Alessandra Bertora, National Manager - Adviser Growth
Alessandra has more than 15 years’ experience in the financial advice industry, with her most recent specialist roles in financial markets and fixed income. She is very passionate about the value of advice, and works with Financial Advisers and strategic partners to help them deliver great service to their clients, ultimately empowering Australians to achieve their retirement goals. Check out Alessandra's LinkedIn profile.
Alessandra is an expert at anything Italian, she loves to spend time with her family and is passionate about fitness.
Glen McKimmie, Strategic Key Accounts
Glen has over 7 years’ experience in the superannuation industry, previous roles have included specialising in Member, Adviser and Employer engagement & retention strategies. Glen believes building strong, long term working relationships with external Financial Advisers is the key to helping Australians achieve their retirement and other financial goals. Check out Glen's LinkedIn profile.
Outside of work he is a passionate soccer player who enjoys competing at a high level.
Samantha Duchesne, Business Development Manager QLD
Samantha comes with 14 years’ industry experience and is excited to partner with financial advisers, and ultimately our members, to meet their retirement goals. Her passion and enthusiasm is well known in the industry. Samantha is always looking for ways to help advisers grow, navigate complexities or overcome challenges in financial advice. Check out Samantha's LinkedIn profile.
Outside of work, Samantha is kept busy with her family and two little girls, lives to experience fine food and is an advocate for fitness.
Nicholas Winsor, Business Development Manager QLD
Nick has more than 5 years’ experience in the financial services sector through various roles across banking and superannuation. He’s also spent several years in developing countries working on his own businesses, cultivating his entrepreneurial mindset and drive to achieve tangible results. Check out Nicolas' LinkedIn profile.
Away from work he can be found at the beach, surfing, on the golf course or soccer field.
Zach Lazaro, Business Development Specialist - QLD
Zach has fostered valuable relationships with both advisers and members of Australian Retirement Trust for over 2 years.
Previous roles have included specialising in Member, Adviser and Employer engagement & retention strategies through assessing members’ needs. With a member centric background, Zach is passionate about building strong, long-lasting relationships with financial advisers to empower all Australians to achieve their retirement and financial goals. Check out Zach's LinkedIn profile.
Outside of work he enjoys all things cars, camping, basketball and hanging out with friends.
Greg Lee, Business Development Manager - NSW
Greg has more than 6 years of experience in the financial services industry working across some of Australia’s largest financial institutions. With a deep passion for adviser and client engagement initiatives, Greg is a strong promoter of good advice and the value it brings to all Australians in reaching their lifestyle and retirement goals. Check out Greg's LinkedIn profile.
Outside of work Greg’s passion is playing oztag and travelling to new countries.
Jordan Holmes, Regional Business Development Manager, NSW, & ACT
Jordan has over 5 years’ experience in the financial services industry. He comes from a strong business background, having completed a Bachelor Of Business majoring in Finance in 2019 from QUT and is currently enrolled in the CFA Program. Jordan looks to leverage this experience to build strong long-term relationships with clients, whilst simultaneously cultivating win-win outcomes for both advisers and members alike. Check out Jordan's LinkedIn profile.
Outside of work Jordan enjoys running, financial markets and enjoying quality time with family and friends.
Jake Gillis, Business Development Manager - VIC
Jake has been working in Superannuation and Funds Management since 2015. He knows that when people engage a Financial Adviser, they are taking the right steps towards their financial future. By building strong working relationships with advisers, he knows he is ultimately helping people achieve their retirement goals. Check out Jake Gillis’s LinkedIn profile.
You will find Jake in his spare time playing or watching basketball, looking for his golf ball on the course or spending time with his friends and family enjoying the local Melbourne eateries.
Ashley Seyit, Business Development Specialist – VIC & TAS
Ashley has over 10 years’ experience in the financial services industry. She is passionate about ensuring great advice outcomes for members and believes a key focus should be on developing strong relationships with financial advisers, supporting them to achieve this in order for their clients to have a dignified retirement. Ashley brings a wealth of experience to her role and has extensive knowledge of the ART products and the fund's processes.
Outside of work, Ashley enjoys exercising and spending time with her young family.
Luke Moorby, Regional Business Development Manager - WA, SA, NT
Luke joined Australian Retirement Trust after previously working as a financial adviser in Perth across small practices and large advisory businesses. He is a firm believer in the value of quality financial advice, driven by educated advisers that genuinely improve people's lives. Check out Luke's LinkedIn profile.
Outside of work Luke enjoys his time with his family and being active in all sports.
Anna Wedrat, Onboarding & Training Specialist
Anna has been working with advisers and members of Australian Retirement Trust for over a year. With a member centric background, Anna is passionate about building strong, long-lasting relationships with financial advisers to assist all Australians achieve their retirement and financial goals.
Anna works to provide a supportive, seamless onboarding journey for advisers with Australian Retirement Trust. Check out Anna's LinkedIn profile.
Outside of work Anna enjoys spending time with friends and family, getting outdoors, travelling and meeting new people.
Jessica Whale, Onboarding & Training Specialist
Jessica has over 2 years’ experience in the financial services industry. Previous roles include working directly with Advisers at a small practice and working with Advisers and Members of QSuper. She is currently completing a Bachelor of Business majoring in Financial Planning and Finance at Queensland University of Technology. With a financial planning background, Jessica is passionate about building strong, long-lasting relationships with financial advisers to assist all Australians achieve their retirement and financial goals.
Outside of work Jessica enjoys spending time with family and friends, and keeping active.
If you would like to speak with one of our BDMs, please request an appointment or contact us on 13 11 84 or via firstname.lastname@example.org.