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Management

Andrew Ward

Andrew Ward

Founder & CEO

Andrew joined the financial services industry 20 years ago, initially with Colonial First State, RetireInvest and then AMP in Sydney. In the late 1990s Andrew joined a US-based funds management consulting firm, where he was based in SE Asia helping restructure fund managers’ portfolios. Andrew returned to Australia to work with St. George Bank in Melbourne, gaining great exposure to the administration platform environment before joining the Austock Group as National Sales Manager. Andrew was later appointed as Executive Manager for Commonwealth Private leading a team of private bankers and private wealth managers in the disciplines of financial planning, insurance and stock broking. Andrew holds a Bachelor of Economics degree from Sydney University, as well as a Diploma in Financial Services (Financial Planning).

Andrew Dick

Andrew Dick

Chief Technology Officer

Andrew has been working in the IT industry for the past 20 years and from his positions in a variety of industries he has gained diverse experience, over this time covering project management, team leadership, system design, as well as problem management and resolution. As a Microsoft Certified Systems Engineer his skills also cover technologies including SharePoint, Exchange and Cloud Technologies. Andrew has previously held senior engineering positions at Australia Post and Fujitsu.

Brendan Mutton

Brendan Mutton

General Manager - Sales

Brendan has considerable experience in the Financial Services Industry, developed over twenty years across a number of roles including Business Development, Relationship Management and Key Account Management. Brendan has previously held roles at National Australia Bank, in the Investor Sales team as part of the Corporate and Institutional Banking team, and prior to this spent nearly ten years at Macquarie Bank as a Division Director in the Wealth Management team. He has demonstrated extensive experience in driving corporate growth and new business initiatives, in particular in the Financial Intermediary segment, as well as people management and leadership roles.

Tania DeVincentis

Tania DeVincentis

Client Service Manager

Tania has an extensive background in financial services, with her most recent role seeing her specialise in client services at Managedaccounts.com.au. Before that, Tania worked at multinational investment bank Morgan Stanley in project and operational risk, and more than 12 years at JBWere, specialising in custody. Tania is driven by creating efficiencies in businesses, as well as by seeing positive client outcomes, which is what she’s successfully delivered time and time again in her 20+ years in the finance industry. Tania’s knowledge of the operational function of trading, as well as her ability to solve difficult business problems, is a true asset to the SelfWealth team.

Jarrod Purchase

Jarrod Purchase

General Manager - Marketing

Jarrod joined SelfWealth with substantial experience in brand development and customer acquisition, across a variety of industries and products. Jarrod started his career working for multinationals GlaxoSmithKline and GE Capital in their digital teams, then spent almost five years in London working for a small-size gaming business, heading up their digital marketing team. His return to Melbourne placed him as Head of Marketing in a start-up, managing a range of campaigns, then onward to the SelfWealth team as General Manager for Marketing. Jarrod has demonstrated his ability to efficiently grow brands and deliver value to the businesses he's worked with.