Selfwealth Limited ( ASX: SWF ) is an ASX listed company based in Melbourne .Selfwealth is a leading online investment platform that empowers individual investors by providing them with access to a wide range of financial tools, resources, and a vibrant community to make informed investment decisions.

The ethos of the Ensombl community has always been to drive the positive evolution of advice, and key to honouring that ethos is to find ways to solve the many issues and challenges advisors experience every day. Our next phase of growth is ultimately about investing in the community so we can solve more problems for more advisors. In simple terms, we are helping remove the barriers, and injecting the inspiration, so advice becomes more professional, more sustainable, and more accessible. We are absolutelyAs Chair I will lead the 8,000 strong advice community through its next phase of growth, as it seeks to raise capital to fund its international expansion, and to further invest in its market leading adviser insights technology platform.

I joined Ignition following my return to Australia from Asia as Asia Pacific CEO. During that time, I worked with a talented group of individuals to strengthen Ignition's opportunities and business model during a critical time for ignition. As part of this role, I helped build a strong digital advice brand and prospect pipeline in Australia and secured a strategic investor. After 2 years in the Asia Pacific CEO role I have transitioned to a non-executive advisory role. I provide strategic insight around the Asia Pacific wealth industry in a non-executive capacity to the Ignition board and executive.Bridging the advice gap to enable more individuals to receive affordable and accessible advice has been and is still personally important to me.

At Ignition Advice, we believe we can help customers make better financial solutions. Ignition Advice is the leading global financial advice platform for institutions seeking to offer customers a digital wealth experience. It has a proven and highly scalable technology platform with a demonstrated track record of high adoption.Focused on taking the digital business to the next level of growth following Series B funding, I have created, strategically and operationally, an Asia Pacific growth trajectory and footprint delivering growth potential. As CEO, I lead a team of ~60 and work closely with the co-founders, board, and industry stakeholders to develop and execute growth strategies. In 2022 I successfully co lead a major capital raise. During my tenure I have raised public profile by providing thought leadership and media exposure for advice and fintech issues. In addition, we have nurtured a high-performing structure with high engagement scores.

Currently undertaking a PHD part time with the the research being on " How will the Financial Planning Industry need to adapt to changing customer needs and circumstances"

Wise Partnering leverages 30 years of financial services and leadership capability from Craig Keary to work with organisations or individuals around strategy, execution, growth enablement, coaching and interim leadership drawing on experience across Asia Pacific.

Promoted to MD APAC, I relocated to Japan to lead the Asian business through a period of positive growth, while improving strategic and operational alignment with Australia and New Zealand. Setting the strategy for business development and new market entry, I provided leadership to an international team of 140 located across 6 countries to drive delivery of a multimillion-dollar revenue stream. Crucially, I forged positive and influential relationships with the board, JV stakeholders, the government, media and others, steering the business through a series of complex geopolitical challenges.Under my watch we more than doubled our international clientele while growing our CAGR by more than 11%. During this period, I also co-led the buyback of a 15% stake in AMP Capital from Mitsubishi UFJ Trust and Banking Corporation and managed two joint ventures in China.Chairman and Director of various AMP Capital regulated entities in Australia, New Zealand, China, Asia, and Japan

Leading a period of cultural transformation and growth, I created a world-class sales and account management process, providing leadership to a team of 100 and while working collaboratively with the board, governments and clients. My remit included Australian Retail, Corporate, Self-Directed Wealth, SMSF and Institutional business, the New Zealand business and Marketing for Australia and New Zealand, representing millions of dollars in revenue per annum. My teams and I grew revenue by 12% while improving the operating model for Australia and New Zealand, and deploying our Strategic Account Management platform, delivering world-class sales and account management.Director of various AMP Capital regulated entities in Australia.

