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
Sean AllenDirector of Financial Services
Simon HoyleHead of Market Insight
Simon ElwigHead of Lending
Fumin RiantoHead of Operations
Josh TuckerHead of Digital
Mark BrackenrigData Scientist
Joe CleavesResearch Consultant
Luke TrevenenResearch Analyst
Shona GallacherMarket Research Manager, WA
Rebecca CheroteContent and Marketing
Gittel PacamalanProject Manager
Alexandra BurgessEvent 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 for 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 up CoreData.
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 A.S.I.A.
In the past 10 years, CoreData has expanded out of Sydney to have offices in London, Boston, Manila, Sao Paulo and Capetown.
Outside of work Andrew is a keen ocean swimmer and sailor – he has completed the 26 mile Lanai to Maui Swim in Hawaii, raced regularly in Sydney harbour and has competed in every significant ocean race in Australia.[email protected]
Kristen is a highly motivated and passionate researcher with eight years' experience in the market research industry.
As Director of CoreData Western Australia, she is based in our Perth office and responsible for business development, client relationship management and project management across a diverse client base.
Kristen has a deep understanding of the financial services industry, strong client engagement skills and is a regular media commentator. Her Perth client base spans aged care, banks, not-for-profits and utilities.
Before relocating to Perth to establish the WA business, 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.
Kristen has a Master of Business Administration (Exec) from the Australian Graduate School of Management, a Bachelor of Arts, Journalism (with Distinction) from Curtin University of Technology and is a fully accredited member of the Australian Market and Social Research Society of Australia.[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 NFP 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]
Sean is Director of Australian Financial Services at CoreData and a partner in CoreData Client Engagement Benchmarking. He has in excess of 25 years financial services experience in all aspects of the value chain from product and marketing, sales and distribution, business strategy and planning.
Sean brings to CoreData a deep passion for unlocking the growth opportunities within a business by understanding their current and future state client experience. Most recently Sean was CEO of Godfrey Pembroke one of Australia's leading and most recognised financial planning businesses.
Sean is a member of the St James Ethical Centre, Associate member of the FPA and member of the Australian & Social Research Society (AMSRS).[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 seven years’ experience in financial services and three years in the market research industry.
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 (majoring in Accounting and Finance) from the University of Sydney, has passed all three levels of the Chartered Financial Analyst Program and is currently studying a Master in Marketing at the University of Technology Sydney.
Fumin enjoys cycling, running, football, tennis and cricket, as well as spending time with family and friends.[email protected]
Mark is a Data Scientist at CoreData. Mark is responsible for the business intelligence division where he specialises in predictive modelling, segmentation and database analytics. Mark was previously a Research Analyst at Rice Warner, where he was responsible for the maintenance and analysis of the group insurance database. He has completed a Bachelor of Science (majoring in Statistics) and is currently studying a Master of Data Science and Innovation at UTS. Mark is a two-time national champion in Futsal, and he has competed internationally at the 2015 AFF Futsal Club Championships in Thailand.[email protected]
Joe is a Research Consultant, working in CoreData’s quantitative analytics team. He is responsible for research development, data analytics solutions and writing syndicated market intelligence reports. He is currently studying a Bachelor of Actuarial Studies and Finance at the University of New South Wales. Outside of work, Joe enjoys sports, music and Netflix.[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 is CoreData’s Content, Marketing and Branding expert. She is also a leader in the Design team, plus the Hunter and Bligh team and is responsible for the branding, content and engagement strategies.
Prior to joining CoreData, she worked as a costume designer and event stylist and has a Bachelor in Design: Fashion and Textiles from UTS.
Rebecca enjoys coaching and playing netball, road trips and cooking.[email protected]
Jess is an enthusiastic graphic designer who is currently in her third year of studying a Visual Communications degree at Western Sydney University. Jess works across CoreData’s print and digital platforms and has a particular interest in illustration and publication projects. She enjoys experimenting with new art supplies and teaches kids art classes on the weekends.[email protected]
Luke is a Research Analyst in CoreData’s Perth office. He is responsible for secondary research, qualitative analysis and report writing.
Luke holds a Bachelor of Commerce and Economics from the University of Western Australia. He is currently completing a Masters of Economics by coursework and dissertation.
In his spare time, Luke enjoys running, reading and getting some sun.[email protected]
Brook is CoreData's Head of Superannuation. He has over 20 years experience in Financial services from marketing, sales and product development. Brook is based Melbourne and heads up our Melbourne office.
Brook is passionate about consumer insights, branding and marketing strategy. Prior to CoreData, Brook was Head of Marketing at Vanguard Australia, Fidelity Australia and AustralianSuper.
Outside of CoreData Brooks main interest are his family, his old Jaguar cars and a country house he is building at Gembrook.[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 six 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 over twenty years experience in financial services, from financial advice, to dealer group leadership, marketing and product management.
Jason is passionate about taking customer and market insights and turning them into actionable strategies for transformational business growth. Most recently Jason was Chief Customer Officer at StatePlus, where he was Executive Business Sponsor of their successful digital transformation program.
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 he was editor of Professional Planner magazine, which was 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 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.[email protected]
Alex is CoreData's Event 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 and graphic designer for AK Photos as the Business Manager.[email protected]
Shona is CoreData WA's Market Research Manager. She has over 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]