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.

 

 TobyToby Potter - Chair of IMAP

Toby Potter chairs IMAP and is well known to a great many industry participants in Australia for his passion, energy and insights into the investment and superannuation industry from both an adviser / dealer group perspective as well as from a service provider viewpoint.

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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P: 0414443236

Jane 2018Jane McIlroy - National Marketing and Events Director

Jane is the key to the success of IMAP's conferences, events and webinars over recent years.

She brings a wealth of knowledge and experience in the investments market and the people that make it all happen.

Jane also brings her experience as current Marketing and Events Manager for the self-managed Independent Superannuation Funds Association.

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P: 0411 420 180

 

JennyJenny Phimleut - IMAP Program Manager

Jenny manages IMAP's digital presence as well as its program of conference events, webinars and publications.
She is responsible for maintaining IMAP's processes and policies as well as developing promotional material.

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 a breadth of knowledge in the area.

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P: 02 8003 4147
 
 

craigCraig Dewhurst - IMAP Support

Craig provides support services for IMAP subscribers covering the business directory, FUM census, website and marketing initiatives. He has over 30 years of experience in executive management and senior project leadership roles in New Zealand, and Australia, covering the financial services and information technology markets. His qualifications cover business, financial planning and banking, software testing, web writing and direct marketing.
 
He has worked in Australia, New Zealand and UK with companies including tier one banks (ANZ and National Australia Bank), Public Trust the largest trustee company in NZ, all of whom offered comprehensive financial services for retail, business and institutional markets.

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 Qual IT an independent software testing company and provides web marketing and communication services.

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P: 02  8003 5077

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 Financcial 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

Gordon Quah Smith -  Director

Gordon is a public company director and commercial lawyer.

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.

Mark McNamara of Splatgraphics Tehnology supporting IMAP's technology including Web

https://splatgraphics.com.au/ 

 

 

 

 

 

About IMAP

The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry. Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.

 

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Contact Us

This email address is being protected from spambots. You need JavaScript enabled to view it.
0414 443 236
Level 2, 22 Pitt Street
Sydney NSW 2000
PO Box 4147 
Balgowlah Heights NSW 2093
Australia