David has over 30 years management, corporate and financial services experience and worked on various cross border transactions in Germany, the United States, Britain and Singapore and has been directly involved in the development, restructure and merger and/or acquisition of various companies. David was originally employed as a management accountant for nearly 10 years including with AWA Limited and Texas Instruments and later as a solicitor has worked in private practice and for various organisations in ﬁnancial services including National Beneﬁts Consulting, AM Corporation Limited, Millinium Capital Group, AMP Superannuation Limited, CUSCAL, Perpetual Trustees Australia Limited and Australian Wealth Management Limited (which includes Questor Financial Services Limited, Bridges Financial Services Pty Limited (“Bridges”) and Australian Executor Trustees Limited (“AWM”). He was the responsible executive on the stock broking floor for Bridges and oversighted all platform administration reporting requirements with ASIC and APRA.
David was formerly General Counsel and Company Secretary and senior executive for a number of AWM subsidiaries over a number of years and undertook the key role of AWM’s listing on the ASX in 2005. AWM later merged with IOOF Holdings Limited (“IOOF”) in 2006. Mr Grey also sat on compliance, investment and due diligence committees and has been involved in various business transactions and external industry committees and dealings with ASIC, APRA, ASX and FSC (formerly IFSA).
David was previously in charge of the takeover, management and restructure of the ASX listed fund, Millinium’s Alternative Fund (ASX Code: MAX). Mr Grey holds qualiﬁcations in accounting, law, a post graduate in law (Dean’s Prize Winner) and is RG 146 compliant. Mr Grey has been part of the strategy and design of many brand name products used by former clients that remain in the market today and has completed various technology program integrations and developments in superannuation and managed funds. David is also a MAICD.
Ivan is a co-founder and director of Axcess Consulting and an accomplished executive with more than 30 years of domestic and global experience in technology services. He is an expert in developing innovative technology services and strategies that have successfully delivered tailored business solutions to an increasingly demanding marketplace. Prior to setting up Axcess Consulting, Ivan worked as a senior developer and consultant in some of Australia’s leading banks (including ANZ and NAB) and was CIO of Farrow Corporation. Ivan was also a member of the teams delivering systems used to support the early securitisation programs.
Ivan is the chief architect and developer of the ARMNET platform and software system which has seen the company become a leader in financial software solutions for small to medium enterprises in over forty sites in Australia and internationally including Canada, Ireland and the UK. He plays a key role in the continued development of strategic sales and supplier relationships, including client operations and support. His accumulated knowledge sees him recognised as one of the world leaders in financial technology and has been instrumental in building a global business across both developed and emerging markets. Ivan holds a Bachelor Degree in Computer Science and Mathematics from Deakin University.
Henry has in the past thirty years been actively involved in the financial and corporate management of numerous public companies and non-governmental organisations across a wide range of sectors. He is a professional company secretary and corporate advisor with broad experience in investor and community relations, corporate and statutory compliance and capital raisings. He is also a Member of the Australian Institute of Company Directors.
Kelvin has over 40 years of executive leadership experience in lending and banking and is a founder and an executive director of Axcess Consulting. Prior to establishing Axcess Consulting, Kelvin held numerous senior management positions within large Victorian lending institutions such as the State Bank of Victoria and the Farrow Corporation including being appointed National Lending Manager.
Kelvin’s vast lending experience played a significant role in the initial development of the ARMNET software platform and its success in the Australian and International markets. He has a track record of bringing clarity and direction to strategic business decisions, and developing partner alliances that accelerate business expansion. He currently plays a senior role in Axcess Consulting focusing on the day to day business operations including sales and marketing and bid management.
Laurie is a senior IT executive with over 30 years’ experience working in the financial services and technology sector. Laurie is currently an Executive Director of Axcess Consulting. Prior to joining Axcess Consulting, Laurie worked both in Australia and the UK consulting and lecturing as a network and communications specialist. Since joining Axcess Consulting, Laurie has been responsible for the delivery and management of the Axcess Consulting financial servicing platform in over forty sites in Australia and internationally including Canada, Ireland and the UK. This includes a diverse range of clients delivering services in areas such as mortgage origination and servicing, securitisation, investments and syndicated commercial lending.
As head of the IT delivery team, Laurie’s key role is analysing the business requirements and processes of the customer and liaising with the development team to design a technical solution.
His role as an executive director of Axcess Consulting has also seen him contribute extensively to the architecture, design and development of the Axcess Consulting system and his unique combination of technical and business experience now sees him recognised as one of Australia’s leading experts on financial servicing technology.
Andrew is a Chartered Accountant with over 20 years’ experience specialising in forensic accounting and transaction services. Andrew holds a Bachelor of Business degree majoring in Accountancy and Finance and holds a Masters’ of Applied Finance and Investment. He also completed the Graduate Diploma in Finance and Investment and was accepted by the Institute of Chartered Accountants as a Business Valuation Specialist.
Andrew formerly worked in private practice for HLB Mann Judd Chartered Accountants (in Sydney) and two other speciality forensic transaction specialty firms (in Sydney) for 20 years. Andrew’s specialist skills include business valuation, financial investigations and transaction facilitation, financial modelling, business turn-around management and systems review and implementation. His general experience includes, general accounting and compliance, finance, tax, IT implementation and corporate advice for a broad base of entities.
Andrew is familiar with various corporate structures of both private and public companies including associated entities and has been involved in over 100 business valuations and investigative assignments. Andrew has provided expert evidence for court matters in relation to valuation and other associated accounting matters.