Acompli Limited

Acompli has qualified and experienced personnel that give assurance of high standards of service and integrity to clients. Our personnel are members of:

  • Financial Planning Association
  • Asia Pacific Financial Services Association
  • Securities and Derivatives Industry Association
  • Australian Compliance Institute
  • Institute of Internal Auditors 

Our Team

Ken Wybrow - Managing Director
Ken has worked in the securities industry since 1969, specialising in licensing, compliance, and administration in Trusts, Estate and Corporations Law. Ken has legal qualification and a Master of Business Administration. Ken has concentrated on compliance activities and strockbroking law and systems and has lectured at the Securities Institute of Australia and Flinders University over nine years to 1997.


 

Lillian Oh - General Manager
Lillian is a Certified Practising Accountant and with 20 years broad industry management experience including local government, mining & resoures, property development and financial services.  Lillian was a member of the management team of an ASX Listed boutique funds management group and Financial Planning Licensee undertaking the groups' Compliance and Corporate Governance functions.  Lillian undertakes the general management and service delivery of the company and is based in our Perth office.  As an essential part of our value proposition, Lillian is focused on monitoring and continually improving all aspects of our service offering and delivery to clients nationally.
Phone: (08) 9474 5100
Fax: (08) 9474 5188


Jenny Basnec - Senior Consultant
Based in South Australia, Jenny has been involved in the financial services industry since 1984 predominantly in matters relating to Dealers Services and Practice Management and has held management positions for over 10 years. Jenny's key role is assisting companies in applying for an Australian Financial Services (AFS) licence and working with them to retain compliant systems. Jenny undertakes review work for holders of AFS licences and Authorised Representatives (AR) ensuring they adhere to legal and licensee requirements as well as compliance consulting and training.
Phone: (08) 8172 8904
Fax: (08) 8271 5022

Mike Freeman - Senior Consultant 
Mike is based in Sydney, New South Wales and has over 25 years experience in the financial services industry in various technical and managerial roles, primarily in General Insurance. Additionally, he had senior compliance roles in financial services including licensing and audits/reviews for a major insurer, general insurance brokerages and numerous financial planning fims and their representatives. Mike earned a degree in law from the Australian National University in Canberra and holds a practicing certificate as a solicitor and barrister in NSW. He is also a fellow of the Australian and New Zealand Institute of Insurance and Finance and holds a Diploma in Personal Financial Planning from the University of Southern Queensland.
Mobile 0405 429 904


Brett Jasper – Consultant
Brett is based in Sydney and currently provides compliance services to clients in New South Wales and the Australian Capital Territory. He holds a Bachelor of Commerce degree from Deakin University in Victoria, in which he majored in Finance and Accounting and on completion of which was placed on the Deans Merit List for high achievement. Previously Brett served 20 years in the Royal Australian Navy, followed by two years working as an Accountant for a mid tier Sydney based firm before coming to the financial services industry.


Kym Peters – Consultant
Kym has been in the financial services industry since 1980 and currently holds a Diploma of Financial Services in Financial Planning. Based in Adelaide, Kym’s extensive industry experience includes advising on Insurance, Superannuation, Investment and Share Market Trading.  Prior to joining Acompli, Kym held Senior Adviser positions and now he concentrates on representative review.


Kah Wai Hew - Consultant 
Kah Wai entered the financial services industry with Acompli in mid 2004. She completed her Bachelor of Commerce (Financial Planning) at Curtin University in 2007 and achieved excellent results through her course of studies, illustrated by being a member of the Golden Key International Honour Society. She is enthusiastic about applying her knowledge from her courses and simultaneously absorbing information from the industry to broaden her knowledge. Kah Wai manages and consults to our WA clients on general compliance issues and information acquired from researching complex queries.  She also co-ordinates AFS Licence applications and variation documentation.

Reena Shah - Consultant 
Reena is based in Perth, and has been in the financial services industry since 2001, joining us from a finance and compliance manager role from a financial planning Licensee. Reena is a graduate in Commerce in Accounting and Business Law and is a Certified Practising Accountant. In addition to general compliance consulting and Licensee and Representative reviews, Reena coordinates AFS Licence and variation application documentation and processes on behalf of clients.


Melissa Archer - Consultant 
Melissa holds an Associate in Arts degree with Honours in Business Management. She has gained industry experience by working in retail banking and as Investment Coordinator for CIGNA Financial Advisors where she was responsible for all aspects of compliance among other admistrative roles. Melissa was licensed with NASD as a stockbroker and firm principal. Melissa provides both general compliance consulting and review services to clients.


Belinda Pearce - Associate Consultant
Belinda joined our team in Perth in 2008 bringing with her 10 years experience within the general insurance industry. She began her career with HBF Home and Car Insurance and has come to Acompli after fulfilling a Compliance Manager role for a national general insurer for the past 7 years. Through these roles Belinda has an understanding of ASIC and APRA regulatory requirements.

Belinda holds a Diploma of Financial Services (General Insurance), she was awarded Regional Student of the Year and is currently completing a Bachelor of Business majoring in Management and Business Law. In order to make best use of her skills and experience, Belinda maintains the portfolio of general insurance clients for Acompli.


Karen Bendeich – Compliance Administrator (Accounts/Program Coordinator)
Karen is originally from Newcastle, New South Wales, where she gained Certificate IV in Business Administration and a strong background in Property Valuation. As part of our Administration team, Karen continues to expand her experience and knowledge within compliance services. Karen's primary focus is on client relations and undertakes the accounts and program management for our clients.



Jasmine Yong – Compliance Adminstrator (Consulting and Technical Services)
Jasmine is currently completing her Bachelor of Business Studies majoring in Management at Monash University. She possesses extensive administrative experience in a diverse range of industries including investments, manufacturing and hospitality. Jasmine's primary focus is the administrative and client management support to our associate consultants nationally.


 Leah Hicks– Compliance Adminstrator (Representative Review Services)
Originally from Mobile, Alabama, Leah comes to us with a strong background in administrative skills from various industries and successfully integrates them within the compliance industry. Leah's primary focus is the administration and co-ordination of all aspects of our Representative review serivces including the scheduling of review appointments through to the preparation and distribution of review reports.


 

Majda Okanovic – Compliance Adminstrator (Client Services & Marketing)
Majda is a Graduate with a Bachelor of Commerce, majoring in Economics and Commercial Law.  She has retail and strong administrative skills and carries an enthusiam to expand her knowledge and experiences with the Financial Services industry.
  All client and office administrative services together with general marketing is co-ordinated by Majda to ensure that only the highest level of administration is being provided to clients.


Tracey Gould - Commissions Director
Tracey joined Acompli Commissions in August 2006 following 12 years with FINSIA (formerly Securities Insitute of Australia). She is the prime contact for licensees who intend to use Acompli Commission Service.


 

 

Cheryl Perry
Cheryl came to Acompli in March 2008 from the South Australian State educational system. She has been working on specific client data entry since she joined us.

 

 

                          

Casey Huxtable
Casey has been in the financial services industry in administrative roles since 2005 and joined Acompli part-time in 2007. She assists in the entry of data and account services.