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Our Leaders
Our people make us great, so we invest and believe in them.
Nathan Jacobsen
Chief Executive Officer
David Carney
Executive Director
Sarah Matthews
Chief Experience Officer
Nath Moyes
General Manager
Shaun Nesbitt
Chief Information and
Digital Officer

Our leadership is a powerhouse team of senior leaders and experts in financial services, advice, consulting, coaching, and commercial experiences.

We have evolved to support the needs of a fast-growing team with a shared commitment to the company’s future—to create a human-centered movement that develops leaders to create generational change.

The Leaders of the Industry​

Segment Owners​

Our team segmentation enhances our ability to anticipate client needs, support team members, and share insights effectively.

Dedicated segment owners play an essential role in aligning team members, clients, and the broader VBP team, driving impactful outcomes through tailored solutions, and fostering lasting growth partnerships.

By understanding each segment’s unique needs, segment owners ensure exceptional service and strong client relationships, driving continuous improvement and growth.

Steven Marion Almagro
Segment Lead (IFA)
Eloisa Grace Camado
Head of Managed Services
Chy de los Reyes
Segment Head (Invest Blue)
Valery Jakosalem
Segment Head
(AZNGA)
Sheanne Llanto
Segment Head (AMP/Entireti)
Jabber Ludag
Segment Head
(Corporate)
Paulo Salada
Segment Lead (IFA)
Renz Salares
Segment Lead (IFA)
Tessa Marie Tundag
Segment Lead (Licensee)

Board of Directors

Paul Barrett

Chairman

David Carney

Executive Director

David Deegan

Director

Massimo Guiati

Non-Executive Director

Paul Haslam

Non-Executive Director

David Stephen

Non-Executive Director

Get to Know Us More

Senior Management

Nathan Jacobsen

CEO

Nathan Jacobsen is the CEO of VBP. With a career spanning 16 years in wealth management, Nathan excels in market strategy, M&A, business development, technology, operations, and organisational transformation.

Before VBP, he served as Managing Director at Diverger for 3 years. He also held key leadership roles, including Group Executive Advice & Technology Solutions at HUB24 and various General Manager positions at Perpetual Private. His diverse background includes strategy and management consulting, as well as service as an officer in the Australian Navy.

Nathan’s commitment to driving growth and delivering value makes him a trusted leader in the industry.

Sarah Matthews

Chief Experience Officer

Sarah is the Chief Experience Officer at VBP, where she oversees the operations and development of our global services team, ensuring exceptional client experience. As a qualified financial adviser and mortgage broker with a decade of experience in the financial services industry, Sarah has held various leadership roles at VBP that have significantly contributed to our growth and service innovation.

Her role involves steering the company towards delivering high-quality service that aligns with VBP’s commitment to client satisfaction. Sarah has been instrumental in supporting our services’ development, driving operational efficiencies, and maintaining a client-focused approach within our teams.

Sarah’s dedication to delivering exceptional service reflects her commitment to VBP’s mission of building lasting client relationships. Her efforts ensure that VBP remains a trusted partner to clients, continuously adapting to meet their evolving needs.

Nath Moyes

General Manager

Nath serves as the General Manager at VBP, overseeing daily business operations and enhancing functions such as finance and strategy. With over two decades of experience managing teams and business units throughout the product lifecycle, Nath is an accomplished leader in people management and change initiatives, enabling VBP to adapt and grow.
In his role, Nath is responsible for improving overall business functions, aligning them with VBP’s strategic goals.
Nath’s commitment to VBP’s mission drives him to enhance business efficiencies and support strategic growth. His focus on people management and operational improvement strengthens VBP’s ability to deliver value to clients.

Shaun Nesbitt

Chief Information and Digital Officer

As the Chief Information and Digital Officer, Shaun manages the implementation and usability of information and computer technologies at VBP. His role includes ensuring that VBP maintains a competitive technological edge while adapting to emerging trends.
Shaun’s strategic approach balances the day-to-day management of technology with forward-looking insights, enabling VBP to stay ahead in a rapidly changing digital landscape. He is dedicated to integrating technological solutions that enhance operational efficiency and client service.
With a focus on maintaining robust digital infrastructure, Shaun is instrumental in driving VBP’s technological advancements. His commitment supports VBP’s goal of delivering reliable, tech-enabled services that elevate client experience.

Steven Marion Almagro

Segment Lead (IFA)

Steven is the Segment Lead for one of VBP’s Independent Financial Adviser (IFA) segments. He brings a wealth of experience in client relationship management, team leadership, and service excellence. Over six years at VBP, Steven has consistently demonstrated a strong commitment to a client-first culture.

