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 help to provide Australians with the long-term security they need.
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.
David, an actuary, founded Financial Synergy, which became Australia’s leading provider of superannuation administration software. After successfully selling the business to IRESS in 2016, he is now devoting his time to researching and creating innovative retirement solutions, and directing The Orford Foundation.
Peter has spent over 35 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 efficient and effective income streams.
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 promotes Optimum Pensions via thought leadership and the use of social media.
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 Pensions’ products accessible to superannuation funds, financial planners and retirees.
A highly experienced superannuation and marketing professional, David has held senior roles at a range of financial institutions. He brings his experience in product development, marketing, communications and financial planning to developing and executing the marketing strategies for Optimum Pension products.
Tamara Ben Moshe
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 develops the Optimum Pensions brand and implements integrated strategic marketing initiatives.
CHIEF STRATEGIST & CORPORATE ADVISOR
Richard is a corporate advisor and specialist corporate finance consultant. A long term advisor to Financial Synergy, he is responsible for development of business strategy and advice for Optimum Pensions.
Providing a new lifetime pension for Australia.
With longevity risk underwritten by Hannover Life Re of Australasia Ltd, the white labelled Real Lifetime Pension developed and tested by Optimum Pensions enables superannuation funds and life insurance companies to offer a longevity product that provides a great retirement income solution.
Hannover Re is one of the world’s largest reinsurers. It transacts all lines of property & casualty and life & health reinsurance. The rating agencies most relevant to the insurance industry have awarded Hannover Re very strong insurer financial strength ratings.
Generation Life has been providing Australians with tax effective investment solutions for over 16 years to help plan for a thriving financial future.
Optimum Pensions partners with Generation Life to deliver our innovative Investment Link Lifetime Annuities solution, helping Australian’s plan for their financial future and live the lifestyle they desire in retirement.