Following the merger with AXA, I was appointed to improve alignment between the two businesses and grow revenue. Leading AMP Capital’s largest domestic business incorporating Retail and Corporate businesses, and teams spanning sales, marketing, product, strategy and business management, representing 10% market share and billions of funds under management. Key achievements include the development of Australia’s first asset management self-managed Superfund business, which has generated annual cash-flow increases while earning accolades as best-in-class. I also successfully managed the integration and digital deployment of AXA following the merger and introduced a cultural program the improved employee engagement and sales results.Director of various AMP Capital regulated entities in Australia

Evergen was founded with a vision of lowering the cost of energy to all Australians, using clean, renewable power and intelligent technology from CSIRO

Following tenure with Commonwealth Bank and HSBC, I was engaged to develop a new distribution function by expanding channels and new products and uplifting sales capability A period of intense competition, I provided strategic and operational leadership across the origination of complex structured products, bundled securities, lending and derivative transactions and distribution in a multi-channel retail environment.During this period, we grew revenues while improving Westpac’s position in the Insto Magazine league tables from 6th to 2nd , with new market opportunities including the retail-listed fixed income market.

Managed the design, development and national distribution of geared and structured investments to the financial planning and wealth management community. Responsibility for product and distribution positioning, formulating the strategy of the business, marketing and positioning the products in the external market and identifying growth opportunities. Accountabilities encompassed the distribution and sale of margin lending, protected portfolio loans, warrants, structured products, equities execution service and packaged geared products through the leadership of 50+ employees. Generated revenue of $50m+ and increased revenue by 20% a year by increasing distribution efficiency, enhancing the external positioning of business and introducing innovative products to the market.

Developed and introduced a new approach to sales and a specialised product focused on companies the import/export sector, established the national sales force to distribute the product and managed all corporate FX products for the bank.Managed a team of 35 in generating revenue from the sale of foreign exchange products through innovative product design and positioning. Managed two online platforms for Global Markets Products covering the SME, corporate and institutional segments by ensuring the platforms were positioned appropriately in the market and delivered maximum benefits to customers and the bank. The contribution from these platforms was $30m. Managed the establishment and development of a national client acquisition sales force to promote and sell products targeting the import/export sector. Developed a new sales team that resulted in market share decline reducing and being in a strong position of being able to capture market share from the banks and non-bank competitors.

Managed 140 staff in leading the company’s Australian and New Zealand direct retail banking channels incorporating call centre operations, telephone banking and internet banking and for managing its strategic sales, marketing, stockbroking, margin lending, clearing and custodial services for institutional, retail and wholesale clients. Managed all activities associated with the bank’s Australasian stockbroking and securities operations.Improved and stabilised business performance, formulated and implemented a strategic plan with a broader business focus; turned business around from a loss making situation to a profit in 12 months by changing customer proposition and rationalising business operations. Increased revenue and reduced costs by identifying and capitalising on growth opportunities; revenue increased by 20% and costs reduced by 10% with a big focus on head office costs. Leveraging greater opportunities internally and leveraging existing customers to expand their business portfolio with HSBC. Reduced the costs of the company’s retail banking operations by by looking at offshoring opportunities why still maintaining the customer proposition and service standards; following a comprehensive review to identify cost cutting opportunities. Doubled revenue by securing new custodial services business following a global sales road-show targeting international customers. Director of HSBC Stockbroking and Various other HSBC companies

Led a management team responsible for over 100 employees with responsibility for International Operations across 55 markets, Euroclear Operations, Network Management and Equity Finance Operations. Implemented a change management program to strengthen the restructure of the Global Equity Finance Operations Department to enable it to grow globally and expand into more complex transactions. Established and led an Operational Planning and Strategy team to implement complex change management program to develop a team that could implement change and develop strategy across an operations infrastructure.

Reporting directly to Chief Operating Officer. Direct management of 10 staff, with total responsibility for 55 staff. Development of new margin lending product resulting in growth of new business area. Development and sale of third party clearing business resulting in additional income for HSBC Australia. Development of Internet broking strategy to ensure continued and future business competitiveness. Identification of front office requirements and development of front end order entry and order management system resulting in improved management of client orders. Facilitated setup of non advisory broking business (discount broker) involving staffing, strategy, system development ,operational issues and compliance issues. Member of ASX consultative committee on third party clearing. Chairman of industry electronic trade confirmation committee. Facilitated development of white-labeled non-advisory stockbroking product for St. George Bank.