CoreData’s team is a complementary blend of experienced market research, financial services, marketing and media professionals.
Jason AndriessenManaging Director
Kristen TurnbullDirector, CoreData WA
Tai RotemDirector of Research
Simon HoyleHead of Market Insight
Fumin RiantoHead of Operations
Josh TuckerHead of Digital
Rebecca CheroteHead of Hunter and Bligh
Alison SweetMarket Research Manager, WA
Gittel PacamalanProject Manager
Anthony ZhangResearch Consultant
Ben HolmesResearch Consultant
Shitong ChenResearch Consultant
Georgia ParryEvent Coordinator and Office Manager
Andrew Inwood is the founder and principal of CoreData and has more than 30 years’ experience in the Australian financial services industry.
He started his career at Rothschild Australia Asset Management where he headed the marketing team, before moving to AMP Investments where he spent more than a decade. During his time at AMP he was seconded to Virgin Direct in the UK to help establish the finance and investment arm of the group.
Andrew returned to Australia to be marketing director of Wizard Home Loans. From Wizard he moved to Telstra where he spent three years as general manager of applications and hosted services, before leaving to start CoreData.
In the past 10 years, CoreData has expanded out of Sydney to have offices in Perth, London, Boston and Manila.
Andrew is the author of more than 50 pieces of significant research into clients and their behaviour and has a particular focus on the value of the client experience in financial services.
He is a highly regarded speaker and has delivered key note speeches in every Australian capital city, London, Edinburgh, New York, Tokyo, Queenstown, Monaco and Berlin.
Andrew has served on a number of charity and sporting club boards and been a seed investor in and director of a number of start-up businesses, particularly in the online sector, a practice which he continues to this day. He has a Bachelor of Economics from the University of Sydney ASIA.
Outside of work Andrew is a keen ocean swimmer and sailor. He has completed the 26-mile Lanai to Maui Swim in Hawaii, races regularly in Sydney harbour and has competed in every significant ocean race in Australia.[email protected]
Kristen is director of CoreData WA and deputy managing director of CoreData Group. Kristen has more than 10 years’ experience running market research projects across Australia and founded the WA business in 2017.
Kristen understands the importance of building relationships, and has done so across multiple industries where she continues to leverage her strong interpersonal skills. Starting her career in journalism, Kristen’s strengths include interviewing and written communication, overseeing large, complex projects, and building and maintaining high trust-relationships with clients and peers.
Graduating from the Australian Institute of Company Directors in 2019, she has a solid understanding of governance and risk, and is able to manage highly sensitive client projects with stringent data privacy requirements, including for banks and superannuation funds. Kristen holds an Executive MBA from AGSM and is a non-executive director of disability services not-for-profit, Intelife. Before relocating to Perth, Kristen was head of financial services in CoreData’s Sydney office. Prior to joining CoreData in 2009, she was a financial journalist for seven years.[email protected]
Tai is CoreData’s head of research. He has been developing and implementing research for more than 20 years with a wealth of experience and expertise in both quantitative and qualitative research.
In addition to market research exposure, Tai has more than 22 years’ international experience working in public health and social research for government bodies and not-for-profit organisations. He has also taught statistical analysis and research methods at several universities and been published in peer-reviewed journals. Tai develops and maintains CoreData’s proprietary research methodologies and leads the interpretation of our research.
He has a Master of Public Health (by Research Thesis) and Bachelor of Social Science (Major in Psychology) from UNSW and is a fully accredited member of the Australian Market and Social Research Society of Australia.[email protected]
Simon is CoreData’s head of lending and an expert in the Australian mortgage industry. He has more than 20 years’ financial services experience, including 14 years at Commonwealth Bank of Australia leading sales distribution strategy and operations for mortgage brokers and mobile lenders.
Simon also has international experience, having spent six years in investment banking in the UK with Standard Bank. He has a Bachelor of Science in Economics from the University of Hull and is a member of the Institute of Chartered Accountants in England & Wales.
Beyond lending, Simon has a passion for craft beer, so much so that he is a part-owner of a craft beer bar in Brisbane. He enjoys all sports involving a ball and spending time with his family.[email protected]
Fumin is head of operations at CoreData with nine years’ experience in financial services and five years’ experience in market research.
He is primarily responsible for managing a team of analysts and researchers working on a range of syndicated and bespoke research projects for clients in the Australian financial services industry. He is also involved in developing proposals, research design, project management, data analysis and the production of syndicated and bespoke research reports.
Before joining CoreData, Fumin worked for four years as a research analyst for Rainmaker Information where he was responsible for research analysis and reporting on superannuation, funds management and financial planning.
He has a Bachelor of Commerce from the University of Sydney and a Master of Marketing from the University of Technology Sydney. He has also passed all three levels of the Chartered Financial Analyst Program.
Fumin enjoys playing and watching sports, as well as spending time with family and friends.[email protected]
Josh is a software engineer and is highly skilled in databases, front-end and back-end web development. He has more than 15 years’ experience developing numerous websites, platforms and integrations for a range of clients in the local and international markets.