As a former Client Services Manager, he received multiple awards and recognition for his leadership and service, reflecting his dedication to excellence. His strategic approach supports VBP’s mission by fostering a culture that prioritises client satisfaction and service quality.

Steven’s leadership strengthens VBP’s commitment to impactful client service. His focus on relationship-building and service excellence ensures that clients receive the high-quality support they expect from VBP.

Eloisa Grace Camado

Head of Managed Services

As Head of Commercial and Strategy (HCS), Eloisa is a senior business leader on critical initiatives. She has strategic deliverables to address core planning and outcomes in terms of resource planning, technology roadmap, people and leadership development.

A graduate of BS Business Administration – majoring in Business Analytics, Eloisa has 15 years of experience on her sleeve as a Senior Operations Manager and Process Excellence Manager. She also has experience in Mid-line Management, Executive Client Management, Robotics Design and Deployment, and Project Management.

Apart from that, she is a Six Sigma Certified – Black Belt and LEAN Facilitator.

Chy de los Reyes

Segment Head (Invest Blue)

As the Segment Head for Invest Blue, VBP’s largest legacy client, Chy is responsible for strategic goal setting, growth, and operational efficiency. She began her VBP career as a Financial Planning Assistant, progressing to Client Services Manager in 2018 and then to Operations Manager in 2020.

Chy’s background in BPO customer service and her dedication to client relations enables her to strengthen VBP’s client partnerships. Her experience in managing multiple clients gives her a solid foundation in team management and operational excellence.

With a focus on fostering success and building client relationships, Chy is committed to delivering results that support VBP’s mission. Her leadership ensures the seamless service delivery that aligns with client needs and strategic objectives.

Valery Jakosalem

Segment Head (AZNGA)

Valery is the Head of the AZNGA Segment at VBP, where she drives growth and strengthens key partnerships. Her career began as a Financial Planning Assistant, and she has since progressed through managerial roles, including Sales and Onboarding Manager and Strategic Relationship Manager.

Throughout her journey at VBP, Valery has honed her expertise in team leadership and client relations, which has been vital to her success in each role. As Head of Strategic Relationship Management, she excelled in building long-term client relationships and delivering tailored solutions to support business success.

Valery’s commitment to delivering measurable results aligns with VBP’s mission of creating lasting client partnerships. Her strategic leadership continues to support VBP’s growth and client satisfaction across the AZNGA segment.

Sheanne Llanto

Segment Head (AMP/Entireti) 

Sherry Anne, Segment Head for Entireti/AMP, leads client-focused strategies and operational improvements to support growth. Throughout her decade-long tenure at VBP, she has held key roles, including Head of Client Delivery, where she excelled in strategic KPI management and process optimisation.

Her professional experiencealso includes roles at NCR, Concentrix (formerly Stream Global Services), and Author Solutions Inc., where she contributed to client satisfaction through her expertise in process improvement. Sherry Anne’s training in Lean Six Sigma and Gallup Strengths Coaching further supports her commitment to high performance.

Sherry Anne’s leadership is integral to VBP’s mission of delivering exceptional client service. Her focus on continuous improvement and KPI management helps drive the success of her segment and supports long-term client growth.

Jabber Ludag

Segment Head (Corporate)

Jabber is the Segment Head for Corporate Accounts at VBP, bringing nearly a decade of industry experience and eight years in leadership. His previous role overseeing the client onboarding team provides him with valuable insights into strategic, client-focused support.

In his current role, Jabber is responsible for leading dedicated teams who deliver seamless, high-impact support for corporate clients. His client-focused approach helps drive the success of corporate accounts, ensuring that VBP consistently meets and exceeds client expectations.

Jabber’s results-oriented leadership underscores his commitment to VBP’s mission of fostering long-term client relationships. Known for his direct, results-focused style, he remains dedicated to empowering clients with reliable, effective service.

Paulo Salada

Segment Lead (IFA)

Paulo is a Segment Lead for Independent Financial Advisers (IFA) at VBP. In his current role, he is responsible for recommending and delivering goals and objectives within the IFA segment to meet both client and company goals.

Paulo’s journey within VBP began in 2016 as a Financial Planning Assistant, transitioning to a Paraplanning role from 2018 to 2020. Recognised for his dedication and expertise, he was promoted to Client Services Manager, a position he held from 2020 to 2024. Now, as Segment Lead, Paulo focuses on advancing strategic growth and client satisfaction within the IFA segment.

In 2018, Paulo earned a diploma in financial planning, which further cemented his expertise in the field. His commitment to VBP’s mission is evident in his efforts to better understand client needs and support his team. Paulo embodies VBP’s partnership approach by fostering strong client relationships and empowering team members.

