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The Australian Retirement Trust Executive Team is responsible for the day-to-day management of the Fund’s operations and the implementation of the policies and strategies set by the Board.
Chief Executive Officer
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David returned to Australia to join ART in March 2024. He is responsible for ART’s strategy and operations, and for leading the ART team to achieve our vision to be Australia’s most chosen and trusted retirement partner.
David brings to ART more than 30 years of experience in insurance, financial services and professional services having led teams in Australia, New Zealand, Asia, Middle East, Africa, Latin America, Europe, the United Kingdom and the United States.
Having spent the past 25 years with Mercer, David’s prior role was global Chief Commercial Officer. Prior to that role, David was President, International with responsibility for all of Mercer’s clients and teams in more than 175 cities and 42 countries outside the United States and Canada. For the nine years between 2015 and 2024, while he was outside Australia, David was based in New York and London where he gained invaluable global experience in retirement savings, employee benefits and investments.
David holds qualifications in marketing, superannuation, management and insurance. He is a Member of the Australian Institute of Company Directors, and a Fellow of each of the Australian Institute of Management, the Australian and New Zealand Institute of Insurance and Finance, and the Australian Marketing Institute.
Chief Risk Officer
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Anne joined ART in 2014 and is accountable for risk, compliance and regulatory affairs, financial crime and internal audit. Anne is responsible for relationships with key regulators and for reporting risk and compliance matters to the Audit and Risk Committee and Board.
Anne has more than 27 years’ experience in the financial services industry, which has included senior roles at UBS in Australia and Switzerland.
Anne holds a Bachelor of Commerce, a Master of Applied Finance and is a graduate of the Australian Institute of Company Directors.
Chief Strategy Officer
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Stevhan joined ART in 2010 and is responsible on behalf of the Board for ART’s strategy and vision, including oversight of ART’s strategic direction, strategic communications, government relations and corporate social responsibility.
Through his previous roles as Chief of Transformation and Executive Integration Lead, Stevhan was responsible for planning and delivering the merger of Sunsuper and QSuper to form ART.
Stevhan has more than 25 years’ financial services industry experience in Australia and overseas, including roles at BT, Adelaide Bank, Citi, Schroders and Commonwealth Bank.
He holds a Master of Business Administration, a Graduate Diploma of Applied Finance, qualifications in investments and financial planning, and is a graduate of the Australian Institute of Company Directors.
Chief Member Officer
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Lachlan is responsible for ART’s member operations and service experience, and anticipating and advocating for future member needs.
Lachlan has more than 25 years’ finance, risk management and compliance experience in the investment banking, wealth management and superannuation industries, domestically and throughout Asia Pacific.
Lachlan joined ART in 2012 and has held the roles of Chief Risk Officer, Chief of Staff and Acting Chief of Retirement. Previously, he held a range of leadership roles at Credit Suisse and Barclays Investment Bank.
Lachlan holds a Bachelor of Commerce and qualifications in applied finance and investment, corporate governance, and is a graduate of the Australian Institute of Company Directors.
Chief Technology Officer
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Rod joined ART in 2019 and is responsible for leading the strategy, execution and operation of technology, cyber security and data in order to meet ART’s current and future requirements.
Rod is a technology and operations expert with more than 30 years’ experience, mostly in the financial services sector, including banking, life insurance, funds management and superannuation, domestically and abroad. This has included senior roles at Ord Minnett, ING, Macquarie Group and Commonwealth Bank, as well as time as an Executive Director with the NSW Government.
Rod’s career has spanned management consulting, strategy and planning, large scale outsourcing programs and offshoring, shared services and business process outsourcing, delivery and operations, as well as governance and risk management.
Rod is a graduate of the Australian Institute of Company Directors.
Chief People Officer
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Helen joined ART in August 2021. She is a highly skilled senior executive with a strong commercial perspective and extensive experience in mergers, transformational culture change, organisational development and people management.
She has over 30 years’ experience in both mature and start-up environments across diverse industry sectors and organisational cultures in Australia and globally.
Helen has held senior roles at organisations including Queensland Rail, Westpac, Ernst & Young, the NSW Government and Advisian.
Helen holds an Executive Master of Business Administration, a Graduate Diploma Industrial Relations, a Bachelor of Commerce and a Bachelor of Economics. She is also a graduate of the Australian Institute of Company Directors.
Chief Investment Officer
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Ian joined ART in 2015 and is responsible for leading the investment teams that design and implement ART’s highly competitive investment strategies, including maintaining a strong focus on governance.
He has more than 25 years’ experience in the institutional investment industry. Prior to joining ART, Ian held the position of Chief Executive Officer at JANA Investment Advisers. He was also Head of Global Equities at JANA and worked previously for Mercer.
Ian is an actuary, holds a Bachelor of Science (Honours) and a Master of Business Administration, and is a Chartered Financial Analyst.
Chief Financial Officer
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Anthony joined ART in November 2021. He has more than 30 years’ experience in financial services across investment banking and retail and business banking. Anthony has extensive experience in regulated financial services organisations, a deep understanding of investment markets and a passion for delivering great member and stakeholder outcomes.
Prior to ART, Anthony was Managing Director, Financial Institutions Group for Credit Suisse Australia, and worked at Bank of Queensland for more than 7 years in executive leadership positions, including Chief Financial Officer, Chief Operating Officer and Interim Chief Executive Officer. He was also Chief Financial Officer at Suncorp Bank, and Director, Financial Institutions Group, Investment Banking at Citi Australia and Merrill Lynch Australia.
Anthony holds a Bachelor of Commerce from UWA, and is a Chartered Accountant and a Senior Fellow of FINSIA.
Chief of Retirement
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Kathy joined ART in December 2023 and is responsible for ART’s retirement strategy, providing strategic leadership and guidance across all elements of our retirement offering, including product, service model and advice.
Kathy has more than 30 years’ experience in the finance industry across a variety of product, strategy and advice executive roles. Prior to joining ART, she was Chief Strategy and Product Officer at BT. She also spent more than 18 years at Macquarie Group and held senior roles at MLC and NAB. She was also a director of the Financial Services Council from 2019-23 and co-chair of the advice board committee.
Kathy holds a Bachelor of Commerce from the University of NSW.
Chief Commercial Officer
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Dave joined ART in 2015. He is responsible for delivering our award-winning services to ART’s corporate, institutional, Queensland government and unions, regional and small-business customer segments, our payroll distribution platform, Beam, and our brand, marketing and digital offerings.
Previously, Dave was ART’s Chief Growth Officer and Sunsuper’s Head of Corporate and Institutional.
Dave has more than 20 years’ experience in the financial services industry across retail and institutional markets. He has led high-performing teams in sales, relationship management, financial advice, marketing and communications and has worked for NAB, Plum, ING and AMP.
Dave holds a Bachelor of Economics and a Post Graduate Finance & Investments qualification from FINSIA.