About Us

A dedicated and experienced team with a collective passion to democratise investing

About Us

We are passionate about making investments available to everyone, especially people beginning their financial journey.

We started FirstStep in February 2015, with a mission to break down the barriers of investing and let anyone with a smartphone and a bank account invest. We believe that starting an investment journey sooner rather than later is important, even if you take small steps. Small steps could take us a long way over the long run, and can make a real difference to our future.

In December 2016, ASIC registered our managed investment scheme and we are working hard to roll out our exciting App in 2017. You can join the FirstStep early access list and our community today to get a taste of what we’re creating and help us make it amazing.


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Our Team and Advisors

Matt

Matt is a Chartered Accountant (CA) with over 8 years’ industry experience working for iconic Australian and International organisations. Matt was an Associate Director in the Deals Advisory business at PwC Australia where he gained valuable experience in supporting TMT, communications and financial services clients with respect to investment appraisals and benefits tracking of some of the largest capital projects in the Southern Hemisphere, mergers and acquisitions and associated corporate finance issues.

Matt obtained his bachelor degree in Commerce from the University of Western Australia. His previous roles included Corporate Development at iiNet and Pricing Analysis at Eni Trading and Shipping (London, United Kingdom).

Shiraj

Shiraj is a Certified Public Accountant (CPA) with over 6 years' experience in management consulting, advanced financial modelling and data analytics at professional services firms such as Accenture and PwC. He is responsible for the company's long term financial goals and overall business strategy.

Shiraj obtained a Bachelors of Business Administration from Bucknell University and a Masters in Accounting from Melbourne Business School. Shiraj is also the co-founder of the Global Consulting Group, Australia's largest not-for-profit consulting organisation, and ServiceLocale, an innovative local services marketplace in Australia.

Tarang

Tarang is an experienced full-stack software developer and engineer, specialising in Javascript, iOS app development, SQL/NoSQL databases, encryption methods, and infrastructure. Tarang has founded 2 start-ups in South Africa and has worked on various open source projects, including Meteor, a popular Javascript framework.

Tarang holds a Bachelor’s degree from the University of Melbourne and is currently a CFA-Level 2 candidate. Tarang is a keen investor and manages his personal investment portfolio. Tarang is co-founder of ServiceLocale, an innovative local services marketplace startup in Australia. Tarang enjoys exploring untouched regions of Africa from the Zambezi River to the Okavango Delta.

Akshat

Akshat is an experienced digital professional with strong experience in Front End Web Development and User Experience. Akshat has experience within the digital agency environment, working with various blue-chip clients on large scale web systems, developing standards based high performance Front End Code. Akshat specializes in HTML5, CSS3, Javascript, Front End Frameworks, such as Ionic, Bootstrap, Angular.js, jQuery as well as Hybrid App development.

Akshat holds a bachelors degree from the University of Melbourne. Akshat is co-founder of ServiceLocale, an innovative local services marketplace in Australia. Akshat enjoys travelling, international cuisine and exploring various cultures and learning about their history.

Vanaja

Vanaja Sriskandarajah is a CFA© charter holder (Chartered Financial Analyst) with over six years of industry experience in investment advisory, asset management and private equity / venture funds management. She is currently a Senior Associate within a large asset consultancy, where she provides a full range of advisory services to super funds and retail funds in Australia. Her previous roles include Private Equity Manager at Access Capital Advisers. Vanaja holds bachelor degrees in Commerce and Law (Honours) from the University of Sydney.

Joseph

Joe is a doctor working for the Royal Children's Hospital in Melbourne. Joe holds a Diploma in Financial Planning (DFP), scoring a perfect score on his core module, and is an experienced investor. Outside of investing, Joe's interests include writing. Joe is a published medical author and is a PADI certified rescue diver.

Lynne Thornton

Non Executive Director, 15 years' experience in wealth management

Lisa Hennessey

Non Executive Director, 25+ years' experience in corporate strategy and business development

Matthew Cohen

Chariman, 20+ years' experience in funds management