Renz Salares

Segment Lead (IFA)

As one of the Segment Leads for Independent Financial Advisers at VBP, Renz oversees client relationships, ensuring timely delivery, exceptional quality, and tailored solutions that meet clients’ unique needs. His commitment to client satisfaction is central to his role, reflecting VBP’s mission of delivering impactful, reliable service.

Renz is a seasoned leader with 11 years of leadership experience across various Business Process Outsourcing companies. He joined VBP in 2016 as a Financial Planning Assistant, progressing to Client Services Manager in 2017, and now to Segment Lead. His career growth at VBP is a testament to his dedication and expertise in client relations and team management.

Holding a Six Sigma Yellow Belt certification, Renz applies lean principles to optimise operations and foster collaboration across teams. His focus on continuous improvement strengthens VBP’s client services, ensuring that operational excellence remains a cornerstone of his work.

Tessa Marie Tundag

Segment Lead (Licensee)

Tessa is the Segment Leader for practices grouped by Licensee at VBP. In this role, she collaborates closely with clients to recommend and implement strategic goals that drive shared success for both VBP and its clients. Her focus on delivering tailored solutions underscores her commitment to client satisfaction.

Tessa joined VBP in 2014 as a Financial Planning Assistant and has since advanced through roles including Client Services Manager, Operations Manager, and Senior Implementation Manager. She played a pivotal role in building VBP’s paraplanning team, contributing to the growth and success of VBP’s client services.

In 2019, Tessa earned her Diploma in Financial Planning, further strengthening her expertise. Her dedication to continuous learning and operational excellence ensures her team delivers high-quality service aligned with VBP’s mission of fostering strong client partnerships.

Paul Barrett

Chairman

Paul is the Founder and CEO of AZ NGA.
He established AZ NGA in 2015, after a career as a senior executive at some of Australia’s leading banking and financial services institutions including the Commonwealth Bank of Australia, ANZ Bank, Colonial First State, and Rothschild.
Prior to AZ NGA, Paul helped 4 Pines Brewing Company establish its first Board, serving as the group’s inaugural Chairman in 2014. During a period of significant growth and expansion, he guided the group to become a Certified B Corporation and oversaw its 2017 acquisition by global giant Anheuser-Busch InBev. Paul is also Chair of the 4 Pines Advisory Committee.
And most recently, a momentous partnership was forged as AZ NGA became one of VBP’s capital co-investors, enabling all partners involved to fulfil key strategic priorities in the year 2022.

David Deegan

Director

David Deegan, more known as “DD” by his peers, has been a core part of VBP’s journey since its inception. Often the solution designer and process conscience, DD’s influence is in the very fabric of VBP.
DD led our innovation endeavours up until 2023 when he stepped down as Head of Innovation and took on a consultant role in the company.
DD remains a member of the board and an ongoing contributor to VBP.

Massimo Guiati

Director

Massimo Guiati founded An Zhong (AZ) Investment Management Hong Kong Ltd.
He has successfully led 6 different companies. He was the Co-Chief Executive Officer and director at Azimut Holding SpA and Chairman of Azimut Genesis Holdings LLC, Chairman of AZ Sinopro Financial Planning Ltd., Chairman of AZ Sinopro Investment Planning Ltd., Chief Executive Officer of AZ US Holding, Inc. and Chief Investment Officer for An Zhong (AZ) Investment Management Hong Kong Ltd. (which are all subsidiaries of Azimut Holding SpA). Apart from that, he also held a position as Chairman at Sanctuary Wealth Group LLC and Portfolio Manager at Azimut SGR SpA.
Currently, he sits as one of the board members of VBP and 38 other companies.

Paul Haslam

Director

Paul has been a financial planner with AMPFP for over 18 years. Before that, he gained experience in banking, lending and real estate roles. This resulted in him having more than 30 years of experience within the financial services industry.
Paul has been integral in the growth of the Invest Blue business from an insurance and superannuation business in Armidale to one of the leading financial service businesses within Australia.
Paul is passionate about the delivery of a consistent client experience through the support of tailored financial advice, systems and processes. He has been actively involved in the development of the Invest Blue brand and believes, that living Invest Blue’s culture and core values is what sets Invest Blue apart from their competitors.

David Stephen

Board member

David is a Certified Financial Planner® and Managing Director at Invest Blue. As a Managing Director, he is responsible for executing the strategic plan of the business (in conjunction with the leadership team) and driving the development of strategy with the board.
David joined Invest Blue as a consultant in 2001 and since then has held advising, strategy and management roles within the business. Within these roles, he demonstrated his ability to solve complex problems by thinking outside the box.
After having held the role of Director for a year, David was appointed Managing Director in 2009.