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. Tracy is currently acting in the role of General Manager, leading the myprosperity team.
Lydia Pearson
Head of Sales
With over three decades of experience in financial services, Lydia has excelled in sales, technical service, relationship management, and strategic partnerships. She has held senior positions at prominent businesses including Colonial First State and CommSec. Lydia joined the HUB24 Group in 2019, where she led the Victorian Distribution Team. After a brief tenure at a boutique investment management firm, she returned to the HUB24 Group as the Head of Sales for myprosperity, overseeing sales & account management. Lydia is passionate about delighting partners, and driving positive outcomes for myprosperity, our clients and our team.
Karen Kairouz
National Training Manager
Originally hailing from the land of the maple leaf (Canada), Karen completed a Bachelor of Commerce at Melbourne University before moving into accounting and financial planning for over a decade. Karen spent 8 years with Banklink and then MYOB in a senior consulting role helping firms move clients to cloud-based systems. Karen has helped build myprosperity to what it is today, having joined in 2016. She assists clients with onboarding, training and customer satisfaction and has a great team behind her.
Brian Ambrose
Engineering Manager
Brian joined myprosperity at its inception in 2012. He has helped shape myprosperity’s cutting-edge platform into an industry leader and has held a number of roles during his time with the company, from technical lead and principal architect to his current role heading up strategic product. Brian is committed to advancing innovative technologies and nurturing the next generation of tech leaders. He has a Bachelor’s degree in Artificial Intelligence (Honors) and a Masters in Business Administration, giving him a great blend of technical expertise and business intuition.
Baher Soliman
Engineering Manager
With over a decade of experience in the software industry, Baher has worked across diverse sectors, including banking, health, education, and government. Baher joined myprosperity in 2018 previously with Microsoft, where he played a pivotal role in developing a machine learning-based service. Baher is a graduate of The American University in Cairo and he leverages his passion for software architecture and design to spearhead myprosperity’s innovation.
Liam Clancy
Program Delivery Manager
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.
Gerard Hickey
Support Team Lead
Gerard has over a decade of experience in technology-driven industries and joined myprosperity in 2019. He enjoys problem-solving, technology, and helping people so he naturally gravitated to customer and technical support. Gerard has been instrumental in ensuring that both clients and partners receive exceptional assistance. His extensive knowledge of the myprosperity portal and his technical troubleshooting expertise have been pivotal in maintaining our exceptionally high customer satisfaction levels.
Shelly Sklenar
Strategic Operations Manager
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.
Siobhan Donovan
Marketing Manager
Siobhan has over 20 years of marketing experience in Australia and the UK working across tech, finance, insurance, retail, government and educational sectors. Whilst at GMHBA Health Insurance, Siobhan led the marketing for the inception and brand management of Frank Health Insurance along with project managing the industry’s first white-labelled health insurance. Siobhan brings her extensive all-round marketing and communications experience to assist the innovative team at myprosperity.
Teams supporting you for success
Sales
Carolyn O’Brien
Business Development Manager
Kevin Condell
Sales Specialist
Account Management
Scott Bridger
Account Manager
Grant Daubeny
Account Manager
Training & Onboarding
Erin Klein
Training & Onboarding Specialist
