Senior Credit Risk Officer
Chief Financial Officer
IC - Valuation Advisor
Sophia has over 20 years experience in the financial services industry especially in the property and funds management sectors. She has worked in large established wealth management groups that manage $10b+ in funds and has also implemented growth strategies and built bespoke operations from the bottom up. As a Director of financial services companies in the past, responsibilities included capital raisings both domestically and offshore, marketing, operations and service both in large organisations with several billion under management and independent firms. Sophia helps drive growth strategies and manages relationships and alliances with key industry stakeholders and individual investors. With her knowledge in behavioural science she uses this lens when considering the waves of disruptive technology that are unfolding, how services are delivered to our clients, engagement of partners and how clients prefer to invest.
A highly regarded Melbourne business leader with over 25 years experience in the banking and financial services industry, Scott Tanner previously lead the Bank of Melbourne as CEO. Prior to this, Scott was a Director at global business consulting firm Bain & Company, where he held a number of senior leadership roles during his 15 year tenure, including Head of Bain’s Melbourne Office and forged significant experience in international finance markets while at Bain, leading the firm’s Asia Pacific Financial Services Practice for six years from 2000. Before joining Bain, Scott was Head of Strategic Marketing at NAB where he led the strategic analytic engine within the Australian Group. He is a Director of Tennis Australia, a Trustee of Melbourne Olympic Parks Trust, and a Fellow of the Australian Institute of Company Directors.
Gary has a 32 year banking career and financial services experience. He has held senior positions as Head of Credit and Risk at Bank of Melbourne and has spent the last 9 years as Senior Manager in the Westpac Commercial Property Credit Group. Gary has led high performing teams of credit managers across commercial property centres to deliver quality credit risk decisions that are soundly based, involve appropriate research and analysis and that reflect the financial institutions' current policies and underwriting standards. This is achieved with overall accountability for the ongoing monitoring of business risk and portfolio management.
Victor has over 25 years experience in the financial services sector. During his professional career, Victor has been the Chief Financial Officer for the Australian Wealth Management division of leading international organisations including Citigroup and Morgan Stanley, overseeing 300 employees and $28 billion in assets under management (AUM). During this time, he was involved in expanding the business through multiple acquisitions as well as implementing organic growth initiatives. Victor is professionally experienced in mergers and acquisitions, performance analysis, financial management reporting, statutory reporting, governance, audit responsibilities, compliance, risk management, stakeholder management, human resources, information technology and legal as well as driving corporate strategy. He is a Fellow member of the Certified Practising Accountants and has also completed his Series 7 license exam for US securities.
Anthony brings a strong set of skills to his role on the PropertyShares Investment Committee. As a former committee member of The Property Council of Australia and mentor for the organisation, his expertise lies in strategic planning, partnership formation, and process implementation, with a specialisation in residential asset valuation. Anthony provides valuable advice on valuations, contributing to industry standards and opportunities for PropertyShares.
Max is an investment analyst at PropertyShares, bringing his skills and experience in funds management to the team. Having previously worked in the listed environment at BlackWall Limited Max gained invaluable experience in research, analysis and real estate due diligence. Max is responsible for identifying investment opportunities, interpreting real estate markets, market conditions and trends. With a degree in business majoring in finance and a minor in economics from UTS his strong analytical skills help the group make informed investment decisions and drive both the outperformance of the portfolio and success of the company.