Our People

Our People

Board of Directors

Mike Terlet AO

MBA FAIM FAICD
Chairman – Director since 19 April 1991

Mike has a wealth of experience as a Chairman and Director of many successful public and private companies, as well as a working knowledge and understanding of corporate governance requirements. He was responsible for the formation and growth of the largest private sector defence and aerospace company in Australia and has been extensively involved in international trading and investment.

Mike was made an officer of the General Order of Australia for contributions to industry adnd export in 1991.

Ron Beard

B.Bus(Ins) Dip.FS(FP) TFASFA
Executive Director – Director since 20 August 2012

Ron has more than 30 years’ experience in financial services and has held consulting, executive and senior management positions with leading wealth management institutions. 

Ron’s experience includes operations management, project management and governance of superannuation funds, investment platforms and employee benefit programs.

Connect with Ron on LinkedIn 

Andrew Peterson

Executive Director – Director since 20 March 2018

Andrew Peterson is a senior executive with more than 25 years’ experience in the financial services industry. With a particular focus on asset management, including executive leadership, sales, research, compliance, and product development across the retail and wholesale sectors, he has forged a reputation as a commercially focused, results driven, strategic executive. Before joining Tidswell Andrew held leadership roles at Required Financial Services, Aviva Investors/Antares Equities, Timbercorp and IOOF. Andrew started his career as a tax lawyer with Arthur Anderson, Minter Ellison and State Street Limited.

 

Stephen Miller

Non-Executive Director – Director since 1 October 2017.

Prior to that, Stephen was most recently head of fixed income, managing director, and fund manager, with BlackRock Investment Management (Australia), a position he held for 14 years. Prior to this he spent 13 years at Bankers Trust in Sydney and New York culminating in a position as executive vice president, head of fixed income at Bankers Trust Funds Management. He was also a research officer with The Treasury, a position he held for six years.

More recently Stephen has assumed a newly created role as Advisor to Grant Samuel Funds Management. Based in Sydney, Stephen’s role is to work with retail and institutional clients and in particular, accelerate GSFM positioning of Payden & Rygel and its various fixed income strategies.

He holds a Bachelor’s Degree (First Class Honours), Economics from the University of Western Australian, and a Masters in Economics from the London School of Economics and Political Science.

 

Fiona McNabb

Non-Executive Director – Director since 1 October 2017.

Fiona McNabb is an experienced non executive director with over 25 years’ of corporate experience in actuarial consulting, financial markets, derivatives pricing and trading, treasury, investments, risk management, compliance and governance. Fiona is currently an independent non executive director of Trustee Partners, a government appointed director of Melbourne Polytechnic and a member of Anglican Funds investment committee. She has experience as a director in a wide range of industries, including agriculture, forestry, health, education, sport, superannuation and investments.

Fiona is also a Senior Industry Fellow in the Department of Banking & Finance at Monash University where she currently lectures in investment banking and ethics. She has a Bachelor of Science (mathematics), is a Fellow of the Australian Institute of Company Directors, a Senior Fellow of the Financial Services Institute of Australasia, a Graduate of the Australian Institute of Superannuation Trustees and is RG146 compliant for superannuation.

Fiona is passionate about women in leadership, finance and education.

Financial Planning Team

Jeffrey Tidswell

Dip.App.Sc ANZIIF AFP® SSA™ TFASFA
Consultant – Representative

Jeff has more than 35 years’ experience in financial services. Leadership, governance, strategy and philanthropy are all areas of his interest and specialist expertise.

He is a considered decision-maker and has a passion for maximising potential and building organisations by turning ideas and visions into a productive reality.

Jeff is a member of the Financial Planning Association, The Taxation Institute of Australia, the Self-Managed Superannuation Fund Association and is a Trustee Fellow of the Association of Superannuation Funds of Australia.

Connect with Jeff on LinkedIn

Sam Nunn

B.Ec., Dip.FP., CFP®
Financial Adviser

Sam has worked in the financial services industry since 2001 and been part of the Tidswell Financial family for over 12 years now.

He is a Certified Financial Planner™ and also holds a Bachelor of Economics from the University of Adelaide and Diploma of Financial Planning from Deakin University.

Sam has a real passion for financial planning and helping guide people toward achieving their financial goals.

He loves spending time with his family and often ventures down to Victor Harbor where he grew up.

Sam also enjoys football, running and cycling. One of his biggest personal achievements was completing the New York Marathon in 2013 with his wife Peta.

Memberships Financial Planning Association

Connect with Sam on LinkedIn

Private Lending Team

Max Bratton

Dip.FA, SA Fin
Mortgage Manager

Max has worked in the banking and finance industry for the past 38 years and has managed the private mortgage funds at Tidswell Financial since 2001.

He is a Senior Associate of the Financial Services Institute of Australia (FINSIA) and holds a Certificate in Financial Markets and a Diploma of Financial Advising from FINSIA and is a Justice of the Peace.

Max is a very experienced commercial lender and, particularly, in construction and development financing – a market segment that Tidswell Financial have specialised in over the last ten years.

Max is a keen sports follower, having played senior football and cricket to the age of 42. He enjoys cycling, fishing and spending quality time with his wife Deni, two sons and two grandsons on their houseboat at Waikerie.

Connect with Max on LinkedIn

Rick Kapperer

Dip.FA
Mortgage Co-ordinator

Rick has had 30 years’ experience in the banking and finance industry. Rick has been part of the Tidswell Financial team for the last 13 years and, prior to that, worked at BankSA and an Adelaide law firm.

Rick has considerable knowledge and experience in preparing mortgage documents. He holds a Certificate in Financial Markets and Diploma in Financial Advising from the Securities Institute of Australia (now the Financial Services Institute of Australia).

Rick is an avid football and cricket supporter, volunteering at the Norwood Football Club. He enjoys spending spare weekends fishing at his shack with family and friends.