The Infocus story

Infocus National Advisory Community

Who we are

Infocus is in the business, of the business of financial advice.

Infocus is a multi-award winning national advisory firm, dedicated to empowering advisers with the independence, infrastructure tools and support they need to grow their advisory businesses.

We are an multi-award winning advice technology provider, ranking number one for adviser satisfaction in Australia for five consecutive years with our proprietary solution, Platformplus.

We deliver market leading, top performing investment solutions through our wholly owned subsidiary, Alpha Investment Management.

For over three decades, our clients have remained at the heart of everything that we do.

our story so far

1994
Steinhard Financial Services founded, later known as Infocus
2000
Launch of proprietary Fintech IT Solution
2003
Launch of Infocus National Advisory Network
2005
Launch of Infocus Equity Plan
2008
Launch of proprietary Investment Management Solution
2009
Infocus becomes public (unlisted company)
2016
Evolution of proprietary fintech and regtech to end-to-end SAAS solution
2023
Launch of proprietary Investment, Super & Pension Platform and the Infocus Partner Program
2025
We are the 9th largest advisory community in Australia, with ~250 advisers and over $20Bn in FUA

We've been empowering advisers since 1994

Founded in 1994 by Darren and Stephanie Steinhardt, Infocus started as a single finanacial advisory practice and has grown into one of Australia’s most respected financial services enterprises.

From the outset, we saw that many advisers lacked the autonomy to fully shape their businesses and serve clients the way they wanted. Despite their expertise, traditional business models and limited support held them back. We created a solution by empowering advisers with control and flexibility, backed by our multi-award winning advisory services, top ranking proprietary end-to-end advice technology and our market leading investment management and governance solutions.

Three decades later, our commitment remains unchanged: to empower advisers with the tools, resources, and network to thrive, while always keeping clients and best interest advice at the heart of everything we do. Darren and Stephanie continue to play an active role in the business, ensuring that Infocus stays true to its founding principles while continuously innovating for the future.

Infocus - Darren & Stephanie Steinhardt

Meet our people

Roy McKelvie

Non-Executive Director and Chairman

Roy McKelvie

Non-Executive Director and Chairman

Roy McKelvie has served as a member of the Infocus Board since 2016 and as Independent Non-Executive Chairman. With over 35 years of leadership experience in global financial markets, he provides strategic oversight, ensures strong corporate governance, and drives the Group’s long-term success.

Roy’s career spans senior roles across the UK, Europe, Asia, and Australia. Before joining Infocus, he was CEO of Transfield Holdings and MD & CEO of Gresham Private Equity in Sydney. His leadership experience also includes key roles at Deutsche Bank and 3i Group, where he developed a reputation for driving growth and managing complex investments.

A proven leader with a track record of success in both operational and financial management, Roy currently chairs several high-performing companies, including Encompass Corporation, Pathify Holdings Inc., Sonder Group Limited, and Tavas Holdings Limited.

Roy holds a BSc in Production Engineering from the University of Strathclyde and an MBA from the University of Edinburgh Business School.

Darren Steinhardt

Founder and Managing Director

Darren Steinhardt

Founder and Managing Director

Darren Steinhardt is the visionary behind Infocus, which he founded with his wife, Stephanie, in 1994. With over 34 years in financial services, Darren’s passion for helping Australians become “financially fit” has shaped Infocus into one of the country’s most respected national financial advisory firms.

Starting as a single practice on Queensland’s Sunshine Coast, Darren saw an opportunity to empower financial advisers with greater autonomy, flexibility, and the right support to serve their clients effectively. Under his leadership, Infocus has grown into a nationwide network, offering market-leading advisory, technology, and investment management solutions that help advisers thrive.

Darren is a Fellow of the Australian Institute of Management (AIM), a Member of the Australian Institute of Company Directors (AICD), and holds a Master’s degree in Applied Finance.

Craig Holland

Non-Executive Director, Chair of Research & Investment Committee

Craig Holland

Non-Executive Director, Chair of Research & Investment Committee

Craig joined Infocus in November 2020 and plays a key role as a Non-Executive Director and Chair of the Research & Investment Governance Committee, shaping the Group’s strategic direction with a focus on risk management and investment oversight.

