James Watson

Director

James studied Actuarial Studies and began his career trading interest rate derivatives at global firms including Macquarie Bank and Millennium Partners in New York, including a stint at Markit. On returning from New York he saw a gap for a boutique licencing and trustee business focused on unlisted assets in credit, property, private equity and venture capital.

B Actuarial · B Finance · Cert IV in Finance & Mortgage Broking · Diploma of Finance & Mortgage Broking · RG 146

Focus areas: Compliance, Governance, AFSL, ACL, Registry

Jonathan Raymond

Director

With a background in Mergers & Acquisitions and Private Equity, Jonathan has extensive experience in deal structuring, debt structuring, syndicated investments and lending across commercial and residential property involving a wide range of assets and projects. With this background Jonathan saw an opportunity to assist wholesale fund managers and corporate advisers with their licencing requirements.

B Laws · B Commerce · Cert IV in Finance & Mortgage Broking · Diploma of Finance & Mortgage Broking · Cert IV in Financial Services · Diploma of Financial Services · RG 146

Focus areas: Compliance, AFSL, ACL, Structuring

Glenn White

Head of Trustee Services

Glenn is a senior financial services executive with extensive experience leading corporate trustee, responsible entity, custody and structured finance functions across ASX-listed organisations, trustees, fund managers, custodians and debt capital markets participants. Prior to joining FundPro, Glenn held senior roles at One Investment Group as Director Corporate Trust and Director Trustee Services, and other senior roles at MSC Trustees, Australian Executor Trustees, NAB Asset Servicing and MLC. Glenn brings a broad skill set encompassing business development, relationship management, sales and marketing, and leadership alongside experience in Director and Responsible Manager positions — bringing a strong foundation in oversight and risk management.

Focus areas: Trustee, Custody

Sarah Mattson

Director of Trust Operations

Sarah brings over two decades of experience in corporate trustee, fund services and strategic operations to her role as Director of Trust Operations at FundPro. Before joining the team in 2025, she held senior positions at Perpetual Corporate Trust, including Project Manager, and Senior Strategy & Product Manager. Sarah’s career also includes sales and relationship management roles at The Trust Company and Perpetual, where she drove business growth, operational excellence, and client-focused solutions. Known for her deep industry knowledge and collaborative approach, she is dedicated to delivering trusted, compliant, and innovative outcomes for clients.

Focus areas: Governance, Trustee, Compliance

Ben Zapirain

Trust Operations Manager

Ben brings hands-on experience across trust operations, compliance, and risk. He spent over four years at Automic Group in operations and compliance roles within the fund registry team, following earlier experience in fraud investigations at Westpac. He supports efficient trust administration and regulatory adherence across complex structures. Known for his client-focused approach and strong compliance mindset, he delivers reliable, accurate and trusted outcomes.

Focus areas: Operations, Compliance, Registry, AML/KYC

Jane Cantong

Fund Accountant

Jane is an experienced fund accountant with a strong background in fund services, accounting, and financial reporting. Prior to joining FundPro she held senior fund accounting roles at Unity Fund Services and TMF Group, where she specialised in year-end accounting, BAS/IAS preparation, and financial statement reporting. Her career also spans financial research and corporate accounting positions at FactSet and Accenture, giving her a broad perspective across finance operations. Known for her precision, adaptability, and client-focused approach, Jane is committed to delivering accurate and timely outcomes for FundPro’s clients.

Focus areas: Accounting

Noheli Agustini

Compliance Consultant

With a background in governance and operational management, Noheli has worked in the non-profit, credit reporting and financial services sectors. Noheli has experience ensuring robust risk and compliance frameworks excel within regulatory parameters, including within listed and unlisted environments.

Focus areas: Compliance

Graham Levy

Responsible Manager

Graham Levy is a qualified accountant with extensive experience in both the Property and Finance sectors. With a robust background in financial management and strategic leadership, Graham has held senior positions in prominent property investment firms. With an interest in compliance Graham serves as a responsible manager for entities involved in both property and early-stage venture capital investments. Graham’s expertise lies in navigating complex financial landscapes and driving growth in dynamic markets.

Focus areas: Compliance, Accounting

Tony Keating

Advisory Board Member

Tony is a highly experienced financial services executive with more than 25 years in funds management, administration, and governance. He has held senior leadership roles including CFO at Gallantree, General Manager – Financial Services at Presidium, and Operations Director at One Investment Group. Tony’s career also spans over a decade as CFO and Company Secretary for NBC Capital and DDH Graham Limited, overseeing significant private equity, managed fund, and ASX-listed trust portfolios. With deep expertise in fund operations, compliance, and strategic management, Tony brings a wealth of insight and proven leadership to FundPro’s advisory board.

Focus areas: Trustee, Operations

Josh Bolot

Advisory Board Member

Josh is an accomplished investment and corporate finance professional with more than 25 years’ experience across private equity, principal investments, and investment banking. He is Head of Principal Investments & Business Development at Mulpha International. Josh also serves on multiple boards and investment committees, supporting innovative businesses in financial services, technology, and media. His career includes senior roles at Monash Private Capital, Investec Bank, and Deutsche Bank, where he advised and invested in leading companies across Australia and internationally.

Focus areas: Strategy, Funds