WHO WE ARE

Prudently managing risk is challenging. Expectations of the community and regulators are continuously evolving; we are here to help you navigate this complexity and implement practical measures to achieve your desired outcomes.

Terence Kwan

DIRECTOR

Terence has over 20 years’ experience in Financial Services. His experience includes asset and credit risk management, governance, fund due diligence, portfolio management, equity analysis, and mergers and acquisitions. He worked at Macquarie Group for 17 years in both Line One and Two Risk Management and was a leading contributor to Macquarie Group’s 2021 GCRA Self-Assessment for APRA.

Terence is a Board Member of Women’s Community Shelters and a member of the Risk and Audit Sub-Committee.

Terence has a Bachelor of Medicine and Surgery (University of Sydney, Honours) and a Master of Business Administration (AGSM).

  • Terence is a highly experienced professional with a wealth of knowledge in Financial Services, with over 20 years in the industry. His expertise covers various areas, including asset and credit risk management, governance, fund due diligence, portfolio management, equity analysis, and mergers and acquisitions.

    Terence spent 17 years at Macquarie Group, where he worked in both Line One and Two Risk Management. During his time there, he made significant contributions to the company’s success, including his leading role in the development of Macquarie Group’s 2021 GCRA Self-Assessment for APRA.

    Apart from his corporate work, Terence is passionate about making a positive impact in his community. He is a Board Member of Women's Community Shelters, an organisation that provides safe accommodation and support to women and children who have experienced domestic violence. Additionally, he is a member of the Risk and Audit Sub-Committee, where he utilises his expertise to provide guidance on risk management strategies.

    Terence’s academic credentials include a Bachelor of Medicine and Surgery from the University of Sydney with Honours and a Master of Business Administration from AGSM. His diverse educational background and professional experience have equipped him with a unique set of skills that enable him to provide valuable insights and solutions to complex financial challenges.

Robert De Zotti

DIRECTOR

Rob is an experienced Financial Services Risk Management Adviser. He has more than 20 years’ experience in Credit, Financial and Non-Financial Risk Management including 15 years at Macquarie Group, where he was an Executive Director and held several senior roles including Global Head of Risk for the Corporate and Asset Finance business.

He has held leadership roles in both Line One and Two Risk, with experience in regulatory change and remediation, governance and culture, executive accountability, major acquisitions and transformation projects.

Rob has a Masters of Business in Accounting, Bachelor Mathematics and Finance and is a Member of Chartered Accountants Australia and New Zealand.

  • Rob is a seasoned adviser with over 20 years of experience in Financial Services Risk Management. He has extensive knowledge in Credit, Financial, and Non-Financial Risk Management, making him a valuable asset to any organisation.

    Rob spent 15 years at Macquarie Group, where he held several senior roles, including Executive Director and Global Head of Risk for the Corporate and Asset Finance business. During his tenure, he demonstrated outstanding leadership and expertise in Line One and Two Risk, regulatory change and remediation, governance and culture, executive accountability, major acquisitions, and transformation projects.

    With a Masters of Business in Accounting, a Bachelor of Mathematics and Finance, and being a Member of Chartered Accountants Australia and New Zealand, Rob is a highly qualified professional. His academic qualifications combined with his years of experience make him an expert in his field.

    Rob’s in-depth knowledge and experience enable him to provide sound advice and effective solutions to clients facing complex financial risk management challenges. His expertise is widely respected, and he is a trusted adviser to many organisations in the financial services sector.