Whether we are managing the funds our clients have invested into, administering estates and trusts, or supporting clients with commercial lending solutions: in the end it is the smarts and hearts of our people that make a difference. We are proud of our highly qualified and committed team of individuals that deploy their experience and expertise with passion, always aiming to achieve great outcomes for our clients.
General Manager, Wealth Management
Craig was appointed General Manager, Wealth Management in July 2018 and is responsible for the strategic, financial and ongoing management of the MyState Limited Group’s Wealth Management division; TPT Wealth Limited, which specialises in Asset Management, Advice and Trustee Services.
Craig was previously Managing Director of Aura Group’s Funds and Wealth Management business, following five years as the Chief Executive Officer of Certitude Global Investments. His prior roles included; Director of Distribution, Product and Marketing at Credit Suisse and General Manager of Asset Management, Margin Lending and Stockbroking at St. George Bank.
Craig holds an MBA and an MBSc from the University of Wollongong.
Senior Investment Manager
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.
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 Senior Investment Manager, 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.
Head of Distribution
Todd has extensive professional experience as a Senior Manager across Funds Management, Financial Planning, Estate Planning, Trustee Services, Tax and Accounting.
Todd joined TPT Wealth and MyState Limited in May 2001.
With a track record for leading trust based businesses focused on the client’s best interest Todd has built sustainable long-term relationships through transparent dealings. He is passionate about ethics and customer centricity.
Todd holds a Bachelor of Commerce from the University of Tasmania and is a Certified Financial Planner. Since 2008, Todd has been Chapter Chair Tasmania of the Financial Planning Association Australia (FPA). Furthermore, Todd is an Ambassador for the Future2 Foundation.
Business Development Manager
Adam worked as Financial Planner for MyState Limited, Fiducian Financial Services and Premium Business Group, before re-joining the MyState Limited group when he started with TPT Wealth in January 2020.
Adam has spent the past five years being trusted by investors to construct and help guide their portfolios into the future. Adam believes that building strong commercial and long term working relationships starts with a communication first approach. He enjoys learning about his corporate clients’ investment goals and is being appreciated for his patience in answering investor queries to make sure the product they are investing in is well understood.
Adam holds a Bachelor of Economics and a Bachelor of Business from the University of Tasmania, as well as a Graduate Diploma of Financial Planning from Kaplan. He is also a licensed Financial Planner.
Business Development Manager
Matt joined TPT Wealth in September 2020 bringing a wide range of experience across wealth management advice, portfolio management, building funds under advice, sales and trading, and managed funds.
Matt started his career in Finance as Dealers Assistant at Atlantic Pacific Securities, after which he became a Private Wealth Adviser with Shaw and Partners and later with APP Securities. Matt was a founding member and executive director of Frontier Global, responsible for portfolio management, research and fund distribution, and equity sales. Acting as a trusted relationship manager to fund managers, analysts, stockbrokers, financial planners, and high net worth investors.
Over the years Matt has been a regular contributor to financial programs on Sky News Business Australia, The Australian Financial Review, Reuters, CNBC, The Motley Fool, The Wall Street Journal, The ASX Investor Education Series and ABC’s “The Business”.
Matt is currently completing an MBA (Finance) and holds accreditations from Deakin University, Kaplan Professional and the Stockbrokers Association of Australia. Matt also holds an advanced Diploma of Music.
Business Development Manager
John joined TPT Wealth in September 2020 bringing over a decade of experience as a money market dealer and excellence as a Business Development Manager.
Prior to joining TPT Wealth, John worked during ten years as Business Development Manager within the Money Market Investments team at Bankwest, where he originally started his career as Assistant Portfolio Manager 13 years ago.
At TPT Wealth, John uses his talent and extensive expertise in assisting clients with their short-term cash investment needs, and providing top customer service for all of his clients, covering a broad range of industries, including corporations, institutional investors, NFPs, the education sector, government, SMEs and HNW investors.
John holds a Bachelor of Arts from the University of Sydney and qualifications from AFMA.