Bleddyn Gambold – Independent Chairman
Bleddyn has over 35 years’ experience in financial services, specialising in trustee operations and compliance. At the Bank of Bermuda in senior roles in Bermuda, London and Hong Kong, he managed the full range of trustee services, including custody and registry. He also held senior roles with Invesco, where his responsibilities included fund administration, compliance, business development and finance. More recently, he provided responsible entity and trustee and compliance services in Australia to a large number of managed investment schemes. Bleddyn serves as an independent member on a number of Compliance Committees including as Chair, for fund managers. His qualifications include a BA (Hons) degree in Accountancy. He is qualified as a chartered accountant and is a member of the Institute of Chartered Accountants in England and Wales.
Kate Mulligan – Managing Director
Kate is experienced in operating funds management businesses. During her tenure as Managing Director of the funds management subsidiary of Westpac, Advance Asset Management, the business tripled in size to $7b over 3 years.
Kate subsequently built a new funds management business for a diversified financial services group, growing it to a substantial size during the Global Financial Crisis.
Kate is a member of the Australian Institute of Company Directors and of the Law Society of New South Wales. She has served as trustee on the boards of public superannuation funds, and is an Independent Non-Executive Director of the Australian Payments Network, the payment industry’s self-regulatory body.
Richard Mulligan – Chief Executive Officer
Richard has held senior management positions in large financial services businesses for over 20 years where he was responsible for the successful delivery and distribution of superannuation and wealth products to market. Having early in his career established a reputation in the financial services industry as a superannuation and pension expert, Richard undertook general manager roles at Australia’s largest insurer, NRMA, and was the National Sales Manager at Deutsche Bank. He has an in depth understanding of funds management distribution, having also been State Manager of a large independent financial services group. Richard leads the strategic vision of the business, with a high focus on distribution and business development. He is also a qualified commercial pilot.
Sandra Mencinsky – Head of Product
Sandra’s clear understanding of how to present products to the market has been forged from working in various product management and development roles across a wide spectrum of local and global financial services entities. She has held senior management positions running personal superannuation and wealth products in medium and large financial services enterprises and facilitated the delivery of complex financial services products to market. With a broad and deep knowledge of the funds management industry and sound business acumen, Sandra manages the product functions for our funds.
Dorothy Zelma – Company Secretary
Dorothy’s extensive experience and knowledge of funds management has been acquired through senior positions held over the last 20 years. During this time, Dorothy has managed registry, administration and compliance functions for funds management companies, as well as serving on Compliance Committees oversighting the compliance processes of managed investment schemes under the Corporations Act.