• Mick OBrien small

    Michael (Mick) J. O'Brien
    Managing Director

    Michael (Mick) J. O'Brien FIAA, CFA, GAICD
     
    Appointed Director in July 2014; appointed Executive Director in April 2016; appointed Managing Director in July 2016.

    Mr O’Brien was admitted as a Fellow of the Institute of Actuaries of Australia in 1989 and holds the Chartered Financial Analyst designation. He was formerly CEO and Director of Invesco Australia Limited, Director of Alliance Capital Management Australia and Chief Investment Officer of AXA Australia and New Zealand, where he was also a Director of AXA’s Responsible Entities and RSE Licensees.

    With a career spanning 37 years in both retail and institutional markets, Mr O’Brien brings to the Board wealth management experience in superannuation, investment management, insurance and advice. He is a Director on a number of the Group’s subsidiaries.

    Mr O’Brien is a member of the Board Risk Committee.

    Joined April 2016

  • Johanna Platt

    Johanna Platt
    Chief Financial Officer

    Johanna Platt CPA, MBA, B.Eng (Chem)

    Johanna is an experienced executive with over 20 years’ experience in senior Finance roles across a range of industries including Financial Services, Logistics and FMCG. Her experience spans commercial analysis, technology, transformation, operations and accounting.

    Johanna is a Graduate of the Australian Institute of Company Directors, a Certified Practicing Accountant, and holds a Master of Business Administration from Melbourne Business School and a Bachelor of Engineering (Chem) from the University of Sydney. Johanna is a Board Member of Mazda Foundation and Experimenta.

    Joined July 2024

  • Ian Westley_small

    Ian Westley
    Executive General Manager, Private Clients

    Ian Westley BAgrSc, DipFinServ

    Ian Westley has more than 25 years' business development and sales experience in Australia and the United Kingdom, across a range of different industries. Ian is responsible for managing the Trustee and Wealth Services' private clients business. Ian holds a Bachelor of Agriculture Science degree from The University of Melbourne and a Diploma of Financial Services.

    Joined  May 2007

  • Jodi Kennedy

    Jodi Kennedy
    General Manager, Philanthropy and Community Trustee Services

    Jodi Kennedy BBus/BArts (Swinburne) AAICD

    Leading a diverse team of philanthropy specialists, Jodi is responsible for over 700 Charitable Trusts & Foundations, with total philanthropic assets under management of almost $3bn. Across this portfolio Jodi and team focus on delivering funding toward initiatives that demonstrate positive social impact and partnership with the community. As a large scale funder, distributing approximately $100m to social causes every year, Jodi is passionate about growing structured philanthropy within Australia.  

    Joined August 2022