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Our Directors

David French is Managing Director of CIPL (Holding) Limited. He has almost 30 years’ experience in finance and economics, most of which are in investment markets and personal finance. David has been responsible for building the business of the CIPL Group to a point where it now manages around $600 million for individuals, small business and managed investment schemes. He holds a Bachelor of Economics, Diploma of Corporate Management and is a graduate of the Australian Institute of Company Directors. David has completed a range of other courses related to the valuation of companies, investments and personal financial planning. Currently David is serving as the Treasurer of the Doctors Health Advisory Service (Queensland). David works in our Rockhampton office.

David French

Chairman
Nigel has several decades of business experience in the Australian and International Finance industry. He was Co-founder and CEO of Impact Investing Pty Ltd, a Sydney based Funds Management Financial Services Technology company that achieved global success and recognition. Prior to that he held senior portfolio management positions with leading fund management firms BlackRock and Bankers Trust. Today Nigel is Principal of the Caana Group, a private wealth management firm.

Nigel Allfrey

Non-Executive Director
Owen is an experienced investment professional with almost 30 years’ experience in research, valuation and funds management. He has been rated number one analyst for building materials, construction and emerging companies while at UBS Australia and judged Money Management Fund Manager of the Year in 2005 and 2006 as Chief Investment officer at MIR Australia. Between 1997 and 2010, Owen was sole analyst on the IPO’s of Bristile, AWB, Transfield Services, Worley Parsons and NRW. He is currently principal of Yaz Investment Pty Ltd, and provides consulting services for mid-sized Australian Companies such as Adelaide Brighton, Brickworks Ltd, Calibre Global and Dulux. He also provides investment consulting advice for global fund managers. Owen is currently non-Executive President of the Manly Warringah Basketball Association and is a past director Director of the Sydney Harbour Foreshore Authority.

Owen Evans

Board Member
Lance Livermore is a Certified Financial Planner and also a Certified Practicing Accountant. He attained his original qualifications in Albury prior to establishing himself in a financial controller role with Potter Warburg in Melbourne. He has in excess of 30 years’ experience in both stockbroking and financial planning, and was a founding partner of Bailey Livermore Financial Services, a predecessor organisation of the Pentad Group and Capricorn Investment Partners.

Lance Livermore

Board Member
Chris is a qualified accountant (Institute of Chartered Accountants in England and Wales) who has worked in the financial planning industry for more than 25 years. He is a Certified Financial Planner and has been the principal of his own business as well as working as a significant co-owner alongside others prior to the planned sale of The Pentad Group in 2013. Earlier career experience includes mainstream accounting and audit roles with multi-national commercial enterprises in a variety of locations.

Chris Heyworth

Board Member