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.

Alan is married to Carol, is the father of four magnificent children and six times a grandfather.

alanschwartz.com.au

Carol Schwartz is one of Australia’s most dynamic business and community leaders with a diverse career across property, the arts, finance, investment, entrepreneurship, government and health.

Carol’s current roles include: Chair, EQT Holdings Limited; Chair, Our Community; Chair, Women’s Leadership Institute Australia; Member, Reserve Bank Board

Twitter:
@cazzmelbourne

carolschwartz.com.au

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.

Carly is financial controller of the Trawalla Group. With a strong focus on family office, Carly has over 10 years’ experience between the UK and Australia in both practice and industry. She is a qualified chartered accountant and also holds a Bachelor of Commerce (Accounting).

Chenelle looks after Trawalla’s Female-Led Ventures portfolio, dedicated to closing the gender funding gap through investments in female founders and fund managers. With over 15 years of diverse experience in financial services across the US and Australia, Chenelle’s background spans data analytics, consulting, corporate development, and strategy. She is deeply involved in the Australian venture ecosystem: alongside her work at FLV, she runs a Female Founders Pre-Accelerator with Flying Fox Ventures and serves as an active angel investor in early-stage startups.

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.

Lara has supported Director Carol Schwartz, as well as other organisations and staff within the Trawalla Group family, in the role of Executive Assistant for over 20 years. With a varied range of daily tasks Lara came to the Trawalla Group with a background in retail management and sales.

An accomplished Executive Assistant and Office Manager with over 25 years’ experience supporting Senior Executives. Lyn is responsible for supporting the Managing Director and Trawalla Group Team as well as managing all facets of the day-to-day operations for the Trawalla Group office.

Milly joined the Trawalla Group in 2012 with experience in various industries including global logistics, hospitality and finance.
Her role at the Trawalla Group is to provide accounting and bookkeeping support for the Finance team across all our entities.

Mini is a qualified Chartered Accountant and holds a Bachelor of Commerce (Accounting) from the University of Queensland. She has over 7 years of experience in public practice including roles at Pitcher Partners and Perpetual Private and is now a senior accountant with Trawalla Group.

Patrick manages the Trawalla Group’s private equity and climate focussed investments.

Patrick has over 10 years of experience working in funds management, having previously worked as an investment analyst at APN Property Group and Pitcher Partners Investment Services.

Patrick holds a Bachelor of Environments from the University of Melbourne, a Master of Management (Finance) from the Melbourne Business School and is a CFA Charterholder.

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.

Sarah brings fifteen years’ leadership experience in the corporate and not-for-profit sectors, focused on social innovation and investment. Sarah was previously Consulting Director at PwC Australia, and GM at Opportunity Child. Alongside her work for Trawalla Foundation, Sarah consults to a range of companies and social sector organisations. Current advisory board roles include People Measures, Reach Enterprises and SVA’s Diversified Impact Fund.