THE PEOPLE BEHIND
RHOMBUS ADVISORY
OUR BOARD
CHAIR AND INDEPENDENT NON-EXECUTIVE DIRECTOR
MICHAEL FARRELL
Michael has over 35 years of experience in the Financial Services sector, both in the capacity as a Senior Executive and as an Independent Consultant managing business critical activities.
This experience has spanned International and Domestic Private Client, Private Banking, Financial Planning, Investment Platforms, Asset Management and Insurance.
CHAIR AND INDEPENDENT NON-EXECUTIVE DIRECTOR
MICHAEL FARRELL
Chief Executive Officer
Darren Whereat
Darren holds a Masters of Financial Planning, is a Certified Financial Planner and a graduate of Australian Institute of Company Directors.
Darren has more than 30 years’ experience in the financial services industry, holding senior executive management roles across Insignia Financial, ANZ Wealth and BT.
Prior to championing the partnership model for Rhombus Advisory, Darren was the Chief Advice Officer at Insignia Financial, where he was group executive responsible for the advice division.
Darren is deeply passionate about the benefits of financial advice and driving positive change on behalf of the advice profession.
Chief Executive Officer
Darren Whereat
NON-EXECUTIVE DIRECTOR
SCOTT HARTLEY
Scott has been the CEO of Insignia Financial since March 2024. He has over two decades of experience in the wealth management sector and proven experience in turnarounds, transforming, and growing wealth management businesses.
Prior to this role, Scott was CEO at AMP Australia Wealth Management and prior to that, was the CEO of Sunsuper.
Before joining Sunsuper, Scott led MLC’s corporate and institutional wealth businesses, including Plum Financial Services and JANA Investment Advisers.
Scott is a member of the Australian Institute of Company Directors, a former Director of the Financial Services Council, and a Fellow of the Association of Superannuation Funds of Australia.
NON-EXECUTIVE DIRECTOR
SCOTT HARTLEY
NON-EXECUTIVE DIRECTOR
GENEVIEVE DE SZOEKE
Genevieve has dedicated the past 20 years to building and co-managing a thriving regional financial advisory practice.
Gen is a business partner at RetireInvest Wide Bay and RetireInvest Coolangatta.
NON-EXECUTIVE DIRECTOR
GENEVIEVE DE SZOEKE
NON-EXECUTIVE DIRECTOR
MARK CONNELL
Mark founded Up Wealth Management (Up) in 2014.
As Managing Director of Up, Mark is responsible for the Canberra, Sydney and South Coast business operations.
NON-EXECUTIVE DIRECTOR
MARK CONNELL
Our difference
As a community, we are motivated to create opportunities for growth and success, fostering the sustainable success of the dynamic advice profession.
Strength in partnership
Rhombus Advisory supports a 400+ strong community of self-employed financial advisers around Australia, including two established AFSLs – RI Advice and Consultum.
Our EXECUtIVE TEAM
Chief Executive Officer
Darren Whereat
Darren holds a Masters of Financial Planning, is a Certified Financial Planner and a graduate of Australian Institute of Company Directors.
Darren has more than 30 years’ experience in the financial services industry, holding senior executive management roles across Insignia Financial, ANZ Wealth and BT.
Prior to championing the partnership model for Rhombus Advisory, Darren was the Chief Advice Officer at Insignia Financial, where he was group executive responsible for the advice division.
Darren is deeply passionate about the benefits of financial advice and driving positive change on behalf of the advice profession.
Chief Executive Officer
Darren Whereat
Chief Strategy and Operating Officer
Leanne Gregory-Aylett
Leanne holds a Post Grad Diploma in Management (Marketing), Bachelor of Commerce (Economics) and Marketing, is a graduate of the Australian Institute of Company Directors and an Affiliate of the Australian Insurance Institute.
As Chief Strategy and Operating Officer for Rhombus Advisory, Leanne oversees the entire business operations along with leading the development and execution of the strategic growth plan, enabling the delivery of an optimised service model and creation of new diversified revenue streams. In her previous role with Insignia Financial as General Manager of Advice Enablement spanning the past four years, she led the delivery of the advice enablement functions for its AFSLs and Self Licensed network.
Leanne brings with her 25+ years’ financial services experience and has held Senior Management and Board roles across a range of sectors including Advice, Wealth Management, Banking, Superannuation and Mental Health. Leanne has also established and consulted to a range of small and medium size businesses, fuelling her passion for creating sustainability and growth.
Leanne is a Director of RI Advice and Consultum and a former Director of Shadforth, Bridges, Lonsdale, M3 and Stride (Aftercare).
Chief Strategy and Operating Officer
Leanne Gregory-Aylett
Director – Practice Management
Peter Ornsby
Peter’s Practice Management team ensures the seamless execution of essential functions for Rhombus Advisory. As a result of his strategic acumen and collaborative approach, Peter plays an instrumental role in elevating the collective success of the Rhombus Community, ensuring our practices are optimally positioned for growth.
With a career spanning over 20 years, Peter is a seasoned professional in the financial services industry and is passionate about creating value for our advisers and their clients. Peter was previously CEO of RI Advice, Financial Services Partners and Consultum Financial Advisers and prior to this held various roles at RI Advice, including Head of Practice Management and Head of Operations.
Director – Practice Management
Peter Ornsby
General Manager – Research
Andrew Simpson
Andrew holds a Bachelor of Commerce (Accounting and Finance) and is a Chartered Financial Analyst Charterholder with CFA Institute.
Andrew leads our Research team which manages the APL and delivers portfolio construction solutions for advisers and clients across the Rhombus Advisory network, including model portfolio, investment strategy and asset allocation advisory services.
Andrew has worked in Financial Markets for over 15 years, spending most of this time helping financial advisers construct and manage portfolios for their clients. He has worked across the spectrum of asset classes, providing advice and guidance on Australian and global equities, government and corporate fixed income as well as foreign exchange and derivatives.
General Manager – Research
Andrew Simpson
General Counsel and Head of Risk
GEOFF LEWIS
Geoff holds a Bachelor of Psychology (Hons) and a Juris Doctor (Hons).
Geoff is responsible for the delivery of legal services to Rhombus Advisory and its AFSL’s, and the management of our risk, compliance, governance and assurance obligations. His team plays a pivotal role in ensuring we comply with our legal and regulatory obligations, as well as helping our innovative partnership model adapt to future technology and reforms.
Geoff is a highly experienced financial services lawyer, and has a wealth of experience in risk, compliance and governance matters. He has worked in private legal practice, in a Big 4 bank and for a Big 4 consultancy. Geoff has worked with a broad range of clients across the Financial Services sector, helping them to understand and operationalise their legal and regulatory obligations.
General Counsel and Head of Risk
GEOFF LEWIS