General Management

Matt Pearson

General Manager, Wealth Management

Matt joined TPT Wealth as the General Manager, Wealth in September 2023 bringing industry expertise gained from over 20-years’ experience in management, personal trustee services, and financial and investment advice.

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Matt has a genuine passion and a vast depth of knowledge of trustee services and managed funds built over a long career in the financial services sector. Prior to joining TPT Wealth, Matt was Head of Client Engagement at Australian Executor Trustees Limited. Previously, Matt has held diverse fiduciary and investment leadership roles at large organisations including Perpetual and Westpac.

Matt holds a Bachelor of Laws (LLB Hons) from The University of London (UK) and a Bachelor of Commerce from the University of Canterbury (NZ).

Investment Management

Jukka Viljanmaa

Head of Investment Management

In charge of the day-to-day oversight for all managed investment schemes, Jukka plays an integral role in the expansion of TPT Wealth’s asset management business.

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Jukka joined TPT Wealth in May 2019 and has enjoyed an enviable career in finance, with 30 years’ experience in the fixed income and mortgage space. Notably he worked at Antares Capital for 20 years as a fixed income portfolio manager where he managed around $6 billion in funds and was responsible for the investment strategy and trading in liquid portfolios, along with primary market research and secondary market trading of RMBS securities. He also worked as portfolio manager at Farquharson Securities, prior to joining TPT Wealth. Having started his career over 30 years ago on the Australian Stock Exchange floor as Equity Trade Assistant, Jukka soon became a Money Market Broker at BNZ Norths and later a Portfolio Administrator at State Street in Sydney.

Jukka is a highly analytical person with a long-standing track record of managing liquid portfolios through various economic cycles and events. As Head of Investment Management, Jukka is passionate about managing money to produce risk adjusted returns and value for our investors over a longer term, and not just outperform in the short term.

Jukka holds a Bachelor of Business (Finance major) from Charles Sturt University.

Matthew Brooks

Investment Analyst

Matthew joined TPT Wealth in January 2023 and is responsible for investment analysis of public market and private market securities.

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Matthew has five years’ experience in the financial advice industry where he worked both as a Financial Adviser and in advice preparation. During this time Matthew specialised in financial modelling and portfolio selection for his clients.

Matthew holds a Bachelor of Business majoring in Finance and Management, and additionally holds a Graduate Diploma in Financial Planning.

Investments and Commercial Lending

Bryce Harding

Head of Commercial Lending and Investments

Bryce joined TPT Wealth in May 2021 and was appointed Head of Commercial Lending in July 2021. Bryce brings extensive financial services experience from a career spanning over 30 years in the industry having commenced his career with Westpac in Hobart.

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Since then Bryce has held Management positions in Sydney & Papua New Guinea. He moved back to Hobart in 2000 to commence with ISCU (now MyState Bank) where he took on several senior management positions, before taking on the role of Manager at MCMF in 2007. Bryce has also previously served four years as State President of the MFAA and spent three years as a Director on the MFAA National Board.

Andrew Brough

Senior Manager Operations – Commercial Lending and Investments

Andrew joined TPT Wealth in September 2021. Prior to joining TPT Wealth Andrew worked for Bendigo Bank Limited in consumer and business banking. He has previously worked for several financial institutions in senior credit and management roles and has enjoyed a successful career in financial planning, combined with senior roles in superannuation and managed funds management.

Scott Kremerskothen

Senior Relationship Manager – Commercial Lending and Investments Hobart

Scott joined TPT Wealth in October 2021. Scott worked with the Commonwealth Bank of Australia for 14 years across varying roles with the last 10 years in their Business and Commercial Banking Centre. Most recently Scott worked as a Relationship Executive managing a commercial portfolio of business clients.

Bill Lawrence

Senior Relationship Manager – Commercial Lending and Investments Hobart

Bill joined TPT wealth in November 2021. Bill has 26 years of experience in the banking and finance sector & most recently worked as a Senior ANZ Business Banker.

Simon Faulkner

Senior Relationship Manager – Commercial Lending and Investments Launceston

Simon joined TPT Wealth in August 2021. Simon worked for 15 years in the banking and finance industry, the last 12 in commercial lending and relationship management. Most recently Simon worked as a Senior Relationship Manager for Bendigo Bank. Simon also serves on the board of a Launceston based not for profit early learning centre.

Steve Hills

Senior Relationship Manager – Commercial Lending and Investments Launceston

Steve has been with TPT Wealth for a total 10 years as a Senior Relationship Manager specialising in Agribusiness and Commercial. Prior to TPT Wealth spent over 30 years in Commercial Lending across the whole of Tasmania as well as rural Victoria and NSW.

Sherene Woodard

Relationship Manager – Commercial Lending and Investments Burnie

Sherene has been with TPT Wealth for a combined total of 16 years. Sherene spent 10 years in Trust Administration and Estate Planning then gained experience in both funds management and retail banking prior to moving into commercial lending.

Manasi Dissanayaka

Lending Officer - Commercial Lending and Investments Hobart

Manasi joined TPT Wealth in January 2021. Manasi has a diverse career in different industries including Lending, IT, Education and Research.

Rosemary Flynn

Lending Officer - Commercial Lending and Investments Burnie

Rosemary has been with MyState Limited for 12 years working in for both TPT Wealth and MyState. She has been a member of the Commercial Lending team since May 2021.

Kate Schmitt

Client Relations Manager

Kate joined TPT Wealth in February 2001 and is our Client Relations Manager for the North and North West of Tasmania.

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Kate brings more than 20 years’ experience in the Financial Services industry.

She understands the importance of building long-term client relationships. Dedicated to getting to know her clients better, Kate takes every opportunity to listen and problem-solve – a skill, for which she is highly appreciated by our investors.

Trustee Services Team

Sidney Taberlay

Advice Manager / Prudent Person

Sid joined TPT Wealth in August 2023 as Advice Manager / Prudent Person. He will provide sound and ethical advice when it comes to estates, trusts and attorneyship in line with the requirements of the prudent person investment principles and procedures. Sid brings with him a strong passion for and background in advice, with a career in this area spanning over a decade.

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Prior to his most recent role being Commercial Analyst for the Department of State Growth Tasmania, Sid’s roles included Financial Planner for Spirit Super (previously Tasplan Super), Private Client Advisor at Shadforth Financial Group and Financial Adviser at AMP.

Sid has completed a Graduate Diploma in Financial Planning.

Prior to his career in Financial Planning Sid was a full-time athlete (Mountain Bike). A five-time National Champion, he represented Australia at the Olympics (2004), Commonwealth Games (2006) and multiple World Championships.

Karen Metzger

Senior Relationship Manager, Compensation Trusts

Karen joined TPT Wealth as the Senior Relationship Manager, Compensation Trusts bringing over 25-years’ of broad experience in the Trustee services industry, and specialist expertise in personal injury services and compensation trusts.

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With decades of experience working with personal injury clients, Karen is passionate about helping her clients maintain their quality of life and achieve their lifestyle goals. Prior to joining TPT Wealth, Karen held senior positions at Australian Executor Trustees Limited and Perpetual Trustee Company Limited.

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