The OktoWealth Team
The OktoWealth team is committed to delivering the best solutions for advisers and their clients, with a focus on improving efficiency and increasing client engagement.
Backed by the Best
OktoWealth’s secure cloud-based digital platform is built on open architecture, with open APIs and has been developed by a team of experts with in-depth knowledge and extensive experience in Wealth Management technology. The team is committed to delivering the best solutions for advisers and their clients, with a focus on improving efficiency for the financial planning office and increasing client interaction through development of intuitive digital tools.
OktoWealth knows that harnessing the use of mobile technology and providing customised service to clients, will not only make it easier for advisers, but also help meet the needs of clients today and into the future.
To ACCESS infinite opportunities to service your clients with ease and efficiency while delivering products and services that leave the competitors behind, contact us today.
CO-FOUNDER / CHAIRMAN
Marshall Stephen
Marshall has been working in the Financial Services industry for over 25 years. He has previously held CEO and CIO positions within ASX200 listed organisations including many high profile financial services and retail firms. With extensive experience in leading success across organisations, he is skilled at building clear; concise; robust links between business units to grow business activity and deliver on key business objectives.
As the Chairman of OktoWealth, Marshall is well placed to guide the team in not only the development of the Investment Platform but also in delivering the Financial Services industry holistic business solutions for all their needs.
COMPANY ADVISER
Michael Axarlis
Michael has significant experience dealing in major business systems and processes for leading financial services organisations in Australia, UK, Canada, NZ, Thailand and Indonesia. This included 33 years in public practice and over 22 years as a Partner in a Big-4 firm. His experience with major technology risk assurance, implementations of core banking and ERP systems, complex payments projects and business environments has consistently linked the solutions, technical outcomes and the key control environments to business requirements. He has an acute understanding of what key stakeholders (customers, Boards and executive leadership, technical users and regulators) ultimately try to achieve.
Michael has recently turned his attention to working with a number of fintech and start-up companies. He is also on a number of Advisory Boards, assisting the owners and senior leadership teams shape their strategy, providing challenge to their ideas as well as supporting capability uplift to commercialise further their business endeavours.
CO-FOUNDER / CHIEF EXECUTIVE OFFICER
Mark Finch
Mark has worked in the Financial Services industry for over 20 years spanning both the European and Australian markets.
Working predominantly in the Funds management and Superannuation market sectors, Mark has extensive experience in Directorship and has recently led a large Superannuation administration company servicing over $5 billion in funds under administration.
Mark has a large network across the financial services market and is focused on partnering with clients to build long term relationships.
CO-FOUNDER / CHIEF CUSTOMER OFFICER
Dean Lupton
As a Co-Founder of OktoWealth and a passionate business professional with proven ability to build successful teams and strong customer/stakeholder relationships, Dean is well equipped as the Chief Customer Officer. He has extensive experience within banking, technology and wealth management firms delivering large customer experience transformation projects.
With his extensive experience in sales development, IT service delivery, digital marketing and development, customer service, product design and delivery, project management, vendor management and business consulting, Dean’s key strength is centred on a strong understanding of how technology adds significant value to an organisation's operations and underlying profitability.
CHIEF OPERATING OFFICER
Wayne Panton
Over the last 20 years, Wayne has held a number of senior management roles at Goldman Sachs, JBWere and the National Australia Bank.
His extensive experience in leading operations and technology teams within the financial services sector has seen him successfully deliver client-focused outcomes, centred in the areas of software application development, business architecture, Cash Equity broking, managed funds, margin lending and custodial services.
Wayne has always had a passion for the needs of the client and believes in the power of technology when it comes to exceeding client expectations.
His leadership style reflects this desire for superior client service and his focus is on how all at OktoWealth can contribute to a shared vision of caring for our clients and their business.
GENERAL MANAGER
Felicity Langford
With over 16 years’ extensive experience in promoting, managing and driving sales in the television industry at both the Seven and Nine Networks, Felicity is well-positioned to manage innovative high performing businesses.
Felicity has demonstrated success in building strong rapport and trusted business relationships with large high profile corporate clients and individuals from diverse backgrounds at all levels, including C-suite executives.
Her proven ability to efficiently and effectively deliver solid outcomes for all, makes Felicity an asset to the leadership team.
HEAD OF DISTRIBUTION
Donna Teague
With a career spanning over 25 years in the Financial Services sector Donna has held senior leadership roles in wealth management, predominantly in distribution and brings a deep understanding of the advice business.
Delivering client service excellence is paramount to building successful relationships and is a key area of strength and focus for Donna. Passionate about the value of advice, growth and retention strategies are critical elements to build a successful practice and Donna enjoys
helping advisers cut through with their clients bringing tangible benefits to the relationship and sharing insights into the wealth management process. Donna holds Tertiary Qualifications in Superannuation Management and Financial Planning.
Adviser Focused
Proactive not Reactive