With 16 years at Deloitte, Craig’s expertise covers corporate advisory, tax, and investments. He led the Deloitte Private Tax Group in Melbourne, was a member of the National Executive, and served as Chief Operating Officer of Deloitte Private.

An entrepreneur at heart, Craig founded Generation Private in 2017, a multi-family office that provides bespoke solutions for high-net-worth families. Prior to this, he served as a director during the successful sale of The Good Guys to JB Hi-Fi in November 2016.

Craig holds a Bachelor of Economics (Accounting), a master’s degree in Taxation, and key professional qualifications including CPA and GAICD.

Outside of Infocus, Craig holds various leadership roles across industries, including Director of the Naomi Milgrom Foundation, Menarock LIFE, Chairman of John Hughes Group, and Board Member of Kaldor Public Art Projects, among others.

Jonathan Hubbard

Non-Executive Director, Chair of Audit and Risk Committee

Jonathan Hubbard

Non-Executive Director, Chair of Audit and Risk Committee

Jonathan (Jon) Hubbard has been a valued member of the Infocus Board since 1 July 2013, serving as a Non-Executive Director and Chair of the Audit and Risk Committee. In this role, he ensures Infocus is well-governed, delivers sustainable long-term returns, and consistently meets its responsibilities to clients through rigorous financial oversight and risk management.

A seasoned company director, Jonathan brings extensive expertise in strategy, business development, industry reform, finance, risk management, accounting, and audit. Before joining the board, he spent 24 years at PwC, including 12 years as a Partner in the Advisory practice, specialising in the energy, resources, and infrastructure sectors across Melbourne, London, and Brisbane.

Outside of Infocus, Jonathan serves as a director of Tavas Holdings Limited and has held board roles with the Australian Energy Market Operator Limited, CS Energy Limited, and Territory Generation.

Jonathan holds a Bachelor of Commerce from the University of Melbourne, is a Chartered Accountant (CAANZ), and is a Graduate Member of the Australian Institute of Company Directors.

David Hasib

Non-Executive Director

David Hasib

Non-Executive Director

David Hasib plays a key advisory role in shaping the Group’s strategic direction as both a Financial Adviser and Non-Executive Director. Through his work on the Board and the Research & Investment Governance Committee, David helps guide decision-making that benefits advisers and their clients.

Outside of his role at Infocus, David is the founder and active leader of a Sydney-based wealth advisory firm. With over 30 years in financial services, he’s built a reputation for cutting through complexity - whether it’s investments, structuring, asset protection, or tax management - and helping clients make confident, informed decisions.

David is also committed to the ongoing development of the industry, offering his insight and expertise to influence positive change and support the next generation of advisers.

Darren Steinhardt

Founder and Managing Director

Darren Steinhardt

Founder and Managing Director

Darren Steinhardt is the visionary behind Infocus, which he founded with his wife, Stephanie, in 1994. With over 34 years in financial services, Darren’s passion for helping Australians become “financially fit” has shaped Infocus into one of the country’s most respected national financial advisory firms.

Starting as a single practice on Queensland’s Sunshine Coast, Darren saw an opportunity to empower financial advisers with greater autonomy, flexibility, and the right support to serve their clients effectively. Under his leadership, Infocus has grown into a nationwide network, offering market-leading advisory, technology, and investment management solutions that help advisers thrive.

Darren is a Fellow of the Australian Institute of Management (AIM), a Member of the Australian Institute of Company Directors (AICD), and holds a Master’s degree in Applied Finance.

Hayley Briggs

Chief Financial and Operating Officer

Hayley Briggs

Chief Financial and Operating Officer

Hayley Briggs joined Infocus as Chief Financial and Operating Officer in January 2025, bringing over 25 years of experience in senior financial leadership roles across global financial institutions. She oversees the Group’s financial and operational performance, including financial planning, cash flow management, financial analysis, and people & culture strategy.

