Kon has over three decades’ wealth management experience spanning banking, financial planning, business coaching and dealership development.
After a 15 year career at Westpac and a further four years establishing and managing Bendigo Investment Services, Kon joined Lonsdale Financial Group. In 2005, he was promoted to Executive Director, where he was responsible for the recruitment of professional financial planning firms. Here he worked to drive Lonsdale's network development and growth strategy, focused on fostering an open, community network across the Accounting and Financial Planning sectors.
Joining Magnitude in 2012, Kon was previously the Executive Director of Network Development for BT Group Licensees focused on attracting likeminded practices across our group licensing solutions and delivering the best services, solutions and products in the market, across the BT adviser communities. In 2015, Kon was appointed the Managing Director of BT Select, continuing to apply his proven knowledge of what a successful financial planning practice looks like to attract the right type of self-licensed business to a like-minded community.
Kon holds financial qualifications from Deakin University and the Securities Institute of Australia.
Adam is the National Director of BT Select and is responsible for continually enhancing the dealer support services offer for BT Select and managing key businesses across the country that have their own AFSL.
Adam has over 20 years' experience in the financial services industry working in a variety of roles from investment research, product management, adviser development & practice management.
Adam is passionate about driving a compliance culture within a business and making sure businesses are well positioned for growth.
Brian is the National Manager Corporate Governance for BT Select and is responsible for the management of and delivery of the core Governance program. This ranges from chairing Responsible Manager forums, undertaking Licensee Health Checks, delivering Responsible Manager / Compliance training, and supporting Responsible Managers in meeting their obligations.
Brian has over 17 years’ experience in the Financial Planning industry, with significant compliance and risk management leadership and operational experience.
Brian is a Financial Planning advocate and passionate about supporting our licensees grow and protect their business.
Michael has had over 29 years of wealth management experience across Financial Planning, Licensee Management and Advice remediation.
Michael has been the former Head of Financial Planning, Retail Bank (NAB), Head of Advice (ANZ Financial Planning) and Executive Manager Advice Technical Support on the CBA’s Open Advice Review Program. He has also been the Victorian/Tasmanian State Manager of MLC/Garvan Financial Planning and a Responsible Manager on The Eureka Report.
Michael holds a Bachelor of Arts (Monash), Bachelor of Education (ACU), Diploma of Financial Planning (Deakin) and a Graduate Diploma in Applied Finance and Investment (SIA). He is a Fellow of the Financial Services Institute of Australia.
Michael is an advocate for client centric financial planning advice and best interests duty.
Nathan has been working in the Financial Services Industry for over 15 years, first joining BT in 2009. While at BT he has held a number of roles including leading the NSW/QLD Compliance Development Managers, working on a number of advice related projects and most recently leading the BT Advice Complaints Team.
He has previously worked as an adviser in a private practice and is CFP qualified. Nathan is passionate about helping licensees build compliant, scalable and robust advice business models.
Mike comes from a background in Advice, specially focused on working with independent financial advisers to provide holistic business solutions for their business.
Prior to joining BT Select in 2015, Mike worked closely with practices licensed under the Magnitude AFSL, ensuring effective transitions were completed and practice efficiencies were maximised. Before working with BT, Mike also held business management roles in IOOF Holdings and DKN Financial Group.
In his current role, Mike works directly with advisers, business owners and Responsible Managers to provide support in the growth of their businesses and ensuring that the appropriate solutions are effectively implemented to protect their AFSL. Mike is passionate about helping firms develop best practice in order to deliver world class advice to their clients.
Mike holds a Bachelor of Commerce from Monash University.
Luke has over 13 years of experience in wealth management both in advice and in practice management for the last 5 years. Before assuming the role of Account Director with BT Select Luke filled a diverse range of roles in BT financial Group both with both an operational and strategic focus. Prior to this current role Luke performed his duties as a State Manager (QLD) for the Magnitude Financial Services License. As Account Director Luke brings a strong strategic and practical focus to assist practices with running a financial services license. Drawing from the strength of the BT Select Offer and the wider BT Financial Group Luke is able to deliver innovative solutions and drive value for licensees and their stakeholders. Luke holds an Advanced Diploma in Financial Planning and a Graduate Diploma in Finance from the University of Technology in Sydney.
Natasha has worked in the Financial Services industry for 10 years in various administrational roles. Having worked alongside Kon for nearly a decade, she has been part of BT Financial Group since 2012. Natasha combines a rich history of knowledge with an unsurpassed energy and passion for the people in the Financial Services Industry and loves her role in helping them make a difference to their clients.
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