About Us

Tax Expert Group

The Financial Services Council Tax Expert Group is a group of taxation experts who meet regularly to proactively identify, prioritise and provide expert input to the Financial Services Council's advocacy projects.

This group is also referred issues by the Financial Services Council's Board Committees where there are taxation elements requiring expert opinion or direction.

Chair

Philip Barlin, Executive Manager - Group Taxation, Colonial First State Investments Limited

FSC Contact

Carla Hoorweg

Senior Policy Manager

P: 02 8235 2519

E: choorweg@fsc.org.au

Members of the Tax Expert Group

Firstname Lastname Organisation (alphabetical) Job Title
Brendan O'Brien AMP Capital Investors Limited  
John  Kirkness AMP Financial Services Limited  
Kate Finch ANZ Wealth  
Paul Han ANZ Wealth Tax
Sarah Adams ANZ Wealth  
Mark Gall Aviva Australia Limited  
Wendy Tse BlackRock Investment Management (Australia) Limited Vice President, Australia Tax
Danny Wong BT Financial Group Head of Tax
Wayne Sutherland BT Financial Group  
Karen James BT Investment Management Limited Tax Manager
Neil Kerr BT Investment Management Limited Head of Tax
Jane Coomer Challenger Managed Investments Limited  Head of Tax, Funds Management
Matthew Neeves Colonial First State Executive Manager - Taxation
Hugh Lam Colonial First State Investments Limited Executive Manager
Philip Barlin Colonial First State Investments Limited Executive Manager, Group Taxation
Peter Hewitt Commonwealth Bank of Australia  
Harvey Kalman Equity Trustees Limited Head of Funds Management
Andrew Pagoulatos Goldman Sachs Asset Management Australia Pty Ltd  
Donna Adams IOOF Holdings Ltd Head of Taxation
Irene Dear IOOF Holdings Ltd Fund Taxation Manager
David Shirlow Macquarie Bank Limited Executive Director, MAStech
Kane Nicholson Macquarie Bank Limited Corporate Affairs Group - Taxation
Matt Hartshorn Macquarie Bank Limited  
Rachel Quayle Macquarie Bank Limited  
Scott Kilner Macquarie Bank Limited  
David Barrett Macquarie Investment Management Limited Head of MAStech - BFS
Kos Dimitriou MLC Limited  
Rhett Harris MLC Limited Tax Operations Manager
Rodney Claassen MLC Limited  
Ian Roberts National Australia Bank  
Sartaj Kalsi National Australia Bank Principal Tax Partner - Insurance
Steve Southon National Australia Bank Business Partnering, Group Tax 
Nick Saverimuttu NSW Trustee and Guardian Taxation Manager, Specialist Services Taxation
Angela Pearson Perpetual Investment Management Limited  
Shub Kapoor Perpetual Investment Management Limited Senior Manager Tax
Janet Siva Public Trustee of WA Manager Taxation
Vince Quagliata QIC Limited  
Raewyn Williams Russell Investment Group  
Kate Locke Suncorp Metway Limited  
Patrick Grob Suncorp Metway Limited Principal Tax Counsel - Suncorp Life
David Glen TAL Services Limited   
Josh Khuu Vanguard Investments Australia Limited Tax Manager 
Ben Richards Zurich Australia Limited  
Edmund Yang Zurich Financial Services Australia Ltd Head of Tax
Mark Tremain Zurich Financial Services Australia Ltd Taxation Manager

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