, building amazing teams and quickly adapting to new learnings.

Brendan has considerable experience in the Financial Services Industry, developed over twenty years across a number of roles including Business Development, Relationship Management and Key Account Management. Brendan has previously held roles at National Australia Bank, in the Investor Sales team as part of the Corporate and Institutional Banking team, and prior to this spent nearly ten years at Macquarie Bank as a Division Director in the Wealth Management team. He has demonstrated extensive experience in driving corporate growth and new business initiatives, in particular in the Financial Intermediary segment, as well as people management and leadership roles.

Matt joined SelfWealth in November 2020 with over 20 years’ experience working across customer experience, sales, finance, and financial markets already under his belt. The objective of the Client Services Manager is to assist SelfWealth’s expansion by developing a well-trained and knowledgeable customer experience team, who are able to successfully manage an extensive customer network. Matt has a track record of success and passion for driving change management initiatives internally and for clients as both a subject matter expert and leader in management. He’s an innovative self-starter who works well in collaborative team environments, extending business values and branding to meet and exceed both organisational and individual objectives.

Tania has an extensive background in financial services, with her most recent role seeing her specialise in client services at Managedaccounts.com.au. Before that, Tania worked at multinational investment bank Morgan Stanley in project and operational risk, and more than 12 years at JBWere, specialising in custody. Tania is driven by creating efficiencies in businesses, as well as by seeing positive client outcomes, which is what she’s successfully delivered time and time again in her 20+ years in the finance industry. Tania’s knowledge of the operational function of trading, as well as her ability to solve difficult business problems, is a true asset to the SelfWealth team.