A highly respected insurance leader with more than 30 years’ experience across underwriting, distribution, customer strategy and executive leadership, Clarke brings deep expertise spanning insurers, underwriting agencies and broker partnerships.

As CEO of 360 Underwriting Solutions, Clarke leads one of Australia’s largest underwriting agency groups, overseeing 22 agencies and working closely with local and international capacity providers to support the placement of complex and specialised risks.

Prior to joining 360, he held a range of senior leadership roles at QBE, including Chief Customer Officer for Commercial Lines.

ANZIIF President Scott Leney says Clarke’s appointment would further strengthen the Board’s connection to the evolving needs of the insurance sector.

“Jason brings extensive industry experience, strong commercial acumen and a proven ability to build trusted relationships across the insurance value chain,” Leney says.

“ANZIIF’s role is to support a skilled, confident and future-ready profession. Jason’s perspective across underwriting, distribution and customer engagement will be invaluable as we continue to strengthen professional capability and help the industry navigate a period of significant change.

“His appointment reflects ANZIIF’s commitment to ensuring our governance draws on contemporary industry leadership and practical experience from across the profession.”

Clarke says he is honoured to join the ANZIIF Board at a time when the industry was facing both significant challenges and opportunities.

“Throughout my career, I’ve seen firsthand the impact that professional development, strong industry networks and shared standards can have on both individual careers and organisational success,” Clarke says.

“ANZIIF plays a vital role in helping insurance professionals build capability, adapt to change and achieve their career aspirations. I look forward to contributing to that mission and supporting the continued development of our industry.

“Insurance is ultimately a people business. As technology, customer expectations and risk environments continue to evolve, investing in the capability and professionalism of our people has never been more important.”

Clarke’s appointment further reinforces ANZIIF’s commitment to advancing professional excellence across the insurance and finance sectors through trusted learning, meaningful membership and industry recognition.

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Lonsec Fiscal (Lonsec), a leading provider of financial services research and investment execution,  announced the expansion of its existing Sydney-based institutional broking division with the appointment of three senior resources specialists.

The new appointments, Rod Clarkson, Tim Gerrard and Colin McLelland, were formerly the nucleus of the Investec Equities team based in Sydney.

Lonsec Fiscal’s group Managing Director, Jason Clarke, commented, “We are thrilled that Rod, Tim and Colin have chosen to join Lonsec where we have been diligently expanding our capacity and enhancing the quality of outcomes for clients and customers across the group. They are a very highly regarded team and the appointment reaffirms our commitment to our institutional clients. We wish them well as they expand the Lonsec offering in resource sector research and in Equity Capital Market capabilities.”

David Wylie, CEO of Lonsec Stockbroking, said the collective knowledge and experience of the new team would allow Lonsec to further build its reputation in research, Equity Capital Markets, dealing and execution services.

“This experienced team makes a fantastic and highly complementary addition to our existing institutional broking division,” Mr Wylie said.

“At a time when many industry participants are reducing their dealings with the mining sector, we believe this represents the perfect opportunity for Lonsec to further enhance our broking capabilities. Lonsec is committed to this highly relevant and extremely important sector of the Australian economy.”

While Lonsec has established institutional relationships, this latest move will allow the business to take a greatly enhanced view into the resources sector. The new team will provide a range of services for institutions and corporate clients:

• Institutional Research on resources companies, ranging from large caps to select small and mid-caps
• Equity Capital Market raisings for mining companies through broad networks of domestic and international clients
• Dealing and execution services

Rod Clarkson is a 35 year veteran within the securities industry, bringing experience from his time as the head of sales desk for James Capel, Prudential Bache and BNP Paribas in London. Most recently Mr Clarkson was Managing Director of Investec Securities where he was responsible for specialist resource broking.

Former Investec director Tim Gerrard has been in the equities market since 1984 researching the Australian resources market including gold, metals and diversified sectors. He has a Bachelor of Mineral Technology Degree (Otago) and BCom (Otago) and prior to joining the broking industry worked for BP Oil Exploration and Hamersley Iron.

Colin McLelland brings experience as a senior consultant for a top tier operational consulting firm as well as over 4 years working as an equities analyst at Investec. He has been active in the equity markets since 2006 with broad resource coverage including coal, iron ore, copper, gold and specialty metals.

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Catholic Super’s new investment service to provide flexibility over their investments.

Catholic Super members will soon have more control, choice and flexibility of their superannuation investments with Lonsec partnering with Catholic Super to provide an intuitive investment platform to allow members to invest directly in term deposits and ASX listed securities.

Catholic Super’s new investment service will provide members with far greater control and flexibility over their investments.

Catholic Super members will be investing through a fully integrated, virtual ‘marketplace’ where the buying and selling of financial products is not dissimilar to an online shopping experience,  underpinned by Lonsec’s technology, broking capability and research.

The user experience is optimised for use on tablets and mobile devices, providing members with more flexible tools to assist in their decision-making. Other benefits include a full member messaging suite and real time document storage.

Jason Clarke, Managing Director of Lonsec Fiscal commented: “While many funds seem  focused on a defensive member direct investment capability, we welcome Catholic Super’s decision to look beyond this initial product offer and build a superior long-term product capability through Lonsec to meet the future investment and product demands of their members.

Frank Pegan, CEO of Catholic Super Fund said:  “The Lonsec solution is different from others in the market due to the control and flexibility members will have over their direct investments.  Even more compelling for Catholic Super is the operational efficiency and lower cost structure the back end administration environment will provide.”

Catholic Super is a profit to members, public offer, superannuation fund with over $5 billion of assets and 70,000 members.

Lonsec’s capability is powered by OneTrust financial services. Lonsec is a member of the broader group of financial businesses that operate under the parent entity.

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