GRAHAM RICH – CEO

Graham is credited as a pioneer of the Australian and New Zealand managed funds industries, and retail managed funds data and research in particular, having commenced his financial services career in 1975. He is the Managing Director of FundData and, separately, Publisher of brillient!

In 1983 he launched the first financial planning firm in New Zealand and over the next 20 years established, built and sold a number of innovative businesses in Australia and New Zealand offering financial advice support services and publications, including fund data, research, magazines, software and training as well as providing strategic planning and marketing services to many more. In the fund data and research sphere, Graham founded and was for 18 years, CEO and publisher of FPG Research, the first retail fund data and ratings company in Australia and New Zealand.

During this time, Graham initiated and introduced numerous fund data and ratings innovations to the marketplace, including the first fund star ratings, and then some years later, changed the company name to Morningstar. Graham grew the company to its peak where, at the time of his departure in 2001, it dominated the retail managed funds data and ratings arena in Australia and New Zealand.

Graham is known for his independence, innovation and commitment.

In 2002, in association with other skilled and experienced colleagues, Graham established brillient! a boutique investment publishing house. brillient! now publishes a number of unique services for a range of financial advisor and institutional audiences including PortfolioConstruction Forum and brillient!Media House Productions in Australia and financialalert in New Zealand.

In 2006, FundData became another of Graham's business commitments, reflecting his view that fund data users are dissatisfied with alternative services.
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DEIRDRE KEOWN – Head of Operations

Deirdre is responsible for the day-to-day management of FundData. In this role, she has overall responsibility for the data collection, management, distribution and client service aspects of the business, including management of the Databank operations team, as well as ongoing development of FundData's products and services.

Deirdre has worked in the Australian and New Zealand wealth management industries since 1993. Following two years as a marketing analyst with a New Zealand funds management company, Deirdre began working with Fiduciary Ltd, a New Zealand-based provider of a range of services to the financial advisory industry. Her role included participating in and then leading the marketing services team for Fiduciary's fund data and ratings research, training, software and magazine businesses. From 1997 to 2001, Deirdre was Head of Publishing first at FPG Research and then at the same business when it became Australian-based in 1999 and known as Morningstar Australia and New Zealand. In this role, she was responsible for fund data and ratings product development, management, distribution, and subscriber training, along with publication, public relations, and subscriber communications in Australia and New Zealand. In addition, she managed the database operations, providing fund data on some 6,000 funds to 80% of buyers of managed funds data in Australia and New Zealand. She was also part of the team that created the first star ratings model for funds in Australia and New Zealand.

While Deirdre held these responsibilities, Morningstar became the most prominent and respected retail funds data ratings research brand in Australia and New Zealand.

Deirdre is known for the rare combination of exceptional analytical and communication skills across the wealth management space. This, combined with her passion for publishing and lateral thinking, led to her part in the 2002 establishment of brillient!, a specialist investment publishing house, where she is also its Managing Editor and Producer.

Deirdre has a Masters in Commerce with first class honours, with majors in statistics and marketing.
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GABRIEL ROBLEDO – Technology Consultant, CEO ITworx

Gabriel has worked in the IT industry for more than 30 years. He moved to Australia 20 years ago, and has held several senior IT positions in the Australian life insurance and financial services industries, liaising with business and technology centres in Australia, Singapore, USA and Taiwan. During the 1990s, Gabriel was Technology Manager for Citicorp Life Insurance and Citicorp Investments, before moving to research house Morningstar Australia and New Zealand as Head of Technology. In early 2002, he founded ITworx Consulting, and remains as CEO of that firm. He is also Chief of Technology for web-based financial planning software provider, Customer Acquisition and Retention Management (CARM). Prior to moving to Australia, Gabriel held a number of senior roles over a 10-year period, at the University of Chile, and in the Chilean Public Service and Insurance sectors. Gabriel has managed a broad range of skills across a variety of technology platforms and infrastructure, applying his strong understanding of software business application development and proven project management experience. He has a Bachelors Degree in Computer Science and is a Member of the Australian Computer Society.
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