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 to make it easier for households to collaborate with their advisers across all aspects of their financial lives.
While we’ve been around for 10 years, we continue to retain a ‘startup’ culture of innovation.
We have a team of passionate and talented individuals working together to solve a big problem. 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 – definitely a problem worth solving.
Rapid innovation is part of our DNA, and is always driven by user feedback and research to ensure we’re continually evolving our product and providing a superior user experience.
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.
Chief Technical Officer
Stephen is the 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 Product Officer
With experience as an agile management consultant for organisations such as IOOF, NAB, ANZ, CarSales and Xero, Josh brings over 13 years of knowledge in product innovation to the myprosperity team.
HEAD OF OPERATIONS
Derina brings more than 25 years of management and project management experience to her role as the Support Manager, guiding the support team and developing new processes to improve service to our Partners. Prior to joining the myprosperity team she worked at Serco for almost 6 years as a manager, after running a successful small business for 13 years.
HEAD OF WEALTH
Karolina brings over 14 years experience in the Tech industry. Her previous role as a Field Partner Manager at MYOB, paved her way into the FinTech space. She joined myprosperity as employee number 8 and has played an instrumental role in driving growth since.
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.
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.
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.
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.
“We’re on a mission to help households live their best financial lives.”
Peter McCarthy, Founder of myprosperity
45,000 users and counting