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Mark Akeroyd — Head of Product · Lumiant · Australia.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
I lead scaled, digital and human-led education and advice experiences with a simple belief at the centre of my work: when financial wellbeing and advice are accessible, people make better decisions - and retire with greater confidence, dignity and choice.
I’m currently Head of Member Education & Advice at UniSuper, where I help shape how education, guidance and intrafund advice support ~650,000 members through the moments that matter most. My focus is on building trust at scale - embedding education, clarity and care into everyday member interactions so people receive the right support at the right time, not just when things feel complex or urgent.
Earlier in my career, I worked across Australia and the US leading product, strategy and transformation in fintech and large financial institutions. At Lumiant, I helped deliver values-based advice technology to enterprise firms managing $20B+ in AUM, while my time at NAB and MLC grounded me in the realities of regulated banking, wealth and advice environments - where intent only matters if it can be delivered consistently and responsibly.
Along the way, I’ve contributed to the broader conversation on the future of advice through podcasting, industry speaking and executive forums - exploring how digital, regulation and human experience can come together to serve people better, not just scale faster.
Across roles and geographies, I specialise in aligning executive vision with platform reality - delivering systems that advisers believe in, members value, and leadership can scale.
Experience
Head of Member Education and AdviceCurrent
UniSuper · Melbourne, Victoria, Australia
Jan 2026 – Present
I lead the national growth and alliances, member education, guidance and intrafund advice functions, responsible for building trust and financial capability at scale for approximately 650,000 members across all life stages - from early career through to retirement. My remit brings together education, general advice, intrafund advice, workplace engagement and member navigation into a single, coherent experience. I shape the operating model that connects education → guidance → digital tools → personal advice, enabling members to move seamlessly to the most appropriate next step. My teams champion accessible advice and the adoption of hybrid digital and human-led experiences, reducing journey friction and increasing confidence from learning to action. At its core, this role is about scale with care - transforming how UniSuper delivers financial wellbeing so members can access support easily, consistently and responsibly, with outcomes that genuinely improve retirement confidence and long-term security.
Head of Product
Lumiant · Chicago, Illinois, United States
Apr 2023 – Dec 2025
Lead product, platform, and performance across a global client experience platform used by enterprise wealth firms managing $20B+ in AUM and 150+ advisers. Deliver outcomes in scalable onboarding, advice engagement, and enterprise transformation through digital, behavioral and strategic innovations. Achieved 3x platform usage and 5x goal capture uplift vs US benchmarks, driving significant adviser engagement and improved client discovery outcomes across enterprise firms managing $20B+ AUM and 150+ advisers. Repositioned product offering for enterprise, shaping configurable workflows aligned to firm-specific advice philosophies, platform architecture, and service models in both AU and US markets. Led development of scalable training & onboarding model through Lumiant Academy and embedded CX modules, supporting adviser adoption and capability uplift across high-growth firms. Launched Lumiant Live podcast and presented at marquee conferences (WealthTech100, AdviceTech Live), growing brand awareness, US market presence, and engagement with VC and strategic partners.
Education
Skills
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