Simon is a qualified chartered accountant and founding director of Canterbury Partners, an independent corporate advisory firm. He has been advising local and multinational companies for more than 25 years. Simon is currently Chairman of the advisory board of MAB Ltd and Chairman of Farleigh Holdings Pty Ltd.

Over the past 30 years, Alan has created, built, managed and sold a number of successful businesses in industries as diverse as publishing, property information, professional services and software.

Currently, Alan is Managing Director of the Trawalla Group, managing a diversified investment portfolio on behalf of the Schwartz family.

alanschwartz.com.au

Carol Schwartz is one of Australia’s leading business identities. Carol has extensive experience in business, property, the arts and community organizations.

Carol’s current roles include: Chair, Ourcommunity; Chair, Womens Leadership Institute Australia; Director, Stockland Ltd; Member, Reserve Bank Board; Director, Qualitas Property Partners.

carolschwartz.com.au

Twitter: @cazzmelbourne

Prior to establishing KS Advisory, Kevin was a Partner in Deloitte Private and previously a Director of GMK Partners Pty Ltd. He played a key role in developing GMK into one of Melbourne’s leading boutique Accounting firms servicing the high net worth market.

He has acted as trusted advisor for many years to his diverse high net worth client base.

Kevin has held various prominent roles with a number of communal organisations.

With more than 37 years professional and commercial experience, Annette’s executive career has included a range of senior leadership roles in Australian and internationally, included at CEO-level, with MinterEllison, EY and the International Accounting Standards Board. She has an extensive track record in successfully designing and implementing enterprise-wide transformations of local, regional and global businesses to accelerate growth and unlock organisational potential.

Annette also has significant board-level experience. She is currently a Non-Executive Director, Chair of the Audit and Risk Committee, and member of the Investments Committee of Mirrabooka Investments Ltd. She is also a Non-Executive Director and Chair of the Finance, Risk and Audit Committee of The Melbourne Business School, a member of The University of Melbourne’s Faculty of Business and Economics Board, and a member of Monash University’s Industry Council of Advisors.

Brian is a Non-Executive Director and currently serves on the boards of Trawalla Group, Armitage Associates, Qualitas Ltd (QAL), Auctus Investment Group (AVC) and Chairs the Fund Executives Association Limited. Prior to his Non-Execuitve career, Brian was the Executive Director of Strategy, Clients and Global Markets for QIC. In 2018, he was appointed to the role of Senior Managing Director – USA, working in the Los Angeles office and responsible for the corporate strategy and growth opportunities. Brian was also a member of the QIC Executive team that had overall responsibility for the QIC business globally.

Brian is a Fellow of the Australian Institute of Company Directors, a Fellow and Life Member of the Association of Superannuation funds of Australia and a graduate of the Harvard Business School. Married to Gail with daughters Alex and Bree, he enjoys time with his family, keeping fit and travelling.

Over the past 30 years, Alan has created, built, managed and sold a number of successful businesses in industries as diverse as publishing, property information, professional services and software.

Currently, Alan is Managing Director of the Trawalla Group, managing a diversified investment portfolio on behalf of the Schwartz family.

alanschwartz.com.au

Ross has had a career in Melbourne based Family Offices specializing in accounting and finance as well as property development and management spanning over 25 years.

His wealth of experience and in depth knowledge of Family based investments is a valuable asset with in the Trawalla Group.

Elise joined Trawalla Group in 2015. Prior to joining Trawalla Group, Elise spent four years creating, developing and managing two businesses. The first was acquired by one of Australia’s largest online retailers, Catch, and the second involved raising investor capital to launch a multi-unit fast casual hospitality concept. Elise started her career in investment banking at Morgan Stanley after completing a Commerce Law degree with honours at the University of Queensland.