Meet the team
David is a highly experienced financial services executive with more than 30 years in financial and investment markets. He has built and managed businesses in Australia, Asia and Japan for companies including CBA, Shinsei Bank, JPMorgan and Citigroup.
Nick is a career financial management and stockbroking professional with more than 15 years’ experience servicing individual, high net worth and institutional clients. His expertise expands across all things equities, with experience managing stockbroking operations, developing business strategy and leading the development and delivery of new business channels. Nick holds a Graduate Diploma in Applied Finance, Diplomas in Financial Services and Financial planning and is a Master Member of SAFAA. Nick is based in Sydney.
Martin has been working in trading and execution since 2006 at boutique and international firms in Australia. Based in Sydney, Martin heads up FinClear’s market access, trading and execution ensuring clients connect and trade seamlessly in domestic markets.
David’s extensive experience in the UK, US and Australia has included founding, developing and leading extensive IT programs and projects across multiple countries. A passionate IT professional, David delights in solving complex business problems with clever technology. David leads the FinClear Technology team from the Perth office.
Jacqueline has 18 years’ experience in financial services, spanning operational roles in Institutional, Retail and Wholesale broking in both Australia and the UK. Jacqueline is committed to leveraging her extensive industry success to provide clients with direct access to a solution-focused operational team.
Bill’s career spans over two decades, mainly in financial services. He is driven by the desire to innovate processes and products based on practical, analytical thinking, breaking complex business problems down and devising the simplest end-to-end solution. Bill is based in the Sydney office.
Alev’s 25 year career in securities lending and equity finance has seen her work across financial markets globally on both agency and broker sides of the business. An expert in APAC securities lending, asset/liability management, structured products, collateral management, custody, corporate actions and risk management, Alev leads FinClear’s securities lending business from the Sydney office.
Tony has had a distinguished career in financial services across Australia and Europe, specialising in wealth management, broking and advisory. His most recent fulltime role was as CFO at Pershing, and he continues in a small number of external board positions.
Erica has been working in wealth creation and management for over ten years, in boutique firms as well as some of Australia’s largest institutions. Based in Melbourne, Erica has an Advanced Diploma in Financial Planning and relishes the challenges that working with the retail financial services industry brings.
Lisa has more than 14 years experience in financial services delivering technology solutions to retail and institutional broking in Australia. Her passion is to implement innovative solutions to achieve the best client experience.
News & Insights
Lisa Pham joins FinClear from Iress
FinClear, the Australian clearing, settlement and wealth management technology and service provider, today announced Lisa Pham had joined as Technology Delivery Manager. Ms Pham comes to FinClear from Iress where [...]
Tony Lynch joins FinClear
FinClear, the Australian clearing, settlement and wealth management technology and service provider, today announced Tony [...]
