We have some of the most reputable people in the industry working at SuperRatings. Here is an overview of our talent as well as some information on their contribution to the Financial Services industry:
Jeff Bresnahan, M.B.A., F.A.I.C.D.
With over 33 years’ experience in the superannuation industry, Jeff has seen enormous change during this time. After more than 15 years working for and ultimately managing a number of superannuation administration and consulting firms, he co-founded The Australian Superannuation Group (TASG) in 1995. The firm rapidly grew to become the fifth largest independent consulting/administration house in Australia. He sold the business in April 2000.
Since founding SuperRatings in 2002, the company has quickly become recognised as a leading source of advice within the industry. Over the last 20 years, Jeff has worked with Government Departments and industry including Department of Finance, APRA, Deloittes, Sonic Health Care, Aussie Home Loans, and more than 80% of the top 50 superannuation funds in Australia.
Jeff is regularly sought out and quoted by the following media outlets including National Nine News; Today on Nine; Seven News; Sunrise on Seven; Ten News; ABC News; Sky Business News; Bloomberg; CNBC; Australian Financial Review; ABC Radio; 2UE; 2GB; 3AW; and most major newspaper, industry and online publications.
Jeff holds a Masters Degree in Business Administration and is also a Fellow of the Australian Institute of Company Directors. He is also regularly asked to address the Trustee Boards of many of Australia’s largest superannuation funds.
Nathan MacPhee B.Comm, G.Dip.App.Fin, M.App.Fin
Chief Executive Officer
As CEO of SuperRatings, Nathan has almost 15 years’ experience in the retirement savings and investment industry in Australia and abroad, working in various areas that include superannuation administration, sales, unit pricing, product development, IT and project management
Nathan has led a large number of consulting projects for superannuation funds including mergers, administration tenders, insurance reviews, product development and ad-hoc initiatives. He has an intimate knowledge of service structures, having conducted countless fund reviews and site visits across all fund types. He has extensive experience presenting to Trustee Boards, executives, service providers and Government bodies.
Prior to this role, Nathan was Chief Operating Officer with SuperRatings where he was instrumental in the reengineering of internal data collection processes, developed better management reporting, information flow and management, business processes and organisational planning
Previous to joining SuperRatings in 2008, Nathan was based in Hong Kong as Regional Account Manager for Mergermarket Consulting where he was responsible for Australasian sales.
Adam Gee B.Sc (Psych), G.Dip.App.Fin
Head of Consulting
Adam has over 17 years’ experience in the superannuation industry prior to joining SuperRatings as the Head of Consulting in July 2013.
In previous roles, Adam was involved in delivering services to superannuation funds (not-for-profit funds, retail funds, corporate funds and SMSFs), administrators, custodians, insurers and employers. Adam has managed a variety of consulting projects including a range of administration, insurance, custodian, asset consultant and Master Trust tenders. Adam has also provided strategic advice to funds on MySuper, APRA Prudential Standards and numerous regulatory changes. He has also conducted numerous risk management projects and has assisted funds with the interpretation of complex superannuation legislation.
Prior to this role, Adam was a Director of KPMG, where he worked for 11 years and prior to this was employed at Colonial First State and AMP.
Adam is a Fellow of the Financial Services Institute of Australasia and was recently re-elected as a member of the ASFA Fund Operations Standing Advisory Panel.
Leo joined SuperRatings in November 2010. Prior to this, he spent a number of years as an investment analyst and advisor at a national SMSF advisory firm, providing portfolio construction and asset allocation advice to the firm’s clients.
Leo holds Bachelor of Arts and Commerce degrees from the University of Sydney, and is currently undertaking a Masters of Applied Finance degree from Macquarie University. He is also a candidate for the Level III CFA exam.
National Distribution Manager
Responsible for a number of areas including client relationship management, sales and training, Alfons is a registered tax agent who commenced his professional life with chartered accountancy practices before migrating to private industry with Aon Consulting, Australian Grand Prix Corporation and Channel Nine.
His experience in financial management, business development and consultancy is invaluable to us and our clients.
Phillip’s role covers a number of areas including relationship management, sales and SMART training. Joining the company in September 2007, Phillip brings a wealth of experience to the role, having previously worked at AMP, Zurich, Credit Suisse and overseas.
Phillip holds an Associate of ASFA accreditation (AASFA) along with a Bachelor of Arts Degree from Macquarie University.
Kirby Rappell, CFA
Responsible for the management of the SuperRatings Research team and data. Kirby has been with SuperRatings since 2008 and spent the first three years as a Quantitative Analyst before becoming Research Manager in 2011.
Kirby is responsible for setting and overseeing the research program and developing the Analyst and Administrator team. Key tasks include the delivery of the Monthly Performance Survey, Benchmark Reporting, Asset Allocation Analysis, Fund Operating Statistics and Analysis of Fund Documents.
Kirby has driven the refinement of our Ratings model and processes, most recently including the 2013 Ratings process which encompassed more than 480 products. Kirby is heavily involved in writing and managing consultation projects, particularly in relation to product design and development, including research into MySuper products.
Kirby has a Bachelor of Commerce from the University of Sydney (Finance and Accounting) and is a CFA Charterholder.
Emma joined SuperRatings in March 2013. Prior to this she spent a number of years working with AMP Financial Planning, in Advice Based Distribution and later as a financial adviser with independent Financial Planning practices and also Westpac. Emma also brings her experience in client and business relationship management to SuperRatings.
Emma currently holds an Advanced Diploma of Financial Planning from Kaplan Professional.
Hilde joined SuperRatings in February 2012 having previously worked as an Investment Advisor and an Investment Analyst at one of Australia’s leading independently owned financial advisory firms, providing investment and portfolio construction advice to clients.
Hilde holds a Bachelor of Business Administration, a Masters of International Business and a Masters of International Relations from Macquarie University.
Kate has been with SuperRatings since November 2012, having previously worked as an Investment Analyst, Institutional Client Relations Manager and performing quantitative analysis for top Australasian financial firms. In addition to institutional portfolio construction and management, Kate engaged in industry and competitor analysis, process improvement and building and development of quantitative models.
Kate holds a Bachelor of Commerce and Administration and a Masters of Applied Finance degrees from Victoria University of Wellington, New Zealand.
Michael joined SuperRatings in May 2013 after previously working in the Equity Operations division for one of Australia’s leading financial brokers and mid-cap research houses. Michael gained international experience in the Fund Operations division of a leading Scandinavian institutional bank as well as quantitative investment analyst experience by running portfolio optimisation for a boutique Swedish small-cap fund manager.
Michael holds Bachelor Degrees in Mathematics and Economics and a Masters of Finance from Stockholm University.
Quantitative and Sustainability Analyst
Wil joined the team in August 2010 as a Research Administrator. With formal qualifications in Financial Planning and Economics, his interest in analysis techniques grew.
Wil also holds strong beliefs in responsible investing which secured his role as SuperRatings’ Quantitative and Sustainability Analyst in June 2011. He is responsible for the development of our Annual Fund Sustainability Review and is now completing the final stages of his Bachelors’ Degree in IT through RMIT.