The Australian Retirement Trust Executive Team is responsible for the day-to-day management of the Fund’s operations and the implementation of the policies and strategies set by the Board.
Chief Executive OfficerRead summary
Chief Executive Officer
Bernard is Chief Executive Officer, responsible for ART’s strategy and operations.
He was appointed CEO in February 2022, after Sunsuper and QSuper merged. Before this, Bernard was CEO of Sunsuper.
Bernard has more than 30 years’ experience in senior management and executive roles across the international banking and finance sector. He has spent the majority of his career at State Street Global Advisors in roles based in Australia and Asia. He was also a member of the Board Investment Committee at NSW Treasury Corporation.
Bernard holds a Bachelor of Economics from Macquarie University and is a Chartered Financial Analyst.
Chief Risk OfficerRead summary
Chief Risk Officer
Anne joined ART in 2014 and is accountable for risk, compliance and regulatory affairs, financial crime and internal audit. Anne is responsible for relationships with key regulators and for reporting risk and compliance matters to the Audit and Risk Committee and Board.
Anne has more than 27 years’ experience in the financial services industry, which has included senior roles at UBS in Australia and Switzerland.
Anne holds a Bachelor of Commerce, a Master of Applied Finance and is a graduate of the Australian Institute of Company Directors.
Chief Strategy OfficerRead summary
Chief Strategy Officer
Stevhan joined ART in 2010 and is responsible on behalf of the Board for ART’s strategy and vision, including oversight of ART’s strategic direction, strategic communications, government relations and corporate social responsibility.
Through his previous roles as Chief of Transformation and Executive Integration Lead, Stevhan was responsible for planning and delivering the merger of Sunsuper and QSuper to form ART.
Stevhan has more than 25 years’ financial services industry experience in Australia and overseas, including roles at BT, Adelaide Bank, Citi, Schroders and Commonwealth Bank.
He holds a Master of Business Administration, a Graduate Diploma of Applied Finance, qualifications in investments and financial planning, and is a graduate of the Australian Institute of Company Directors.
Chief Member OfficerRead summary
Chief Member Officer
Lachlan is responsible for ART’s member operations and service experience, and anticipating and advocating for future member needs.
Lachlan has more than 25 years’ finance, risk management and compliance experience in the investment banking, wealth management and superannuation industries, domestically and throughout Asia Pacific.
Lachlan joined ART in 2012 and has held the roles of Chief Risk Officer, Chief of Staff and Acting Chief of Retirement. Previously, he held a range of leadership roles at Credit Suisse and Barclays Investment Bank.
Lachlan holds a Bachelor of Commerce and qualifications in applied finance and investment, corporate governance, and is a graduate of the Australian Institute of Company Directors.
Chief of Retirement (Acting)Read summary
Chief of Retirement (Acting)
Anne is responsible for the design and delivery of market-leading retirement products, services and advice to enable our members to retire well.
Before stepping into this acting role, Anne was appointed Executive General Manager Advice, Guidance and Education, where she is responsible for leading financial advice and education.
Anne has more than 25 years’ experience in financial services. She joined ART in 2015 and prior to this worked in senior roles at leading financial institutions including the Association of Financial Advisers, ING Australia and Bankers Trust. She has sat on multiple boards and external advisory committees and is currently a non-executive director on the board of Teachers Union Health.
She is a graduate of the Australian Institute of Company Directors and holds an Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Arts.
Chief Technology OfficerRead summary
Chief Technology Officer
Rod joined ART in 2019 and is responsible for leading the strategy, execution and operation of technology, cyber security and data in order to meet ART’s current and future requirements.
Rod is a technology and operations expert with more than 30 years’ experience, mostly in the financial services sector, including banking, life insurance, funds management and superannuation, domestically and abroad. This has included senior roles at Ord Minnett, ING, Macquarie Group and Commonwealth Bank, as well as time as an Executive Director with the NSW Government.
Rod’s career has spanned management consulting, strategy and planning, large scale outsourcing programs and offshoring, shared services and business process outsourcing, delivery and operations, as well as governance and risk management.
Rod is a graduate of the Australian Institute of Company Directors.
Chief People OfficerRead summary
Chief People Officer
Helen joined ART in August 2021. She is a highly skilled senior executive with a strong commercial perspective and extensive experience in mergers, transformational culture change, organisational development and people management.
She has over 30 years’ experience in both mature and start-up environments across diverse industry sectors and organisational cultures in Australia and globally.
Helen has held senior roles at organisations including Queensland Rail, Westpac, Ernst & Young, the NSW Government and Advisian.
Helen holds an Executive Master of Business Administration, a Graduate Diploma Industrial Relations, a Bachelor of Commerce and a Bachelor of Economics. She is also a graduate of the Australian Institute of Company Directors.
Chief Investment OfficerRead summary
Chief Investment Officer
Ian joined ART in 2015 and is responsible for leading the investment teams that design and implement ART’s highly competitive investment strategies, including maintaining a strong focus on governance.
He has more than 25 years’ experience in the institutional investment industry. Prior to joining ART, Ian held the position of Chief Executive Officer at JANA Investment Advisers. He was also Head of Global Equities at JANA and worked previously for Mercer.
Ian is an actuary, holds a Bachelor of Science (Honours) and a Master of Business Administration, and is a Chartered Financial Analyst.
Chief Financial OfficerRead summary
Chief Financial Officer
Anthony joined ART in November 2021. He has more than 30 years’ experience in financial services across investment banking and retail and business banking. Anthony has extensive experience in regulated financial services organisations, a deep understanding of investment markets and a passion for delivering great member and stakeholder outcomes.
Prior to ART, Anthony was Managing Director, Financial Institutions Group for Credit Suisse Australia, and worked at Bank of Queensland for more than 7 years in executive leadership positions, including Chief Financial Officer, Chief Operating Officer and Interim Chief Executive Officer. He was also Chief Financial Officer at Suncorp Bank, and Director, Financial Institutions Group, Investment Banking at Citi Australia and Merrill Lynch Australia.
Anthony holds a Bachelor of Commerce from UWA, and is a Chartered Accountant and a Senior Fellow of FINSIA.
Chief Commercial OfficerRead summary
Chief Commercial Officer
Dave joined ART in 2015. He is responsible for delivering our award-winning services to ART’s corporate, institutional, Queensland government and unions, regional and small-business customer segments, our payroll distribution platform, Beam, and our brand, marketing and digital offerings.
Previously, Dave was ART’s Chief Growth Officer and Sunsuper’s Head of Corporate and Institutional.
Dave has more than 20 years’ experience in the financial services industry across retail and institutional markets. He has led high-performing teams in sales, relationship management, financial advice, marketing and communications and has worked for NAB, Plum, ING and AMP.
Dave holds a Bachelor of Economics and a Post Graduate Finance & Investments qualification from FINSIA.