The platform of choice for planners, accountants, and their clients
The platform of choice for planners, accountants,
and their clients
myprosperity is an award winning software company that provides a unified platform for clients to come together with their advisers and get their entire financial world under control.
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. The company is now the leading private wealth platform in Australia, with over 23,000 client subscribers and 530 advisor partners, tracking more than $33B in assets and $6B in liabilities.
Directors & Board
Peter founded myprosperity in 2011, after 20 years in the financial services sector. Prior to that, he worked for Zurich Australia and founded his own successful financial planning firm, Strategic Financial Management, which acted for clients with a combined net worth of over $1 billion.
Chris started using myprosperity in 2015. From 2010 to 2016, Chris led Xero’s expansion in the Australian market as Managing Director. Prior to that, Chris held a variety of senior roles at Microsoft for 15 years. In 2015, he was awarded The CEO Magazine’s Financial Services Executive of the Year.
Michael has a long career in financial services, having retired from his position of Chairman at PwC Australia in June 2016 after 24 years as a Partner. He is currently chairman of the National Sports Museum, and Vice President of the Melbourne Cricket Club.
Shane is a digital technology expert who regularly invests in and supports promising tech startups. Among other things, he founded Discount Vehicles Australia which sold to Carsales.com.au. He stayed with Carsales for 5 years as Chief Operating Officer.
Marcus is an experienced corporate adviser, venture capital investor and director. After years as a corporate lawyer (Corrs and overseas) and then investment banker (Centaurus Corporate Finance and then Merrill Lynch), Marcus founded boutique corporate advisory firm Helfen Corporate Advisory in 2004 and has been lead adviser on many private and public transactions.
Stephen is the CEO and technical leader behind the myprosperity platform. After graduating with a Bachelor of Software Engineering with Honours in Artificial Intelligence, Stephen was development manager at Carsales.com.au for nearly 5 years. With over 10 years of industry experience, Stephen hand-picked the team to build and grow the myprosperity platform.
Chief Technology Officer
Greg joins us from Australian Unity where he was the Head of Solution Development managing Engineering, Quality Assurance, Robotics, System Integration and the Salesforce CRM platform. With over 20 years in the technology industry Greg has held a number of management positions and brings a wealth of security, cloud, governance and architectural experience.
Chief Revenue Officer
Jodie joins myprosperity following roles at Ansett Australia, Vodafone, Deloitte, and most recently MYOB. While there, she helped create new business units and strategic sales channels, and helped build client advocacy. As Chief Revenue Officer, Jodie manages the business development and partner enablement teams.
Alice heads up the myprosperity marketing team. Prior to joining myprosperity, she was VP – Marketing for Melbourne based, international payment platform, Airwallex which she helped launch to the public. She brings a wealth of knowledge on marketing for B2B(2C) technology platforms in Australia and the UK.
Partner Enablement Manager
Jeremy guides our partner enablement team to deliver the best outcome for our Partners. Prior to joining myprosperity, Jeremy was General Manager at Change GPS, where he specialised in project management and helping firms implement financial services software.
Customer Support Manager
Sarah joins us from ANZ where she was a personal banker. With nearly 10 years of experience in sales and management and an FSRA Tier 2 Accreditation, she leads our customer support team, helping clients navigate the software and answering their day to day queries.
Sara is a computer science graduate with a passion for the software industry.
Sara has 8 years of experience delivering innovative, user-focused, and market fit solutions.
Prior to joining myprosperity, Sara worked as a Business Analyst at Melbourne based startup, Onset Design, and another startup, Arkdev located in Cairo.
Looking to take the next step in your career?
Our software uses powerful, innovative tech to help accountants and advisers provide a better service to their clients. With over 35 employees, we are always on the lookout for talented, passionate individuals to join our rapidly growing team. If you think you’ve got what it takes, apply below – we’d love to hear from you!