The platform of choice for advisers, accountants, and their clients
The platform of choice for planners, accountants,
and their clients
myprosperity is an award winning software company that provides a unified platform for clients to come together with their advisers and get their entire financial world under control.
Founded in 2011, myprosperity combines proprietary technology with an extensive array of third party integrations to cover every aspect of an individual’s financial world. The company is now the leading private wealth platform in Australia, with over 25,000 client subscribers and 6000 adviser partners, tracking more than £25B in assets and £4B in liabilities.
- Nominated:
- Winner:
Nominated:
Winner:
Directors & Board
Peter McCarthy
Executive Chairman
Peter founded myprosperity in 2011, after 20 years in the financial services sector. Prior to that, he worked for Zurich Australia and founded his own successful financial planning firm, Strategic Financial Management, which acted for clients with a combined net worth of over $1 billion.
Chris Ridd
Director
Chris started using myprosperity in 2015. From 2010 to 2016, Chris led Xero’s expansion in the Australian market as Managing Director. Prior to that, Chris held a variety of senior roles at Microsoft for 15 years. In 2015, he was awarded The CEO Magazine’s Financial Services Executive of the Year.
Michael Happell
Director
Michael has a long career in financial services, having retired from his position of Chairman at PwC Australia in June 2016 after 24 years as a Partner. He is currently chairman of the National Sports Museum, and Vice President of the Melbourne Cricket Club.
Shane Pettiona
Director
Shane is a digital technology expert who regularly invests in and supports promising tech startups. Among other things, he founded Discount Vehicles Australia which sold to Carsales.com.au. He stayed with Carsales for 5 years as Chief Operating Officer.
Marcus Fletcher
Director
Marcus is an experienced corporate adviser, venture capital investor and director. After years as a corporate lawyer (Corrs and overseas) and then investment banker (Centaurus Corporate Finance and then Merrill Lynch), Marcus founded boutique corporate advisory firm Helfen Corporate Advisory in 2004 and has been lead adviser on many private and public transactions.
Leadership Team
Stephen Jäckel
CEO
Stephen is the CEO and technical leader behind the myprosperity platform. After graduating with a Bachelor of Software Engineering with Honours in Artificial Intelligence, Stephen was development manager at Carsales.com.au for nearly 5 years. With over 10 years of industry experience, Stephen hand-picked the team to build and grow the myprosperity platform.
Greg Collins
Chief Technology Officer
Greg joins us from Australian Unity where he was the Head of Solution Development managing Engineering, Quality Assurance, Robotics, System Integration and the Salesforce CRM platform. With over 20 years in the technology industry Greg has held a number of management positions and brings a wealth of security, cloud, governance and architectural experience.
Seymour Cohen
Chief Financial Officer
Seymour joins us from Drive.com.au where he spent the last 3.5 years as CFO/COO. Previous to that Seymour spent 15 years at PBL Media and 4 years in Asia with Singapore Press Holdings in a variety commercial and financial roles, managing a range of print and digital products. Seymour started his career at HSBC in Tax and Compliance.