Jonathan Sweeney

Jonathan Sweeney Email and Phone Number

Sydney, NSW, AU
Jonathan Sweeney's Location
Greater Sydney Area, Australia
Jonathan Sweeney's Contact Details

Jonathan Sweeney work email

Jonathan Sweeney personal email

n/a
About Jonathan Sweeney

Jonathan is an experienced non executive director and executive coach. He has more than 30 years executive experience, mainly in financial services. He has served as a COO and CEO of listed organisations.His non executive career has involved serving on a variety of boards and committees for listed, unlisted and NFP organisations.He is currently Chair of BT Financial Group Funds Board and Perpetual Private's Investment Committee and a NED on the Dexus Asset Management Limited Board and a member of Perpetual Superannuation Ltd's Investment Committee, The Noongar Boodja Trust's Investment Committee and board of The Australian Davis Cup Tennis Foundation.

Jonathan Sweeney's Current Company Details
Dexus Asset Management Limited

Dexus Asset Management Limited

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Director
Sydney, NSW, AU
Jonathan Sweeney Work Experience Details
  • Dexus Asset Management Limited
    Director
    Dexus Asset Management Limited
    Sydney, Nsw, Au
  • Bt Financial Group
    Chair - Funds Board
    Bt Financial Group Dec 2023 - Present
    Sydney, Australia
    BT Financial Group (BTFG) is the wealth management arm of the Westpac Group, providing a broad range of associated services. BTFG’s operations includes the wealth administration platforms Panorama and Asgard.The Funds Board sits within BTFG and comprises directorships of Asgard Capital Management Ltd, BT Portfolio Services Ltd, BT Funds Management No. 2 Ltd and Westpac Financial Services Ltd. In total BTFG has over $100bn in Funds Under Administration across its platforms.
  • Bt
    Director - Funds Board
    Bt Jul 2018 - Dec 2023
    Sydney, New South Wales, Australia
  • Dexus Asset Management Limited
    Director
    Dexus Asset Management Limited Oct 2022 - Present
    Sydney, New South Wales, Australia
    Dexus Asset Management Limited (DXAM) is a wholly owned subsidiary of Dexus (ASX: “DXS”). DXAM is the responsible entity governing the listed REITs Dexus Industria REIT (ASX: “DXI”) and Dexus Convenience Retail REIT (ASX: “DXC”) as well as a number of direct unlisted property and property securities funds.
  • Perpetual Limited
    Chair - Perpetual Private Investment Committee
    Perpetual Limited Mar 2014 - Present
    Sydney, Australia
    Perpetual Private has in excess of $18bn in FUA/FUM managed on behalf of private clients, estates, trusts, philanthropic organisations and family offices. The Investment Committee determines and approves policies governing the giving of investment advice and the investment of funds by Perpetual Private as well as monitors and reviews the investments managed by Perpetual Private that includes all asset classes.
  • Perpetual Limited
    Member - Perpetual Superannuation Ltd Investment Committee
    Perpetual Limited Jul 2020 - Present
    Sydney, New South Wales, Australia
    Perpetual Superannuation Ltd (PSL) is Perpetual's licensed superannuation trustee business. The PSL Investment Committee assists the Board of PSL to meet its strategic, fiduciary, governance and regulatory responsibilities for the sound and prudent management of investments under PSL's control.
  • Noongar Boodja Trust
    Member - Investment Committee
    Noongar Boodja Trust Jul 2023 - Present
    Perth, Western Australia, Australia
    The Noongar Boodja Trust is part of the governance structure for the South West Native Title Agreement between the Noongar People and the State of Western Australia.The Noongar Boodja Trust will hold, maintain and grow the compensation paid by the State of Western Australia to the Noongar People under the Agreement.The Noongar Investment Committee is responsible for the development of the Investment Policy and consulting with the Noongar Corporations Committee, the Noongar Advisory Company, and the WA Government about investment matters. The Investment Committee selects Investment Managers and reviews their performance.
  • Eci Partners Pty Ltd
    Executive Coach
    Eci Partners Pty Ltd Oct 2016 - Present
    Sydney, Australia
    eci Partners provides mentoring, coaching and advice to executives in government, ASX listed companies, professional services firms and entrepreneurs across a wide range of industries and it is a member of The Global Coaching Partnership.eci coaches are a select group of accomplished senior executives with extensive corporate experience and a proven track record in building relationships that deliver superior results.
  • Ep&T Global
    Chair
    Ep&T Global Mar 2021 - Mar 2024
    Sydney, New South Wales, Australia
    EP&T Global (ASX:”EPX”) listed on 12 May 2021. For over 25 years EP&T Global has been a leader in reducing operating costs and carbon emissions in the built environment. The Company provides building energy management solutions that reduce energy and water wastage and assists to improve the overall sustainability efforts and cost savings of property owners and operators. It has offices in Sydney, London, Dubai and Hong Kong.
  • 8Ip Emerging Companies Ltd (Asx:
    Chair
    8Ip Emerging Companies Ltd (Asx: "8Ec") Sep 2015 - Apr 2021
    Sydney
    8IP Emerging Companies Ltd (ASX: "8EC") is a listed investment company that invests in a concentrated portfolio of emerging companies listed on the ASX. It listed on the ASX on 1 December 2015. After the distribution of almost all its capital back to shareholders and the appointment of a new Investment Manager it was the right time for board renewal. Accordingly, two other directors along with myself left the Board on 1 April 2021.
  • Velocity Frequent Flyer
    Director - Velocity Rewards Pty Ltd
    Velocity Frequent Flyer Jun 2014 - Feb 2021
    Sydney
    Velocity Rewards Pty Ltd is the trustee of the trust that operates the Velocity Rewards program. Velocity is the frequent flyer program of Virgin Australia. Today, the program has a membership base of more than 10 million.Bain Capital acquired Virgin Australia in October 2020.
  • Tennis Nsw
    Ned
    Tennis Nsw Dec 2012 - Jul 2019
    Sydney, Australia
    Tennis New South Wales is the peak sporting body for tennis in NSW. It is a member based not-for-profit organisation charged with growing, developing and promoting the sport throughout NSW. I was one of two Independent Directors appointed by the board in addition to the seven member appointed directors.
  • Easton Investments
    Ned And Chair Of Audit And Risk Committee
    Easton Investments Oct 2009 - May 2014
    Easton Investments Limited (EAS) is an ASX listed integrated wealth management and accounting services business.EAS's investment strategy is to build a significant distribution capability in the Australian financial services sector.
  • Folkestone Ltd
    Chief Operating Officer
    Folkestone Ltd Jul 2009 - Feb 2013
    Sydney, Australia
    Equity Real Estate Partners (EREP) was a real estate funds management business launched in July 2009 by Greg Paramor, Adrian Harrington and myself. In April 2011 EREP was purchased by Folkestone Ltd a small listed real estate and funds management company. In November 2018 Folkestone was acquired by Charter Hall Ltd.
  • The Trust Company
    Managing Director
    The Trust Company Apr 1991 - Dec 2008
    Sydney Australia
    Trust was a listed financial services company specialising in fiduciary services for corporates, institutions and individuals.It offered a wide range of services including corporate trusteeship (including infrastructure and real estate custody services) in Asia, New Zealand and Australia, funds management, estates and trusts, wealth management and philanthropic services. It was one of the largest trustees in Australia and led the market in many sectors. Trust was taken over by Perpetual in December 2013.
  • Armstrong Jones
    International Analyst
    Armstrong Jones 1990 - 1991
  • Gartmore
    Fund Manager
    Gartmore 1986 - 1990

