About

I am an investment and finance executive, author and founder, based in Melbourne.

My career spans investment management, consulting and institutional banking. At Deloitte I consulted to private and public companies; in investment banking, at MUFG and the Royal Bank of Scotland, I worked with global organisations, with a brief period at APRA along the way. That mix shaped a lasting interest in how companies are actually governed: who owns them, how their leaders are paid, and how decisions get made.

In 2016 I founded Lumenary, a Melbourne-based research house specialising in founder-led companies. Lumenary's classification methodology covers a global universe of roughly 14,700 listed companies and underlies a family of independently administered indices and a decade of published research. In 2011 I co-founded W Legal Group, a legal services firm, and remained a director until exiting in 2023.

I am the author of The Founder Effect (Wiley, 2025), which sets out the pillars behind the world's most successful founder-led companies. I write regularly for the Australian Financial Review, Morningstar and Firstlinks, and my work has been covered internationally.

I hold a Master of Applied Finance, a Graduate Diploma in Corporations and Securities Law and a Bachelor of Commerce from the University of Melbourne.

Outside work: family, basketball, camping and cooking, in roughly that order.