Jeff Bresnahan|Chairman, Lonsec Group
With over 38 years’ experience in the superannuation industry, Jeff has seen enormous change during this time. After more than 15 years working for and ultimately managing a number of superannuation administration and consulting firms, he co-founded The Australian Superannuation Group (TASG) in 1995. The firm rapidly grew to become the fifth largest consulting/administration house in Australia. He sold the business in April 2000.
Since founding SuperRatings in 2002, the company quickly became recognised as the leading source of information and advice within the industry and remains in that position over 15 years later. During his career, Jeff has worked with Government Departments, associations, public and private companies both internationally and locally, as well as more than 80% of the top 50 superannuation funds in Australia.
Jeff has been regularly sought out and quoted by the following media outlets: National Nine News; Today on Nine; Seven News; Sunrise on Seven; Ten News; ABC News; Four Corners; Sky Business News; Bloomberg; CNBC; Australian Financial Review; ABC Radio; 2UE; 2GB; 3AW; and most major newspaper, industry and online publications.
Jeff holds a Masters Degree in Business Administration and is also a Fellow of the Australian Institute of Company Directors. He is also regularly asked to address the Trustee Boards of many of Australia’s largest superannuation funds.
Charlie Haynes|Chief Executive Officer
MBA, BA (Hons), Adv Dip FS (FP)
Charlie has a long and distinguished career in the finance industry, including exposure to systems, project management and management consultancy before co-founding Paragem in 2005.
The Paragem businesses comprising Paragem Pty Ltd, a highly ethical and professional licensee for independently-minded, professional advice business, and Paragem Dealer Services, a leader in the provision of licensee support services to third party AFSL holders, were successfully sold to HUB24 and Netwealth respectively.
Paragem was a client of Lonsec Research from inception and an early adopter of professionally managed portfolios and SMAs, allowing advisers and their clients to benefit from the expertise and resources of the leading research houses on a continuous basis, while enabling advisers to offer more efficient, systematised and less dependent service offerings.
Prior to establishing Paragem Charlie was the Managing Director of FIS-AU, a funds management and life insurance software business, headed up the Financial Services and Wealth Management divisions of WorldGroup Consulting, and previously worked for Bankers Trust Australia. Charlie was also the Managing Director of Implemented Portfolios, an Individually Managed Account portfolio construction and investment management business.
Charlie has a successful track record in developing conceptual business propositions, defining and leading strategic business initiatives, and operational improvement through business process re-engineering and technology implementation.
Charlie holds a Masters Degree in Business Administration, a Bachelor of Arts (Honours) degree in Systems Analysis and an Advanced Diploma of Financial Services (Financial Planning).