Kate's most recent role before Managing Director for Funds Management was Managing Director of Advance Asset Management Limited, a member of the St George Group of companies. During her three years in this role, the company more than doubled its funds under management.

After refining his knowledge of financial markets at Perennial Investment Partners, Julian now heads up Funds Management distribution and is a member of the Executive Committee. His role interacts with some of the world's leading investment firms, to keep our clients up-to-date with the latest investment themes. With a mantra of 'ease of doing business', Julian's focus is on assisting financial advisers to the benefit of their clients. An advocate of the financial advice industry, Julian is passionate about promoting the value of good advice.

Dorothy's extensive experience and knowledge of funds management and platform administration has been acquired through a diverse number of senior positions, held over the last 10 years. During this time Dorothy has managed registry and administration as well as product and e-commerce marketing.