Our Story

Karen is the Senior Wealth Coach at Wealth Maximiser, bringing her expertise to the team since August 2023. She is a qualified and experienced financial adviser, providing financial advice for over 18 years. She also founded Women Talking Finance in 2019,  focusing on financial literacy and empowerment through delving into people’s money psychology to understand their

habits and attitudes towards money. She holds a Bachelor of Accounting, an Advanced Diploma in Financial Planning and CFP.  She holds director positions on boards for two profit-for-purpose organisations. She is a regular financial commentator appearing regularly on 5AA radio, podcasts and news media.

Victoria is a Wealth Coach at Wealth Maximiser and has been working with the team since October 2024. She is a Certified Financial A Planner (CFP) who has been in the financial services industry for over 18 years, and has extensive experience in the provision of comprehensive financial advice.

Victoria holds a Bachelor in Applied Science from Sydney University, a Graduate Diploma in Applied Finance (FINSIA) and an MBA from AGSM at UNSW Business School.
Victoria is passionate about helping clients achieve the future they deserve.

Anthony Brown has sponsored Wealth Maximiser since it began development in 2023.  He has been Chief Executive Officer of NobleOak Life Limited since July 2012, and a Director of the Company since July 2013. Mr Brown has approximately 30 years of experience in general management, finance strategy, operations, marketing and distribution.

He has completed the General Management Program at Harvard Business School, Boston, has an MBA from the Australian Graduate School of Management, and is a Chartered Accountant. He also holds a Bachelor of Economics degree from the University of Sydney and a Master of Commerce degree from the University of NSW. He is also a member of the Australian Institute of Company Directors.

Christopher serves as the Chief Growth Officer at NobleOak, where he has been instrumental in overseeing the development and operations of Wealth Maximiser since July 2024. Based in Sydney, his role involves driving growth initiatives and leading strategic development. Previously, he was the Chief Commercial Officer of Westpac’s Banking as a Service (BaaS) division from 2021 to 2024,

where he launched and operated embedded finance solutions for major brands such as Afterpay and SocietyOne. Prior to that, he held the position of Executive Manager of Loyalty New Ventures at Qantas, responsible for the Qantas Money and Qantas Insurance house of brands from 2019 to 2021. Christopher holds an BBA/LLB (Honours) from Macquarie University and an MBA from Columbia Business School.

Lucy leads the Wealth Maximiser team at NobleOak, ensuring the service meets client needs. She joined NobleOak in October 2023 as Head of Strategic Ventures. Prior to this, Lucy served as an Engagement Manager at Monitor Deloitte from June 2022 to October 2023, where she played a pivotal role in managing client engagements and driving business transformation. Her tenure at Market Gravity, a Deloitte business, further solidified her expertise,

where she spent over four years developing innovative strategies and propositions.Before her time at Deloitte, Lucy was deeply involved in technology consulting at KPMG in London from September 2015 to April 2018. This role allowed her to hone her skills in leveraging technology to enhance business processes and strategies. Lucy holds a degree in Philosophy and Politics from the University of York.

Having worked in the fintech space for the better part of 15 years, the development of Wealth Maximiser is an exciting opportunity that I am passionate to be a part of. Our customers have evolved with technology to simplify many aspects of every day life.

We are driven to optimise and simplify how regular Australians can access effective wealth management, and this has been the core tenet of building a platform to bridge the gap between building financial literacy and obtaining traditional financial advice.

Fotine is NobleOak’s Deputy Chief Risk Officer, who has experience in risk management and operations in areas of General Insurance, Life Insurance, Superannuation and Workers Compensation.

She has worked for organisations such as Suncorp, AMP, Resolution Life and iCare. Fotine holds a Bachelor of Commerce and joined NobleOak in May 2023.

Evan is the Responsible Manager for Wealth Maximiser. He is an economic futurist, renowned keynote speaker, and best-selling author of “Mind over Money.” As a respected money expert and media personality, he brings his profound insights into financial trends and personal finance strategies to a broad audience.

He is also an ambassador for Moorr, a leading app specialising in personal finance and property management, where he applies his expertise to help individuals navigate the complexities of financial planning and asset management. His dynamic approach and forward-thinking have made him a prominent voice in economics and finance, inspiring many to take control of their financial futures.

Sara is the Product Lead at NobleOak, where she spearheads the product development for Wealth Maximiser, focusing on customer-centric design. Prior to joining NobleOak, she was a Digital Product Owner at British Telecommunications, driving innovation in IoT and wholesale solutions, including launching new platforms and enhancing user experience with data driven analytic

dashboards, single sign on connecting multiple platforms and bringing IoT to the masses. She also led product development at SmartStream Technologies and Halfords, focusing on digital strategy and software enhancement. She holds a Bachelor’s degree in Marketing, Advertising, and Public Relations from Birmingham City University, graduating with first-class honours.

Sarah is currently the Growth Delivery Specialist at NobleOak, where she has been managing the operations of Wealth Maximiser since October 2024. Her tenure at NobleOak spans nearly six years, during which she has progressed through various roles including Partnership and Project Specialist and Team Leader and Complaints Specialist, demonstrating her versatility and commitment to the company’s growth.

Prior to her current role, she gained extensive experience in client services and relationship management. She served as a Client Services Representative at Freedom Insurance and a Customer Relationship Manager at Credit Corp, both positions based in Sydney, New South Wales, Australia. She also led teams as a Door-to-Door Sales Representative at Green Impact Marketing. Her educational background includes studying at Karel de Grote-Hogeschool from 2010 to 2014.

Ben currently oversees day-to-day servicing for Wealth Maximiser at NobleOak, a role he has held since April 2024 as an Operations Coordinator. Before joining NobleOak, he worked as a Compliance Administrator at Timothy James & Partners Ltd in London, where he contributed significantly to regulatory adherence and operational compliance from September 2022 to March 2024. His earlier roles include positions in event staffing and customer service at Xenia Recruitment,

and an investment management internship at True Potential LLP, all of which helped him develop strong organisational and customer service skills. He holds a Bachelor of Arts in Geography from Newcastle University, London, where he graduated with a second-class honour in the upper division (2:1) and was actively involved in the Geography Society and rugby. His academic and extracurricular involvement laid a solid foundation for his professional skills in management and coordination.