Jonathan Sweeney Skills

Investments Asset Management Due Diligence Mergers And Acquisitions Investment Management Equities Management Strategy Portfolio Management Capital Markets Investment Strategies Estate Planning Asset Managment Corporate Governance Stakeholder Management Mergers Risk Management Strategic Financial Planning Business Strategy Corporate Finance Valuation Mutual Funds Financial Risk Brokers People Skills Securities Management Consulting Private Equity Superannuation Banking Executive Management Corporate Law Trust Services Compliance And Corporate Governance

Jonathan Sweeney Education Details

Frequently Asked Questions about Jonathan Sweeney

What company does Jonathan Sweeney work for?

Jonathan Sweeney works for Dexus Asset Management Limited

What is Jonathan Sweeney's role at the current company?

Jonathan Sweeney's current role is Director.

What is Jonathan Sweeney's email address?

Jonathan Sweeney's email address is sw****@****ond.com

What schools did Jonathan Sweeney attend?

Jonathan Sweeney attended Australian Institute Of Company Directors, Stanford University Graduate School Of Business, Cfa Institute, University Of New South Wales.

What skills is Jonathan Sweeney known for?

Jonathan Sweeney has skills like Investments, Asset Management, Due Diligence, Mergers And Acquisitions, Investment Management, Equities, Management, Strategy, Portfolio Management, Capital Markets, Investment Strategies, Estate Planning.

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