A highly accomplished finance executive, Hayley has a proven track record of driving business growth and profitability through strategic financial planning, forecasting, and analysis. Before joining Infocus, she spent six years at JP Morgan, leading strategic financial planning, forecasting, and reporting functions. Her career also includes senior roles at Deutsche Bank and Merrill Lynch, where she managed complex global financial operations and played a key role in organisational transformation.

Recognised for her ability to lead change in complex environments, Hayley is passionate about building high-performing teams and fostering a culture of accountability, innovation, and collaboration.

Hayley is a Chartered Certified Accountant (ACCA).

Jeff Mitchell

Chief Investment Officer

Jeff Mitchell

Chief Investment Officer

Jeff Mitchell joined Infocus as Chief Investment Officer in August 2018, bringing over 25 years of experience in financial markets, asset consulting, and private wealth management. He oversees all investment-related advice, policy, and governance at Infocus, with a focus on portfolio construction, investment research, and strategy selection. Additionally, Jeff heads Alpha Investment Management (Alpha), where he initiated the SMA program, now managing circa $2.5 billion in funds.

Prior to Infocus, Jeff headed the investment research group at Australian Unity Personal Financial Services (PFS), managing capital markets and portfolio construction. He was also a portfolio manager for PFSIM, overseeing multi-strategy and equity Separately Managed Accounts (SMAs).

Jeff is a Certified Investment Management Analyst (CIMA) and holds a Graduate Diploma of Applied Finance and Investment, a Diploma of Financial Planning, a Diploma of Technical Analysis, and a Diploma of Management.

Matt Fogarty

Executive General Manager - Strategic Relationships

Matt Fogarty

Executive General Manager - Strategic Relationships

As Head of Strategic Relations at Infocus, Matthew (Matt) Fogarty is responsible for driving strategic growth and managing key partnerships. He leads the Infocus Partner Program (IPP), where he helps advice firms leverage capital, operational support, and integrated systems to achieve sustained growth.

With over 25 years of experience in private wealth, financial planning, and risk management, Matt has held senior leadership positions, including CEO of Fitzpatricks Private Wealth and Head of Private Wealth at Kelly+Partners Chartered Accountants. He has a proven track record in leading high-performing teams, developing compelling advice propositions, and driving business transformations that enhance operational efficiency and service delivery.

Matt holds a Bachelor of Business and is an Affiliate of the Australian Insurance Institute.

Ben Beckton

Executive General Manager - Advisory

Ben Beckton

Executive General Manager - Advisory

Ben Beckton is a passionate financial services leader with a strong focus on empowering advisers and driving business growth. Since joining Infocus in 2014, Ben has played a key role in strengthening its national advisory network and delivering best-practice advice solutions.

As EGM Advisory, Ben oversees the self-employed financial planning businesses within the network and manages Infocus Advisory, the salaried advice arm. He works closely with Regional and Advice Operations Managers to provide advisers with the tools, support, and strategic guidance needed to succeed.

Ben’s career began in his family’s financial planning business, AVIVA, in regional Victoria. There, he developed deep expertise in adviser partnerships and service, contributing to significant business growth.

In the wake of the Banking Royal Commission, Ben played a key role in expanding the Infocus network, successfully helping nearly 40 important advisers launch their own practices.

Ben holds a Diploma of Financial Planning, a Graduate Certificate in Business Administration, and serves on the boards of select client businesses in which Infocus holds an equity partnership.

Karl Sklenars

QLD & ACT

Karl Sklenars

QLD & ACT

Karl joins us as Regional Manager (QLD), based at our Sunshine Coast Head Office. He began his financial services career in 2000 and brings over two decades of experience across organisations including Whittaker Macnaught, Professional Investment Services, Centrepoint, Count Financial, CBA, and others.

Karl has worked in a wide range of roles—from paraplanner and research manager to senior executive and AFSL Responsible Manager.He has held national leadership positions in practice development, recruitment, and advice coaching, and was also an accountable person for remediation programs following the Royal Commission. After a brief stint with a Queensland-based industry fund, Karl returns to his passion—supporting advice firms.

Outside of work, Karl enjoys offshore fishing and is a proud dad of four, now embracing the final stretch of parenthood with his youngest entering Year 12.

