Headquarters:

Southport, Qld

Year founded:

2013

Number of employees:

150+

Phone:

0418 423 224

Email:

alex.hyndman-hill@infinity.com.au

Website:

infinity.com.au

LinkedIn:

linkedin.com/company/infinitygroupau

“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”

Graeme Holm

Co-Founder and Director

Rebecca Holm

Co-Founder and Director

Helena Christakos

Chief Operations Officer

Leadership

Graeme Holm, co-founder and director of Infinity Group Australia, stands out as a respected authority in mortgage broking and financial coaching. Bringing more than 20 years of expertise in banking and finance, he has guided thousands of Australians in transforming their financial situations to secure long-term independence. He is deeply committed to empowering individuals through financial education, personal accountability and practical, results-focused solutions.

Co-Founder and Director

Graeme Holm

Rebecca Holm co-founded Infinity Group with a strong emphasis on operational excellence, exceptional client service and fostering a vibrant workplace culture. Her skills in strategic leadership and talent development have played a crucial role in driving the company’s growth and earning recognition as a Top Mortgage Employer.

Co-Founder and Director

Rebecca Holm

Helena Christakos brings over 20 years of experience in finance, including nine years in senior management roles at major banks. She specialises in leveraging technology, insurance expertise and operational optimisation to drive success in fast-paced, evolving environments.

Chief Operations Officer

Helena Christakos

BRETT BASTOW, IQUMULATE PREMIUM FUNDINGs

Leadership

David McCullough

Chief of Staff

David McCullough is a seasoned senior executive with more than 17 years of leadership experience spanning hospitality, entertainment and media. He has held pivotal positions such as GM – TA strategy and onboarding at The Star Entertainment Group and vice president of operations at Accor, where he has led talent strategy, cultural transformation and operational excellence initiatives throughout the Pacific region.

Chief of Staff

David McCullough

Josh Crawford

Vice President of Training & Development

Josh Crawford is a leader in the financial services industry, bringing the power of Nobel Prize-winning investing science to communities across the US and Puerto Rico. His expertise includes leading breakthrough educational experiences to hundreds of advisors and thousands of their clients, helping lead and engineer innovative advisor training programs, and training and developing entrepreneurs to expand themselves and their businesses. As vice president of training and development at Matson Money, he is instrumental in bringing the American Dream Experience to families across North America.

Vice President of Training & Development

Josh Crawford

Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues. In the past year, the firm’s growth has been notable. It has: • experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year • improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40% • significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience • expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers. The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.

“IQumulate is on a technology journey, and we’re just getting started”

Wayne Tower, IQumulate Premium Funding

Matt Matson

Vice President of Technology

Francine Minervini 

Senior Vice President, Chief Technical Claims Officer

Nicholas Webber

VP, WC Litigation 

Pam Chhabra

Manager – Residential Strata

A founding team member of Matson Money, Matt Matson has brought innovation to the organization through the implementation of technological advancements since the early 1990s. He put Matson at the forefront of the industry by pioneering its online presence in the early days. For 10 years, Matt guided the firm’s technology and design teams, expanding them into full design, development, and networking departments. He returned in 2018 to revolutionize Matson Money’s technology by championing the new Matson Tech team. Matson Tech is reimagining how technology can fulfill the promise of bringing purpose and the American Dream to every family it serves.

Vice President of Technology

Matt Matson

Francine Minervini is chief technical claims officer at Arch Insurance. She joined the company in 2007 as an assistant vice president in the casualty division and has held various roles of increasing responsibility in the claims department, ultimately being promoted to senior vice president in 2018. Prior to joining Arch, Minervini held several claims handling roles with AIG. She has her JD from New England School of Law and a Bachelor of Arts in political science from Seton Hall University. She is licensed to practice law in New Jersey and New York. 

Senior Vice President, Chief Technical Claims Officer 

Francine Minervini 

Cemal Akgul sees the head of risk and collections role as pivotal in guiding and influencing business decisions. He has more than 15 years of experience across financial and government services, most recently with the NDIS, where he was the leading consultant driving the Risk Management process’ nationwide. Prior to that, he served various roles at BMW Finance across the United States, Hong Kong, Germany and Australia. During Akgul’s tenure at BMW Finance, he predominately worked in risk management, guiding the organisation through seismic changes between 2016 and 2018. In his time prior, he was based out of New York, leading BMW Finance’s American subsidiary's market risk and data analytics teams between 2011 and 2016. Akgul values a balanced approach to business, encourages a positive work culture and is passionate about teaching and guiding the business and individuals at IQumulate.

