Our people

We appreciate that attracting, developing and retaining the best people is critical to helping our customers achieve their financial goals.

We have a culture that encourages passion and innovation. One that respects and embraces diversity, cares for others, communities and each other’s wellbeing.

Meet our executive team

Our executive team is made up of highly qualified and experienced leaders who bring complementary leadership skills to the group and share our mission to be the No.1 wealth management organisation in Australia that consistently puts clients first.

Renato Mota

Acting CEO

Renato has over 18 years’ experience in financial services with a particular focus on senior management and corporate strategy
He is responsible for the overall delivery of value to the group’s various client segments across advice and services
He joined IOOF in 2003 and has previously worked for Rothschild, NAB and ANZ, and is a CFA charterholder

Julie Orr

Group General Manager, Corporate Development

Julie has over 20 years’ experience in financial services gained in roles with Ernst & Young, Standard & Poor’s, Morningstar and Intech
Previously, Julie was IOOF’s General Manager Operations, and has played a key role in integrating several acquisitions, including AWM, Skandia and SFG

Sharam Hekmat

Chief Information Officer

Sharam has over 25 years’ experience within Information Technology including senior management positions at Aviva Australia, Kodak Australasia, Nortel Australia and Pragsoft Corporation
Sharam most recently was Chief Technology Officer at Ezidebit and holds a PhD in Software engineering

Dan Farmer

Chief Investment Officer

Dan was appointed to the role of Chief Investment Officer in July 2017 and is a member of the Investment Management Committee
Prior to this he managed the Australian Equities portfolio for seven years and successfully implemented the boutique program and defensive equities portfolio
Previously, Dan was a Senior Executive in Investments at Telstra Super

Frank Lombardo

Group General Manager, Client and Process

Frank has over 20 years experience across the financial services sector
He previously held senior management roles at NAB and Aviva Australia

Ingrid Liepins

Group General Manager, People and Culture

Ingrid brings over 25 years of broad industry experience in Financial Services, Information and Communications Technology, Psychology and Education

Ian Lancaster

IOOF Group Chief Risk Officer

Ian was appointed to the role of IOOF Group Chief Risk Officer in November 2017 and is responsible for the group’s Risk Management Framework.
Ian has more than 35 years’ experience in financial services, risk management and governance gained from roles with Ernst & Young, ANZ Banking Group and the Victorian Auditor General’s Office.

Gary Riordan

General Counsel

Gary has over 25 years’ experience in financial services, trustee and governance
He joined IOOF upon the acquisition of Australian Wealth Management in 2009.
Prior to this, Gary worked as a Partner at Holding Redlich and Cornwall Stodart and Principal with GR Financial Services and IFS Fairley.

David Coulter

Chief Financial Officer

David has over 25 years’ experience having worked at JP Morgan, ANZ Bank, Colonial and PwC
He was appointed Chief Financial Officer in September 2009 and has played a pivotal role in subsequent restructuring and a series of acquisitions

Paul Vine

Company Secretary

Paul joined the group in August 2014
He previously held in-house legal and governance roles at AXA, Bell Potter and Telstra, following an early career in London and Melbourne