AGM 15th November, 2pm Cliftons Venues, 60 Margaret Street, Sydney
Media Contact: Geoff Fowlstone firstname.lastname@example.org +61 413 746 949
To be the leading provider of convenient, affordable, value-for-money products in the eyes of our customers, partners, shareholders and the community.
Our Customer Proposition
We give our customers what they want: genuine value, excellent service and a great outcome.
Board Of Directors
Chairman and Director
David has over 30 years of broad experience in financial services. This experience includes being CEO of listed insurer TOWER Insurance Limited and a former Executive GM at the Commonwealth Bank of Australia.More
He held several executive/board positions at the bank including Commonwealth Securities (ComSec). Prior to that he served in roles at JPMorgan where he was a MD with responsibilities in New Zealand, Australia and Asia.
David worked at Citigroup (County Natwest) of which he had numerous roles culminating in becoming Managing Director and Co Head of Investment Banking.
During his time banking he has lead transactions across advisory/equity and debt for many leading companies such as Macquarie Bank, CBA, WBC, ANZ. Lend Lease, Amcor, Platinum Asset Management and Clearview.
David was the Interim CEO at Firstfolio Limited, an Australian listed financial services company. He was appointed to CEO and Executive Director of TOWER in July 2013 and was also a Director of the Insurance Council of New Zealand. He continues to be a director of Tower Insurance.
David is a founding shareholder and director of Afterpay Holdings Limited, a highly successful Financial Technology company recently listed on the ASX with a market capitalisation of $250m+ in partnership with many of Australia’s leading retailers.
David holds a Bachelor of Business from the Queensland University of Technology, Brisbane.
David is also a member of the Institute of Company Directors.
Stephen Menzies is an experienced lawyer and business consultant who specialises in securities issues, funds management and corporate finance.More
He has significant corporate transactional experience, acting for various companies and investment banks in the implementation of complex structured transactions. He has also had extensive involvement in public company takeovers and corporate restructures, as well as both public and private equity issues.
Renowned for his innovative thinking and commercial acuity, Stephen's numerous career highlights include advising on the privatisation of Telstra, AMP's demerger, the restructuring and IPO of Platinum Asset Management Limited, Kirin's takeover of Lion Nathan and Mitsui's acquisition in Sims Group.
Stephen was a partner at Ashurst from 2006 to August 2014. He has also acted as a senior enforcement officer at ASIC and worked in private equity.
Stephen holds a Masters of Laws, Bachelor of Laws and Bachelor of Economics.
Andrew is an accomplished CFO with over 15 years’ experience in senior finance and management roles.More
Andrew is currently the Executive Director of iBuyNew Group Limited (ASX code: IBN). Previously, Andrew was a Director and CFO of VGC Food Group, a diversified manufacturing and franchising company which is majority owned by listed Thailand group Minor International (MINT).
He has extensive knowledge in the management of all aspects of the finance function with strong commercial, strategic, M&A, and change management experience.
Andrew has financially led companies engaged in various fields including telecommunications and technology, real estate, financial services and the franchising sectors both in Australia and internationally.
Andrew was formally the Director and CFO of Australasia’s largest real estate group Ray White, with over $20 Billion in annual sales and one of Australia’s largest independent mortgage broking business.
Andrew is a fellow of the PNA and graduate member of the Institute of Company Directors.
Katrina is an experienced financial services executive, with over 25 years experience across a diverse range of products, investments and regulatory regimes.More
Katrina is currently the CFO and COO of Pengana Capital Limited (Pengana) and has been at Pengana since the inception of the business in 2002. She is a Director of Pengana and is on Pengana’s Compliance and Risk Committees.
Her areas of expertise include: investment management, finance and accounting, governance, risk management, leadership and strategy. With Board and Committee experience she has a proven track record in building funds management teams, creating the necessary infrastructure to build successful businesses in either start-up or established environments.
Katrina was an Executive Vice President at BT Financial Group (appointed 1999) and had a number of roles at BT from 1993-2002. Katrina was responsible for managing large teams across multiple sites.
She was at Price Waterhouse in Audit from 1989-1993.
Katrina holds a Bachelor of Economics , is a member of Australian Institute of Chartered Accountants , is a Fellow of FINSIA, and a Graduate of Australian Institute of Company Directors (GAICD).
Executive Management Team
Chief Executive Officer
Craig has over 25 years’ experience in executive roles across Life, General, Reinsurance and Health insurance. He previously held Asia wide responsibility for Aegon Direct Marketing Services Pacific in Hong Kong and prior to joining Freedom held an executive role at Suncorp. Craig holds a Masters of Commerce Degree and a Bachelor of Arts degree.
Chief Financial Officer
Jenny is a senior finance executive with expertise in Actuarial, Financial and Operational management across Life Insurance, Superannuation and Wealth Management. Jenny is a Fellow of the Institute of Actuaries of Australia and has a Bachelor of Science degree. Jenny was also a founding member of Australian Life Insurance.
Head of Legal & Product Development
Malcolm is a senior lawyer with 30 years’ experience within the financial services industry. Malcolm joined Freedom in 2011 and was previously a founding member of Australian Life Insurance. Prior to this Malcolm held senior legal positions with Westpac and Citibank group. Malcolm has a Bachelor degree in Law and Commerce from the University of NSW.
Yolande De Torres
Head of Marketing
Yolande is a founding member of Freedom and has held several key roles since inception. In her current role she has overall responsibility for the strategic planning and execution of all marketing and media activity. Yolande holds a Bachelor of Arts degree from Sydney University.
MD. Spectrum Wealth Advisers
Mark is a founding member and director of Spectrum Wealth Advisors, an independent boutique Dealer Group established in 2010. Through his leadership, SWA has become one of the fastest growing dealer groups with more than 400 Financial Advisors located across Australia. Mark holds an MBA from UWS and a Masters of Strategic Studies RANC.