IMAP's team brings together a composite team with a wide range of skills and a great deal of experience in managed accounts and the wider investment and superannuation industry.
Toby Potter - Chair of IMAP
He has championed IMAP's mission for a number of years and is a key contributor for IMAP (along with others) to the representation to ASIC on recent changes to the MDA regulations.
His experience in the wider investments market is extensive and his advice and experience is frequently sought after for his breadth and detail, plus his knowledge of the people in the business.
His working experience includes key roles for NAB, IOOF, Morningstar, Managed Accounts, SFG Australia.
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M: 0414 443 236
Jenny Phimleut - IMAP Program Director
She has a broad background in Financial Services having worked for Next Financial in Product and Portfolio Management as well as for Shadforth Financial Group as an Assistant Product Manager. Her experience has been focused on Managed Accounts and she has an extensive knowledge in the area.
M: 02 8003 4147
Craig Dewhurst - IMAP Support
In the technology world he has worked for Sandstone Technology Pty Ltd, a technology developer of internet banking, lending systems and other financial services system applications, and was CEO at Qual IT which is an independent software testing company. Craig provides web marketing and communication services.
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P: 02 8003 5077
David McDonald CFA - Investment Specialist
David's role is focused on working to develop a community of interest among the professionals responsible for portfolio management of managed account programs.
He has 30+ years’ experience in financial markets. He has worked as an economist, investment strategist, and has extensive experience in equity portfolio management and analysis. He was previously the Chief Investment Strategist for Credit Suisse Private Banking in Australia.
He has worked in institutional asset management and private wealth in Australia and the UK, and started his career as an economist with the Australian government.
David holds a Bachelor of Economics and a Graduate Diploma in Economics (honours) from the Australian National University. He is a CFA Charter holder and holds the Certificate in Investment Performance Measurement designation.
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M: 0403 010 045
Jayson Forrest - Editor of IMAP's Managed Account Perspectives
Jayson Forrest has been involved in the Australian Financial Services industry since 1990. He has over 27 years experience as a financial services journalist and course facilitator.
Jayson co-founded and edited Your Mortgage Magazine and The Rate Check Book, as well as writing a syndicated finance column for News Limited.
In 1996, Jayson joined Australia’s largest business-to-business publisher, Reed Business Information (RBI). During his 19.5 years with the company, Jayson edited Counterpoint magazine before taking on the Editor role of Financial Planning magazine – the official publication of the Financial Planning Association of Australia (FPA). He has been involved with Financial Planning magazine since 1999.
In 2012, Jayson successfully launched a new education business for Reed Business Information, having put together education programs for financial planners on a variety of topics including Self-Managed Super Funds, Direct Investing and Managed Accounts, Asset Allocation, Platforms and Wraps, and Retirement Incomes.
Jayson is also a Continuing Professional Development (CPD) Assessor, having successfully completed the FPA CPD Assessor Training Program in 2014. This enables him to assess courses, programs and seminars for CPD points available for financial planning professionals.
Jayson has served as publisher of the Financial Services division of RBI, with responsibility for print and online publications including Money Management, Super Review, Financial Planning magazine, The Blue Book, and SMSF Essentials. Jayson was publisher of the group for four years (2008-2011).
Jayson continues to edit Money and Life magazine, the magazine of the Financial Planning Association and is the current editor of IMAP’s quarterly publication - Managed Account Perspectives.
Jayson is a Bell Award winning journalist/editor and in 2017, he received the FPA’s Distinguished Service Award for outstanding service to the financial planning profession.
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M: 0416 039 467
Jenny Mulders - Co-ordinator for Regulatory Working Group
Jenny is the Executive Director for Compliance forSource Services Pty Ltd ABN 56 150 668 554, and is based in Brisbane.
Jenny has over 25 years’ experience in the financial services industry both in Australia and in the UK, specialising in Compliance and Regulation including:
Compliance Frameworks
Compliance Programs
Internal Audit
Quality Assurance
AFSL Licensing
Risk Management
Policy documentation
Across a range of industry sectors including:
Managed Funds (Property and Equity)
Securities
MDA’s
Insurance
Superannuation
Margin Lending
Fixed Interest
She has held Senior Compliance Roles at Citicorp, Lehman Brothers, Suncorp and Wilson HTM before starting her own consultancy business QRC in 2007 (Compliance Consultancy Pty Ltd)
Jenny has participated on numerous industry committees including the FPA, SDIA, ASX, SFA and the Bank of England;
Jenny is a qualified Accountant (ACCA) and a Certified Internal Auditor
Her clients are typically boutique financial planners, investment advisers and fund managers.
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M: 0411 591 643
https://sourceservices.com.au/
Mark McNamara - Splatgraphics Technology supporting IMAP's technology including Website
P: 0403 500 436
Fiona Hudson OTIS DESIGN®
Fiona provides graphic design services to IMAP
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Gordon Quah Smith - Director
His experience spans senior executive roles in the banking, financial services, funds management, consumer credit, aerospace, IT, food (FMCG) and pharmaceuticals, maritime and construction industries.
Gordon has a keen sense of the commerciality of transactions and a focus on the cost effectiveness of services provided to clients.
Gordon has consulted extensively on Corporate Governance, Compliance and Risk Management.