Finura Group

Meet the team behind Finura

Finura is owned and operated by our people. The team are of some of the industry's most respected wealth tech specialists. We are well known for our ability to cut through the noise and make things happen.

Every technology solution starts with people.

Technology is a key part of helping advice businesses serve more clients.

We know first-hand how great financial advice and wealth management can transform people’s lives.

With our unique blend of financial advice and technology experience, we strip away the complex systems weighing you down.

We partner up with your entire team to rebuild a newer, better, and more effective model that will improve the way you do business.

Looking to develop your technology roadmap?​

Arrange a consultation to understand what we do and if we can help.

Who are Finura Group?

With 175 years of combined wealth technology experience, Finura Group are a team with a skillset unrivalled in the financial tech world. We are a down-to-earth team of professionals with deeply set values in finding new ways to solve the most complex of technology challenges. 

Authentic Relationships

Simplicity

Blended work and life

Think years, not days

No dickheads

Meet the Team

A down-to-earth group of innovative professionals who collectively share Finura Group’s core values and become the most dependable and invaluable team for you to lean on. 

Caspar Jacobs

PARTNER – HEAD OF DATA, INTEGRATIONS & SOLUTION DESIGN

Caspar is one of Australia’s leading wealth management technology analysts. He has a vast range of experience running complex technology projects across some of Australia’s largest financial institutions.

Caspar has a unique skill set involving solving complex data problems, systems migrations and configurations.

Caspar holds a Bachelor of Applied Finance and is qualified in Human Centred Design.

Dipal Khatri

SENIOR CONSULTANT

Dipal has over 10 years experience in financial services technology. She is our lead specialist for advice process design, XPLAN implementation & integrations. Dipal has worked with a wide range of clients from ASX-listed companies to boutique IFAs.

Outside of Finura, she has a young daughter and runs a widely followed foodfluencer account on Instagram.

Dipal holds a Bachelor of Business and an Advanced Diploma in Financial Planning.

Helena Klokova

SENIOR CONSULTANT

Helena has over 10 years experience In financial services technology both in South Africa & Australia. She is our specialist in advice systems and processes. Helena also leads our customer success function for our software business.

Helena holds a number of qualifications across Human-Centred Design and Project Management.

Aron Satchell

JOINT MANAGING DIRECTOR

Aron is an experienced executive with 15 years’ of financial services experience, who holds a Masters of Business Administration and Masters of Applied Finance. He is responsible for driving the execution of Finura’s strategy through the management of our people, processes and systems.

Prior to founding Finura, Aron was the Head of Operations at what became Australia’s leading XPLAN consulting business, where he led the consulting, project delivery and customer success teams through a multi-year business transformation resulting in the successful sale of the business to an ASX listed financial services business.

Danni Le Grande

PARTNER – HEAD OF CONSULTING SERVICES

Danni heads up some of Finura’s most complex consulting engagements and also runs our Finura Insights Division, which focuses on market research.

Danni has worked in a wide variety of roles in Financial Services and Technology over the past 20 years.

Her experience has been drawn from working collaboratively with Financial Advisers, Product Providers, Dealer Group, Fund Managers and Technology Providers.

Danni has worked extensively with Adviser Logic, Intellfilo and IRESS XPLAN.

Peter Worn

JOINT MANAGING DIRECTOR

Peter is an experienced senior executive, business strategist and consultant with a background in advice, wealth management distribution and technology.
 
Before founding Finura, Peter was Head of Strategic Relationships at Enzumo Group, where he was responsible for developing the service offering through customer acquisition, global partnerships and acquisition opportunities building the foundation for a multi-year business transformation. Enzumo was widely regarded as the market leader in the customisation and support of financial advice software and culminated in the successful sale of the business to ASX-listed Centrepoint Alliance in 2020.
 
It was at Enzumo that he met his Finura Business Partner, Aron Satchell. A strong friendship and shared values sowed the seeds for the Finura Group.
 
Peter is an experienced company director, holding independent directorships and advisory roles with a range of wealth and fintech businesses including McQueen Financial Group and Rising Tide Financial Services. 
 
Peter also enjoys spending time assisting in mentorship and advocacy of those going through career changes; he is proud to be a member of a ‘FEW Good Men’, with Financial Executive Woman.
 
Outside of work, Peter and his wife Katherine have their hands full with his two young boys, Thomas & Patrick.
 
Qualifications:
  • MBA (Executive) AGSM (University of NSW)
  • Bachelor of Business (Banking & Finance) – Queensland University of Technology
Simon Betchley

SENIOR INDUSTRY ADVISOR

Simon has over 18 years of experience in wealth management and technology. Simon is a highly experienced software executive, including six years as CEO of Worksorted.

Simon works with Finura on our software development, go-to-market strategy, and digital transformation programs for our clients.

Simon holds a Diploma of Financial Services, a Bachelor’s in Computer Science and Management, an MBA, and graduated with order of merit from the Australian Institute of Company Directors.

Adrian Grayson-Widarsito

SOFTWARE DEVELOPMENT PARTNER

Adrian is the co-founder of Vokke. Vokke and Finura entered a JV in 2021 to develop custom technology solutions for the wealth management industry. 

Jon is responsible is for the execution and development of Finura’s software services strategy. 

Jon Wellman

SOFTWARE DEVELOPMENT PARTNER

Jon is the co-founder of Vokke. Vokke and Finura entered a JV in 2021 to develop custom technology solutions for the wealth management industry. 

Jon is responsible is for the execution and development of Finura’s software services strategy. 

Finura Group