Executive Management

David Heather

Chief Executive Officer

  • David is a recognised specialist in the managed accounts field and has over 28 years experience in the Australian financial services industry.
  • David has also held senior roles at Permanent Trustee and Trust Company in Custody, Operations, Information Technology, Investment Administration and Managed Accounts. These roles have included responsibility for sales, product development, defining operational and technology strategies and implementing change. David has extensive experience in the administration of listed investments, managed accounts, sales and relationship management.
  • In 2005 David was appointed Head of Distribution at Aegis where he was responsible for building a portfolio business and distributing research to financial planning groups and broking firms.
  • David joined managedaccounts.com.au as the Head of Distribution in March 2008 to assist advisers, financial planning groups and broking firms with the integration of managed accounts into their existing business models.
  • In February 2014, was duly appointed the Chief Executive Officer role.

 

Tony Nejasmic

Head of Distribution and Marketing

  • Tony has over 25 years of experience in the Australian wealth industry.
  • Tony is passionate about investment markets and how Advisers can best position their businesses to provide outstanding solutions for their individual client’s needs.
  • Tony commenced his career at Count Financial Group and Sealcorp during the 1990s predominately in Sales roles looking after Queensland and New South Wales Financial Advisers.
  • In 2000 he joined Macquarie Bank as one of the first sales team members in the Macquarie Wrap business for which he was involved with for 16 years – helping growing that business from zero to well over $60 Billion. In 2013, Tony was responsible for the Sales effort for the Managed Accounts business within Macquarie Wrap where FUA grew from zero to $320m in the first 15 months since SMA’s were added to the platform. Tony joined Calastone in November 2015 as Head of Sales for Australia and NZ.
  • In late May 2017, Tony joined managedaccounts.com.au as Head of Distribution and Marketing.