True Oak supports values-aligned businesses seeking a Responsible Entity (RE) for hire, offering licensing services to financial businesses that share a vision of transitioning capital into investments that deliver both financial returns and genuine social and environmental impact.

Amplifying the voices of artists who inspire action for climate and conservation.

DigitalX is at the forefront of the Web 3.0 transition and a leader in blockchain financial services, specializing in digital asset management and fintech solutions.

Pioneers in aligning investment strategies with personal values and societal impact, contributed to shaping the trajectory of the Australian Impact Investment sector as forward thinkers and change drivers, helping both individuals and institutions make a positive difference while achieving financial returns.Key Collaborations and Initiatives:Partnered with Brightlight to create Bright Energy Pty Ltd, an Impact investment fund focused on renewable energy for community… Show more Pioneers in aligning investment strategies with personal values and societal impact, contributed to shaping the trajectory of the Australian Impact Investment sector as forward thinkers and change drivers, helping both individuals and institutions make a positive difference while achieving financial returns.Key Collaborations and Initiatives:Partnered with Brightlight to create Bright Energy Pty Ltd, an Impact investment fund focused on renewable energy for community benefit.Developed a retail superannuation fund aimed at sustainable infrastructure and community prosperity, securing distribution partnerships with WIN TV and JOY Media. Show less

Developed and launched Raiz Super, a user-friendly mobile app that seamlessly integrates superannuation services with the Raiz Invest micro-investing platform. Gained valuable insights from a digital solution focused on enhancing financial confidence.Achieved significant milestones within the first year: onboarded 2,000 customers, $75 million in funds, by exclusively marketing to existing Raiz Invest customers. Recognised for innovation with a nomination for the SuperRatings Best New… Show more Developed and launched Raiz Super, a user-friendly mobile app that seamlessly integrates superannuation services with the Raiz Invest micro-investing platform. Gained valuable insights from a digital solution focused on enhancing financial confidence.Achieved significant milestones within the first year: onboarded 2,000 customers, $75 million in funds, by exclusively marketing to existing Raiz Invest customers. Recognised for innovation with a nomination for the SuperRatings Best New Innovation Award in 2019 and winning Best Fintech Superannuation Service/Platform at the 2020 and 2021 FinTech Awards. Show less

A diverse leadership role encompassing business strategy, transformation, execution, performance and business model innovation. Bendigo Wealth - 2010:Led the transformation of the Wealth division, overseeing 350 staff across multiple businesses. Implemented strategies that contributed to doubling the FUM/A portfolio to $7 billion over 3 years.Relationship Banking - 2012:Developed a customer-centric mobile Relationship Management model, driving $170 million in portfolio… Show more A diverse leadership role encompassing business strategy, transformation, execution, performance and business model innovation. Bendigo Wealth - 2010:Led the transformation of the Wealth division, overseeing 350 staff across multiple businesses. Implemented strategies that contributed to doubling the FUM/A portfolio to $7 billion over 3 years.Relationship Banking - 2012:Developed a customer-centric mobile Relationship Management model, driving $170 million in portfolio growth and generating in excess of $2 million in revenue within first two years.Super Solutions & Community Super - 2014:Developed a Community Wealth/Community Super strategy, leveraging the groups Community Bank model for investments in community assets. Introduced innovative funding solutions like the "Community Funded Deposit" to support home affordability. [Video link below.] Show less

Managed a smooth transition for customer and partner relationships during Bendigo and Adelaide Banks' acquisition of the Macquarie Investment Lending portfolio.Executed strategic initiatives for profitable growth outlined in the annual planning process.

Directed the strategic review and future planning for the margin lending business, while managing 100+ team members. Oversaw a $2 billion loan portfolio.

Banking & Financial Services Division | Macquarie Investment LendingManaged internal Macquarie Bank Investment Lending portfolios and relationships, including Macquarie Private Wealth Brokers, Financial Planning and Private Banking. The portfolio increased from $0.8bn to $1.8bn in loans drawn down during the period.Transferred with the acquisition of the business to Bendigo & Adelaide Bank.

Banking & Financial Services Division | Macquarie Investment LendingApplied previous management experience to manage back office and customer service teams, whilst furthering business knowledge and learnings of the Financial Services industry.

Expanded expertise across restaurant management and general management in diverse high-profile venues within the Soho House Group. Played a crucial role in the initial business startup phases, ensuring smooth operations during opening periods for new venues.