An exciting opportunity has arisen to join the board of a full-service financial planning and wealth management company poised for significant growth and innovation. As the company prepares for its listing on the Australian Stock Exchange (ASX) in early 2025, we are seeking dynamic, experienced, and visionary board members to lead and oversee the next phase of this journey. We are looking to appoint an Independent Chair, Non-Executive Directors, and Committee Members with proven expertise in financial services and governance within ASX-listed environments. These positions are critical to ensuring robust governance, strategic oversight, and effective leadership during and after the company’s transition to public listing.

About the Company

This organisation provides comprehensive financial planning and wealth management services, delivering tailored solutions that empower clients to achieve their financial goals. Known for innovation, customer focus, and a commitment to excellence, the company is expanding its operations and seeking board leaders to help navigate this transformative phase.

Key Responsibilities

Independent Chair:

• Lead the board to ensure effective governance, strategic direction, and performance oversight.
• Represent the company to stakeholders, investors, and regulatory bodies with integrity and authority.
• Ensure the board operates effectively, fostering an environment of open dialogue and collaboration.
• Guide the board during the company’s ASX listing process and beyond, ensuring compliance and strategic alignment.

Non-Executive Directors:

• Provide independent oversight and governance, ensuring the company’s strategic objectives align with shareholder and stakeholder interests.
• Contribute expertise in financial services, ASX compliance, and capital raising to strengthen board capabilities.
• Offer insights to support sustainable growth and innovation within the financial planning and wealth management sectors.
• Serve as a member of board committees, bringing specialist skills to areas such as risk, audit, remuneration, or nominations.

Committee Members:

• Serve on committees such as Audit & Risk, Remuneration & Nominations, or Compliance, contributing specialised expertise to ensure best-practice governance.
• Monitor and evaluate committee-specific areas, ensuring transparency, accountability, and adherence to regulatory requirements.
• Advise the board on key risks and opportunities, driving informed decision-making.

Selection Criteria

To be considered, candidates must demonstrate:

• Proven experience in ASX-listed environments, with a strong understanding of regulatory, compliance, and governance requirements.
• GAICD qualification (or higher) with a deep commitment to best-practice governance.
• Expertise in capital raising, financial services, and strategic growth.
• A track record of board or executive leadership within highly regulated sectors.
• Exceptional communication, stakeholder engagement, and strategic decision-making skills.
• A collaborative mindset, with the ability to provide constructive challenge and oversight.

Why Join?

• Play a pivotal role in the company’s transformation and growth as it transitions to ASX listing.
• Join a high-performing board committed to innovation, governance excellence, and shareholder value creation.
• Be part of a company at the forefront of the financial planning and wealth management sector.

Application Process

Interested candidates are invited to submit their resume and a cover letter addressing the selection criteria to Kylie Hammond at: 📧 kylie@tigerboards.com.au

Applications close soon, so don’t miss the opportunity to bring your expertise to this exciting leadership opportunity.

Join us in shaping the future of financial planning and wealth management in Australia. We look forward to welcoming visionary leaders to this transformative journey.