Brett Marsh
Brett has spent the past 14 years in financial services building industry knowledge across a range of businesses including financial planning, investment products, retail banking products, commercial lending and self managed funds.  Brett has in-depth knowledge of the managed funds industry in Australia including research into the managed accounts market. He is a Foundation member of the Institute of Managed Accounts Providers.  Brett has a Bachelor of Accounting, is a qualified CPA and has a Diploma of Financial Planning. Brett commenced his career at AMP as a Finance Manager working in Marketing and Product and then moved into IFA distribution. He has worked at St. George Bank as the Financial Controller for Foundation Customers and Solutions.

James Purvis
James is an actuary and has extensive experience in the fields of investment management, risk analysis of investment portfolios and of individual assets as well as investment markets, investment strategy formulation, asset manager research, selection and analysis.

Between 1974 and 2010 James has fulfilled senior roles in Sydney, Melbourne, London, Brussels and New York. These roles have included: Macquaire Investment Management, Lumley Financial Services and Director of the College of  Law, a subsidiary of the Law Society of NSW and Chairman of its  Finance & Administration Committee and Member of the Risk & Audit Committee.

Lisa McCallum
Lisa has spent the past 24 years in the financial services industry in Wealth Management and has extensive experience in the fields of Operations, Product Development, Platforms and Technology. Lisa has in-depth knowledge of the Managed Account market and Administration Platforms and was responsible for the development of a Managed Account solution and enhancements of the Product offerings and improving the accuracy and reporting capabilities. Lisa has worked for both full service, discount and institutional stockbroking organisations including Ord Minnett, Challenger First Pacific, Charles Schwab, BT and Deutsche Bank in various Operational and Technology roles.

Michael Cole
Author of the Cole Report, Michael Cole is chairman of PLATINUM Asset Management and a significant shareholder of OneVue Limited.  Mr Cole brings extensive wealth management experience to OneVue and, through his capital investment and broad-based understanding of the business drivers behind successful funds management organisations - and recognises the benefits of OneVue products and services.

Michael Cole has enjoyed an extremely successful career and has held many prominent positions within the wealth management industry.  During his tenure at BT, from 1980 until 1997 he headed the following divisions; Fixed Interest/Capital markets, Retail funds management, Capital markets/Structured Finance, BT Stockbroking and Equities.

Since leaving BT, Michael Cole's other appointments, in addition to his appointment as chair of PLATINUM Asset Management in April 2007, include: previous Chairman of SAS Trustee Corporation (State Super); Director NSW Treasury Corporation;  Chairman of the Illawarra Mutual Building Society and Chairman IRONBARK Capital.

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Disclaimer
The information in this document is general information only that has been prepared without taking into account any individual’s objectives, financial situation or needs. Before acting on this information you should read and consider the relevant offer documents available by contacting OneVue or downloading here.

The OneVue UMA Other Assets & Liabilities Service, SMA and Wrap Service are issued and operated by OneVue Limited ABN 18 072 262 312, AFSL 245525. The OneVue term deposit hub is provided by Australian Money Market Pty Ltd under the AFS licence of DDH Graham Limited ABN 28 010 638 219 AFSL 226319. OneStepSUPER is issued by CCSL Limited, ABN 51 104 967 964, AFSL 287084.