Peter Boyle
Head of Operations & Finance
ACA BSc (Hons)
Peter has over 13 years experience in the finance and accounting industry in Europe and Australia.
Prior to joining Paragem, Peter has worked for Grant Thornton, Deloitte Consulting and Deloitte. He has had an extensive number of roles initially in audit and accounting and then in operations.
His experience across these organisations helps in his role at Paragem where he is responsible for the Finance and Operations area of the business.
Michael Rowles
Head of Compliance
M Fin Serv Law
Michael is the Head of the Compliance division of Paragem Partners. Michael has been leading compliance consulting teams since 1996, including THP and Kaplan. His knowledge of the industry covers new business, product development and management, operations, training and compliance management.
Michael has worked in the financial services industry for over 27 years. With his experience in compliance dating back to roles with Lend Lease and MLC, Michael has extensive knowledge around the regulations for financial planning, life insurance, securities and consumer protection and this gives him the capacity to interpret these regulations as well as develop processes for their implementation.
With his intricate knowledge of compliance issues, Michael is an expert in the development of practices designed to monitor activities to ensure compliance to these regulations.
Terrence Snape
Senior Compliance Consultant
B Bus M App Fin ASA SA Fin
Terrence has extensive corporate and public service experience in Compliance and Governance having commenced his career in the Australian Securities Commission in 1989. During his time with the ASC he gained experience managing what was the NSW Dealers licensing team. His background encompasses working with the regulator in the assessment and suitability of what are today termed Australian Financial Services licensees and authorised representatives. Terrence also played an integral role in the development of a number of ASIC policies that have been used as a base for the present AFS legislation.
After leaving ASIC, Terrence worked as a senior compliance manager within the Sealcorp group where he had responsibility for the eastern seaboard states.
As a senior compliance consultant with Paragem Partners, Terrence’s role includes assisting clients to obtain AFS licenses, ongoing licensee reviews, authorised rep reviews and ongoing assistance and coaching with day to day compliance activity. Terrence is well credentialed in practical compliance advice and speaks as a senior manager on behalf of the company at public forums.
Esther Moseley
Head of Practice Improvement
B Bus
Esther is the Head of the Practice Improvement division of Paragem Dealer Services. Esther brings nine years experience as a hands on practitioner in the financial planning industry.
Esther started in the industry working for a boutique financial planning practice where her role ranged from Practice Management, Client Services and Paraplanning. The experience she gained has been carried through to her most recent role as Relationship Manager at Coin software. Her experience working with boutique financial planning practices through to large corporate dealer groups allowed her to gain an in-depth appreciation of the best way to manage the implementation of technology.
Esther's expertise is in the customisation and implementation of software solutions to 'operationalise' business strategy.