Molly is responsible for establishing and leading the strategic vision and growth strategy of Connectus globally. As one of the initial architects of the Connectus business model, Molly passionately works alongside Connectus advisers to deliver strategic support and dedicated resources that generate better outcomes and experiences for clients and employees alike.

Before joining Connectus, Molly was a Managing Director at Focus Financial Partners, responsible for leading business development and acquisition activities across both the Northeast and Midwest regions of the United States. She also oversaw various international initiatives, including the expansion of Focus’ presence in Australia. Molly also worked closely with multiple Focus partner firms in delivering value-added resources to help execute strategic initiatives that accelerate growth.

Prior to Focus, Molly held a leadership position as the Head of the Strategic Initiatives Group at AXA US, where she led corporate strategy and business development initiatives to drive profitable growth and performance across the organization. She also previously worked within Morgan Stanley’s Investment Banking Division, executing M&A, equity and debt transactions within the financial services industry. She began her career at PricewaterhouseCoopers, providing financial due diligence and other advisory services to private equity and corporate clients within the U.S. and Latin America.

Molly is a CPA and CFA charterholder. She holds an MBA from Columbia Business School and a BS in Economics from the Wharton School at the University of Pennsylvania. In her free time, Molly enjoys running, scuba diving, international photography and cooking.

Kristen is responsible for Compliance and Regulatory Affairs in Australia, for Connectus Wealth Advisers. She works closely with Connectus lines of business to manage their compliance with regulatory obligations enabling them to focus on client facing activities and taking the hassle out of their legal and compliance matters.

Prior to joining Connectus, Kristen was the head of Risk & Compliance at AUSIEX, where she led the risk and compliance divestment of AUSIEX from Commonwealth Securities and was responsible for compliance and risk management across the organisation. Kristen previously worked as a Senior Manager in the Commercial and Institutional development division of CommSec Adviser Services, facilitating the expansion of the growth in the institutional client base and the management of legal and compliance matters across the division. Kristen started her career in the Australian Army at the Royal Military College, before moving into the corporate sector executing M&A, equity, and debt transactions for domestic and international pension funds.

Kristen is a Justice of the Peace, and holds Masters degrees in Terrorism & Security, and Intelligence Analysis from Charles Sturt University. Kristen is currently studying a Diploma of Law / LLB through the University of Sydney. Outside of work, Kristen is a competitive boxer, avid hiker and enjoys travelling.

Bio

Shane is responsible for the Practice Management and Operations across Connectus business lines in Australia. In this role Shane works closely with our advisers and businesses to help them identify opportunities that will improve their productivity and growth to drive revenue, increase profits, as well as managing risk within the lines of business.

Shane has over 20 years’ experience working with financial advice businesses in Australia. Before joining Connectus, Shane was as a Practice Development Manager with ClearView. In this role he managed a team of salary advisers as well as looking after a panel of self-employed advice businesses. In this role he helped his practices implement organic growth strategies, identify, and execute M&A opportunities and navigate significant regulatory change.

Shane has a bachelor or Business from Charles Sturt University and is a qualified financial adviser. Shane lives in Sydney with his family, and when not working, you will find him riding his bike around Sydney, spending time with his family or coaching his son football team.

Souvik is responsible for Group Finance, Treasury, Tax Compliance and AFSL Audits for Connectus Wealth Australia. Souvik works closely with the lines of business to oversee their finances and tax obligations ensuring smooth financial operations and enabling the leadership team to implement key strategic decisions.

Souvik has more than 18 years’ experience working both, in public practice and in industry. He has considerable knowledge in financial accounting, taxation, audit and business services. Souvik’s experience covers both, Government and private sector with turnover ranging up to $200m. Prior to joining Connectus, Souvik was the Head of Finance for a Sydney based Fintech company and the Director of their South Asian operations employing close to 60 offshore staff. He is passionate about financial services, IT implementation and process improvements.

Souvik is a Chartered Accountant from CAANZ and holds a Masters degree in Accounting from University of South Australia. Souvik lives in Melbourne. Outside of work, Souvik is a passionate photographer, an avid traveller and is into mountaineering.

Louise assists with the finance, tax compliance and group reporting for the partners within Connectus Wealth Australia. She works closely with the lines of business to oversee their finances and tax obligations ensuring smooth financial operations.

Prior to joining Connectus, Louise was a Business Services Manager in public practice where she provided services such as taxation compliance, taxation advice and financial reporting for domestic and international clients across a variety of industries including manufacturing, information technology, building and construction, forestry, publishing and private investment.

Louise is a Chartered Accountant with CA ANZ and holds a Bachelor of Business (Accountancy) with RMIT University. In her free time, Louise enjoys the gym, gardening and travelling.

Nicole is a senior accountant within the Connectus Wealth Australia finance team. She is responsible for management accounting, reporting, tax compliance and budgeting. Nicole works closely with various team members to ensure results are recorded and reported correctly to allow for key decisions to be made.

Nicole has over 10 years’ experience working in both public practice and industry. She has worked in both Australia and the United Kingdom. Prior to joining Connectus, Nicole worked with Westwood Group (now a Connectus Wealth partner) specializing in tax planning and compliance work. She is passionate about financial services, creating efficiencies through process improvements and excel.

Nicole is a Chartered Accountant from CAANZ and has a Bachelor of Commerce from the University of Queensland. Nicole is based in Brisbane. Outside of work, Nicole has a passion for traveling, exploring new places and cooking.