Co-founder & Managing Director
Ian launched Paragem and is a founding director.
Ian has a proven background in establishing and creating shareholder wealth over 20 years. His history includes board representation with IFSA, experience as a non-executive director in a publicly listed company, executive board positions on publicly listed entities, chairmanship of several businesses inclusive of ASX responsible entity requirements, and a highly successful management period as the CEO of Sealcorp Holdings which included ASGARD Capital Management, Securitor Dealer Services and Assirt Research and Software. He is also a well regarded spokesperson on industry direction and is regularly used for facilitation and strategy planning with some of Australia’s largest Financial Service Companies.
He has held positions as Deputy Managing Director of Westpac Investment Management and was CEO of Lend Lease Investment Services.
Ian has a successful track record in strategy planning and execution within the wealth management industry. The areas of expertise include an intimate understanding of the platform market (master trusts and wraps), the information technology surrounding this industry, the research industry and distribution management of the third party independent financial planning market.
Co-founder & Director
MBA BA (Hons) Adv Dip FS (FP)
Charlie is a founding director of Paragem.
Charlie is an experienced executive with a proven background in establishing and managing businesses.
Having previously worked for Bankers Trust Australia and headed up the Financial Services and Wealth Management divisions of WorldGroup Consulting, prior to Paragem Charlie was Managing Director of FIS-AU, the Australian subsidiary of a funds management and life insurance software business. Charlie was also the Managing Director of Implemented Portfolios, an IMA portfolio construction and investment management business.
Charlie has a successful track record in developing conceptual business propositions, defining and leading strategic business initiatives, recruiting and leading goal-oriented teams, and operational improvement through business process re-engineering and technology implementation.