Meet Our Team
Our Leadership
Jake Berkowitz
Co-Founder and CEO
Terry Sher
Terry Sher
Kevin Berkowitz
Company Director
Kevin is a highly successful businessman with a proven track record of success. He founded and self-managed his company, which, over a period of twenty years, he grew into a multi-million dollar market leader...
A generalist background with sound understanding of marketing, product development, legal and compliance supported by a MBA. Governance and directorship skills through GAICD and memberships. Specialist knowledge and demonstrable capability in distribution. Clive was appointed to the Board of the Finance Brokers Association of Australia in 2020. FBAA is the largest finance broking industry body in Australia.
Anthony Levi
Company Director
Anthony Levi is a Chartered Accountant who commenced his career at Ernst & Young over 25 years ago. He has extensive experience in the finance industry as well as building businesses...
Anthony is the founder of the Finflex group which provides corporate advisory (debt and equity), funds management, private equity and other financial services pursuant to its Australian Financial Services License. He is a founder and Board Member of American Electricity & Gas Holdings LLC, a group of retail energy providers and allied businesses headquartered in Houston, Texas. The American Electricity & Gas Holdings subsidiaries reached consolidated revenues of A$0.5 billion and circa 350,000 customers. Anthony enjoys backing and assisting enthusiastic entrepreneurs in building their businesses.
Clive Kirkpatrick
Company Director
A successful executive with over 25 years’ experience in banking and financial services both in Australia and offshore. Experienced in strategy formulation and execution, business management, sales management, and people leadership...
A generalist background with sound understanding of marketing, product development, legal and compliance supported by a MBA. Governance and directorship skills through GAICD and memberships. Specialist knowledge and demonstrable capability in distribution. Clive was appointed to the Board of the Finance Brokers Association of Australia in 2020. FBAA is the largest finance broking industry body in Australia.