Meet the team

Our TechConnect team is made up of some of the industry’s most experienced and knowledgeable technical experts

The IOOF TechConnect team provides an effective and professional service that provides advisers with direct access to highly qualified technical experts.

   
Martin Breckon 

Martin Breckon

Head of Technical Services

Martin has extensive experience in the Financial Services industry in both retail and wholesale sectors and a consistent drive for both high quality and timely technical support assisting advisers to achieve quality outcomes which has never stopped.

Martin is an experienced speaker in areas of superannuation, tax, retirement incomes, insurance and social security having presented at seminars, PD Days and conferences.

Prior to joining IOOF, Martin worked at AXA, Aviva and MLC in technical management roles, he is an active member of industry bodies and provides regular technical commentary to industry magazines and journals.

PamRoberts

Pam Roberts

Senior Technical Services Manager

Pam has worked with the IOOF Group since 2001. Her area of expertise is superannuation, particularly the impacts of the legislation and changes to tax law. Pam has over 25 years' of experience in the superannuation and financial services industry, spanning both the private and public sector.

Pam is a member of a number of Financial Services Council working groups, including the Superannuation Technical Working Group, the MySuper Working Group and FOFA Working Group.

Her qualifications include a Bachelor of Arts (Hons), Bachelor of Laws and a Graduate Diploma in Legal Practice.

JulieSteed

Julie Steed

Senior Technical Services Manager

Julie has more than 30 years' of experience in the superannuation industry as a technical specialist, consultant and client services manager. Julie is responsible for the provision of superannuation technical information, specialising in small funds.

Julie has extensive experience in assisting trustees, employers and service providers meet a wide range of prudential responsibilities and in helping advisers provide quality services to their clients.

Julie is a Senior Fellow of Finsia, a Fellow of ASFA and an accredited SMSF Specialist Advisor™ with the SMSF Association.

Stuart Sheary 

Stuart Sheary

Senior Technical Services Manager

Stuart is a Senior Technical Services Manager at IOOF and is a regular presenter and author of technical literature covering tax, superannuation, social security and age care. Prior to joining IOOF he worked at Colonial First State as a technical analyst and has over 14 years' experience in financial services.

His qualifications include a Bachelor of Economics and a Bachelor of Arts from the University of NSW. He is also a CFP member of the Financial Planning Association.

William-Truong 

William Truong

Technical Services Manager

William joined the TechConnect team in February 2013 and has more than 12 years of experience in the financial services industry.

William has worked most recently as a senior technical analyst at Bridges technical services, and as a senior paraplanner for various financial planning practices. He is dedicated to supporting financial advisers and other internal stakeholders through legislative research, telephone support, technical articles and strategic advice initiatives across a wide range of areas.

William holds a Diploma of Financial Planning (Deakin University) and has a Bachelor of Commerce Degree (University of NSW).

John Rundmann 

Josh Rundmann

Technical Services Manager

Josh has been working in the Financial Services industry since 2007 in Paraplanning and Advisory Support roles. Before joining IOOF in October 2015, Josh worked as a Provision of Advice Specialist for UBS Wealth Management and as a Technical Specialist for Shadforth Financial Group.

Over this time he has developed a passion for technical strategy particularly around superannuation, social security and insurance planning. His previous experience in advisory technical support includes developing and delivering professional development seminars, preparation of advice and responding to ad-hoc technical queries from advisers.

Claudine Siou 

Claudine Siou

Senior Technical Services Manager

Claudine has over 20 years’ experience in the superannuation and financial services industry, including over 15 years’ in technical roles at ING and ANZ. Prior to becoming a technical analyst she worked as a team leader in pension administration. Claudine also worked in the UK as a team leader of a company pension scheme.

Claudine has a Bachelor of Business (University of Technology Sydney) and is currently undertaking a Diploma in Law with the NSW Legal Professions Admissions Board.

Mark Gleeson 

Mark Gleeson

Senior Technical Services Manager

Mark has almost 20 years’ experience within the financial planning industry, with particular experience in superannuation, insurance through super, retirement income streams and strategy development. His role requires him to provide technical support and advice on complex matters, as well as writing technical bulletins and delivering presentations. Prior to joining ANZ (acquired by IOOF), Mark had Technical Services roles at Perpetual and Asteron.

Mark has a Bachelor of Economics with a double major in Finance and Economics. He has also completed an Advanced Diploma of Financial Planning and has attained the Certified Financial Planner designation.

Troy Smith 

Troy Smith

Senior Technical Services Manager

Troy is a Senior Technical Services Manager at IOOF and has extensive knowledge in superannuation, taxation, aged care and social security. Troy has over 20 years’ of financial services experience, including having worked in technical services for ANZ and ING for more than 10 years. Troy is a regular presenter at conferences, seminars and professional development days.

Troy’s qualifications include a Bachelor of Commerce from the University of Wollongong and a Graduate Diploma in Applied Taxation from The Tax Institute. He also holds a Graduate Certificate in Financial Planning.

 

Scott Quinn

Senior Technical Services Manager

Scott has over 23 years’ of experience in banking and finance, including over 15 years’ in Technical Services. He is passionate about helping people receive quality financial advice through the education of financial advisers. Scott provides technical advice to financial advisers in superannuation, taxation, life insurance, aged care and social security. He is also involved in producing and delivering technical material and presentations. His previous roles include paraplanning with ANZ Bank.

Scott has completed an Advanced Diploma of Financial Planning and a Graduate Certificate of Financial Planning.

 

Janet Manzanero-Caruana

Senior Technical Services Manager

Janet has a 17-year history of working with financial advisors in developing customised financial planning strategies with a particular focus on retirement planning, SMSFs, aged care, tax and estate planning. Janet enjoys working with her colleagues to help practices grow through client referrals driven by creating better client outcomes. In previous roles at Westpac Financial Services, BT Financial Group and now at IOOF Janet supports advisers with training workshops, Professional Development sessions and technical materials. Janet also speaks at client seminars to raise awareness of financial planning issues and the importance of seeking the right financial advice.

Janet’s qualifications include the Graduate Diploma in Financial Planning and Certificate IV in Financial Markets from the Securities Institute of Australia and a Master of Taxation from the University of New South Wales.