Phil Osborne

Synchron has appointed Phil Osborne as General Manager, Compliance, effective 1 February 2022. Mr Osborne has been working with Synchron as a Compliance Consultant since July 2021.

Mr Osborne holds Masters’ qualifications in both Commerce (majoring in financial planning) and Law (majoring in enterprise governance). He also holds the Certified Financial Planner (CFP) designation and has been a director and responsible manager for a number of financial services licensees.

Synchron Director, Don Trapnell said, “Phil has over 30 years’ experience in financial services and, having also previously managed financial planning practices and provided financial advice himself, has an exceptional understanding of the demands on financial advisers and the vital role they play in helping ordinary Australians take control of their financial affairs.”

Mr Osborne has held various roles with numerous financial services businesses, including Lifestyle Asset Management, the SMSF Advisers Network, and Interprac Financial Planning, following his entry to the financial advice industry through AMP and Hillross Financial Services.

Mr Osborne reports directly to the Synchron Board and heads a compliance team which includes Alison Massey, Head of Compliance – Advice Assurance. He will also be working closely with the Head of Compliance – Policy and Regulatory, Hanna Abdullah.

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Ms Abdullah will work alongside Alison Massey, who was promoted to the role of Head of Compliance – Advice Assurance in February, 2020.

Synchron Director, Don Trapnell said Ms Abdullah is a governance risk and compliance specialist with over 20 years’ financial service experience. “Most recently Hanna was Head of Compliance and Chief Risk Officer at Sentry Group, a position she held for almost 10 years. We are very pleased to welcome her to the Synchron team.”

Ms Abdullah, who is currently based in Perth, will start with Synchron on 17 August, 2020 and will relocate to Melbourne when COVID-19 provisions permit.

Synchron has also promoted Stefanie Georgiades, who authored Synchron’s recent FASEA Code of Ethics ready reference book, to Team Leader – Regulatory Compliance, reporting to Ms Abdullah.

Ms Abdullah’s appointment follows the recent resignation of Synchron GM, Legal, Risk and Compliance, Michael Jones, effective 14 August 2020.

“We have decided not to fill the role vacated by Michael, but instead to elevate both Heads of Compliance so that they report directly to the Synchron Board,” Mr Trapnell said. “We thank Michael for the valuable contribution he made to Synchron during his time with us. He leaves with our very best wishes.”

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