Clarisse is IFS’s General Counsel and Company Secretary, appointed to the role in March 2025. She now leads legal operations, focusing on compliance, risk management, and corporate governance.
With over 20 years of experience in financial services, she possesses extensive expertise in regulatory, compliance, and commercial matters, honed through her work in private practice. Clarisse began as a paraplanner and compliance manager at financial planning businesses before joining IFS.
She holds Bachelor of Commerce from Monash University and Bachelor of Laws from Victoria University as well as an Advanced Diploma in Financial Services (Financial Planning).
As the Head of Risk and Compliance, Craig holds the role of Responsible Manager for IFS’ Australian Financial Services Licence (AFSL) and chairs the IFS Advice Governance and Risk Committee.
Craig brings over 35 years of extensive experience in the Banking and Financial Planning Industry, having worked with both small and large dealer groups. For the past 15 years, Craig has been an integral part of IFS, previously serving as the Advice Governance & Technical Specialist and the Head of Technical Services & Advice Enablement, before his appointment as the Head of Risk and Compliance.
Craig is a Certified Financial Planner (CFP®) and holds a Graduate Diploma in Financial Planning, underscoring his commitment to excellence and professional development in the financial industry. Beyond his professional duties, Craig shares his financial insights as a regular columnist for The New Daily.
David is the Head of Technology. He is responsible for overseeing Information & Communications Technology (ICT) at IFS.
David has worked in the financial services industry for over 20 years, including three years in Chartered Accounting firms and three years in the United Kingdom.
David holds a Bachelor of Commerce from the University of Tasmania and has been a member of the Institute of Chartered Accountants in Australia & New Zealand since 2002.
David has worked at IFS since 2014.
As Head of People & Culture, Mandy and her team work closely with the CEO and Executive Managers to develop and implement a range of people strategies and initiatives aligned with the business plan.
Mandy is an experienced People and Culture leader with over twenty years’ experience in Human Resources and Organisational Development. Mandy’s career includes leadership roles across a number of industries such as aviation, travel and tourism, property, education and financial services. Prior to joining IFS in 2014, Mandy worked with Superpartners (now part of the Link Group) for 8 years, leading a team of Learning and Organisational Development professionals.
Mandy’s qualifications and accreditation include Post Graduate Certificate in Business, Diploma in Business and Human Resources, Diploma in Training and Assessment.
As the Executive Manager of Super Recoveries, Natalie is responsible for the operations and growth of the Unpaid Super team, as well as overseeing the service delivery of that business unit, ensuring our services meet the needs of our clients.
Natalie was recently appointed to this position, after serving as Financial Controller (Product and Tax) at IFS where she was responsible for developing and delivering the strategic financial objectives of the Advice Solutions division.
Natalie started her career as a Chartered Accountant and moved to the financial services industry over 20 years ago. She is extremely passionate about the Industry Super philosophy of all profits to members and wants to see more members receive high quality, low-cost financial advice.
Natalie holds a Bachelor of Business (Accountancy), Graduate Diploma in Chartered Accounting, Master of Applied Finance and is a member of Chartered Accounts Australia & New Zealand.
David is the Financial Controller (Corporate) at IFS. He is responsible for the production of financial reporting for IFS and its affiliate companies for both internal and external use. He is the Responsible Manager for IFS Insurance Solutions (IFSIS) and is responsible for developing and delivering the strategic financial objectives of the Unpaid Super division.
David has over 20 years’ experience in a variety of finance and accounting roles both in Australia and UK including the construction and airlines industries before moving to the profit-to-member super fund sector. He has been with IFS for 17 years.
David holds a BA (hons) Business Studies and is a member of the Chartered Institute of Management Accountants and CPA Australia.
As the Executive Manager of Advice Services, Adrian is responsible for managing and growing IFS’ financial advice unit encompassing licensee services, thought leadership and financial advice strategy. With the help of our committed staff, Adrian is responsible for helping our valued client funds expand their advice offers and reach.
Adrian has been working within the financial planning industry for 15 years for organisations in both the retail and profit for member sector and has held a broad range of superannuation leadership roles spanning organisational strategy, project management, financial advice and mergers/acquisitions.
He is passionate about the role financial advice can play in helping superannuation members achieve a better retirement outcome, sharing the goal of making advice affordable to everyday Australians.
Adrian holds a Masters in Organisational Leadership, an Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner.
David was appointed as the Chief Executive Officer on 28 October 2024 and has over 30 years of experience in the digital, technology, banking and insurance industries.
His previous leadership roles include serving as CEO of the online consumer networks One Big Switch and FiftyUp Club, CEO of Personal Insurance, and Chief Information Officer at Insurance Australia Group (IAG). Additionally, David has held various positions at Westpac Banking Corporation, such as CIO of the Institutional Banking Group, Program Director of Westpac Investing, and CEO of the bank’s wholly-owned software incubator, Qvalent.
David holds a Bachelor of Science degree with a major in Applied Mathematics.
David was appointed Director of Catholic Church Insurance in 2022 and Director of Little Company of Mary Health Care in November 2023. He served as a Director on the IFS Board from October 2015 to September 2024 and as a Director of IFS Insurance Solutions Pty Ltd until December 2024. Additionally, David was a member of the IFS Group Remuneration Committee from December 2022 to September 2024.
