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We’re focused on helping our clients develop advice excellence through superior wealth technology.

About the Finura Group

Finura is an independent global technology services business that specialises in digital content, consulting and data services.

The fast-moving pace of technology development, increasing competition and new entrants have left business customers and software companies less aligned for success.

Our goal is to bring wealth management technology firms closer to their customers. With more international players entering the Australian market, there is an abundance of technology choice; the real challenge is execution.

We will work collaboratively with all software companies in the fintech ecosystem to enhance the adviser and client experience.

Combined 150 years wealth technology experience

Backed by highly capable support team

Wide range of experience across major technology platforms

Independent equity ownership

Unconflicted business model

Meet the team

Our team is composed of individuals with a diversity of backgrounds, skills and experience. We recruit people who are aligned to Finura’s core values of trust, innovation and client success. The result is a highly motivated and dynamic team driving superior advice technology outcomes for our clients.

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 is 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. Where a strong friendship and shared passions 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, Rising Tide Financial Services, Integrity Compliance.

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

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.

Nicole Smith

HEAD OF DIGITAL

Nicole is the Founder and CEO of digital marketing agency Socialisd, which specialises in servicing the financial services sector. Nicole has more than 25 years of experience in financial services, in both sales and marketing, and has worked across several states.

In 2016 Nicole founded her marketing agency that specialises in social media marketing and lead generation. A key focus has been to guide practice owners, using various forms of digital marketing, to tell their story more effectively and bring the value of advice to the forefront.

Combined with a passion for technology and innovation, Nicole is well position to lead our digital content and financial literacy services and solutions.

Outside of work, you'll find Nicole running trails in regional Victoria and getting some Zen in a regular yoga class.

Brett Ebedes

INDEPENDENT CONSULTANT

Brett Ebedes is an independent wealth management industry consultant specialising in corporate strategy, distribution and the application of technology for licensees and advice practices.

He has more than 20 years experience in advice and fintech, including having worked at Iress for 12 years where he held the roles of General Manager, National Manager and State Manager.

Prior to this, Brett was Director of Wealth Management for the Corporate Bank at NAB/MLC and has also worked as a private client adviser, financial planner and paraplanner. He holds a Bachelor of Commerce, Bachelor of Economics, Advanced Diploma in Financial Planning and an Executive MBA.

Great people make a great company

A happy company creates happy clients
Everything we do must have a long-term benefit
We have a no DH policy
We treat our clients as we want to be treated
Do the work we enjoy, life is short

Ready to find out how we can help?

Get in touch with our team to organise a time to talk.

BOOK A CALL

Let's chat

Get in touch

We’re focused on helping our clients develop advice excellence through superior wealth technology.

About the Finura Group

Finura is an independent global technology services business that specialises in digital content, consulting and data services.

Combined 150 years wealth technology experience

Backed by highly capable support team

Wide range of experience across major technology platforms

Independent equity ownership

Unconflicted business model

Meet the team

Peter Worn

JOINT MANAGING DIRECTOR

Aron Satchell

JOINT MANAGING DIRECTOR

Nicole Smith

HEAD OF DIGITAL

Brett Ebedes

INDEPENDENT CONSULTANT

Great people make a great company

Ready to find out how we can help?

Let's chat

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