About us

Founded in 2011, myprosperity combines proprietary technology with an extensive array of third party integrations to cover every aspect of an individual’s financial world. myprosperity is on a mission to help households live their best financial lives.

In a world of financial complexity and friction, we have emerged as the leading client portal solution, making it easier for households to share, communicate and collaborate with their financial professionals across all aspects of their financial lives.

While we’ve been around for 12 years, we continue to retain a ‘startup’ culture of innovation. We are part of HUB24 Limited, an ASX-listed company (ASX:HUB) which includes the award-winning HUB24 Platform and cloud-based wealth accounting software provider, Class. Leveraging HUB24’s Group capabilities, we are able to deliver on our vision with even greater impact.

This partnership not only provides us with enhanced resources but also allows us to draw upon the collective expertise within the HUB24 Group. Rapid innovation is part of our DNA, and it is driven by user feedback and research to ensure we’re continually evolving our product and providing a superior user experience.

According to CPA Australia’s ‘The Value of Advice’ report, if more Australians were able to access quality and affordable professional advice, we would be saving the Australian economy over $630 billion. myprosperity with its team of passionate and talented individuals who are working together to help solve this with the client in mind.

We’re on a mission to help households live their best financial lives.

Meet the team

Tracy Williams

General Manager

Tracy brings a wealth of knowledge to myprosperity with multiple senior transformational roles in financial services, including over 25 years as a chartered accountant. Most recently, she has come from her role as the General Manager of NowInfinity, part of Class and the HUB24 Group. Tracy has played an instrumental role in NowInfinity’s growth, and her leadership has excelled within professional service firms and the SMSF Fintech arena.

Lydia Pearson

Head of Growth Solutions

With over 30 years of experience in financial services, Lydia has held senior roles at Colonial First State, CommSec and HUB24, and is known for her strategic leadership in sales, partnerships, and digital enablement. Lydia is passionate about helping practices deliver secure, efficient, and engaging client experiences through technology.

Liam Clancy

Head of Technology

Liam has over a decade of experience in innovative software delivery across industries including sporting, hospitality and SaaS. Liam brings his strong background in building high-performing engineering teams and integrating legacy systems with modern platforms along with his passion for leveraging technology to solve real-world problems to the myprosperity team.

Shelly Sklenar

Head of Operations & Enablement

Shelly is an accomplished professional with a robust background in SaaS building her career with industry leaders, most recently at Go1. Throughout her career she has developed expertise in sales, account management, enablement, operations and strategic partnerships. Shelly combines her diverse experience with a customer-first approach to deliver impactful strategies and is passionate about creating lasting value for myprosperity, our clients and our team.

Sam Zucarello

Customer Support Manager

Sam is an MBA-qualified customer operations leader with more than 10 years of experience across banking and telecommunications. Passionate about creating exceptional customer experiences, he has a proven track record of building high-performing teams, driving service excellence and leading operational transformation that delivers lasting value for customers and businesses alike.