MUTUAL VALUE
Through this association and the adoption of this framework we aim to share that value with our member-owners and the wider community.
REGULATION
GOVERNANCE
In addition to executing other responsibilities, the Board establishes our long-term goals and strategic plans, monitors Futurity’s financial performance against budget and monitors the effectiveness of our compliance and risk management activities.
Futurity's Corporate Governance Statement.
Sam Sondhi is a highly experienced and credentialed CEO, having worked across investment banking, private investment and the not-for-profit sectors in Australia. His most recent role was as CEO and Board member of Outlook Australia, a leading national not-for-profit organisation operating large, complex industrial and service delivery businesses.
Prior to joining Outlook Australia, Sam enjoyed an extensive career as an investment banker with Citigroup and Credit Suisse, focused on mergers & acquisitions and equity capital markets, before embarking on the establishment of a private investment vehicle.
Sam also serves as Chair of the Victorian Government’s Metropolitan Partnership for the Eastern Region, is a Member of the Victorian Government’s Metropolitan Development Advisory Panel and is the Deputy Chair of Jobsbank Limited.
Sam has exceptional leadership qualities and is an experienced and proven CEO with a track record of delivering value in purpose driven organisations.
Sam has a Bachelor of Commerce (First Class Honours) and Bachelor of Laws from the University of NSW.
Qualifications
B Com (Hons), LLB
Appointment date
Craig joined us as a participating consultant in 2010, was appointed as a Non-Executive Director in 2011 and appointed as the Chair of the Board in October 2015.
Current Roles
Chair of Futurity’s People & Culture Committee
Chair of Futurity Education Foundation
Qualifications
B Com, LLB, MBA, F Finsia, MAICD
Jacqui has extensive executive senior experience in sales, marketing, business development and strategy, and financial management.
Jacqui is a non-executive Director of the Darwin Waterfront Corporation, an Independent Director of Injalak Arts and Culture Aboriginal Corporation, a non-executive Director of Campaspe Port Enterprise and a non-executive Director of Latrobe Health Services.
Appointment date
Jacqueline joined us as a Participating Consultant in 2011 and was appointed Non-Executive Director in 2012. She was appointed as the Deputy Chair of the Board in 2023.
Current Roles
Chair of Futurity’s Investment Committee
Member of People and Culture Committee
Qualifications
B Met, M Mgt, PhD Mgt, GAICD
Current Roles
Chair of Futurity’s Audit Committee
Member of Risk and Compliance Committee
Qualifications
B Com, CA, GAICD, FAIST
Neelesh has over 25 years’ experience across the financial services and retail industries in Australia and overseas. He has extensive experience working international markets and a passion for the benefits of education.
Neelesh is a Fellow of the Institute of Company Directors and a Fellow of Chartered Accountants Australia. He is on the Board of RSPCA Victoria, and chairs their Audit, Risk, and Finance Committee and is also the CFO and Board Member of Texas Peak Group, and Managing Director of Jaipur Asset Management Pty Ltd.
He has served as Chair of The Gawler Cancer Foundation and as an Invitee to the Governance Committee of Samarinda Ashburton Aged Services, whose Board he served previously. He also worked as founder Chair of We Ride (Australian Cycling Promotion Fund).
Appointment date
Neelesh is a Non-Executive Director who was appointed to the Board in 2017.
Current Roles
Member of Risk and Compliance Committee
Member of Investment Committee
Qualifications
B Com, FCA, FAICD
Leon has successfully completed a Bachelor of Business (Accounting & IT) from Federation University and a Master of Business Administration (MBA) from Deakin University.
Leon is currently the Chief Financial Officer of A.F. Gason Pty Ltd a regional Australian metal fabrication business servicing the Agriculture and Wood Heating industries where he also fulfils the role of Company Secretary. He has extensive experience in general management, accounting, economics, human resources, and corporate finance. He has previously acted as the Financial Controller (Australia and New Zealand) of a multinational FMCG company, and his executive experience has covered many sectors including manufacturing, construction, FMCG and land development at a local and multinational level. Leon also has Board experience as a former Director and Company Secretary for Australian Timken Pty Ltd and Australian Timken Superannuation Pty Ltd.
Leon was appointed as a Non-Executive Director in October 2006.
Member of the Futurity Education Foundation Board
Member of People & Culture Committee
Qualifications
B Bus, MBA, FCPA, FAICD
Phil has 30 years' experience in investments, superannuation and sustainable finance. Past roles include Group Executive, Perpetual Limited and Managing Director and Chief Executive of Australian Ethical Investment, Australia's leading ethical superannuation and ethical investment company.
Phil is a Non-Executive Director of Beyond Emissions and the Environmental Defender’s Office Ltd for which he chairs the Finance, Audit and Risk Committees, the Stroke Foundation and B Lab Australia New Zealand. He is also an Advisory Board Member of Arowana Capital Ltd.
Phil has a Bachelor of Economics, a Master of Commerce and a Master of Business Administration. He is a Fellow of the Australian Institute of Company Directors, of Chartered Accountants Australia and New Zealand and of the Australian Superannuation Funds Association.
Appointment date
Phil joined Futurity as a participating consultant in March 2020 and was appointed Non-Executive Director in October 2021.
Current Roles
Member of Risk and Compliance Committee
Qualifications
B Ec, M Comm, MBA, FAIDC, FCA, FASFA
Catherine trained as a High School teacher and taught in public schools for 25 years before becoming a high school principal in rural Goondiwindi for a further 20 years.
Catherine is grateful that her education journey has provided her with the opportunity to pursue an exciting career. From High School Principal to Executive Director of Schools where she supervised 36 public schools, to Assistant Director General for QLD Primary Industries.
After a Churchill Fellowship to travel the globe learning and observing from some impressive schools, she wanted to continue her learning. She was selected to undertake a masters in Public Administration through the Australia New Zealand School of Government.
Appointment date
Catherine joined Futurity as a Participating Consultant in October 2021 and was appointed Non-Executive Director in 2024.
Current Roles
Member of the Futurity Education Foundation Board
Member of Futurity’s Education Advisory Panel
Chair of National Excellence in Teaching Awards (NEiTA)
Qualifications
EMPA (ANZSOG), DipEd, BA (UNE)
Claire Higgins is a professional director with almost 25 years’ experience. She is the current chair of REI Superannuation Pty Ltd, and GMHBA Limited.
Qualifications
B Com (Acc, Eco, Comm Law) FAICD, CPA
Qualifications
B Com (Eco, Acc, Business Law)
Qualifications
B Eco & B Mktg, Senior Fellow of Finsia , GAICD, AIST
