One Investment Group distinguishes itself by employing highly proficient personnel with multifaceted and deep experience in the financial services industry. One Investment Group is comprised of in excess of 90 staff with experience in:
One Investment Group distinguishes itself by employing highly proficient personnel with multifaceted and deep experience in the financial services industry. One Investment Group is comprised of in excess of 90 staff with experience in:
Funds Management | Risk Management | Investor Relations |
Accounting | Regulatory & Compliance | Custody |
Registry | Taxation | Legal |
Our executive team have a minimum of 20 years’ financial services experience. The profiles below offer a brief insight into the history and skills of a number of our key personnel:
Before founding One Investment Group, Frank served in various roles at Allco Finance Group, including Head of Business Transition and Operations, Managing Director of the Hong Kong Office, fund manager of two funds, Director of the corporate finance team and General Counsel.
Prior to this corporate experience, Frank was a lawyer with more than 10 years’ experience working in major law firms in Australia and the United Kingdom, specialising in mergers and acquisitions, capital markets, funds management and corporate governance.
Frank has been a non-executive director of several companies, including the manager of a Singapore listed property trust and an APRA regulated insurance company.
Frank has a Masters in International Business Law from the University of Technology, Sydney and a Bachelor of Law (with Honours) from the University of Leicester.
Michael has over 20 years’ experience in the financial services industry including 12 years’ experience in providing trustee, custody and administration services to the debt capital markets and funds management industry.
In this time Michael spent 7 years at Perpetual Limited where he was a senior lawyer in Perpetual’s legal teams. Michael has also spent a number of years in other business and legal roles including working in large, medium and boutique fund managers, retail banks, investment banks, structured credit providers and hedge funds, such as ANZ, ABN AMRO, AMP, Everest and Absolute Capital.
Michael also has experience acting as an executive director of Responsible Entities, ASX listed companies (executive director and company secretary) and acting as a member of investment, product, risk, audit and compliance committees.
Michael holds a Bachelor of Law from University of Technology Sydney and a Bachelor of Arts from Macquarie University. He is a member of the Australian Securitisation Forum and holds a current practising certificate from the NSW Law Society.
Sarah is a lawyer with over 20 years’ experience in the financial services arena across a range of roles, structures and asset classes.
She is a Chartered Company Secretary and has acted as Company Secretary to a number of listed property funds.
Sarah has been head of compliance for a number of listed property funds. She has been a member of investment committees and provided support to audit, risk, and compliance committees as well as remuneration and nomination committees.
Sarah has experience in structuring complex capital markets transactions in domestic and overseas jurisdictions (primarily debt, securitisation and collaterised debt structures) and has worked closely with management on a number of fund management products for wholesale and retail investors.
Sarah holds a Bachelor of Laws from Bristol University (Honours) and holds a current NSW practising certificate.
David is a Chartered Accountant with over 15 years professional experience, spanning both the professional and financial services sectors. David has a deep understanding of fund structures and has managed funds across all asset classes.
Prior to joining OIG David co-founded a start-up trustee company, which grew from zero dollars of assets under supervision to in excess of $500 million of assets under supervision in less than 2.5 years.
David was previously the Acting Head of Responsible Entity Services at Perpetual, where he led a team managing over 50 registered schemes with assets exceeding $7 billion.
David has also worked for both PricewaterhouseCoopers and KPMG in their audit and transaction services business units.
David is a keen golfer and enjoys spending time with his family.
Steve has 16 years’ experience in accounting and taxation gained in funds management, corporate and professional services. Prior to joining Unity Fund Services in October 2010, he has held Tax manager roles at both Brookfield Multiplex Ltd and Everest Financial Group Ltd.
Prior to this, Steve worked for Ernst & Young providing general tax advice to corporate clients as well as being involved in a numerous tax due diligence assignments for private equity transactions. He also worked for Horwath as a Supervisor specialising in the provision of taxation and business services to high-net-worth individuals and SME businesses including a secondment
to the Chicago (USA) office.
Steve is a Chartered Accountant, Registered Tax Agent and Chartered Tax Adviser of the Tax Institute of Australia. Steve holds a Bachelor of Commerce (Accounting) and Master of Taxation from the University of Sydney.
Tom has over 25 years’ experience as a financial executive having led teams at listed, unlisted, joint venture, divisional, national, and government levels. Tom’s industry experience includes financial services, transport, real estate, leasing, funds management, and structured finance.
Prior to joining OIG in January 2022, Tom was Chief Financial Officer of Indigenous Business Australia, an Australian Government entity with an asset base of nearly $2 billion across housing loan, business loan and investment portfolios. Tom has also held senior finance roles at the likes of Transdev Australasia, CIMIC Group, Mirvac, ING Real Estate and Allco Finance Group.
Tom holds a Bachelor of Commerce (Accounting) from the University of Western Sydney, a Master of Commerce (Professional Accounting) from Macquarie University and is a member of Chartered Accountants Australia and New Zealand.