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Business Development Managers



Our national adviser services team is in-house and Australia based, working closely with advisers and licensees to deliver a personal and supportive experience. If you would like to speak with one of our BDMs, please request an appointment.


Alesssandra Bertora 

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.

M: 0418 149 682  E:


Glen McKimmie

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.

M: 0417 461 426  E:


Lauren Matthews 

Lauren Matthews, Business Development Manager - VIC & TAS

Lauren has over 10 years’ experience in the financial services industry, working with advisers to help achieve their clients’ retirement and personal goals. She believes in the value that advice and advisers can bring to everyday Australians. Check out Lauren's LinkedIn profile.

Outside of work Lauren is an avid reader and likes to broaden her horizons by travelling.

M: 0438 024 781  E:


Samantha Duchesne 

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.

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.

M: 0499 784 293  E:


Greg Lee 

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.

M: 0460 424 921  E:


Jordan Holmes

Jordan Holmes, Regional Business Development Manager, NSW, ACT & VIC

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.

Outside of work Jordan enjoys running, financial markets and enjoying quality time with family and friends.

M: 0407 596 321  E:


Nicholas Windsor

Nicholas Winsor, Regional Business Development Manager - NSW & 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.

Away from work he can be found at the beach, surfing, on the golf course or soccer field.

M: 0409 519 045  E:


Luke Moorby

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.

Outside of work Luke enjoys his time with his family and being active in all sports.

M: 0457 478 996  E:



Anna Wedrat

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 has a sound understanding of the value of financial advice and works to provide a supportive, seamless onboarding journey for advisers with Australian Retirement Trust.

Outside of work Anna enjoys spending time with friends and family, getting outdoors, travelling and meeting new people.

M: 0460 037 408  E:


Contact Us

If you would like to speak with one of our BDMs, please request an appointment or contact us on 13 11 84 or via