Management Team

Paul has worked in the financial services industry for over 20 years and has extensive experience in investment markets, technology, retail banking, risk management and insurance. 

Paul is the former Managing Director of CommSec, Australia’s leading online broker and former Managing Director of Colonial Mutual Life Assurance Society Ltd. Paul has also held a number of CFO and governance positions across large financial services businesses. Prior to financial services, Paul held senior roles in Chartered Accounting and Consulting firms specialising in corporate advisory and strategy.  

Paul holds a Commerce degree and is a Fellow of the Institute of Chartered Accountants and a member of the Australian Institute of Company Directors.

Charlie is a former Managing Director of BlackRock, one of the world’s leading fund managers. He was head of the Fundamental Active Equities team in Australia. He has been a fund manager for 30 years with his career also spanning Schroders in London, Platinum Asset Management and Perpetual Investments where he was Deputy Head of Equities.

Maggie is a founding team member of Hearts & Minds, a philanthropic group dedicated to raising critical funds for Australian medical research, which has donated over $60 million since inception in 2016.

Maggie joined Hearts and Minds Investments Limited (HM1) as Head of Marketing and Operations as the company was listed on the ASX. Working closely with all stakeholders, she is responsible for the company’s operations and marketing. Maggie is also part of the production team that delivers the annual Sohn Hearts & Minds Investment Leaders Conference, Australia’s premier finance conference.

An alumni of the UBS cadetship program, whilst studying she worked full time at UBS in various roles across Asset Management, Corporate Actions, Wealth Management, Corporate Communications, Events and Marketing.

She graduated from Macquarie University with a combined degree in Business Leadership and Commerce (Majors: International Business and Human Resource Management). In that time, she completed two international exchanges in Sweden and China.