CCUBE Management

You can’t create the future of wealth management without understanding the needs of financial advisers, the limitations of incumbent technology or a passion for exploring possibilities.

Our Founders and Directors have a proven track record of bringing innovative products to market.

Previously Joint CEO of Lonsec Fiscal and CEO of SuperRatings, Nathan has over 20 years’ experience in the retirement savings and investment industry in Australia and abroad. He has led successful businesses and worked in various areas that include financial research, superannuation, sales, unit pricing, product development, IT and project management.

Jarrod is an experienced Software Engineering Manager with a wealth of financial planning software experience. Having witnessed the evolution of financial planning software and available technology, he is skilled in management of technical teams, SaaS Products, Agile & Waterfall Methodologies, Process Improvement, Web Applications and Wealth Management.

Alex is a Senior IT Executive highly experienced in software development organisations, with strong technical and business/management skills, and a proven track record for building successful agile teams that achieve business goals.

Ivon has over 18 years’ experience in financial services having performed practice and dealer support roles in organisations including ANZ, COIN, Macquarie and AMP. Most recently Ivon ran an outsourced practice support business providing IFA’s with paraplanning, practice management and administration support services. Ivon is responsible for implementing CCUBE’s product direction.

Erin has over 16 years’ experience delivering software solutions to large institutions – starting with financial adviser software for Morningstar in the US before moving to Australia to implement solutions for Australian banks and financial planners with Morningstar, Equifax, and now CCUBE.

Anne has over 15 years in the financial services industry, having worked as a financial adviser in the US and earning her CFP in the midst of the GFC. After witnessing first-hand the impact great technology can have on a practice, she is passionate about leveraging technology for better business advantages and client outcomes.

Inducted into the ARN Hall of Fame in 2010, Steve is one of Australian leading technology authorities. He is currently CEO of Dimension Data Australia, returning to this position following a successful period as founding global CEO for the Dimension Data Cloud Solutions Business Unit.