Enertion Pty Ltd

The principal Directors have over 50 years experience in Financial Services, Project Management, Fintech, and Investment Management. Recently activities included- Program management and Business Analysis for a Custody transition - Establishment of a new Program Management Office, PMO methodology and reporting structure for a large well known and prestigeous Australian community, travel and hospitality company - Assessment of the addition and implementation of a Superannuation capability on an existing Investment platform - Review of Adviser portal implementation plans and assessment and alignment of target market; human centred design of offering (product and service)- Superannuation Trustee Capital and Operationa Risk Reserve restructure - Straight through processing and automation projects - Investment platform and Superannuation technology build and implementation - Website and User Interface design and delivery management - Program and project management of regulatory change (financial services)- Financial managed accounts (product, technology and service) for both discretionery (MDA) and separately managed accounts (SMA)