MSC Group Management
Providing a wealth of experience, our team is highly capable and available to all clients. We also become an invaluable part of our clients’ teams: as an innovative, proactive partner.
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Michael Fleming
Chairman (MSC Trustees)- 30 years corporate, wholesale & retail trusteeship
- Previous Group Compliance Manager for Equity Trustees
- MBA
- Bachelor of Business (Accounting)
- Bachelor of Laws
- Graduate Diploma in Applied Information Systems
- Graduate Diploma in Legal Practice
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Matthew Fletcher
Group Managing Director- 20 years investment banking & funds management
- MBA (London School of Business & Finance)
- Bachelor of Business (Banking & Finance)
- Graduate Diploma Applied Finance & Investment
- Diploma Financial Services (Financial Planning)
- Diploma Financial Services (Finance/Mortgage Broking Mgt)
- Senior Fellow of FINSIA
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Andrew Georgiou
Group Director
Chief Financial Officer- CPA of 30 years
- Immense experience as principal accounting officer of large number of listed public, unlisted private and funds management companies
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Glenn White
Director (MSC Trustees)- 30 years’ experience in financial services including senior manager roles across trustee & custody services (equity & debt capital markets), asset servicing, investment risk & compliance and investment operations
- Fellow of Institute of Public Accountants
- Certificate IV Financial Services
- Accounting Diploma/Cert.
- Bachelor of Business (Banking & Finance)
- Post Graduate Diploma Applied Finance & Investment (Investment Management)
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Benjamin Hollier
Snr. Relationship Manager
Director MSC Advisory- 10 years’ financial services experience
- Previous roles with Shin Nippon Ernst Young in Tokyo, Allianz and AXA in Paris
- Certified Financial Planner
- Masters of Applied Finance (Wealth Mgt, Corporate Advisory, Investment Management)
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Shelley Brown
Company Secretary
Chief Compliance Officer- Over 15 years’ experience in the financial services industry
- Numerous snr. mgt. positions in risk & compliance, finance, wholesale & commercial banking
- Strong governance skills with experience as director, co sec, treasurer & AFSL responsible manager
- Chartered Accountant
- Chartered Secretary
- Diploma of Management & Leadership
- Bachelor of Commerce
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Susan Wolff
Senior Operations Manager- 25 years senior management experienced across finance, operations, compliance, risk, and governance
- Previous roles at AMP as well as other AFS Licensees & Venture Capital firms
- Bachelor of Commerce
- CPA with over 25 years membership of the Australian Society of Accountants
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Priya Sharma
General Manager
(MSC Abacus)- Over 18 years’ experience including senior positions across financial reporting, fund accounting and administration, unit registry and external audit
- Previously at Moore Stephens and White Outsourcing Pty Ltd (Link Fund Solutions) from inception responsible for all aspects of fund accounting and administration
- Member of Chartered Accountants Australia and New Zealand.
- Bachelor of Business (Accounting Major)
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Ben Maycock
Compliance and Operations
Officer- Financial services experience in general insurance with Chubb Insurance and in life insurance with AIA Australia
- Experience in the Law industry with Brisbane Airport Corporation Pty Ltd and Irish Bentley Lawyers, specialising in corporate and commercial matters
- Juris Doctor in law
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Stephanie Vine
Fund Accountant- 10 years accounting and administration experience
- Previous roles in Financial and Fund accounting roles for ASX listed and unlisted Fund Managers
- Accounting and administration roles for private equity, venture capital and alternative funds.
- Currently studying Bachelor of Accounting.
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Clifford Clayton
Compliance Committee
(MSC Trustees)- Former Director of Perpetual Trustees Victoria, MacarthurCook
- Investment Managers, AXA GESP & Coles Group ESP
- 25 years with Perpetual Trustees Group
- Compliance Committees of large variety of AFS Licensed businesses
- Associate of the Australasian Compliance Institute
- Senior Associate of FINSIA
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Steven O’Connell
Compliance Committee
(MSC Trustees)- Over 20 years’ finance industry experience in life insurance, asset management, custodial services, financial planning & superannuation (consulting, administration and trustee services)
- Headed the compliance & risk management functions for several large multi-national asset managers
- Bachelor of Business
- CPA
- Associate of the Australasian Compliance Institute
MSC Group Compliance
Financial Requirements
MSC Trustees is required to meet strict financial guidelines as set out in the Australian Corporations Act 2001 and under its AFSL and ACL, including holding minimum net tangible assets and it must produce regular cash flow projections to ensure it has the financial resources to meet its obligations on an ongoing basis.
MSC Advisory is also required to meet strict requirements as set out in the Australian Corporations Act 2001 and under its AFSL and ACL.
Compliance Committee
A Compliance Committee has been established to monitor compliance and report to directors of MSC Trustees on a regular basis regarding adherence of the company to the Corporations Act and ASIC requirements.
If any issues or breaches are not addressed by either the management or the Board of the company, the Compliance Committee is obliged to report directly to ASIC. The Compliance Committee is currently comprised of an executive director of MSC Trustees and two independent, external members – with a majority of external members as required by the Australian Corporations Act.
Insurance Requirements
MSC Trustees and MSC Advisory are required under licensing obligations to hold adequate insurance including professional indemnity at all times.
Audit
In adherence with Corporations Act requirements, MSC Trustees is subject to independent financial audit.
Both MSC Trustees and MSC Advisory are subject to independent licensing compliance audit on a minimum annual basis.