About us

Our team is driven by a common desire to deliver better lifetime income products for Australians. We believe that sustainable retirement incomes are essential to provide better lifestyles and greater peace of mind in retirement; no matter how long someone lives. Each member of the team brings their own expertise and industry experience for the development and implementation of a new breed of retirement income stream that can provide Australians with long-term security they need.

David Orford Managing Director

David founded Financial Synergy, which became Australia’s leading provider of superannuation administration. After successfully selling the business in 2016, he is now devoting his time to providing Australia with better pension products.

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Peter Rowe General Manager

Peter has spent over 25 years in the superannuation industry with over 30 years in senior management roles. He has had extensive experience in pension management and administration and is keen to implement this new range of income streams.

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Richard Leckey Chief Strategist & Corporate Advisor

Richard is a corporate advisor and specialist corporate finance consultant. He is responsible for development of business strategy and advice for Optimum.

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Stephen Huppert Head of Engagement

Stephen is an independent consultant and actuary who has held senior roles at major professional services firms. With a long-term interest in both retirement and digital solutions, Stephen will help promote Optimum via thought leadership and the use of social media.

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Jim Hennington Head of Innovation

Jim is a recognised thought leader on retirement income strategy and modelling. An Actuary, he is involved in product design and developing modelling tools to make Optimum's pensions accessible to planners and retirees.

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Cathryn van der Walt Consultant - Public Relations

Cathryn is a highly strategic and creative communications director with over 25 years' experience in Asia Pacific. Cathryn is responsible for media and analyst relations; promoting awareness of the new opportunities that Optimum’s pensions present to the financial services industry.

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David Moxon Pension Consultant

A highly experienced super and marketing professional, David has held senior roles at a range of financial institutions. He brings his experience in product development, marketing, communications and planning to developing the marketing strategies and materials for Optimum's products.

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Tamara Ben Moshe Consultant – Marketing & Social Media

Tamara brings her experience in senior marketing roles to the team, providing a wealth of knowledge and experience across all areas of the marketing mix. Tamara has been engaged to develop the Optimum Pensions brand and implement integrated strategic marketing initiatives.

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