Peter Worn

Peter Worn Email and Phone Number

Joint-Managing Director at Finura Group | Independent Director | @ Finura Group
Peter Worn's Location
Melbourne, Victoria, Australia, Australia
Peter Worn's Contact Details

Peter Worn personal email

About Peter Worn

I am a member of the founding team behind Finura. I work with ridiculously smart people who enjoy wealth management and technology as much as I do. We specialise in strategic consulting and wealth management software design for institutions, enterprise software, fintech & wealth management firms. Finura aims to bring the various players in wealth technology closer to their customers and we offer a range of services to support them. We share common values around how to treat each other, independence, ethics and family-first culture. Unashamedly we have a no dickheads policy because life is too short. I remain actively involved in financial advice as an Independent Director of two leading Wealth Management Firms, McQueen Financial Group and Chairman of Rising Tide Financial Services. My wife and I have two boys under 5, so that's pretty much all I have time for!

Peter Worn's Current Company Details
Finura Group

Finura Group

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Joint-Managing Director at Finura Group | Independent Director |
Peter Worn Work Experience Details
  • Finura Group
    Joint Managing Director
    Finura Group May 2020 - Present
    Melbourne, Victoria, Au
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  • Mcqueen Group
    Chairperson
    Mcqueen Group Jun 2018 - Present
    Melbourne, Victoria, Au
    A leading holistic financial advisory business across Australia. I focus on growth strategy, M&A and financial services governance. http://mcqueengroup.com.au/
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  • Rising Tide Financial Services
    Independent Chair
    Rising Tide Financial Services Apr 2019 - Present
    Melbourne, Vic, Au
    View
  • Socialisd
    Advisory Board
    Socialisd Sep 2020 - Present
    Melbourne, Victoria, Au
    View
  • Enzumo
    Head Of Strategic Relationships
    Enzumo Jan 2016 - Jul 2021
    Brisbane, Qld, Au
    A member of the Chant West Holdings Executive Team. Responsible for: - Growing Enzumo's Institutional and Corporate partners.- Consulting to SME and Institutions on their advice technology investments. - Building alliance models to broaden Enzumo's & Chant West's distribution footprint. - Seeking partnership/acquisition opportunities to develop Enzumo's service & product offering.
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  • Navag8
    Advisory Board Member
    Navag8 Jun 2018 - Nov 2019
    Melbourne, Victoria, Au
    Navag8 is a provider of goal focused saving and investment technology solutions.Goal Setting - Round Up Savings & Superannuation - Educational Content - Gamified ProgressOur mission is to enable the financial services industry to digitally improve the saving and investing experiences of their customers through personalised features & data driven insights. Our vision is to enable people to ‘live more’, by using technology to make it easier to achieve the things they want. White label goal focused solutions for the banking, superannuation, investment & insurance industries, as well as private family offices and financial planning groups.
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  • Anz
    State Manager - Victoria
    Anz Aug 2012 - Jan 2016
    Melbourne, Victoria, Au
    Lead the State based ANZ Wealth OnePath distribution sales force. To promote and increase sales of ANZ Wealth life risk and wealth management products through our distribution channels. Be an advocate for advisers in the region and support the growth initiatives of our strategic partners.
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  • Anz
    Head Of Sales - Superannuation & Investments (Acting)
    Anz Jun 2011 - Oct 2012
    Melbourne, Victoria, Au
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  • Ing Australia
    National Strategy Manager - Wealth Management
    Ing Australia Oct 2009 - Jun 2011
    Sydney, Nsw, Au
    View
  • Tal Life
    Group Senior Manager - Customer Solutions
    Tal Life Jul 2009 - Nov 2009
    Sydney, Nsw, Au
    View
  • Skandia
    Regional Sales Manager
    Skandia Sep 2003 - Apr 2009
    Stockholm, Se
    View
  • Ri Advice Group
    Financial Adviser
    Ri Advice Group Nov 1999 - Sep 2003

Peter Worn Skills

Wealth Management Investments Financial Services Wealth Superannuation Relationship Management Risk Management Sales Management Strategy Investment Strategies Financial Planning Leadership Portfolio Management Management Retirement Planning Financial Risk Income Protection Sales Marketing Strategy Pensions Stakeholder Management Retirement Investment Advisory Wealth Accumulation Key Account Management Insurance Life Insurance Business Relationship Management Asset Allocation Business Planning Business Strategy Asset Management Strategic Partnerships Strategic Financial Planning Small Business Securities Commercial Banking Wealth Management Services Financial Planners Product Development Training Cultural Change Initiatives People Leadership Steading The Ship In A Crisis Passionate Public Speaker Managing Through Ambiguity Fintech Disruptive Technologies Software As A Service Establishing Strategic Partnerships

Peter Worn Education Details

  • Agsm @ Unsw Business School
    Agsm @ Unsw Business School
    Strategy & Entrepreneurship
  • Qut (Queensland University Of Technology)
    Qut (Queensland University Of Technology)
    Banking & Finance
  • Villanova College
    Villanova College
    High School

Frequently Asked Questions about Peter Worn

What company does Peter Worn work for?

Peter Worn works for Finura Group

What is Peter Worn's role at the current company?

Peter Worn's current role is Joint-Managing Director at Finura Group | Independent Director |.

What is Peter Worn's email address?

Peter Worn's email address is pe****@****ail.com

What schools did Peter Worn attend?

Peter Worn attended Agsm @ Unsw Business School, Qut (Queensland University Of Technology), Villanova College.

What skills is Peter Worn known for?

Peter Worn has skills like Wealth Management, Investments, Financial Services, Wealth, Superannuation, Relationship Management, Risk Management, Sales Management, Strategy, Investment Strategies, Financial Planning, Leadership.

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