Leadership and Board

David has 25 years executive experience operating, developing and building highly regulated financial market infrastructure businesses based on technology and data.

Prior to joining Automic David had executive responsibility for ASX markets, data and technology, where in addition to responsibility for the Australian stock market he led the development of the ASX low latency colocation facility (ALC) and the Australian markets largest dark pool ASX Centre Point.

Beyond traditional securities and derivative markets David also has significant practical experience advising, leading and building initiatives in crypto markets, and the broader use of blockchain for financial services.

Matthew Walton is a performance-focused CFO with a strong operational, commercial, and strategic mindset. With extensive experience in financial leadership, he partners with Boards and C-level executives to drive business transformation, optimise financial processes, and improve profitability through strategic change initiatives.

Marcelo is a computer scientist with over 18 years of commercial experience in the IT industry, delivering successful projects for a wide range of companies and industries such as financial services, health, telecommunications and airlines, designing solutions from mobile apps to complex high-load mission-critical web applications.

At Automic Group, Marcelo has led the architecture, design, product development, program management and IT operations of Automic Group’s innovative cloud-based platforms, with a strong emphasis on maintaining the confidentiality, integrity and availability of Automic Group’s client data and systems.

Michelle brings over 30 years of operational and project management experience to Automic’s fast-growing Fund Registry team from financial services across Australia, New Zealand and Hong Kong. Michelle has provided outsourced registry and administration services to many of Australia’s leading fund managers. Michelle was most recently at AMP Capital as Head of Service Provider Relationships and at Link Market Services in various senior management roles, including General Manager-Managed Fund Outsourcing, Head of Operations-Employee Share Plan Services, Corporate Actions General Manager and Program Manager.

Michelle has worked on many of the most significant and complex transactions in Australia and the APAC region while developing and leading highly effective operational and project teams. She brings extensive experience across ASX top 100 companies and is an integral component of the projected growth of Automic’s fund registry business.

Sue has over 30 years' experience in Australia’s financial markets, specialising in settlement, post-settlement administration, corporate actions, and Investor Engagement. Sue has worked on some of the most significant and complex transactions in the Australian market for companies including Commonwealth Bank, Westpac, NAB, Telstra, Woolworths, Virgin Australia Holdings, ASX, APA, and IAG.

Prior to joining Automic, Sue worked in Investor Relations with a Top 20 publicly listed company and understands the complexities of servicing a Top 20 ASX company. Sue’s experience includes being Head of Capital Markets, Business Risk Committee, and Director of Shareholder Services. Sue is currently Head of Business Operations with Automic Group and is a member of Automic's Executive Leadership team.

Aimee has 25 years' experience in leadership, sales, and marketing roles. Prior to joining Automic, Aimee was the Chief Revenue Officer for APACs largest private Recruitment firm and CMO and Executive General Manager at Probe CX. Aimee has founded a marketing agency in Australia and a professional services firm in the Philippines, both acquired by private equity backed brands. Aimee was recently awarded CMO of the Year 2022 by the Australian Marketing Institute judged by over 100 industry peers based on business results.

Richard leads Automic’s sales and solutions team, alongside responsibility for M&A and strategy. Prior to joining Automic, Richard worked in multiple private equity portfolio companies where he was responsible for growth and M&A. He was previously a Director with UBS Australia’s investment banking division, and a strategy consultant at Booz & Company, where he collectively spent 10 years advising a broad range of ASX200 and corporate clients in Australia, the US, and Singapore.

Jules is a Chartered Accountant and holds a Bachelor of Commerce (Accounting). Over his career Jules has developed a broad skill set across strategic, operational and commercial aspects of accounting with strong commercial and technical experience.

Jules is Big 4 trained, holding a senior position in external audit before moving to commercial roles including executive finance and CFO roles. Jules has a particular interest in supporting growth companies by providing insight through meaningful and robust accounting and finance processes.

Having joined Automic in 2022, Robbie brings over 20 years of experience in administration, legal, governance, risk and compliance spanning a diverse range of financial services, including administration of pensions, superannuation, wealth management, group life insurance, trustee and custodial services, regulatory licensing, equity capital markets and unit registry, across Australia, Europe and Asia.

Admitted as a Lawyer to the Supreme Court of NSW with current legal practicing certificate, Robbie holds a Master of Laws from the University of Sydney, as well as a Bachelor Laws, Graduate Diploma in Legal practice, Certificate in Governance (risk management), Diploma of Financial Services and an Associate Diploma in Superannuation Management.  His previous leadership roles include National Manager of Compliance, Chief of Staff to the Managing Director of an ASX 100 company, Head of Group Reporting and Head of Strategic Development and Governance, Risk & Compliance.

Ben is a high performing and strategic thinking professional who has more than 20 years’ management and sales experience, predominantly in the financial sector. Ben has significant experience in the development, operation and expansion of multiple businesses, dealing extensively with the institutional, government and commercial sectors in a Senior Management & Business Development capacity.

Ben has previously held senior roles with Westpac, Lehman Brothers and BOC Limited, where he applied his strong focus on building successful long-term relationships.

Steve Morgan is an experienced strategic ESG consultant and a proven ESG professional. Prior to Automic, Steve was the Founder and Managing Director of ESG Capital, a successful corporate ESG and climate advisory firm acquired by Automic Group in 2023.

As Principal of Automic ESG, Steve applies his deep knowledge of the ESG ecosystem, focusing on the agendas of investors and regulators. With a pragmatic and commercially oriented approach, Steve views ESG as leading a fundamental shift in global capital markets. He is passionate about supporting companies and funds to successfully navigate ESG to attract and enhance their economic, environmental, and social capital.

Steve is a GRI Certified Sustainability Professional, holds a Bachelor of Business, and is a Registered Consultant under the Australian Government’s Climate Active Program.

Jordan brings over 12 years of expertise in share registry and both domestic and global Employee Share Plan administration. He has successfully led client relationship teams, overseeing the administration of more than 100 clients. Jordan has also managed ongoing services for numerous ASX-listed companies, including prominent names such as Woolworths, Westpac, Telstra, and Commonwealth Bank.

With over 25 years of experience in the Australian investment industry, Adrian specialises in active domestic equity portfolio management. He was a founding partner and executive director at Perennial Growth Management, where he played a key role in managing discretionary mandates for institutional and retail investors. Leading a team of investment professionals, he identified and valued critical investment opportunities. As Managing Principal of our Markets team, Adrian partners with ASX-listed companies, working closely with Boards and management teams to build equity market support through investor relations, media, strategic insights, and beneficial ownership analytics.

Lucy is an experienced compliance and corporate governance professional, with over 20 years’ experience in the financial services, oil and gas, IT and marketing industries. Lucy has held the position of Company Secretary of a number of listed and unlisted public companies over the last 16 years and has also held the position of President for a Not-For-Profit Organisation. Lucy holds a Bachelor of Arts and a Graduate Diploma in Legal Studies majoring in financial services law and is an affiliate member of the Governance Institute of Australia.

Steven is a Chartered Accountant with nearly 20 years of corporate advisory, governance and financial compliance experience, predominantly in the mining and resources sector. Mr Wood was a Director of Grange Consulting Group Pty Ltd leading a team of professionals providing outsourced company secretarial and CFO services, prior to its acquisition by Automic Group in 2023. At Automic, Steven specialises in providing company secretarial, corporate governance, and financial compliance consulting services to a number of ASX listed entities. Steven has a particular interest in the mining exploration industry and is currently Non-Executive Director, Company Secretary and/or CFO for a number of ASX listed juniors.