Home  › About Us › Board and Management

Board and Management

Michael Ullmer will be appointed as the Chairman. Michael is Deputy CEO and an Executive Director of the National Australia Bank, and brings with him a wealth of experience in the banking and finance industry.

Stephen Fitzgerald, Co-Chief Executive Officer and Managing Director of Goldman Sachs JBWere will be appointed as Adviser to the Board. Stephen has been a Board member of Goldman Sachs JBWere since 2005 and brings extensive global expertise to the Board of JBWere Pty Ltd.

Steve Tucker, NAB Group Executive, Wealth Australia, will be appointed as an Executive Director. Steve has more than 20 years experience at MLC and has held a number of senior roles prior to becoming CEO of MLC, including heading up MLC's Retail Investments business and leading MLC's Advice businesses.

Paul Heath, Managing Director of JBWere will be appointed as an Executive Director. Paul has more than 15 years experience in private wealth management with JBWere, and has led the JBWere business since 2005.

Terry Campbell will be appointed as Adviser to the Board. Terry is recognised as one of Australia's pre-eminent brokers and has more than 50 years experience with JBWere. Throughout his career, Terry has been involved in all aspects of JBWere's activities, and is currently Senior Chairman of Goldman Sachs JBWere.

Andrew Rothery will be appointed as a Non Executive Director. Andrew, a lawyer by training, has been involved in the venture capital and private equity markets for the past 19 years. In 1996 Andrew founded Archer Capital, a leader in private equity investing in Australasia.

Our Firm