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.
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.
Head of Operations
Jackie is responsible for the operational functions of the business ensuring the client and service proposition is delivered in an efficient, robust and compliant manner. Jackie has a proven track record of leading delivery in the areas of pension and wealth management.
With over 20 years’ experience in financial services operations, Jackie is a methodical and organised planner disciplined and dedicated to providing a first class service to all stakeholders.
Outside of work, Jackie enjoys hitting the open road and exploring the UK and its spectacular scenery in her VW campervan.
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.
Chartered Financial Adviser.(Pension Transfer and Investment Specialist)
Darren is a Fellow of the Personal Finance Society and Pension Transfer Specialist. With over 20+ years’ experience advising on all types of UK pension schemes his specialisations include advising clients on Personal Pensions including SIPP’s, final salary pension transfers and company directors with regards to company SSAS’s. Outside work Darren is a keen long distance runner, enjoys reading crime novels and renovating his cottage.
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.
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.
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.
Senior Pensions Administrator
Leanne has considerable experience working as a pension administrator, including specialising in final salary pensions at a senior level. Prior employers have included Legal and General, Equiniti, and working on large well known UK pension schemes. Leanne has also served as Acting Special Sergeant in the Metropolitan Police. When not at work, Leanne enjoys spending time with her family, adventure sports and reading.
Senior Pensions Administrator
Jayne has worked in financial services for over 25 years, being Diploma qualified, having previously worked as a financial adviser with HBoS, specializing in the at-retirement market. Outside of work Jayne enjoys hiking, running and studying with the Open University.
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.
Catherine is a qualified accountant with over 10 years’ financial services experience.
She looks after accounts and budgets at PX Pension Exchange.