Leadership Team
Our leaders leverage their wealth of industry experiences, specialist skillsets and diverse career backgrounds to deliver optimum decisions based on comprehensive and multiperspective examinations of business issues.
STEVEN GOAKES, MANAGING DIRECTOR & RESPONSIBLE MANAGER
Steven brings a wealth of experience to Natgen and our clients. His 30 year career has focused on commercial real estate, funds management, compliance, corporate governance and law.
With a masters degree in property and trust law and a business degree, since 1998 Steven has been structuring and operating manage investment funds to maximise returns to stakeholders. Success in this area has come through critical analysis of organisational and stakeholder needs, and focusing management effort in those areas which add investor value.
Steven has managed investment assets in excess of $1 billion and has personally overseen the purchase and investment of a further $1 billion of commercial properties and participated in (and advised on) joint-venture developments totalling over $400 million in gross realisation.
Beyond his professional activities, Steven is also actively involved in mentoring business professionals for organisations within Australia & abroad.
Steven is a responsible manager under the Group’s AFSL.
BRETT NELSON, DIRECTOR & RESPONSIBLE MANAGER
Brett combines a strong background in finance and accounting with tremendous energy and enthusiasm to deliver high-level analytical skills and financial experience to Natgen projects and clients.
Brett thoroughly understands the financial aspects of operating managed investment schemes and applies this expertise to ensure that entity capitalisation, cash flow and asset performance are measured and analysed in an ongoing and proactive manner.
Brett is a chartered accountant, holding a Bachelor of Commerce and a Diploma of Financial Planning, and has honed his skills within a number of commercial organisations.
Brett is a responsible manager under the Group’s AFSL.
Peta Tilse, Head Of Funds Management
Previously holding a similar position at the listed Cromwell Property Group, Peta brings over 25 years’ financial service experience gained in funds management, and wealth management.
As a top performing fund manager, Peta managed institutional cash and fixed income portfolios (in excess of $5b) for Suncorp Investments, and as an Executive Leader, led Cromwell Property Group’s Retail Funds Management business.
In private wealth management, Peta worked for investment banks UBS and Goldman Sachs JBWere, later working at Levantine Wealth (a boutique wealth manager) for family offices and SMSF clients. As an asset consultant for Research-IP she worked with investment committees, designing multi-asset portfolios for wholesale clients.
Peta’s education includes a Master of Applied Finance, Graduate Diploma in Applied Finance, Bachelor of Business (Banking and Finance), and RG146. Peta has completed the FASEA exam, as well as a Diploma and Advanced Diploma in Financial Planning. She also completed the AICD short course in Governance Foundations for NFP Directors.
Peta has served on the Property Councils of Australia’s Fund Manager’s Roundtable and FINSIA’s Regional Council. Her other pro-bono activities include talking about Finance on ABC Radio, acting as a Non-Executive Director, and Chairing the Finance & Risk Committee for a charity.
SHARI LAWRENCE, RESPONSIBLE MANAGER
As a responsible manager under the Group’s AFSL, Shari provides Natgen with extensive experience in the area of regulated managed investment schemes.
With a background in property economics and funds management, Shari provides value across a broad range of operational aspects of the Natgen business.
She holds a Bachelor of Applied Science (Property Economics), a Graduate Diploma of Applied Finance and further qualifications in Investment Management.
CAROLINE SEYMOUR, RESPONSIBLE MANAGER
Having worked in funds management since 1996, Caroline is another member of the team with broad skills applicable across the organisation.
Investor relations, compliance management and performance reporting at areas where Caroline particularly applies her skills within Natgen.
TAMMIE BRUNS, SENIOR PROPERTY MANAGER
Tammie brings her long and successful banking career to bear in managing the Natgen investment assets, comprising shopping centres, office buildings and other commercial assets.
Her deep understanding of process, compliance and systems combines with a commitment to tenant service and business efficiencies. This strong business acumen is evident in Tammie’s relationship building skills, which benefits the entire Natgen portfolio.
AMY DEMPSEY, FINANCIAL CONTROLLER
Amy’s extensive knowledge of financial analysis and Australian accounting standards is brought to bear in her management of the accounting and financial reporting functions within Natgen.
Her background as a senior auditor at KPMG stands her in good stead to manage the several audits which Natgen undertakes each financial year, both for the company and for each separate managed investment trust. Additionally, her analysis skills have been honed with experience at an ASX-listed company in this role.
KELSIE GILBERT, DIGITAL MARKETING MANAGER
Her expertise spans across various industries, where she has consistently delivered impactful campaigns that drive business growth and engagement. Kelsie holds a Bachelor of Business, with a double major in Management and Marketing, providing her with a strong foundation in both strategic thinking and execution. Her passion for innovation and data-driven results allows her to stay ahead of trends and craft customised digital strategies that align with Natgen’s business objectives.
LACHLAN PAPAS, AQUISITIONS MANAGER
Lachlan’s expertise lies in market research, financial analysis, valuation, and report writing, alongside strong presentation and communication skills.
HOLLY KOIVISTO, Executive Assistant - Administration and Compliance
Holly provides the Natgen team with a range of important administrative support functions, focussed particularly on Natgen’s compliance obligations under it AFSL and unitholder registry functions.
Additionally, Holly is undertaking tertiary study in Property Economics and Business, adding to her growing skillset and her contribution to Natgen and our investors.
Australian Financial Services License
National & General Administration Pty Ltd, a member company of the Natgen group, holds Australian Financial Services License No. 522 835.
We are authorised to advise on and operate wholesale managed investment schemes in a broad range of areas. We are also authorised to provide custodian services. As a licensed entity, we are subject to the scrutiny of ASIC in abiding by the Corporations Act and meeting the performance and governance standards laid out in ASIC regularly guides. The standards relate to areas such as compliance systems, financial requirements, and training of representatives.
National & General Administration Pty Ltd, a member company of the Natgen group, holds Australian Financial Services License No. 522 835.
We are authorised to advise on and operate wholesale managed investment schemes in a broad range of areas. We are also authorised to provide custodian services. As a licensed entity, we are subject to the scrutiny of ASIC in abiding by the Corporations Act and meeting the performance and governance standards laid out in ASIC regularly guides. The standards relate to areas such as compliance systems, financial requirements, and training of representatives.
Governance and Compliance
The directors of Natgen are committed to operating an organisation which exhibits demonstrably high standards of corporate governance, trustee governance and regulatory compliance.
We believe that excellence in these areas provides palpable benefits to our business and our clients. Our clients can have confidence that our management and decision-making is based on open, effective and comprehensive internal governance and compliance systems.
Our systems are supported by thorough documentation, which is reviewed on an ongoing basis to maintain its quality and relevance.
Risk Identification and Mitigation
Thorough and effective risk management should be central to the planning and execution of all processes within an investment enterprise.
A risk management system must incorporate standards of duty, processes and review mechanisms to ensure that performance expectations are met and exceeded.
At Natgen, risk management plans and procedures are tailored to each project or mandate, communicated regularly to those involved and periodically reviewed for ongoing effectiveness and relevance
Risk Identification and Mitigation
Thorough and effective risk management should be central to the planning and execution of all processes within an investment enterprise.
A risk management system must incorporate standards of duty, processes and review mechanisms to ensure that performance expectations are met and exceeded.
At Natgen, risk management plans and procedures are tailored to each project or mandate, communicated regularly to those involved and periodically reviewed for ongoing effectiveness and relevance