George Kovanis

NSW, ACT & WA

George Kovanis

NSW, ACT & WA

With over 30 years of experience in the financial services industry, George is passionate about advice and dedicated to helping businesses and individuals achieve outstanding results. Throughout his career, he has worked with some of Australia’s leading institutions and built a reputation as a trusted business coach to IFA practices, guiding them through growth strategies and successful practice establishment.

George brings deep expertise in organic growth and acquisitions, client engagement, sales leadership, and strategic development. His skill set spans change management, compliance, process improvement using Lean Six Sigma methodology, and stakeholder engagement. Recognised as a renowned people leader, George is known for building high-performing teams and fostering a culture of collaboration and success.

Today, working as a Regional Manager for Infocus, George continues to leverage his experience and passion to support advice practices, drive growth, and help businesses achieve their goals.

Jemma Boucher

VIC & SA

Jemma Boucher

VIC & SA

With over 17 years of experience at Infocus, Jemma is dedicated to helping financial advice practices operate efficiently and deliver exceptional client outcomes. Her extensive background in advice operations, practice management, and adviser transitions gives her a deep understanding of what it takes to build compliant, client-focused businesses.

Jemma works closely with advisers and partners to implement strategies and tools that drive success and create real value. Her goal is simple: to empower advisers to do their best work so clients can achieve the best possible financial results.

Today, as a Regional Manager for Infocus, Jemma continues to leverage her expertise and passion to support practices, streamline operations, and foster growth across the network.

Cheryl Machin

Practice Optimisation Manager

Cheryl Machin

Practice Optimisation Manager

With over 11 years at Infocus and a career spanning more than two decades in financial services, Cheryl brings a wealth of knowledge and a deep passion for supporting advice firms. Her expertise lies in streamlining operations and sharing best practices to empower teams and enhance business efficiency.

Before joining Infocus, Cheryl spent six years at the CBA Training Centre, where she was instrumental in ensuring staff were equipped to fill over 70 roles across bank branches. Her experience also includes serving as an Operations Manager for a small AFSL, where she managed end-to-end administration functions, staff training and management, brokerage processes, and annual audit preparation.

Cheryl’s commitment to excellence and her collaborative approach make her a trusted resource for advice firms and colleagues alike. She thrives on sharing insights and fostering growth within the industry.

Anthony Long

Practice Optimisation Manager

Anthony Long

Practice Optimisation Manager

Anthony has been part of the Infocus team for nearly four years, bringing a strong focus on delivering practical solutions to advice practices. Starting his journey in a Service Support role, Anthony worked closely with practices across the network, gaining a deep understanding of their operational needs and challenges.

Building on this experience, Anthony transitioned into the Practice Optimisation Manager role, where he now partners with advice firms to enhance efficiency, implement best practices, and drive sustainable growth. His hands-on approach and commitment to continuous improvement ensure that practices receive tailored support to achieve their business goals.

Anthony’s background in service delivery and optimisation gives him a unique perspective on how to streamline processes while maintaining exceptional client outcomes.

Susannah Keane

Practice Optimisation Associate

Susannah Keane

Practice Optimisation Associate

Susannah has been part of the Infocus team for several years, beginning her career as a Client Service Officer where she provided vital support to advisers and ensured seamless client experiences. This role gave her a strong foundation in advice operations and client service excellence.

Having transitioned into the Practice Optimisation Associate role, Susannah now works closely with advice practices to improve efficiency, implement best-practice processes, and enhance overall business performance. Her focus is on helping practices deliver exceptional service while maintaining compliance and operational effectiveness.

Susannah’s hands-on experience and collaborative approach make her a valuable partner to advisers, supporting them in achieving sustainable growth and outstanding client outcomes.

Infocus values

Our team of experts are dynamic, ambitious and dedicated to your success.

We play as a team

We show initiative

We take ownership

We innovate and challenge

We get it done

We embrace change

We operate with respect

we believe in ourselves

We set the standard

We communicate purposefully

We are reliable

We make it happen

Recognition

Our recent awards

Infocus comes runner up Core Data - licensee of the year Award 2025