Nathan Jacobsen is the CEO of VBP. With a career spanning 16 years in wealth management, Nathan excels in market strategy, M&A, business development, technology, operations, and organisational transformation.

Before VBP, he served as Managing Director at Diverger for 3 years. He also held key leadership roles, including Group Executive Advice & Technology Solutions at HUB24 and various General Manager positions at Perpetual Private. His diverse background includes strategy and management consulting, as well as service as an officer in the Australian Navy.

Nathan’s commitment to driving growth and delivering value makes him a trusted leader in the industry.

David Harris, CEO of Advice Evolution, boasts a diverse career spanning finance, leadership, and athletics. Beginning as an Adviser in 1994, David progressively expanded his practice, overseeing multiple practices and employing 7 advisers.

With 15 years of military leadership experience, he brings a unique perspective to financial planning. David served as Chairman of the Financial Wisdom Adviser Forum for 3 years and remained on the board for 12 years. Passionate about work-life balance, he coaches national-level athletes in mountain biking. A technology enthusiast, David embraces change and innovation to drive industry progress. Beyond his professional pursuits, he enjoys cycling and adventuring on motorbikes.

David is a Certified Financial Planner® and Managing Director at Invest Blue.

As a Managing Director, he is responsible for executing the strategic plan of the business (in conjunction with the leadership team) and driving the development of strategy with the board.

David joined Invest Blue as a consultant in 2001 and since then has held advising, strategy and management roles within the business. Within these roles, he demonstrated his ability to solve complex problems by thinking outside the box.

After having held the role of Director for a year, David was appointed Managing Director in 2009.

Paul is the Founder and CEO of AZ NGA. He established AZ NGA in 2015, after a career as a senior executive at some of Australia’s leading banking and financial services institutions including the Commonwealth Bank of Australia, ANZ Bank, Colonial First State, and Rothschild.

Prior to AZ NGA, Paul helped 4 Pines Brewing Company establish its first Board, serving as the group’s inaugural Chairman in 2014. During a period of significant growth and expansion, he guided the group to become a Certified B Corporation and oversaw its 2017 acquisition by global giant Anheuser-Busch InBev. Paul is also Chair of the 4 Pines Advisory Committee.

And most recently, a momentous partnership was forged as AZ NGA became one of VBP’s capital co-investors, enabling all partners involved to fulfil key strategic priorities in the year 2022.

Israel started in VBP as a Financial Planning Assistant and has developed into various roles through the years. With her Paraplanning background and expertise, she is now supporting new clients, team members, and leaders as one of VBP’s Senior Client Onboarding Manager.

Aside from having the passion for mentoring and guiding new team members, Israel has been a genuine ambassador of VBP’s culture and its core values. She has played an active role in the company’s various engagement activities, interest groups, and key initiatives promoting a fun and safe working environment. Until today, she remains as one of VBP’s culture squad captains, getting herself at the forefront of VBP’s culture.

Robyn has over 28 years of experience in financial services, with an extensive background in senior management roles in both Perth and Sydney.

Currently serving as the General Manager of Wealthwise for 3.5 years, she joined the company in November 2020. Prior to this role, Robyn held senior management positions at Count, Suncorp (Asteron), and ANZ, covering various areas including Advice, Operations, Key Accounts, and Sales Strategy. Her recent roles at ANZ included Senior National Manager, Business Solutions, and Advice for Millennium3, and State Manager WA for ANZ Financial Planning.

David Hanus, BlueRock’s Chief Information Officer, leads technology strategy, innovation, and transformation.

With over two decades of leadership and consulting experience, he’s known for solving complex challenges with technology, data, and AI. Under his leadership, BlueRock has grown to over 80 professionals, driving technology adoption in transportation and financial services. David’s balanced approach positions BlueRock for future success in the evolving technology landscape.

David Carney transitions to VBP’s Head of Growth. In his role, DC spearheads sales, marketing, innovation, and entrepreneurial focus. Collaborating closely with teams, he directs growth initiatives to meet evolving client needs and industry shifts.

As a vital member of the executive team, David prioritises growth in VBP’s strategy, ensuring sustained profitability. With a dedicated and systematic approach, he drives the organisation toward sustainable growth, leveraging his extensive experience and strategic vision to propel VBP forward in a dynamic marketplace.

Sue Viskovic joins VBP as the General Manager of Consulting, following the acquisition of Elixir Consulting.

With over 20 years of experience in financial services, with roles spanning across banking, funds management, advice and licensee services, Sue built her career and business by helping financial advisers, accountants and risk specialists improve the way they run their businesses.

With the combined business of Elixir and VBP, we are able to offer superior service to clients and cement ourselves as the “go-to” growth partners for advice firms.

As Head of Commercial and Strategy (HCS), Eloisa is a senior business leader on critical initiatives. She has strategic deliverables to address core planning and outcomes in terms of resource planning, technology roadmap, people and leadership development.

A graduate of BS Business Administration – majoring in Business Analytics, Eloisa has 15 years of experience on her sleeve as a Senior Operations Manager and Process Excellence Manager. She also has experience in Mid-line Management, Executive Client Management, Robotics Design and Deployment, and Project Management.

Apart from that, she is a Six Sigma Certified – Black Belt and LEAN Facilitator.

Tessa has been an integral part of VBP for the past decade, embarking on a journey that began as a Financial Planning Assistant (FPA) and Subject Matter Expert (SME). Through dedication and expertise, she progressed to roles such as Client Services Manager (CSM) and Service Delivery Manager.

Currently, as a Senior Implementation Manager, Tessa leads projects at The Acceleration Hub, where she transforms concepts into reality. Collaborating closely with stakeholders, she navigates initiatives to fruition, driving positive change and realising visions. With her wealth of experience and commitment to excellence, Tessa continues to play a pivotal role in VBP’s growth and success.

Over the past 25 years, Graham has held senior leadership roles across the financial services industry, developing a wealth of knowledge and experience of how successful advice businesses grow and prosper.

He brings a depth of experience to his firms, combining his skills in business growth and human performance with learnings from leading a number of large scale business transformation and integration projects as well as launching a range of product and service offers for Insurance, Funds Management, Platform and SMSF businesses.

With extensive experience and a great passion for client engagement and sales skills, Graham has a particular knack at helping advisers to improve the way they engage with new and existing clients, and take their ‘people skills’ to another level to deepen their client relationships and the outcomes they can help their clients achieve.

As the Chief Information and Digital Officer of VBP, Shaun is responsible for the management, implementation, and usability of information and computer technologies within VBP.

He helps ensure that the company maintains a competitive advantage over others and adapts to changes over time, striking a balance between the day-to-day administration of technology and predicting future technology needs and trends.