• Mick OBrien small

    Michael (Mick) J. O'Brien
    Managing Director

    Michael (Mick) J. O'Brien FIAA, CFA, GAICD
    Appointed Director in July 2014; appointed Executive Director in April 2016; appointed Managing Director in July 2016.

    Mr O’Brien was admitted as a Fellow of the Institute of Actuaries of Australia in 1989 and holds the Chartered Financial Analyst designation. He was formerly CEO and Director of Invesco Australia Limited, Director of Alliance Capital Management Australia and Chief Investment Officer of AXA Australia and New Zealand, where he was also a Director of AXA’s Responsible Entities and RSE Licensees.

    With a career spanning 37 years in both retail and institutional markets, Mr O’Brien brings to the Board wealth management experience in superannuation, investment management, insurance and advice. He is a Director on a number of the Group’s subsidiaries.

    Mr O’Brien is a member of the Board Risk Committee.

    Joined April 2016

  • Travis Goudie

    Travis Goudie
    Acting Chief Financial Officer

    Travis Goudie GAICD CA BCom BA

    With 20 years’ experience in financial services, audit and accounting consulting roles in Australia and Canada, Travis has held a range of operations and finance roles in Equity Trustees, most recently leading the Group Finance and TWS Fund Accounting and Financial Reporting teams.

    Travis is presently Acting Chief Financial Officer.

    Travis is a Graduate of the Australian Institute of Company Directors, a Chartered Accountant, and holds a Bachelor of Commerce and Arts from Monash University.

    Joined July 2013

  • Ian Westley_small

    Ian Westley
    Executive General Manager, Private Clients

    Ian Westley BAgrSc, DipFinServ

    Ian Westley has more than 25 years' business development and sales experience in Australia and the United Kingdom, across a range of different industries. Ian is responsible for managing the Trustee and Wealth Services' private clients business. Ian holds a Bachelor of Agriculture Science degree from The University of Melbourne and a Diploma of Financial Services.

    Joined  May 2007

  • Phing Lee_small

    Phing Lee
    Chief Technology Officer, Finance Technology & Corporate Development

    Phing Lee BEng (Honours)

    Phing has over 20 years of experience working with and leading technology functions for organisations in the financial services industry. He is passionate about technology's role in supporting and enabling greater business and strategic outcomes.

    Phing leads a team of technology and project professionals that thrive on delivering a stable, secure technology environment, strategic projects, and ongoing continuous improvements.

    Joined October 2012

  • Samantha Einhart

    Samantha Einhart
    Company Secretary

    Samantha Einhart LLB, GDLP, FGIA

    Samantha is an experienced governance professional who has worked at several Australian listed companies.

    Prior to joining Equity Trustees Limited, Samantha held positions at Maurice Blackburn and REA Group Limited.

    Samantha holds a Bachelor of Laws, a Graduate Diploma in Applied Corporate Governance and is a Fellow of the Governance Institute of Australia.

    Joined January 2022

  • Russell Beasley small

    Russell Beasley
    Deputy Executive General Manager, Fund Services

    Russell Beasley Dip Fin Mkts, SA Fin

    Russell has overall responsibility for the operational compliance of all Responsible Entity and Corporate Trustee relationships within Australia. He joined Equity Trustees as Senior Relationship and Product Manager in February 2005.  Subsequent appointments within Equity Trustees have included National Manager, Corporate Fiduciary Services and Head of Fund Services Australia. Russell also acted in the capacity of Chief Risk Officer for Equity Trustees for a period of 9 months to February 2019.
    Russell has more than 40 years’ experience in the financial services industry, holding senior positions within funds management and retail banking. Previous roles include: Communication Manager, MLC Investment Management; Portfolio Manager, National Australia Funds Management; Senior Manager Operations, County Investment Management; and various retail banking appointments within National Australia Bank. 

    Joined February 2005

  • Darren Thompson_small

    Darren Thompson
    Chief Investment Officer

    Darren Thompson B. Ecco, DipFinServ, GradDipFinPlan

    Darren is an entrepreneurial Investment Director and Portfolio Manager with 30 years’ experience. Committed to the development of robust investment methodologies, driving targeted investment return and business growth, Darren is a performance-focussed Australian equities leader who has delivered more than 11% p.a. portfolio return over the past 14 years. He arrives at Equity Trustees with broad general management skills and a proven success leading strategy, finance, operations and people management activities.

    Joined October 2018

  • Andrew Godfrey

    Andrew Godfrey
    Executive General Manager, Corporate and Superannuation Trustee Services

    Andrew Godfrey B.Ed

    Andrew has 30+ years of experience in financial services, including leadership roles across superannuation, wealth, financial advice and insurance. His experience has spanned operations, technology, master trusts and administration, client delivery, transformation and change and risk. He has spent significant periods of his career with Mercer where he was COO prior to joining Equity Trustees.

    Andrew leads the Corporate and Superannuation Trustee Services business.

    Joined February 2023

  • Georgie Taylor

    Georgie Taylor
    Executive General Manager, Human Resources

    Georgie Taylor B.Sc. (Applied), MAHRI

    Georgie is a proven HR leader who has held roles in diverse industries such as pharmaceuticals, Government and Financial Services.

    She joined Equity Trustees in September 2022 from Moula Money where she was Chief People Officer – and prior to that had 10 years at Cbus Super Fund, as it undertook significant growth and transformation. Georgie thrives on building high performing teams in complex businesses and has experience pioneering contemporary people strategies and practices.

    A member of the Australian Human Resources Institute (AHRI) and EQT Remuneration Human Resources & Nominations Committee.

    Georgie is a passionate advocate for diversity and inclusion and sponsoring environments where people and teams can thrive.

    Joined September 2022

  • Owen Brailsford_small

    Owen Brailsford
    Chief Risk Officer

    Owen Brailsford BA (Hons) Manchester University, Associate of Chartered Insurance Institute (ACII) UK>

    Mr Brailsford has more than 20 years of international experience in risk management and regulatory roles in the superannuation, pensions and insurance industries. He was previously Chief Risk Officer with responsibility for risk and compliance at Australia’s largest corporate superannuation fund, TelstraSuper. His background includes roles at the Australian Prudential Regulation Authority (APRA), Prudential PLC and RSA Insurance (both UK) and a risk management advisory role at KPMG..

    Joined February 2019

  • Alicia Kokocinski_small

    Alicia Kokocinski
    General Manager, Marketing and Communications

    Alicia Kokocinski BA (English major), GradDip PR

    Originally a journalist, Alicia is a senior manager with a proven track record in media, marketing, communications and market research - especially in complex and highly regulated environments. She has experience in the development and implementation of both traditional and social media campaigns, key message development and targetting (including qualitative and competitor research), as well as the development of practical and direct marketing and communications audits and plans. 

    Alicia heads up a small team of professionals, providing contemporary and credible marketing and communication direction and general leadership to position and develop the brand, and manage the reputation and profile of Equity Trustees.

    Joined August 2015