
Senior Business Technology Specialist, Serial Entrepreneur, Strategic Advisor, Investor
Sydney Area, Australia

Senior Business Technology Specialist, Serial Entrepreneur, Strategic Advisor, Investor
Sydney Area, Australia
Experienced innovator and investor in financial technology. Proven track record of success in most stages in the industry value chain over 20 years and more than a dozen countries. Now consulting to and investing in primarily financial technology innovators and actively working with them to deliver internationally.
Commercialization, application and project portfolio management, investing, procurement, strategic financial application design, branding and identity management, acquisitions, negotiation, international business development.
(Education Management industry)
August 2009 — Present (5 months)
Steering group for all technology for this large private school including reach out program for satellite sister schools and oversight on various innovation and other working groups.
(Investment Banking industry)
2009 — Present (less than a year)
ySage.com investor information delivers clarity of mind. Attractive financials, beautiful analysis, and more than a dash of insight. ySage decyphers the world of corporate filings to help you invest in confidence.
(Accounting industry)
February 2007 — Present (2 years 11 months)
Second largest shareholder after the founders, was CEO for a 15 month period then informal advisor now on advisory board. Saasu.com provides easy online accounting and SME ERP delivered as a software as a service utility subscription model.
(Privately Held; Financial Services industry)
February 1988 — Present (21 years 11 months)
Cooper Sydney is a unique, privately held, financial business technology management firm. We are based in Sydney Australia one of the top locations globally in our industry. We have substantial blue chip experience globally and take a mid to long term strategic value approach to advising and investing our time, skills and funds.
Our customers (and candidate early to mid stage investments) have or are capable of global reach. We help develop and apply proven sustainable recent technology to clearly defined market segments with established and enduring needs.
Our investments include -
- Saasu.com | easy online accounting for small and medium size businesses (including franchises) and leaders in Australasia,
- ySage.com | innovative investor information and investor relations technology currently in limited release and
- Empute.com | the new shining light in human computing, currently in stealth mode
(Privately Held; Investment Banking industry)
August 2008 — October 2009 (1 year 3 months)
MDN is a unique niche firm based in Singapore advising (usually exclusively) some of the world's largest banking and private equity players on investments in banking and finance. Current project includes establishment of a regional service co with world class banking platform to service a denovo bank and a small pipeline of large acquisitions. Most of team previous held senior global roles in Standard Chartered and direct competitors.
(Information Services industry)
April 2007 — June 2008 (1 year 3 months)
Grew business by over 100% during this period, restructured product live, rebranded and relocated HQ.
Saasu.com | the web finance engine for easy online accounting
- Full online accounting and business management delivered using just an Internet browser and can replace MYOB, Sage, Quicken and more.
- The original SaaS (Software-as-a-Service) Utility company and one of the first finance SaaS providers globally, we were established in 1998
- Simplifying life every day for business owners to save them time by automating, connecting and managing their business information
- The instant way to avoid old style technology hassles because we do it all for you. No need to find, buy, install, configure, backup, secure and upgrade your business software and server hardware any more.
- An award winning world class service
(Privately Held; 51-200 employees; Capital Markets industry)
March 2006 — March 2007 (1 year 1 month)
SMARTS are the world leader in real time surveillance systems for capital markets. Leading stock exchanges, regulators and brokers in over 20 countries recognize SMARTS products as the gold standard in market integrity and insight. SMARTS means Securities Markets Automated Research Trading & Surveillance, related organizations include SIRCA, CMSS and the Capital Markets Co-operative Research Centre.
(Privately Held; 11-50 employees; SE:ORC; Financial Services industry)
2004 — 2005 (1 year )
Cameron Systems are the Number One provider globally for FIX (Financial Information Exchange) protocol software that allows exchanges, brokers, fund managers and other industry participants to communicate in real time. FIX is an independent global standard administered by www.fixprotocol.org and is used for 90% of equities trading globally and increasing is used for fixed income, foreign exchange and derivatives. Cameron Systems was sold to Orc Software (part of the OMX Group) in Jan 2006 for USD32m. http://www.bobsguide.com/guide/news/7541.html
(Public Company; 10,001 or more employees; Financial Services industry)
2001 — 2004 (3 years )
Responsible for wealth management (share trading, mutual funds, deposits, FX, derivatives) technology globally for the consumer bank and private bank and also for the last couple of years all the secured lending (housing, car, personal) technology. Concentrated in Asia (particularly India, Malaysia, Hong Kong, Singapore but also some UK), based in Singapore. Also a short period looking after Channels technology (ATMs, branches, internet, mobile) towards the end of this role.
(Public Company; 5001-10,000 employees; MBL; Investment Banking industry)
1997 — 2001 (4 years )
Australia's largest investment bank. Established technology in under 6 months for margin lending business (now 150+ staff, $5b loan book) despite coming to market years after major competitor. Ran all equities lending products tech and some operations. Team in Sydney and Melbourne. Co-founded eDivision - investing on bank's behalf in disruptive innovations (hundreds of deals reviewed e.g. paypal in early rounds pre-ebay sub 100m).
(Privately Held; 1001-5000 employees; Investment Banking industry)
1989 — 1996 (7 years )
A key role responsible for all technology for 250,000 retail relationships through 3,000 advisors in Australasia. Managed growth from 25 employees and under $1b to over 450 in the group with around $10b funds under management, initially with 3 funds (products) and growing to over 50 with similar growth in channels (call centre, web, intermediaries, investmentlink (founding firm and one of two lead architects now serving 2m+ people), and the number of legislative frameworks applicable. Responsible for the retail unit registry technology and most of the wholesale registry infrastructure and akey member of the business management team. Headhunted to Macquarie Bank after Rothschild.
(Financial Services industry)
1988 — 1989 (1 year )
On the team of four who developed the OATS (Options Automated Trading System) that automated the Australian national equities options market.
(Public Company; 201-500 employees; ASX; Financial Services industry)
1987 — 1988 (1 year )
Part of the team that built SEATS (Stock Exchange Automated Trading System) that automated the Australian national equities market. I worked mainly on the market control function and the compliance/monitoring.
Templeton College Executive Course , Business , 2004 — 2004
Short residential course on international leadership as part of the Standard Chartered global executive leadership program.
Leadership Program 2000 — 2000
Short executive course, visiting residential held in Australia. Information Technology in the Early 21st Century: Industry & Organisation Transformation.
Bachelor , Applied Science (Computing Science) , 1984 — 1987
1982 — 1983
1975 — 1981
1972 — 1981
Financial Technology, Small Business Management, SaaS - Software as a Service, new applications for information technology, financial services innovation using technology, commercially and environmentally sustainable business practices and political policies, SaaSU - SaaS Utilities
Member of the Australian Institute Of Company Directors (MAICD)
Member of the Coogee Surf Life Saving Club (CSLSC)
Member of the Sydney Rowing Club (SRC)
Member of the Oxford Business Alumni (OBA)
Member of the HD Cheers (UTS) Alumni
Member of the SJC OBU,
St Marks Drummoyne
Garnered the CeBIT 2008 award for excellence for Saasu.com making it two years in a row. Spoke at and chaired the SaaS forum at the same conference.