Who we are

Our Team

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PRINCIPAL

Peter Murphy

Peter brings extensive CEO and board experience in the superannuation, finance, education and aged care sectors.

Peter Murphy is a financial specialist in not-for-profits, education, aged care and superannuation. With a blend of strategic insight and financial awareness, Peter has a strong track record of transforming organisations through aligning their resources with their purpose to achieve results.

After almost a decade as the CEO of an industry superannuation fund, he currently holds chair and directorship roles in a range of organisations in the finance and not-for-profit sectors. He is a fellow of CPA Australia, a fellow of the Australian Superannuation Funds Association and a graduate of the Australian Institute of Company Directors. He holds a Masters of Commerce from the University of Sydney and Masters of Arts from the Australian College of Theology. He also has undergraduate qualifications in business.

PRINCIPAL

DAVID BRAGA

David has over 30 years of hands-on delivery and operational leadership, holding a number of executive roles in global asset servicing businesses, including a posting to the UK. He was most recently the CEO of the Australian and New Zealand location for one of the global providers.

His leadership skills have been honed in complex and high-pressure environments and he thrives in finding ways to connect the wider strategy of a business to the day-to-day delivery to its clients.

In addition to this executive expertise, he brings strong board capability from his nine years as Chair of Council for Tara Anglican School for Girls and ongoing involvement in other not-for-profit organisations.

David is a Graduate of the Australian Institute of Company Directors.

David Braga
Raewyn
PRINCIPAL

RAEWYN WILLIAMS

Raewyn is acknowledged as a pioneer in after-tax investing and implementation efficiency in investment portfolios, with a large body of published research in these areas. Her 28-year career has spanned tax law, superannuation, investment management and business strategy, along with board chair and sub-committee roles in the not-for-profit sector.

A well-known speaker and commentator, Raewyn has qualifications in economics, law and governance, and has served on industry advisory boards including the FSC, ASFA, The Tax Institute and FTSE. Raewyn has been the Fairfax Foundation’s State Representative in the St James Ethics Centre’s Short Course for Good Leadership and mentors young, emerging female leaders for 100 Women in Finance.

Principal, Jefferson & Shea Legal

Nathan Croot

Nathan Croot is a solicitor and the Principal of Jefferson & Shea Legal.

Prior to the establishment of Jefferson & Shea Legal, Nathan worked in private practice where he advised both commercial and non-for-profit clients. He has a particular interest in the education sector and has advised non-government schools for over a decade.

Nathan is also an experienced litigator and investigator. He has represented clients in a wide range of legal proceedings from NCAT to the High Court. He regularly conducts investigations for clients, including investigations relating to the reportable conduct scheme.

In addition to his work for clients, he has presented at Education Law conferences and seminars throughout Australia.

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James Flavin
senior consultant, innovation (products & services)

James Flavin

James Flavin has been a fixture in both the Financial Services and Not-for-Profit spaces in Sydney for twenty years.

He has been involved in business improvement in infrastructure, energy, financial services and, for the past decade, Not-for-Profits.

An accountant by training, an IT Project Manager by necessity and a problem solver by instinct, James has served organisations large and small through restructures and reorganisations.

James chaired the Finance Committee of the Anglican Diocese of Sydney for 13 years. He has also been Chair of Anglican Super for 14 years, overseeing the transition of the Fund from AMP to Mercer in 2020.

He is passionate about helping bridge the gap between an organisation’s dreams and its capabilities – and resolving the issues that emerge along the way.

Marketing

Jodi Herbert

A marketing professional with experience across multiple industries including Finance, Education, Not for Profit, and FMCG, Jodi’s most recent role was heading the marketing department in an industry superannuation fund achieving top-quartile growth.

Now she enjoys bringing that expertise into other organisations. “I’m passionate about seeing businesses grow through building strong brands, implementing innovative strategies and delivering a clear, engaging message.”

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