Headquarters:

Australia Square, Suite 3803, Level 38/264 George St., Sydney, NSW 2000

Year founded:

2004 (originally formed within Macquarie Bank, rebranded to IQumulate)

Number of employees:

Phone:

1300 555 068

Email:

sales.support@iqumulate.com

Website:

iqumulate.com

LinkedIn:

linkedin.com/company/iqumulate-premium-funding

“We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions”

Erica Kofie, QBE

Wayne Tower

Chief Executive Officer

Tricia Kopka

Head of Operations, Process and Improvement

Brett Bastow

Head of Human Resources

Leadership

Wayne Tower has 25 years of experience within the Australian commercial banking and insurance premium funding industries. He started his career with NAB in personal and commercial banking before joining Macquarie Bank in 2005. Wayne joined Macquarie Premium Funding in 2016 as general manager – sales, where he was responsible for a team of 30 across Australia and New Zealand. As a member of the Executive Team, he played an important role in re-branding the business to IQumulate Premium Funding in 2019. Wayne is now the chief executive officer and managing director of IQumulate, leading a team of over 75 and is responsible for driving growth and profitability to meet strategic commercial objectives.

Chief Executive Officer

Wayne Tower

Tricia Kopka has over 20 years of experience in leading operations teams across multiple sectors, predominantly banking and financial services. Kopka has played a role in rebranding the business to IQumulate Premium Funding and in 2019, and was promoted to operations manager and project specialist. Since then, she has been a member of the IQumulate leadership team, responsible for leading the loan origination teams and working on core strategic projects to enhance processes within the company.

Head of Operations, Process and Improvement

Tricia Kopka

Brett Bastow joined IQumulate in 2019 from the Steadfast Group as head of human resources, where he is responsible for the full gambit of HR in IQ’s drive to be ‘a great place for great people to do great work’. Prior to joining the Steadfast Group, Bastow worked at Sonic Clinical Services (SCS), the primary healthcare division of ASX Top 50 company Sonic Healthcare, where he was focused on delivering operational-centric solutions across all aspects of human resources.

Head of Human Resources

Brett Bastow

Erica Kofie, QBE

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Leadership

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Leadership

Graeme Gordon

Head of Sales, Australia and New Zealand

Appointed in 2023, Graeme Gordon, is IQumulate’s new head of sales for Australia and New Zealand. He joined MPF in 2017 as an account manager and was promoted to relationship manager in 2019. He was promoted again to the role of Manager – NZ for IQumulate Premium Funding, at the start of 2020. Gordon has led from the front in New Zealand since his commencement through achieving exceptional growth year on year and collaborating effectively across departments and on many projects.

Head of Sales, Australia and New Zealand

Graeme Gordon

Peter Gezimati

Head of Delegated Authority, HDI Global SE, Australia

Peter Gezimati has more than three decades of general insurance experience across three countries and has helped drive the insurer’s portfolio of agency business. One of his main current responsibilities is identifying new areas of growth. He has been a driving force in the delegated authority team within HDI Global Specialty. 

Head of Delegated Authority, HDI Global SE, Australia

Peter Gezimati

IQumulate Premium Funding has graced Insurance Business’ prestigious list of Top Insurance Employers for three consecutive years. Its culture and specific people strategies drive this recognition through a dedicated commitment to its employees. Realising that strategy isn’t enough without clarity and transparency, IQ’s leadership team actively engages with team members through open communication, including regular town halls, newsletters and an annual conference. They don’t hesitate to address things that haven’t worked as planned and show how they will realign them. “IQ culture is about driving a shared experience, where our people live and breathe our vision, mission, and values,” says Brett Bastow, head of human resources. “This year, we have sustained our best employer status through engagement, strengthened our commitment to diversity and inclusion, and continued to invest in great workplaces for our people on their office days.” As a leading provider of insurance premium funding across Australia and New Zealand, IQumulate has built its thriving business while acknowledging employees for their valued contributions in meaningful ways. A quarterly ‘Love Your Work’ award publicly recognizes peer-nominated employees, and the company celebrates tenure milestones with increasing frequency. An informative newsletter highlights outstanding performance and contributions, while online forums serve as a platform for real-time shoutouts. IQ stands out for its focus on supporting employees with top-rated benefits, including: · Vacation leave: encourages employees to take breaks, incentivises annual leave with an extra week the following year, and offers free travel insurance · Flexible work options: embraces a hybrid work model with two days in the office and supports different ways of working with a “make-it-work” mindset · Sick leave: invests in a safe, balanced, and supportive environment, providing genuine support during times of need To help its employees grow professionally and thrive, IQ has integrated development and career opportunities into its corporate strategy. “We focus on providing continual development opportunities for our people through online flexible learning, where individuals drive development pathways based on current roles or career goals,” says Bastow. On-the-job training through its ‘Adopt a Colleague’ program allows employees to gain insights across different business areas. Building skills within roles is fundamental, with purposeful micro-learning opportunities offered to enhance skills used daily. An example is IQ’s investment in automation, which has enabled staff to develop new technological skill sets within their roles. “We look to promote within, and we have seen this strategy succeed over the past few years,” says Bastow. “Seeing our employees grow on their career journey is exciting, and for a business our size, achieving this is no mean feat.”

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

David Lloyd

Regional Claims Manager, Asia Pacific

Daryl Vella

Regional Chief Financial Officer, Asia Pacific

Constantine Osuchukwu

Reverend

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

David Lloyd has over 30 years of insurance experience, starting his career in London before moving to Australia in 1992. On joining HDI in 2017, the objective was to build a market-leading team that would embrace his claims values and enhance HDI’s full market service capabilities. Working with clients and gaining their trust is what drives him. Lloyd is recognized for his collaborative approach to claims, his strong client relationships and his ability to find solutions to any challenge.  

Regional Claims Manager, Asia Pacific

David Lloyd

Daryl Vella holds a Bachelor of Economics degree with a double major in Accounting and Finance. He has been a member of the Institute of Chartered Accountants, Australia and New Zealand, since 1997. Vella has also been a board member of the Financial Services Accountants Association and sits on the Supervisory Board of PVI Insurance Holdings in Vietnam. He has held various finance roles within the insurance and reinsurance industry in Australia and London before joining HDI Global in 2012 as chief financial officer. Since October 2023, his responsibilities as CFO include HDI Global Specialty, Australia and HDI Global Specialty, New Zealand. 

Regional Chief Financial Officer, Asia Pacific

Daryl Vella

Constantine Osuchukwu joined Lindisfarne as chaplain in 2021. Previously, he was the parish priest of St Matthew’s in Wendouree, Diocese of Ballarat, Victoria. He has a Bachelor of Arts (Philosophy and Theology), a Masters of Counselling and a Graduate Diploma in Community Development. Osuchukwu brings experience in a variety of parish roles, plus ministry work in prisons and the tertiary sector.

Reverend

Constantine Osuchukwu

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

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Brokers’ Pick – Professional liability

Broker's Pick – Personal Accident and Illness Insurance

Turnaround time – claims

BDM support

Broker communication, training and development

Overall service level

BDM support

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

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