Chief Executive Officer
Qualifications: PhD, BE(Hons)
Shane has demonstrated a passion for delivering business value through the use of technology. His background in banking and technology has framed his vision for LIXI’s future.
Shane joined LIXI in July 2015 as Chief Technology Officer after holding a series of financial services and banking technology roles internationally. In June 2017 Shane transitioned to the role of Chief Executive Officer.
Shane is a strong technology leader, having proved himself as a business analyst and developer before successfully leading program delivery across multiple areas in a global bank. He was responsible for the finance regulatory reporting platforms across Asia-Pacific as well as dealing with the regulatory issues surrounding the off-shoring of resources around the globe.
Shane is passionate about technology and how new technologies can solve business problems in exciting and often unexpected ways. He has strong experience in understanding how teams interact with the technologies they use, and driving greater productivity with the careful application of technology solutions.
Chairman, LIXI Board of Directors
Chief Executive Officer – Choice
Qualifications: B. Bus - Finance & Marketing; Diploma, Life Insurance; Diploma of Financial Services; Diploma of Financial Planning; Member, Australian Institute of Company Directors
Stephen is a Financial Services professional with over 25 years of experience in leadership across wealth management, banking and finance broking.
Companies include ING with responsibility for Life Insurance operations, MLC, heading the Group Insurance business, NAB, responsible for Customer Strategy/CRM, then a Co-founder of UBank which is internationally recognised as a leading direct bank.
Currently CEO & Managing Director, Choice Aggregation, one of Australians leading broker aggregation businesses; Director of BLSSA, Australia’s largest ACL holder for brokers; Director of realestate.com.au Home Loans; Co-Chair of Governance and Oversight for the Combined Industry Forum (CIF); and, Chairman of LIXI
Stephen thrives in complex and dynamic environments including technology and regulatory changes and has a real passion for entrepreneurial businesses.
General Manager, Service Delivery - Cloudcase
Martyn Beer has more than forty years of experience in senior roles with Australian Finance and Technology Industry service providers.
His experience includes 15 years' strategic and operational management in the lending businesses of Midland Bank, Colonial State Bank, Westpac and others. For five years, Martyn was an independent introducer to aggregators and funders of retail and commercial mortgages.
He has also spent over 15 years driving technology strategy and delivering technology solutions to the industry Adaptra Group, Sandstone Technology, IBM, Hewlett Packard, Siemens, Iress, and currently Cloudcase Software Solutions. Martyn also independently consults to start up technology businesses, and FSI clients to maximise results from direct to consumer and financial intermediary lending distribution.
Head of Retail Business Execution, ANZ
Qualifications: B.Com in Accounting and Law
Shelley is a people oriented leader with an excess of 25 years of strategic change and solution delivery experience in complex environments, including 15 years in the Financial Service Industry (ANZ and AXA/AMP). Her work history spans banking, insurance and superannuation, management consulting (PwC) and financial accounting (AA/EY) with experience in Australia, New Zealand and the US.
Shelley’s current role is Head of Retail Business Execution. ANZ Retail supports close to 5 million customers across Australia, with the Business Execution team supporting all customer channels (branch, broker, mobile and contact centre) with the execution of the banks key priorities and inspiring these teams to deliver outstanding customer experience. The Head of Retail Business Execution works with the Retail Leadership team on strategy and planning, banker capability, business and sales performance, analytics and insights, change engagement, future network planning and strategic transformation.
General Manager, Home Buying Product and Pricing - Commonwealth Bank
Qualifications: B.Com in Finance & Marketing and MBA: E-commerce
Dimitra is a financial services executive with over 20 years’ experience in a range of organizations including AMP, St George and Commonwealth Bank. Throughout her career Dimitra has held a broad range of roles including Head of Data Driven Marketing and Business transformation executive. Roles held have also been across a range of areas including product management and development, strategy, risk management, analytics and across many retail banking products such as Credit Cards, Personal Lending, deposit accounts and home lending.
Currently working at the Commonwealth Bank, Dimitra is the General Manager of Home Loan Product, Pricing and Credit risk where she is passionate about leveraging data to optimize business decisions and processes. Dimitra also holds a Bachelor degree in Commerce majoring in Finance and Marketing and a Master’s degree in Business majoring in e-commerce.
Representing Allette Systems
Qualifications: BSC(Hons) in Computer Science & Mathematics
Andrew is currently the CTO at Renewtrak, and has been working with LIXI since an initial implementation of the Sandstone LIXI Gateway in 2004 for Broker applications, and the Sandstone Valuations Management Service processing LIXI valuations requests 2007-2009.
Andrew’s background is in the design and implementation of loan origination products, holding senior development and architecture roles at Sandstone prior to becoming the CTO. A current area of focus for Andrew is applying Machine Learning and Artificial Intelligence technologies to financial services, with a specific area of focus being automation and analysis of data streams from documents, Open Banking and core systems.
Executive Director, Connective
Mark was appointed Executive Director of Connective in 2006, having previously been the CEO at aggregator FAST. Mark brings with him a wealth of knowledge across all aspects of mortgage broking and lending.
His vast experience and expertise spans operations, sales and relationship management. Mark is an active advocate of the industry and has also recently been appointed to the MFAA Board.
Co-Founder & Operations Director, Lendi
Qualifications: BSc & MA in Finance
Martin is currently the Head of Innovation, Operations, and Risk at Lendi, Australia’s leader in online home loans. Martin has been instrumental in pioneering the direct to consumer home loan experience. Martin leads the program of work aimed at redefining how consumer data is collected and utilised in the lending industry both for loan applications as well as responsible lending requirements.
Martin holds a BSc and an MA in Finance, specifically focusing on Banking.
Head of Third Party Distribution, Westpac Group
Qualifications: MBA; F Fin; FAIM; GAICD
Warren has extensive experience in operational, strategic and large people leadership roles across a 30 year career in financial services. He has a deep understanding of the home loan and mortgage distribution landscape and a track record of delivery across a variety of senior roles in retail and commercial banking.
Before joining Westpac in 2016, Warren had an extensive career with National Australia Bank, including Executive General Manager, Retail Banking where he was responsible for leading the bank’s branch and contact centre footprint in Australia. Prior to that he was General Manager, Mortgages and Consumer Insurance for NAB.
In his current role, as Head of Third Party Distribution at Westpac, Warren is responsible for driving the continued growth of partnerships in third party mortgage distribution.
Warren holds an MBA from the Australian Graduate School of Management, is a Graduate of the Australian Institute of Company Directors and a Fellow of both Finsia and the Australian Institute of Management.
Director, Lending Technology Services (LTX)
Qualifications: B.Com, LLB (HONS), Law, Accounting & Finance
Mike has 20 years’ experience in the mortgage industry. As a co-founder and executive of mortgage technology and BPO business LTX (Lending Technology Services) and property data and analytics provider IDS (Insight Data Solutions), he has followed his passion for applying data and technology to solve industry problems.
Mike was instrumental in the founding of LIXI when he, John Grant and Barry Thomas first conceived the organisation in 2000. He served as a Director of LIXI between 2004 and 2012 and has chaired or served on several Sub-Committees and Working Groups. Mike continues to believe in and support LIXI's mission as an independent, collaborative enabler of industry efficiency.