Paragem was established to provide advisers with the flexibility to develop their business and the freedom to provide the most appropriate products and advice for their clients.
The Paragem AFSL is a solution for advisers looking strategically at the options available to help them develop a more resilient advice business, providing comprehensive licensee services and expert assistance, including compliance and risk management, ongoing professional development, product research, software advice templates and professional indemnity insurance.
Co-founder & Managing Director
Ian launched Paragem and is a founding director.
Before establishing the Paragem AFSL Ian co-founded Paragem Dealer Services, a leader in the provision of back-office support to over 2000 AFSLs.
He has a proven background in establishing and creating shareholder wealth over 25 years. His career includes being a director of the Financial Services Council (previously the Investment & Financial Services Association), experience as a non-executive and executive director of publicly listed companies, and chairmanship of several businesses.
He had a highly successful management period as the CEO of Sealcorp Holdings, Deputy Managing Director of Westpac Investment Management and CEO of Lend Lease Investment Services.
Ian has a successful track record in strategy planning and execution within the wealth management industry and is a well-regarded thought leader on industry direction. He is a passionate consumer advocate and assists with facilitation and strategy planning with some of Australia’s leading funds management and financial services firms.
Co-founder & Director
MBA BA (Hons) Adv Dip FS (FP)
Charlie is a founding director of Paragem.
Before establishing the Paragem AFSL Charlie co-founded Paragem Dealer services, a leader in the provision of back-office support to over 200 AFSLs.
Charlie is an experienced executive with a proven background in establishing and managing businesses.
Charlie previously worked for Bankers Trust Australia and headed up the Financial Services and Wealth Management divisions of WorldGroup Consulting, as well as being Managing Director of FIS-AU, a funds management and life insurance software business. Charlie was also the Managing Director of Implemented Portfolios, an Individually Managed Account portfolio construction and investment management business.
Charlie has a successful track record in developing conceptual business propositions, defining and leading strategic business initiatives, recruiting and leading goal-oriented teams, and operational improvement through business process re-engineering and technology implementation.