Centric Wealth

your interests, our focus



Our Management

Phil Kearns  

 Phil Kearns, CEO

Phil commenced as CEO of Centric Wealth in December 2011. Prior to Centric Wealth Phil worked at Investec Bank from 2005, initially working in the Private Bank before moving to Investec’s Corporate Advisory and Capital Markets divisions.

Whilst better known for his Rugby exploits, Phil has an Arts Degree majoring in Economics and Economic History from the University of NSW, a Diploma of Applied Finance and is a Member of the Institute of Company Directors . On finishing his professional rugby career, Phil became Managing Director of an IT Consulting firm. 

Outside interests include Phil’s directorship of the Children’s Cancer Institute Australia and the Humpty Dumpty Foundation, he is also a commentator with FoxSports.


 
Chris Powell   

 Chris Powell, COO and CFO

Chris has been with Centric Wealth since August 2011. He has extensive experience as a senior finance executive across the financial services industry including retail and business banking, wealth management, property, investments, life insurance and general insurance. Prior to joining Centric Wealth, Chris was Regional Chief Financial Officer, Australia & New Zealand at Zurich Financial Services (Zurich Australia) for 8 years. Chris also held numerous directorships within the  Zurich group.

Other positions held during his career include, Director, DKN Financial Group (2007-2009), Chair, Lonsec Limited (2002-2009), Director, Robina Town Centre (1997-1998), CFO and VP Finance and Administration, Bullant Inc (2000-2001), Investment Manager, Continental Venture Capital Limited (1999-2000), Chief Manager Financial Management, Banking and Financial Services, Commonwealth Bank (1997-1999).Chris holds a Bachelor of Arts from the University of Sydney and a Bachelor of Business with a major in Accounting from UTS. He also holds professional fellowships in CPA Australia, the Institute of Chartered Secretaries in Australia and the Australian Institute of Company Directors.



Jon Pillemer
 

Jonathan Pillemer, Head of Risk Insurance and Corporate Benefits

Jonathan Pillemer is Joint Head of Centric Wealth's Risk and Corporate Benefits Insurance Division. He is an Authorised Representative of Centric Wealth Advisers Ltd.

Jon has over 15 years experience as an adviser with a focus on providing risk insurance and superannuation solutions for individuals.

His clients include many corporate executives, small business owners and professionals including wealthy family groups and some of Australia's most successful entrepreneurs.

Jon also provides employee benefit advice in the corporate superannuation market and has a number of listed companies as clients.

Jon has a BA from the University of New South Wales and has obtained industry qualifications over the years to maintain practical knowledge and compliance requirements of the Australian Securities and Investments Brokerage to advise clients on insurance. 


 

 

Roy Agranat, Head of Risk Insurance and Corporate Benefits

Roy Agranat is Joint Head of Centric Wealth's Risk and Corporate Benefits Insurance Division. He is an Authorised Representative of Centric Wealth Advisers Ltd.

Roy has a depth of knowledge and experience in the financial services industry spanning over 30 years and has built a varied and significant corporate and individual client portfolio.

Roy's skill is in evaluating his clients corporate superannuation, business and personal insurance needs and objectives and developing strategies to effectively meet these criteria.

He is committed to providing these services at the highest possible standard and values the client relationship.

Roy's qualifications satisfy the requirements of the Australian Securities and Investment Commission to advise clients on insurance and financial planning. He holds an Advanced Diploma (FS) Financial Planning, and is a Fellow of The Association of Superannuation Funds of Australia Ltd (ASFA).


 
Leonard Gordon
 

Leonard Gordon, Head of General Insurance

Leonard joined Centric Wealth in 2006 to head up its newly created insurance advisory service.

Leonard Gordon is a seasoned insurance adviser, having spent over 24 years in the insurance industry both in Australia and internationally.

Prior to joining Centric Wealth, Leonard was the Manager of the General Insurance Division of a Sydney based Broking house, a Director of an internationally based brokerage, and has also held senior positions at leading broking houses including, Minet Group of Companies.

He was chairman of a regional Insurance Brokers Association and a member of an Independent Insurance Brokers Council in South Africa. Presently Leonard is a Senior Associate of The Australian and New Zealand Institute of Insurance and Finance (ANZIIF).

Leonard holds a Bachelor of Social Science, a Diploma of Financial Services (Insurance Broking) and is a Certified Insurance Professional (CIP), and a Qualified Practicing Insurance Broker (QPIB). 


 

 

Sheyne Walsh, Head of Lending Services

Sheyne Walsh has over 30 years experience working in the Australian banking sector. His career spans a diverse range of roles including working for two of Australia's major banks and an international bank.

Sheyne's banking experience includes a specialisation in property related areas, and assisting businesses ranging from medium size to corporate customers.

As Head of Private Banking at the MLC Centre for NAB, many of Sheyne's clients were high net worth individuals. After leaving the National Australia Bank Sheyne established a private banking division for an international merchant bank in Sydney.

In 1999 Sheyne, with Paul Heilig, established Knightbridge and Eagle Pty Ltd, a boutique brokerage house that grew to one of the largest single office brokerages in the country with a portfolio of nearly a billion dollars under management. Knightsbridge and Eagle became part of Centric Wealth in August 2007.

Sheyne is a Certified Mortgage Consultant with the Mortgage and Finance Association of Australia (MFAA), the peak industry body for mortgage and finance consultants.