Your Global Merces Team
Servicing to international and local investment managers, we have team members located in Sydney and Brisbane.
Select individual images of our team below to read more on their bio’s.
International Client Services Director
Adam spent nearly 20 years (almost a lifetime) working with one of the most prominent event management companies in the investment industry space. Working directly with 100’s of selected and international “best of class” investment managers in helping source new capital and investors while providing global wholesale family office and institutional investors access to high-performing investment opportunities to strengthen and diversify their investment portfolios. Adam is a driven capital markets professional with a continuing passion and commitment to bring quality investment products, longevity and positive experiences to wholesale and retail investors.
Con has significant experience in financial services. For over 30 years, he has been at the for-front of project management, and has designed and delivered multiple innovative award winning banking products for well know financial services brands such as, CBA, Westpac, Zurich, IOOF, St George, RAMS, ING, Bankwest, IAG, BT Financial Group and Colonial First State. He has received awards from Cannex and BRW for introduction of best in breed products in financial services.
Head of I.T & Design
Dawood has extensive experience in web and client/server technologies covering all phases of project development, including business requirements analysis, architecture and design, user interface design, module and component construction, testing and quality assurance, and implementation. He has worked as a Web Developer and Software Analyst for Airbus Group Australia Pacific, and have completed many website projects for other medium-sized businesses. He holds a master degree in Information Technology from Queensland University of Technology.
Managing Director & Chief Executive Officer
Founder of the Global Merces Group of companies. Holly was also the Founder of the Global Merces Absolute Return Fund. This has made her the first woman in Australia to start a 100% CFD hedge fund with a focus on currency as an asset class. Holly has a Diploma of Financial Planning, Specialist Foreign Exchange, Securities, Derivatives and Superannuation.
Key Expertise: Business Management, Investment and Portfolio Management, Foreign Exchange, Risk Management, Market Analysis.
Risk and Compliance Committee
MBA (Exec), FGIA, SAFin, MAICD, MFTA, MRMIA
Joanne is an experienced governance, risk and compliance professional with a diversified background across both public and corporate sectors. For over 15 years, she has been providing solutions for complex operational and regulatory change programs by designing and implementing strategically aligned risk management frameworks, compliance frameworks and providing quality GRC advice to business.
Joanne has extensive experience in advocacy, having worked with the ABA, FSC, PCA and ASX Corporate Governance Council; and engaging with RBA, ASIC, APRA, ATO, Treasury, CoFR, AUSTRAC, ACCC and Attorney General’s.
She is committed to enriching education standards and access to quality learning for GRC and actively pursues this through her involvement with Kaplan Professional and the Governance Institute of Australia (NSW Course Director), as well as presenting at a range of industry conferences.
Joanne holds an MBA (Executive), Diploma in Financial Markets, and is a Fellow of the Governance Institute of Australia, and member of the Finance and Treasury Association, Australian Institute of Company Directors, and the Risk Management Institute of Australia.
Michael is an experienced multi-industry compliance expert with over 20 years’ experience. He has managed a number of risk and compliance teams for various State and Federal regulator. He has extensive knowledge of risk management practices and regulatory requirements in compliance and auditing. Michael holds a Graduate Certificate in Compliance and Risk Management, Diploma in Management, Diploma in Fraud Investigations, Certificate IV in Assessment and Workplace Training. He is also a Certified Compliance and Risk Professional with GRC Institute. Michael has also owned and successfully operated two well-known franchises, in which he received a number of awards, and was also appointed a franchisee trainer.
Fund Administration Manager, CPA
Robert is an experienced professional with extensive experience in back office and reporting functions. He has over 17 years’ experience within Fund Accounting, Tax and Unit Pricing and oversight functions within investment management and Superannuation environments. During this time Robert has been responsible for system implementations, upgrades/enhancements, fund and investment transitions, investment in new asset classes, full and supplementary PDS release and multiple smaller scale tactical projects.
Robert has worked in a number of corporates including Suncorp, Skandia, IOOF, ING, Dresdner Bank (UK) and Mercantile Mutual. During this time Robert has contributed to significant business unit projects and strategic initiatives in various capacities from steering committee member to project owner, manager and stream lead.
Robert holds an Advanced Diploma in Accounting, Bachelor of Business (Major in Accounting and Small Business) and is a Certified Practicing Accountant (CPA).
Administration & Client Services
With a diverse role within Global Merces, Ryan works with the administration and client services division and works closely with our Compliance Officer. Ryan is in his final year of study, completing a dual Bachelor of Business and Psychology with a finance major, and is eager to apply his knowledge to the real world. He has gained insight into the industry through his previous position in a wealth management firm, where he developed the administrative, compliance and financial skills to succeed in his role. He has a passion for funds management and is an enthusiastic member of the team.
Vanessa has a Bachelor of Business (Major in Marketing and Advertising) with experience and knowledge in the marketing field. She develops a deep understanding of Investment Managers, their needs, clients, goals and challenges to act as an idea portal to assist Global Merces with implementing campaigns, brand concept and messaging. Vanessa is interested in uncovering the next technology, approach or product to provide Global Merces with its’ best foot forward to lead the way for Investment Managers.