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
Alison SweetMarket Research Manager, WA
Gittel PacamalanProject Manager
Anthony ZhangResearch Consultant
Ben HolmesResearch Consultant
Shitong ChenResearch Consultant
Georgia ParryDigital Publishing Coordinator
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]
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]
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]
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 Digital Publishing Coordinator, and is also 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]
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]