Our Team
Our people make all the difference
Our team is passionate about helping Australians obtain their financial security and freedom.
At our Head Office in Sydney, we have a team of over 60 professionals who work behind the scenes to support and service around 650 Count Advisers across Australia.
We take pleasure in introducing just some of them to you.
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David Lane Managing Director/CEO |
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Judy Clark Senior Executive |
Karen Davis Senior Executive |
David Lane
Chief Executive Officer of Count Financial Limited
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Count Financial Limited (Count) is a wholly owned subsidiary of the Commonwealth Bank of Australia and a franchised network of financial planning/wealth accountants and advisers.
David is responsible for the strategic growth and financial performance of Count. He is a Member of the Board and a Director of Count subsidiaries.
David has broad experience in wealth management and investment banking. Prior to joining Count, David was the CBA General Manager Strategic Development, Wealth Management and a member of the Wealth Management Leadership Team. He also worked as Chief Operating Officer of Neuberger Berman's hedge fund business and at Aetos Capital, a New York based alternative asset manager. Prior to that David worked in New York, London and Sydney with Goldman Sachs and JP Morgan.
David received a Bachelor of Economics Degree, with distinction, from the Wharton School at the University of Pennsylvania.
Stephen Aguilera-Mendoza BEc (Hons), GDip Fin Planning, MPA, CPA
Chief Financial Officer
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"Count
continues to evolve products and services that expand
the way each adviser can service their clients – ensuring
a full service approach in the best interests of each client, whatever their stage of life.” |
Stephen has over 17 years financial services experience, 12 of which have been with Count in various roles including Product Manager for our first investment platform, wealth-e-account, Business Development Manager and Senior Executive – IT & Data Solutions. Stephen has also spent some time as a financial planner in a Count franchise in Western Sydney. From October 2007, Stephen held the position of Senior Executive – Finance and in November 2010, Stephen was appointed Chief Financial Officer of Count Financial.
Brendan Irwin
Senior Executive - Research, Product & Platforms
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Brendan joined Count in 2011 as Senior Executive – Research, Product & Platforms. In this role Brendan and his team are responsible for screening and approving what we believe are the best investment products (including managed funds and direct share models) and services (including wealth protection and margin lending) that it's members can advise on. In addition the division has responsibility for reviewing and managing the relationship with its external platforms and service providers.
Brendan has over 30 years' experience in managing and advising on international and Australian assets working with some of the world's largest fund managers and global private banks.
Dean Bornor B Bus (Acc), Dip FP, Dip SM
Senior Executive - Advice
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"The provision of quality advice ensures the delivery of a strategy or recommendations that will meet your goals - whilst taking into account your personal circumstances”
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As Senior Executive - Advice, Dean oversees the provision of
advice throughout the Count network. This involves liaising with various
teams
across the business to ensure that efficient, quality advice is being
delivered throughout the network. The role also involves the supervision
of teams including the Member Services, Technical, Paraplanning and
Training teams.
Judy Clark
Senior Executive - Business Development
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Judy was appointed as Senior Executive Member Development on 30th April 2012. She is responsible for network expansion, practice management and marketing at Count. This includes the delivery of strategies and the provision of "best practice" services to support development and growth of the Count franchise businesses. She has over 20 years financial services industry experience having held senior management roles across a range of institutions including AM Corporation, Skandia and most recently BT Financial Group. She has extensive experience in business development and practice management and has been part of various advisory boards for a range of dealer groups and financial planning firms.
She holds a Diploma of Financial Planning, Diploma of Superannuation management and qualifications from the Australian Securities institute.
Karen Davis M. Bus, B. Com
Senior Executive Business Delivery
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Karen is responsible for the management of Count's business plans and strategic priorities, stakeholder relationships, communications and advocacy. Karen has over 13 years' experience in the financial services industry. Prior to joining Count, Karen was responsible for Advocacy across the Commonwealth Bank's (CBA) Wealth Management division. Karen has also held various Risk Management and Compliance roles across CBA and within the insurance industry and has worked for the Australian Prudential Regulation Authority.
Karen has a Master of Business in Financial Services, and a Bachelor of Commerce (Banking and Finance).
