Warren has had a broad experience spanning more than 24 years in the financial services industry. He has worked in many varied roles as a banker, investment adviser and financial planner, in practice management as a dealer principal, in marketing, both corporate and as an external consultant in his own business, in sales and product distribution of investment software, and in private practice business development. He has worked with many financial planning and accounting practices and held roles with and been involved in the development of early industry associations in the AIPA, ASIFA, and the IAFP. Warren has been with Præmium since 2002 and is responsible for the overall sales management for Præmium Australia.
Graduating with a First Class Honours degree in Philosophy from Monash University, James entered the financial services industry in the early 90s working in Superannuation Administration with VicSuper then Portfolio Administration with Austrust. Further roles in Portfolio Administration followed with Bell Potter before he joined the Advent software in various consulting, product sales and distribution roles.
He joined Præmium in 2003 initially as a distributor before joining full time in 2005.
As Strategic Sales Manager James focus is on large network and institutional accounts with broking firms and fund managers, and those accounts requiring implementation strategies.
Nat has held roles in private client advice with D&D-Tolhurst and ABN AMRO Morgans, Business Development and Chapter Development roles with the FPA and Key Account and Senior Management roles in both Tribeca’s conference division and education and professional development divisions.
He holds a B.A. (Hons) degree in Economics from the University of Newcastle-upon-Tyne and a Masters of Management from the Macquarie Graduate School of Management. He also sat on the FPA Sydney Chapter Committee for four years and is currently involved in Financial Planning Week, the Sydney Chapter Charity Dinner Committee and assists in developing member seminar programs. As State Manager, Nat is responsible for business development and sales in New South Wales and the ACT.
Peter is a 20 year veteran of financial services with several roles in wholesale markets in sales and relationship management.
Among his roles he has worked in corporate finance with companies like Citigroup and First National Bank of Chicago. He was Head of Distribution, Australia and New Zealand for GBST Holdings Limited and held National Sales Management roles with both Adelaide Bank and Bankwest’s CMT products. He has considerable experience in dealing across the spectrum of the accounting, financial planning and stockbroking sectors. As State Manager, Peter is responsible for business development and sales in South Australia, Western Australia and the Northern Territory.
Gwen has had considerable experience in tax planning, superannuation and financial planning having worked as a Senior Consultant in Tax at Ernst & Young and in Financial Planning at Arthur Andersons. Her experience extends to broking with roles at Wilson HTM and BNP Paribas as well as business management running her own import business. She has also held roles in commercial banking with Halifax Bank of Scotland and Bankwest, giving her further exposure to the financial planning and accounting markets. As State Manager Gwen, is responsible for business development and sales in Queensland.
Damien comes from a strong 20 year business services background providing services to a diverse group of small to medium size clients on a broad range of tax, accounting and financial matters. Most recently Damien was Manager of the Superannuation Consulting division of a second-tier accounting firm. He has run his own superannuation consultancy business, been a Registered Tax Agent and Authorised Representative of a top 50 financial services dealer group. Damien’s focus on SMSFs in recent years has positioned him well to work with financial planners and accountants.
He holds a Bachelor of Commerce degree from Deakin University, is a Fellow of CPA Australia and a member of SPAA. As State Manager, Damien is responsible for business development and sales in Victoria and Tasmania.