Our Board

David Shein is the Chairman of Centric Wealth. David has significant expertise in leading successful organisations. Most notably, David established Com Tech Communications in 1987 as a specialist supplier of networking and communications products. By the time of its sale to Dimension Data in 2000, David had built Com Tech into national company, with offices in all the major states of Australia and New Zealand, over 1400 employees and annual revenues in excess of $700 million. David attributed the primary reason for Com Tech's growth to exceptional levels of both customer and staff satisfaction.

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.  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 on all things rugby.

Chris Powell, CEO and COO

Chris holds a Bachelor of Arts from the University of Sydney and a Bachelor or Business with a major in Accounting. He is also a fellow, Certified Practising Accountants in Australia, Fellow, Institute of Chartered Secretaries in Australia and a Fellow, Australian Institute of Company Directors

Jonathan Pillemer, Executive Director 

Jonathan is the Manager of Centric Wealth's Risk 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. These include Diploma of Financial Planning units 1-4.

His authorised representative number assigned by the Australian Securities and Investments Commission is 260010.

Greg Dungar, Executive Director

Greg joined Centric Wealth as the Director of Financial Planning in 2010.

Greg brings with him over 30 years of experience in the financial services industry in Australia and has also held positions in Asia and the UK. 

From 2006-2009, Mr Dunger was the Managing Director of RetireInvest. Previous to this, he was the Managing Director of AON Financial Planning & AON Wealth Management. More recently, Mr Dunger worked as a consultant at AMP, establishing the blueprint for its newly created Financial Centre.

Mr Sebel is a Managing Director of CHAMP, having been formerly based in New York at Castle Harlan, Inc. for seven years.  Mr Sebel has been deeply involved in CHAMP's activities since inception in 1999, and is experienced in all aspects of private equity investment, including deal origination, realisations and fundraising in both the United States and Australia. Immediately prior to joining Castle Harlan, Mr Sebel worked at Goldman, Sachs & Co. in its Capital Markets Group. Previously, Mr Sebel spent two years as Special Advisor to the Hon. Nick Greiner AC, a former premier of New South Wales, and commenced his career in the Management Consulting Services Group of PricewaterhouseCoopers (Australia), where he also qualified as a Chartered Accountant.

Mr. Sebel holds a Bachelor of Commerce (First Class Honours) from the University of New South Wales and a Master of Business Administration from the Harvard Business School.

Mr Sebel is currently on the Board of Centric Wealth and was formerly a director of Healthcare Australia Holdings Pty Limited, Study Group Pty Limited, United Malt Holdings, Ion Track, Inc., Associated Packaging Technologies, Inc., Equipment Support Services, Inc. and AdobeAir,

Barry Zuckerman, Non Executive Director

Mr Zuckerman joined CHAMP Private Equity in 2001 and is the Finance Director for the CHAMP group of companies.  He is responsible for the finance and operations infrastructure of the group and manages the day-to-day financial operations for the funds.

He has extensive experience with acquisitions, due diligence, structuring, listed reporting and accounting for mortgage, property, equity trusts (both retail and wholesale), taxation and compliance.  His funds management industry experience was initially with the Howard Group, and subsequently with Challenger International Limited (“Challenger”), both listed ASX companies.  He was the CFO and a member of the Executive Committee of Challenger and played a significant role in the emergence of Challenger from a niche investment bank into a top 100 listed business.  Prior to that, Mr Zuckerman gained professional experience with Ernst & Young and PricewaterhouseCoopers in audit and in information systems.

Mr Zuckerman received an AVCAL Outstanding Service award for disclosure guidelines in 2004 and won the AVCAL award for Excellence in Investor Reporting in 2009 and 2010.

Mr Zuckerman holds a Bachelor of Commerce degree from the University of Cape Town, South Africa and is a member of The Australian Institute of Chartered Accountants.

Mr Zuckerman is a member of the International Private Equity and Valuation (IPEV) Board.  He is a Board Member of Centric Wealth Limited and is formerly a Director of Healthcare Australia. 

Howard Morgan, Non Executive Director

Howard D. Morgan is the Co-President of Castle Harlan, which he joined in 1996.  From 2000 to 2002, he was Executive Director of CHAMP Private Equity, an affiliate of Castle Harlan in Sydney, Australia.  He has been a Director and Executive Committee member of CHAMP since its inception.  Previously, Mr. Morgan was a Partner at Ropart Asset Management, a private equity investment firm.

Howard began his career at Allen & Company, Inc. He is a board member of CHAMP, Alleasing Pty Limited and Ciao Bella Gelato Company. He is a former director of over a dozen companies, including US-based AmeriCast Technologies, Ion Track Instruments, Land ‘N' Sea Distributing, UK-based Polypipe Global Holdings and Australia-based Austar United Communications Ltd. and Penrice Soda Products. He is a director of the Harvard Business School Alumni Association, the Harvard Business School Club of New York, the Alexander Hamilton Institute, the Parkinson's Disease Foundation and Treasurer of the Friends of the Garvan Institute of Medical Research.

Howard received his BA from Hamilton College in Mathematics and Political Science and his MBA from the Harvard Business School.