Steve joined the Australian Ethical Board in July 2012 as a Non-Executive Director and was appointed Chair in 2013.
Steve has a long history of involvement in the investment and superannuation industries, particularly focused on ethical and responsible investing. From 2000 to 2008 he was CEO of ARIA, the trustee of the CSS, PSS and PSSap superannuation schemes for Commonwealth Government employees. ARIA (now known as CSC) was and remains one of the largest superannuation schemes in Australia. Prior to ARIA, Steve was CEO of the industry body Australian Institute of Superannuation Trustees (AIST).
Steve was the only Australian to receive a personal invitation from the then Secretary of the United Nations (UN) to join the steering committee which developed the UN Principles of Responsible Investment (UNPRI) and was a member of the ASX Corporate Governance Council from its inception until 2008.
Steve has assumed the role of Acting CEO of Australian Ethical until a new CEO is appointed and has stepped aside as Chair of the Board and some of his other board roles during this time.
David is responsible for ensuring the effective management of all investment aspects of the company. David has 18 years’ experience in the investment industry with previous roles at Macquarie Securities, Credit Suisse Asset Management, Mellon and Mercer.
B Bus, CA, GAICD
Mark is responsible for finance, fund accounting and administration. Mark has more than 25 years’ experience in financial services, having previously held senior roles within Australian Ethical, Challenger, Perpetual, Tyndall and KPMG.
Allyson oversees a range of customer-focused activities in the company, including client services, sales, marketing, brand management and communications. She has held roles with NAB Wealth (MLC), InvestSmart, Bell Direct, Zurich Financial Services, St. George Wealth and BT Financial Group.
BSc (Hons), ACA (ICAEW), GAICD
Karen is responsible for the Risk Management Framework at Australian Ethical. Karen has over 25 years experience in risk and compliance with previous roles at StatePlus, Tyndall, Jardine Fleming and PriceWaterhouse.
BA, LLB, MBA, FGIA, GDACG
Tom oversees the company’s governance including company secretarial and legal functions to ensure that the Group meets its regulatory obligations. Tom has over 25 years legal experience in Australia, Asia and Europe.
BA, LLB, MLitt, PhD
Stuart evaluates the impacts which companies’ products, services and operations have on people, animals and the environment. He also contributes to our voice for more sustainable business and investment models and practices. Stuart has previously worked with St James Ethics Centre and as a banker and lawyer.
Fiona ensures effective delivery of People & Culture initiatives to build an engaging and inspiring workplace aligned with our purpose and values. She has previously held roles with State Street Australia, Commonwealth Bank, Pioneer Investments in Australia and Europe.