Board and leadership team

Bringing together experts, innovators and thought leaders from across the SMSF industry.

Board members

Richard Grellman
Chairman - independent

Richard GrellmanRichard brings decades of experience from his previous role as partner at accounting firm KPMG. Serving on KPMG’s National Board and National Executive Committee, as well as a non-executive director for a number of public, private and not for profit companies, Richard is passionate about providing strategic advice to the financial services sector. 

In 2007, Richard was appointed a member of the Order of Australia in recognition of his service to the community and leadership role in a number of charities. Since 2014, he has held office as Tribunal of the Statutory and Other Officers Remuneration Tribunal (SOORT).

Stuart Forsyth
Director - independent

Amanda Johnston-PellStuart has extensive SMSF experience from his previous role as Assistant Deputy Commissioner Superannuation and, more recently, the non-executive director of SuperIQ Pty Ltd. Stuart is a director of a Brisbane based superannuation and consulting business. With his unique background across the industry, he brings a broad skill set spanning large organisational experience, current consulting knowledge and high level technical skills to the board.

Amanda Johnston-Pell
Director - independent

Amanda Johnston-PellAmanda is Board Director, Chief Marketing Officer and Chief of Startups of IBM Australia and New Zealand. With over 20 years’ experience working as a senior executive in Fortune 500 companies in the US and Asia Pacific, she brings extensive strategic marketing, business transformation and innovation experience to the board. As a co-founder and Founding Co-CEO of a New York based social media and big data startup, Amanda is passionate about using early stage technology to bring about significant transformational change, a growth mindset and disruption to traditional business models.

Gordon Lefevre

Gordon LefevreGordon has extensive financial services industry experience in senior finance and leadership roles. He has been CFO at AMP Limited since 2014, and his broader experience includes 13 years at the National Australia Bank Group with roles including Deputy Group Chief Financial Officer; CEO of The Reach Foundation; and CFO of the Grocon Construction Group in Australia. His experience includes customer facing and group support roles domestically and overseas.

Natasha Fenech
Chief Executive Officer, SuperConcepts

Natasha Fenech, CEO SuperConceptsNatasha is a highly respected business leader with over two decades of experience in the finance sector and a track record for delivering consistent and sustainable results with leading finance and insurance companies. As CEO of SuperConcepts, Natasha defines its strategic direction and is passionate about providing customer value. Natasha has previously held senior roles at Suncorp and Citigroup and has worked as a management consultant at A.T. Kearney. She holds an MBA, is an Associate membership of the Institute of Actuaries of Australia and is a Graduate Member of the Australian Institute of Company Directors.

Leadership team

Adrian Urquhart
Chief Financial Officer | General Manager, Product

Adrian UrquhartAdrian leads the team responsible for the finance function, including financial reporting, tax and accounting, risk and compliance, mergers and acquisitions and procurement. Adrian is also responsible for the product management function and SuperConcepts’ strategy. An accomplished senior leader with over two decades’ experience across law, finance and financial services, Adrian has previously held roles at Orica, Morgan Stanley and Clayton Utz.

Brad Ackermann
Chief Technology Officer

Brad AckermannBrad heads up the technology division of SuperConcepts, leading a dedicated team of product experts, designers, developers and analysts in managing and innovating the SuperMate platform. Brad has held previous senior roles with TechnologyOne, Australia largest enterprise software company, as well as Supercorp, the original manufacturer of SuperMate.

Grant Christensen
Chief Information Officer

Grant ChristensenGrant leads our information technology teams with responsibility for strategy, design, implementation and management of SuperConcepts' IT environment, including our customer focused hosting operations, corporate IT and IT security. With over two decades’ experience in IT roles and the last 13 years within the financial services sector, Grant has broad experience in a mix of large corporate, government and overseas organisations.

James Fitzpatrick
Chief Customer Officer

James FitzpatrickJames is responsible for leading the customer solutions function, drawing on over 15 years’ experience in financial services and superannuation. He has held a variety of senior leadership roles and works with his team to continually improve the customer experience leveraging a background in digital and focus on innovation.

Michael Pease
General Manager, Offshore Operations

Michael-PeaseMichael has a strong accounting and legal background with over 20 years' experience in the SMSF industry. He established and ran the business MORE Superannuation for 15 years prior to merging it with SuperConcepts in January 2018. He brings a depth of knowledge to the role and a strong track record for delivering large scale offshore resourcing solutions. He is currently the general manager of the offshore team and oversees the provision of wholesale services.

Naomi Holmes
General Manager, Corporate Services 

Naomi-HolmesNaomi provides leadership for the business transformation and People & Culture teams. With over 16 years' wealth management experience, she has held senior positions at ANZ across sales, project management, customer experience and regulation. Her professional qualifications include an Executive MBA, Certified Financial Planner CFP(C) and a Graduate Diploma in Financial Planning

Peter Burgess
General Manager, Technical Services & Education

Peter BurgessPeter and his team are responsible for the delivery of education and technical support services to our customers and staff. A highly regarded expert on SMSF government policy, regulation and technical issues, Peter also acts as our SMSF media spokesperson. Before joining SuperConcepts, Peter was National Technical Director for the SMSF Association, previously known as SMSF Professionals’ Association of Australia (SPAA).

Stephen Doulgeridis
General Manager, Business Development

Stephen DoulgeridisStephen is a highly skilled entrepreneur who has over 20 years’ experience with the SMSF industry where he established and ran the Justsuper business before joining SuperConcepts. In addition to being a well-respected SMSF leader, Stephen is also an SMSF Specialist Advisor and SMSF Specialist Auditor with the SMSF Association and an ASIC approved SMSF Auditor.

Stuart Develyn
General Manager, Customer Service

Stuart DevelynA strong and dynamic team leader, Stuart is responsible for our customer service function. He brings a depth of knowledge to the role and a strong track record for delivering large change programs and operational management — most recently holding senior leadership roles at Perpetual. His broad skill base spans financial services, technology, operations and program management.