"The evolution of Australian society and the Australian financial system have made financial literacy a necessary and critical skill for consumers and investors."
The growing range of financial products available, changes in demography, and increases in consumer responsibility for superannuation decisions and retirement incomes have all increased the importance of having sound financial literacy
skills – but we don't learn about managing your finances in high school schools or in universities or workplaces.
Your Financial Wellness has been specifically designed to help Australian individuals and households make more informed decisions relating to events that affect our financial future by helping them better manage their personal finances, achieve financial security and generate wealth.
Director
Alexander is responsible for YFW’s product development and manages the product delivery/development process. He has a background in the financial services industry and holds a Bachelor of Arts and Science and a Master of Business Administration.
Solution Architect
Adam has been the head of IT and web architecture at Your Financial Wellness since our early stages. He is a highly experienced web technologies developer and business solutions analyst. He specialises in CRM systems and has extensive experience implementing solutions across a number of industries.
Strategic Marketing Consultant
Mike has 30 years experience using his demographic and marketing background analysing customer behaviour within both large Banks and the Mutual Financial Sector. Mike developed an Industry wide behavioural data base for the Mutual Financial Sector from which he delivered strategic analysis and Insights to over 80 Mutual Institutions. At YFW, Mike uses his knowledge to ensure users maximise the value of data collected in helping deepen relationships between Mutual and members.
Advisory Board Member
Peter has over 30 years’ general management, risk management, and banking experience. Peter was most recently Chief Risk Office of Bank of Queensland (BOQ), where he also served as a member of BOQ’s Executive Committee until his retirement in 2019. Peter is one of the region’s leading risk management experts and is currently a strategy and risk advisor to banks, financial institutions, and corporate clients. He is also a Non-Executive Director of The Regtech Association in Australia and a member of the Economics and Finance School Advisory Committee at Queensland University of Technology (QUT).
With more than 20 years’ experience in marketing and business development roles, Sonia has held senior roles in the tourism, aviation, and financial services industries in Sydney. Sonia is now based in regional NSW and co-owns an award-winning marketing, digital and design agency focused on helping businesses and organisations achieve their goals through effective planning and marketing. In addition to her marketing capability, Sonia is an experienced non-executive director and a strong supporter of the mutual business model.
A chemical engineer-turned-banker, James has over 20 years' experience across Australia’s large corporate and manufacturing sectors covering the ASX top 200 clients. James is now working with emerging tech, early-stage and high growth businesses to review and clarify their strategy, leading to insights on stakeholder management, risk management, financial modelling and enterprise valuation.
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This service is available to you freely to help your journey to financial wellbeing. By ticking "I'd like a review of my wellness results" ('Box') you agree that all information and data that you enter into the Your Financial Wellness platform will be shared with your financial institution or adviser.
By sharing your information, the organisation will be better placed to understand your needs and meet their financial service obligations to you and in so doing, help you to achieve your financial goals and aspirations.
If you untick the Box to information sharing, you acknowledge that you may not be able to access the services provided by the platform.