Darion Pohl

Director

Darion is a world-leading expert in international pension issues. He has 25+ years’ experience working in both the UK and Australia – and close to 20 years specialising in UK-Australia international pension strategies and advice.

A qualified actuary, Fellow of the Institute of Actuaries in both the UK and Australia and qualified financial advisor in both the UK and Australia, and registered with the Tax Practitioner Board, Darion has personally advised thousands of UK pension holders on international pension issues.

Darion’s qualifications, experience and deep know-how are unparalleled, which makes him highly sought-after for his insights in this complex, ever-changing field.

Steve Whyburd

International Financial Consultant

Originating from South Africa, Steve has over 25 years’ experience in pensions and wealth management across jurisdictions.

Steve specialises in compliant financial solutions for UK nationals and emigrants in Australia. He has advised many high-net-worth individuals – and worked with several leading multinationals including La Mondiale, AMP and Canada Life.

Katherine Lett

Operations Director

Katherine brings 30+ years’ experience to PX Pension Exchange – plus rich expertise in sales and operations.

She has led many new initiatives, helping us improve our customer outcomes and achieve operational excellence.

Before joining our team, Katherine held senior management roles in companies such as Friends Life and Prudential.

Vikki Barrowcliff

Office Manager

Vikki ensures our office runs smoothly and provides the backbone to our systems and processes – so we can deliver the best possible service to our clients.

An expert in her field, Vikki has been an Office Manager, Team Support Officer and Teacher.

Catherine Harford

Accounts Manager

Catherine is a qualified accountant with over 10 years’ financial services experience.

She looks after accounts and budgets at PX Pension Exchange.

Juliet Connolly

International Tax Accountant (affiliated)

With over 20 years international tax experience, Juliet is a specialist UK tax accountant who advises clients on a range of complex UK tax and property issues.

A UK expat herself with over 20 years’ experience in this field, Juliet understands our clients’ complex challenges well.

Daniel Waller

Pensions Administrator

Daniel has worked in UK pensions for close to a decade for several large third-party administrators.

At PX Pension Exchange, Daniel uses his in-depth expertise to provide pension administrative support – and the highest standard of customer service.

Andrew Lowe

Senior Customer Services and Operations Manager

Andrew’s main role includes a blend of operational system design, customer services and administration with a focus on retirement and investment planning. With over 18 years’ financial services experience in Australia, Andrew’s prior expertise includes working with the Australian Tax Office and in a variety of financial advisory and superannuation focussed roles. Andrew has also completed his studies towards obtaining the Australian Diploma of Financial Planning. Outside of work, Andrew is a family man, loves all sports, enjoys football and is a qualified cricket coach.

Adella Formosa

Pensions Administrator

Adella has been administrating pension transfers for many years.

At PX Pension Exchange, Adella works closely with high-net-worth clients, trustee companies and institutions, ensuring everything runs smoothly.