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 & Chairman
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 200 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.
BSC (Mathematics), Masters Business Systems
Nathan is an experienced executive with a proven background in growing & transforming wealth management businesses since 2006, including market strategy, M&A, business development, technology, operations and organisation transformation.
Nathan previously worked for Perpetual Private, a high net worth advice business and was responsible for developing new market segments, including advice & trustee services to accounting firms, medical specialists and indigenous communities. Prior to joining financial services, Nathan worked in strategy & management consulting and as an officer in the Australian Navy, including running leadership programs on the square rig sailing ship Young Endeavour.