Business Development Managers
Our national adviser services team is in-house and Australia based, working closely with advisers and licensees to deliver a personal and supportive experience. If you would like to speak with one of our BDMs, please request an appointment.
Our team
Alessandra Bertora
National Manager - Adviser Growth
Alessandra has more than 15 years’ experience in the financial advice industry, with her most recent specialist roles in financial markets and fixed income. She is very passionate about the value of advice, and works with Financial Advisers and strategic partners to help them deliver great service to their clients, ultimately empowering Australians to achieve their retirement goals.
Alessandra is an expert at anything Italian, she loves to spend time with her family and is passionate about fitness.
Glen McKimmie
Strategic Key Accounts
Glen has over 9 years’ experience in the superannuation industry. Previous roles have included specialising in Member, Adviser and Employer engagement and retention strategies. Glen believes building strong, long term working relationships with external Financial Advisers is the key to helping Australians achieve their retirement and other financial goals.
Outside of work he enjoys taking his cocker spaniel, Ollie, to the beach and keeping fit.
Samantha Duchesne
Business Development Manager QLD
Samantha comes with 14 years’ industry experience and is excited to partner with financial advisers, and ultimately our members, to meet their retirement goals. Her passion and enthusiasm is well known in the industry. Samantha is always looking for ways to help advisers grow, navigate complexities or overcome challenges in financial advice.
Outside of work, Samantha is kept busy with her family and two little girls, loves to experience fine food and is an advocate for fitness.
Zach Lazaro
Business Development Manager - QLD
Zach has been working with advisers and members of Australian Retirement Trust since 2021. Previous roles have included specialising in Member, Adviser and Employer engagement and retention strategies. With a member centric background, Zach is passionate about building strong, long-lasting relationships with financial advisers to empower all Australians to achieve their retirement and financial goals.
Outside of work he enjoys all things cars, camping, basketball, CrossFit and hanging out with friends.
Kyle Lindsay
Business Development Specialist - QLD
Kyle has over 3 years’ experience working in the superannuation Industry. Previous roles include working as a Specialist in the Adviser Services team at ART, providing quality outcomes for advisers and their clients. Kyle is passionate about creating strong, long-lasting relationships with financial advisers and believes financial advisers play a crucial role in helping Australians achieve their retirement and financial goals.
Outside of work Kyle enjoys camping, rugby league and is an avid snowboarder.
Anna Wedrat
Relationship Manager – Adviser Growth
Anna has been working with advisers registered with Australian Retirement Trust for 3 years. With a background in adviser onboarding, Anna is passionate about building strong, long-lasting relationships with financial advisers to help all Australians achieve their retirement and financial goals. Anna works to provide a supportive, seamless experience for advisers working with ART. She is a strong advocate for the value of quality financial advice.
Outside of work Anna enjoys spending time with friends and family, getting outdoors, travelling and meeting new people.
Greg Lee
Business Development Manager - NSW
Greg has more than 10 years experience in the financial services industry working across some of Australia’s largest financial institutions. With a deep passion for adviser and client engagement initiatives, Greg is a strong promoter of good advice and the value it brings to all Australians in reaching their lifestyle and retirement goals.
Outside of work Greg’s passion is playing Oztag and travelling to new countries.
Jordan Holmes
Regional Business Development Manager, NSW, & ACT
Jordan has over 5 years’ experience in the financial services industry. He comes from a strong business background, having completed a Bachelor of Business majoring in Finance in 2019 from QUT. Jordan looks to leverage this experience to build strong long-term relationships with clients, whilst simultaneously cultivating win-win outcomes for both advisers and members alike.
Outside of work Jordan enjoys running, financial markets and enjoying quality time with family and friends.
Jessica Whale
Relationship Manager – Adviser Growth
Jessica has over 2 years’ experience in the financial services industry. Previous roles include working directly with Advisers at a small practice and working with Advisers and Members of QSuper. She is currently completing a Bachelor of Business majoring in Financial Planning and Finance at Queensland University of Technology. With a financial planning background, Jessica is passionate about building strong, long-lasting relationships with financial advisers to assist all Australians achieve their retirement and financial goals.
Outside of work Jessica enjoys spending time with family and friends, and keeping active.
Jake Gillis
Business Development Manager - VIC
Jake has been working in superannuation and funds management since 2015. He knows that when people engage a Financial Adviser, they are taking the right steps towards their financial future. By building strong working relationships with advisers, he knows he is ultimately helping people achieve their retirement goals.
You will find Jake in his spare time playing or watching basketball, looking for his golf ball on the course or spending time with his friends and family enjoying the local Melbourne eateries.
Ashley Seyit
Business Development Specialist – VIC & TAS
Ashley has over 10 years’ experience in the financial services industry. She is passionate about ensuring great advice outcomes for members and believes a key focus should be on developing strong relationships with financial advisers, supporting them to achieve this in order for their clients to have a dignified retirement. Ashley brings a wealth of experience to her role and has extensive knowledge of the ART products and the fund's processes.
Outside of work, Ashley enjoys exercising and spending time with her young family.
Luke Moorby
Regional Business Development Manager - WA, SA, NT
Luke joined Australian Retirement Trust after previously working as a financial adviser in Perth across small practices and large advisory businesses. He is a firm believer in the value of quality financial advice, driven by educated advisers that genuinely improve people's lives.
Outside of work Luke enjoys his time with his family and being active in all sports.
Richard McDonald
Relationship Manager - Adviser Growth
Richard has over six years’ experience in the financial services industry, specialising in business development and relationship management. He has a strong background in supporting financial advisers and driving growth initiatives across platform and investment solutions. With a deep understanding of industry complexities, including compliance, administration, and strategy, Richard is committed to driving business efficiencies and building lasting professional relationships. Outside of work Richard can be found enjoying time with his young family, running and watching Australian and American sports.
Contact us
If you would like to speak with one of our BDMs, please request an appointment or contact us on 13 11 84 or via registered_adviser@art.com.au