Recently returning to Sydney from London where he was working for global company Teradata, Josh joined CoreData to help transition the business to a digital environment.
If he’s not working or travelling, you will find Josh at his local rugby club or spending time with his young family and friends.[email protected]
Rebecca manages CoreData’s consumer research panel and lifestyle brand, Hunter and Bligh. Her main responsibilities are centred on strategies to increase lead generation, member retention, engagement and content to ensure the continued growth for CoreData’s premium research sample. Rebecca also specialises in building client relationships and brand partnerships for the use of Hunter and Bligh’s database through readership, promotion and marketing, whilst developing affiliation programmes with businesses to create exclusive rewards and events for Hunter and Bligh’s members.
Prior to joining CoreData, she worked as a costume designer and has a Bachelor of Design from UTS. Rebecca enjoys coaching and playing netball, learning new languages and cooking.[email protected]
Gittel is a project manager at CoreData. She primarily coordinates with the Manila office of Coredata; works closely with cross-functional teams in delivering value-added insights via research projects; and contributes to establishing the required analytical skills of the teams.
She holds a bachelor’s degree in Communication Research from the University of the Philippines-Diliman and has been in the market research industry for almost eight years. Her experience has covered a broad range of research topics about the Australian financial industry.
In her spare time, Gittel enjoys great coffee, travelling and supporting her favorite sports teams.[email protected]
Jason is managing director of CoreData. He has more than twenty years’ experience in financial services with various roles across financial advice, marketing and product management. He spent more than ten years in executive leadership of a significant financial advice licensee and major super fund.
Most recently Jason was chief customer officer at StatePlus, where he was executive business sponsor of the company’s successful digital transformation program.
Jason is passionate about helping businesses serve their clients in new and better ways. Starting with a deep understanding of the client need, solutions require relevant communications, and innovative products and services. And these solutions are usually underpinned by technology. But that’s just the start. Transformational business growth requires more than new technologies. It requires process change and behaviour change.
Jason is a CFP® Professional and holds a Bachelor of Business, Master of Commerce (with distinction), and Diploma of Financial Planning.[email protected]
Simon has more than 30 years’ experience as a finance journalist, covering the superannuation, insurance, investment and financial planning sectors. He brings to CoreData a passion for higher standards of education, ethics and professionalism in financial planning, and the ability to craft simple but compelling narratives from often complex issues.
From 2007 to 2017 Simon was editor of Professional Planner magazine, a leading voice in calling for higher standards financial planners. He has worked as an investment writer for The Australian and The Sydney Morning Herald; and before that spent 11 years at the Australian Financial Review where he was appointed deputy investment editor and editor of the Smart Money personal finance section. He was on the team that created and launched Money Management in 1987, after joining BRW and Personal Investment magazines on a cadetship through The Age in Melbourne.
Outside of work Simon is an enthusiastic but inept soccer player and follows Liverpool FC in the English Premier League and the Sydney Swans in the AFL.[email protected]
Alex is CoreData’s events coordinator and office manager. She is responsible for all CoreData’s client events, content management and social media marketing and implementation.
Alex is currently studying a Bachelor of Science in Information Systems, majoring in Interactive Design. Prior to joining CoreData, she worked as a photographer, graphic designer and business manager for AK Photos.
Alex is also Content and Social Media Manager for Hunter and Bligh, where she is responsible for all editorial, marketing and digital outputs[email protected]
Shona is a market research manager working in CoreData’s Perth office. She has more than ten years’ experience in designing, implementing and leading market research projects in Australia and the UK.
Shona has extensive experience in the delivery of both quantitative and qualitative research insights and recommendations. She is responsible for client relationship management and project management across a wide range of client sectors.
She has a Bachelor of Marketing (Hons.) from the University of the West of Scotland and an International Diploma in Commerce from the University of Montpellier, France, and is a fully accredited member of the Australian Market and Social Research Society of Australia.[email protected]
Jackson is a research consultant working in CoreData’s analytics team. He is responsible for research development, data analytics, qualitative interviews, syndicated and client report writing, and presentation development.
Jackson is completing a Bachelor of Applied Finance with Bachelor of Laws at Macquarie University this year. Outside of work Jackson plays rugby for Eastwood in Sydney’s Premier grade Shute Shield competition; is a proud board member of invitational touring and fundraising organisation Deadwood Rugby; and is an avid follower of rugby union, rugby league, cricket, NFL, NBA and almost any other sport you can think of.[email protected]
Jess is CoreData’s graphic designer. She is one of the creative brains tasked to make all visual communication cohesive and beautiful.
She has a Bachelor of Visual Communication from Billy Blue College of Design and was also a scholarship recipient in 2014.
