Our Approach

Innovation

 

We constantly question the way things are done and look for every opportunity to redefine and exploit the mediocrity we encounter. It’s not the easy path but it builds the reputation and opportunities we seek.

Opportunities

 

Rather than a threat, changes to the financial services landscape provide Linear and our partners with a constant stream of opportunities to lead and dictate the direction the industry will take.

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Partnership

 

We are fortunate to work alongside a combination of leading edge financial services innovators and long established names with the ambition to position themselves at the forefront of industry developments.

Leadership

 

Flexible enough to innovate whilst being mature enough to consistently deliver, Linear expects to be at the forefront of new developments that will reshape the financial services landscape.

Our People

Board of Directors

Colin Peterson

Colin Peterson

Executive Chairman

Colin is the Executive Chairman of Linear Financial Holdings and an Executive Director of Linear Asset Management. Colin has more than 31 years of experience in the financial services industry having successfully managed a financial planning business for much of this time.

Colin has a wealth of experience in financial services including investment markets and administration with specialist skills in superannuation and retirement planning.
Colin is one of two founding directors that have been with Linear since its inception in 2006.

Chris Hipkin

Chris Hipkin

Executive Director

Chris is the Group Managing Director and Responsible Manager of Linear with overall executive responsibility for the business. Chris continues to successfully balance the competing demands of Linears drive to innovate against the rigorous control and risk management environment required to operate as a robust investment administration platform.

Chris has spent over 17 years in the financial services industry, developing broad experience in Business and Systems Management, Portfolio Management and Research in his own businesses and with institutions such as ANZ. Chris has a degree in Economics and Finance from RMIT and a Masters of Enterprise from Melbourne University.

Chris is one of the founding directors and has been with Linear since inception in 2006.

Don Worland

Don Worland

Chief Operating Officer

Don is Chief Operating Officer. Don is responsible for managing Linears extensive operational and processing infrastructure and the teams supporting it. Don has successfully managed the growth of operations to cover multiple asset types, currencies and investment markets Linear now services.

Don has over 22 years of experience in the financial services and funds management industry. His roles have encompassed operations, management, financial accounting, administration, project management, technical services, distribution and superannuation with institutions such as BT and Deutsche Bank.

Don has a Bachelor of Business degree from Monash University. He joined Linear in 2007.

Mark Costigan

Mark Costigan

Non-Executive Director

Mark is a director of Linear Financial Holdings and brings a wealth of experience to the board as a result of nearly 40 years as a Chartered Accountant.

Mark was a registered company auditor for over 30 years attending to the audit of foreign company branches, industry training boards, professional associations and self-managed superannuation funds.

Mark holds a Bachelor of Business from Swinburne University. Mark joined Linears board in 2014.

Executive Team

Chris Hipkin

Chris Hipkin

Group Managing Director

Chris is the Group Managing Director and Responsible Manager of Linear with overall executive responsibility for the business. Chris continues to successfully balance the competing demands of Linears drive to innovate against the rigorous control and risk management environment required to operate as a robust investment administration platform.

Chris has spent over 17 years in the financial services industry, developing broad experience in Business and Systems Management, Portfolio Management and Research in his own businesses and with institutions such as ANZ. Chris has a degree in Economics and Finance from RMIT and a Masters of Enterprise from Melbourne University.

Chris is one of the founding directors and has been with Linear since inception in 2006.

Don Worland

Don Worland

Chief Operating Officer

Don is Chief Operating Officer. Don is responsible for managing Linears extensive operational and processing infrastructure and the teams supporting it. Don has successfully managed the growth of operations to cover multiple asset types, currencies and investment markets Linear now services.

Don has over 22 years of experience in the financial services and funds management industry. His roles have encompassed operations, management, financial accounting, administration, project management, technical services, distribution and superannuation with institutions such as BT and Deutsche Bank.

Don has a Bachelor of Business degree from Monash University. He joined Linear in 2007.

Rick Pezzimenti

Rick Pezzimenti

Chief Information Officer

Rick takes responsibility for the technical core of Linears business including running multiple development teams across projects, production systems and the IT security environment that protects it all. Rick has been instrumental in managing the growth in breadth and sophistication of Linears technical infrastructure to meet the firms rapid expansion.

Rick has spent more than 15 years as an IT professional through roles including programming and development roles through to providing consulting services as a solutions architect for technology businesses such as Independent System Integrators and The DENSO group.

Rick joined Linear in 2008 as one of the firms first technology professionals.

 

Our background...

exceptional wealth platforms crafted for HNW advisers

 
 

Distinguished from our peers....

a focus on institutional strength integration

 
 

Recognised for our capabilities....

a rapidly growing institutional footprint

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