Head of Risk and Collections

Cemal Akgul

Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager. As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.

Commercial Manager

Stephen McMillan

One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view. IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance. “We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.

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What does IQumulate have in mind for the future? “IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur. “Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, creating a competitive advantage with the potential to allow IQumulate to command premium pricing or capture a larger market share. “As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead. “We’re excited for the future and look forward to what’s on the horizon.”

Adam Basaldella

Manager – Claims

Product Manager

Claire Watson

Commercial Manager

Stephen McMillan

Claire Watson

Product Manager

Claire Watson

Product Manager

Claire Watson

“We recruit brokers (finance strategists) who align with our values of integrity, performance and client-first service”

Helena Christakos, Infinity Group Australia

“Our most critical strategy has been the integration of financial coaching within our brokerage service, transforming the client experience from one-off transactions into long-term partnerships”

Helena Christakos, Infinity Group Australia

Ivan Verescuk

Chief Executive Officer and Managing Director

Shaun O’Brien

Head of Underwriting

Emily Walker

Head of Strata and Development

Rex Oakman

Head of Operations and Risk

Sandy Newton

Head of Underwriting

Andrew Mitchell

Manager – NSW

Michael Prokopis

Manager – Southern Region

Pam Chhabra

Manager – Residential Strata

Jeffrey Valdivia

Manager – Commercial Strata

Adam Basaldella

Manager – Claims

Infinity Group Australia has emerged as a trailblazer in Australia’s brokerage sector, setting new benchmarks for client empowerment, broker development and industry innovation. Infinity’s client-centric model has driven an average revenue growth of over 112% across the past two years, supported by the strategic recruitment of top-performing brokers and the adoption of cutting-edge technology. The brokerage’s culture is anchored in delivering exceptional service, ensuring every team member operates with unwavering integrity and a spirit of innovation. This ethos is reflected in every client interaction and internal initiative, driving a standard of excellence that distinguishes Infinity in a competitive marketplace. Some of Infinity’s achievements include: over $200 million in client debt reduction since inception average loan term reduced by 7–10 years for clients through its financial coaching model thousands of clients assisted nationwide, with a 70% client retention rate over the past three years recognised multiple times as a leading innovator in mortgage broking and financial coaching

IQumulate invests in education and people, which are vital to attracting new business and talent to the company. “We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.” Clients can also expect a lot from working with IQumulate. “Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”

Medals

Advancement

Benefits

Compensation

Culture

Diversity, equity and inclusion

Innovation

Reputation

Sustainable programs

Overall

The organisation prides itself on proactive communication, ethical practices and the ability to simplify complex financial decisions. Infinity also emphasises accountability to its clients to ensure they achieve their long-term financial goals. Rather than focusing on transactional broking, Infinity delivers long-term strategies designed to help clients pay off their loans faster and build sustainable wealth. This client-first approach is underpinned by robust data-driven insights and an innovative coaching model. “Our most critical strategy has been the integration of financial coaching within our brokerage service, transforming the client experience from one-off transactions into long-term partnerships,” says chief operations officer Helena Christakos. “This has been supported by investments in technology, broker training programs and the expansion of our national footprint, ensuring we maintain agility while scaling rapidly.”

The leadership team – comprising co-founders and directors Graeme Holm and Rebecca Holm, chief operations officer Helena Christakos, chief of staff David McCulloch and chief technology officer Jonathan Desmond – has been instrumental in shaping Infinity’s strategic direction. Their combined expertise in finance, operations and technology has fostered a culture of high performance, agility and measurable results. Recruitment of brokers is carried out surgically, leading to exceptional broker productivity and high customer satisfaction. “We recruit brokers (finance strategists) who align with our values of integrity, performance and client-first service,” says Christakos. “Once onboarded, brokers undergo a structured training program, including mentoring, compliance refreshers and financial literacy coaching.” Infinity’s long-term goal is to become the leading brokerage for Australians who want to pay off their loans faster and achieve greater financial security. This vision will be achieved through sustained investment into technological features, along with advanced financial education plans.