Jess is a dedicated, original and cheerful creative with a passion for design that makes an impact. She is a tea-drinking, chocolate-loving, Disney fan who you will often find listening to the latest K-pop music.[email protected]
Stephanie is a senior researcher at CoreData with seven years’ experience in the market research industry. She is responsible for designing and executing qualitative and quantitative research to develop clear narratives around key issues and outcomes for clients.
Before joining CoreData, Stephanie worked for four years as a divisional research manager at AMP Capital where she was responsible for the consumer research needs of more than 30 shopping centre and office assets.
She is a full member of the Australian Market & Social Research Society (AMSRS) and has a Qualified Professional Market Researcher (QPMR) accreditation.[email protected]
Nimrod is a software engineer and programmer working as part of CoreData’s digital team. He is responsible for building web-based front-end systems. He is currently studying for a master’s degree in computer science at the University of NSW, on exchange from the University of Nottingham in the UK. Outside of work, he enjoys boxing and running long-distance as well as learning languages.[email protected]
Anthony is a research analyst at CoreData. He is responsible for secondary research, qualitative analysis and report writing. Anthony holds a double degree from the University of Technology Sydney, a Bachelor of Mathematics and Finance, and a Bachelor of Arts in International Studies (majoring in Switzerland). He spent a year studying in Switzerland at the University of Lausanne. Outside of work Anthony enjoys soccer, travelling and playing guitar.[email protected]
Ben is a research analyst working in both the qualitative and quantitative sides of Coredata’s research environment. He is responsible for research design, implementation and analysis, as well as report writing for both client-facing and syndicated research.
Ben is currently studying a Bachelor of Laws coupled with a Bachelor of Economics at the University of Sydney. Before joining Coredata, he spent time gaining experience in the legal and financial services sector, including a winter internship with the Westpac group.
In his free time, Ben enjoys watching any sports (especially Southampton FC), travel, music, and is a big movie buff.[email protected]
Durand Sinclair is the senior data scientist at CoreData. He is also a casual academic at the Masters of Data Science & Innovation degree at UTS. Prior to this, he had ten years experience working in the financial planning industry, which included building robo-advisors that reduced the production time of an SoA from hours down to a few minutes.
When he’s not working as a data scientist, his hobbies include competing in hackathons, and spending time with his family.[email protected]
Shitong is a research consultant at CoreData. Her responsibility includes qualitative and quantitative research, statistical modelling and report tailoring.
She holds a Master of Commerce degree (Business Analytics) from The University of Sydney and her undergraduate education gives her solid accounting and finance background. Prior to joining CoreData, she has gained experience in investment bank, accounting firms and retail giant in both China and Australia.
She loves everything creative in life, followed closely by Authentic spicy Chinese food and Australian natural scenery.[email protected]
Georgia is CoreData's Event Coordinator and Office Manager, and is responsible for running the office, client events, marketing and content management for the business.
Georgia has recently graduated from a Bachelor of Arts in English and is going on to study a Masters in Publishing. Outside of work and university, Georgia enjoys writing, reading and exploring new places.[email protected]
Dr Fei Wang
Dr Fei Wang is our senior data scientist. He leads the data analytics team and is responsible for designing and development of our core data products and also communicating the insights to our clients and key stakeholders.
With a Ph.D in Data Mining and more than 7 years of professional industry experience in a diverse domains including medical, healthcare, educational and financial industries, Dr Wang is passionate in casting various industry problems into the most viable and intuitive machine learning and mathematical models.
He completed his Ph.D in Data Mining and Masters in Database Management Systems from the University of Sydney.
Beyond data science, Fei enjoys spending time with his young family and traveling.[email protected]
Alison is CoreData WA's Market Research Manager. She is responsible for the end-to-end management of projects and client relationships.
A career researcher, Alison has worked in a range of industries and capacities for more than 15 years. Leveraging strong research design, data analysis and visualisation capabilities she is skilled at crafting compelling data-driven narratives that clearly communicate strategic insights and opportunities.
Alison has particular expertise in education, workforce development and industry-facing research. In addition to her role at CoreData Alison provides industry and research insights to educators and students, as a mentor, guest presenter and Deputy Chair of an Industry Advisory Board.[email protected]
Stephen is a Director of CoreData responsible for client partnering and development. He has over 25 years financial services experience across investment management, consumer banking and platform development and distribution. He commenced his career in sharebroking before joining Rothschild Australia Asset Management where he was Director, Head of Retail Sales leading into the business sale to Westpac.
Following a period in Consumer Banking at Macquarie Bank, Stephen joined the foundation team at OneVue where he served on the management team and as Head of Distribution for over a decade. He subsequently worked in similar roles with Philo Capital and Clime Investment Management.
In addition to his deep investment management experience Stephen brings to CoreData a passion for financial advice and the transformational opportunities technology, next generation platforms and managed account solutions deliver.
He holds a Bachelor of Economics (UQ) and advanced diplomas in both Applied Finance & Investment and Lending (ASIA). He has also completed an executive development program at London Business School (LBS).[email protected]