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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 Officer
Read summaryChief Executive Officer
David returned to Australia to join ART in March 2024. He is responsible for ART’s strategy and operations, and for leading the ART team to achieve our vision to be Australia’s most chosen and trusted retirement partner.
David brings to ART more than 30 years of experience in insurance, financial services and professional services having led teams in Australia, New Zealand, Asia, Middle East, Africa, Latin America, Europe, the United Kingdom and the United States.
Having spent the past 25 years with Mercer, David’s prior role was global Chief Commercial Officer. Prior to that role, David was President, International with responsibility for all of Mercer’s clients and teams in more than 175 cities and 42 countries outside the United States and Canada. For the nine years between 2015 and 2024, while he was outside Australia, David was based in New York and London where he gained invaluable global experience in retirement savings, employee benefits and investments.
David holds qualifications in marketing, superannuation, management and insurance. He is a Member of the Australian Institute of Company Directors, and a Fellow of each of the Association of Superannuation Funds of Australia, the Australian Institute of Management, the Australian and New Zealand Institute of Insurance and Finance, and the Australian Marketing Institute.
Chief People Officer
Read summaryChief People Officer
Anne joined Australian Retirement Trust in 2014 and as Chief People Officer, is responsible for leading ART’s people & culture strategy and operations, as well as overseeing inclusion & belonging, and talent development across the organisation.
Prior to her current role, Anne was Chief Risk Officer at ART responsible for risk, compliance and regulatory affairs, financial crime and internal audit.
Anne has more than 30 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.
Anne has been a director for ART People Services Pty Limited since March 2023.
Chief Enterprise Services Officer
Read summaryChief Enterprise Services Officer
Julie joined QSuper in 2016 and is Australian Retirement Trust’s Chief Enterprise Services Officer. She is responsible for many of ART’s strategic supporting business units such as Policy and government relations, Enterprise business agility, Strategic communications and Business architecture, as well as overseeing the Group Legal team.
Prior to her current role, Julie was ART’s Chief of Staff, responsible for providing organisational strategic and operational support to the Chief Executive Officer and other executives.
Julie has also held roles at ART including General Manager Member Engagement, Head of Member Services, Head of Contact Centre and Head of Advice.
Julie has more than 25 years’ experience in senior member services and operational leadership roles, including at Aware Super, the ATO, Allianz Partners, Bupa, MBF and Sunsuper. She has studied Financial Planning at Deakin University and Business at Ithaca College of Tafe.
Chief Member Experience Officer
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Simonne joined Australian Retirement Trust in 2022 and is accountable for ensuring all ART members enjoy a simple, smart and personal experience. Simonne's responsibilities include brand management, marketing, member communications, digital channels and ensuring members have access to high quality guidance, education and financial advice.
In her previous role as Executive General Manager for Brand Marketing and Digital, Simonne was responsible for developing and implementing the brand strategy, marketing campaigns and digital channels for ART.
Simonne has more than 25 years’ experience in financial services across retail banking, wealth management, life insurance and superannuation. She has held senior roles at Westpac, ING Australia/ ANZ and MLC/ NAB.
Simonne holds a Bachelor of Commerce from the University of NSW.
Chief Investment Officer
Read summaryChief Investment Officer
Ian joined Australian Retirement Trust 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.
Since February 2022, Ian has been a Director for QSuper Investment Holdings Pty Limited and Director for QSuper Global Assets Pty Limited. Ian is also currently a Director for Fund Executives Association Limited (since December 2023) and a Director for The Investor Group on Climate Change (since May 2023). Ian was previously a Director, CFA Society of Sydney Incorporated from January 2018 to March 2024 and a Director, Investment Management Consultants Association Australia Limited from November 2008 to September 2016.
Chief Financial Officer
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Anthony joined Australian Retirement Trust 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.
Anthony has been a Director for Precision Administration Services Pty Ltd and Director and QSuper Asset Management Pty Limited since February 2022. Since March 2023, Anthony has been a Director for ART Group Services Limited.
Chief Operating Officer
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Kathy joined Australian Retirement Trust in December 2023 and oversees the enabling capabilities of ART including product, insurance, transformation, data, technology and service delivery to deliver real time, scalable, digital first services for members at every life stage
In her previous role as Chief of Retirement at ART, Kathy was responsible for ART’s retirement strategy, providing strategic leadership and guidance across all elements of our retirement offering, including product, service model and advice.
Kathy has more than 30 years’ experience in the finance industry across a variety of product, strategy and advice executive roles. Prior to joining ART, she was Chief Strategy and Product Officer at BT. She also spent more than 18 years at Macquarie Group and held senior roles at MLC and NAB. She was also a director of the Financial Services Council from 2019-23 and co-chair of the advice board committee.
Kathy holds a Bachelor of Commerce from the University of NSW.
Interim Chief Commercial Officer
Read summaryInterim Chief Commercial Officer
As Interim Chief Commercial Officer, Stephen is responsible for delivering Australian Retirement Trust’s award-winning services to corporate, institutional, Queensland government and unions, regional and small-business customer segments and ART’s payroll distribution platform, Beam.
Stephen has led the servicing and growth of ART’s Corporate and Institutional customer segments as Head of Corporate and Institutional relationships for 5 years.
He has more than 25 years’ experience in the financial services industry across corporate super, retail super, SMSF and adviser markets. He has led high-performing teams in a number of disciplines, including sales, relationship management, and operations.
Stephen holds a Bachelor of Economics (Accounting) from the University of Sydney, post-graduate qualifications in Applied Finance and Investments, a Diploma of Financial Planning and is FASEA qualified.
Interim Chief Risk Officer
Read summaryInterim Chief Risk Officer
Dianna joined Australian Retirement Trust in 2009 and is accountable for risk, compliance and regulatory affairs, financial crime and internal audit. Dianna is responsible for relationships with key regulators and for reporting risk and compliance matters to the Audit and Risk Committee and Board.
Dianna has over 30 years’ experience in financial services, 15 years specifically within superannuation.
In her previous role as General Manager, Risk she supported the Chief Risk Officer in the development and evolution of frameworks, processes and systems for the management of risk within ART and for supporting the enterprise in fulfilling their risk management.
Dianna is a graduate of the Australian Institute of Company Directors and holds a Master of Commerce (Financial Planning). Dianna has previously worked as a financial adviser and has also been a sessional lecturer in postgraduate Financial Planning studies at Monash University.