About

  1. Home
  2. /
  3. About

Discover PWN

Making Wealth Meaningful

One of the challenges of managing significant wealth is figuring out which investments suit your needs and match your values.

Access insights from other PWN members, thought leaders, industry specialists and other individuals who have navigated similar situations.

Access our online resources and through our PWN Community Hub – our online platform for sharing information, experiences and making connections with other PWN members in a confidential setting.

Private Wealth Network Specialists

Giving back is one of the ways you can make wealth meaningful. However, it can be difficult to decide how to give back and whether your contributions are ending up in the right hands. 

Philanthropy is a key area of focus at PWN as we take proactive steps to help our members make more impactful and lasting contributions to the world around them. 

Access advice from thought leaders, industry experts and other individuals who have made similar decisions.

The management and distribution of wealth across generations can be difficult at times.

PWN can help you understand and establish the strategies that are right for you in this area. 

Get the advice you need to secure your wealth across generations and build an exciting future as a family.

Our mission is to Make Wealth Meaningful for member families, individuals and their communities. We believe that private wealth can be a major force for positive change. We support our members to engage with their wealth positively and have a meaningful impact for their families and the wider world.

Founded in Australia, PWN is a global membership community for individuals and families of significant wealth. With activities across Australia, New Zealand, Singapore and connections to Asia, Europe and the U.S.

We deliver our mission through:

Connecting families and individuals across the globe in a like-minded community who support each other

Learning through sharing ideas, benchmarking with the PWN community and unique access to globally recognised thought leaders

Engaging and inspiring family members to pursue their dreams whilst supporting the family enterprise

Private Family Services – supporting families and individuals with customised services to achieve their own mission and purpose through PWN’s unique global network of resources

Membership is by application only.

Our Team

Private Wealth Network Specialists

Alan Duncan

Founder & Executive Director

LinkedIn
Alan is a Co-Founder and Executive Director of Private Wealth Network, having previously founded and run an events and media business catering to high-end corporate and private clients.He spent some years working for The Economist Group in Japan, Europe, the Middle East and Africa facilitating government and industry dialogues. Alan provided commentary on economic and business matters as well as running conference, research and corporate membership businesses.He holds an Executive MBA from the Philadelphia based Temple University (Tokyo Campus) and a Bachelor of Arts from Newcastle University, Australia. Alan is Chair of Impact100 Sydney, a community-based collective giving program.
Private Wealth Network Specialists

Richard Milroy

Founder & Executive Director

LinkedIn

Richard is a Co-Founder and Executive Director of Private Wealth Network, and also founded several other specialist events and publishing companies in the areas of wealth management and sustainability. Starting his career at the International Herald Tribune in Paris, he then moved into specialist trade publishing and investment conferences based in London and now Sydney.Richard’s vision is to form knowledge networks where people connect face-to-face at events, then continue their relationships through online platforms. His focus is to assist members to share and gain new knowledge and understanding, and hopefully to inspire them too.

Richard holds a BA (Hons) in European Political Science with Modern Languages, from Newcastle upon Tyne University, UK.

Private Wealth Network Specialists

Sandra Duncan

Finance and International Insight Tour Event Manager

LinkedIn

Sandra has worked in the telecommunications, education, an International UN-related agency and luxury brand industries in marketing communications, accounting, events and conferences. Sandra is Japanese-Brazilian, born and raised in the Amazon region in Brazil.Sandra has a love of languages and multiculturalism, which developed over the years from her experiences growing up in Brazil, to going to university in California and Tokyo, living in Japan, Vienna-Austria and now Australia. She is also interested in globalization vs tribalism, sustainability, human behavior, travel and global rhythms.

Sandra holds a degree in Economics from Temple University, Japan.

Private Wealth Network Specialists

Sita Bala

Brand Communications

Sita has held a number of senior communications positions, including many years as Press Officer at Chatham House in London working on events, conferences and media conferences with visiting Prime Ministers, Presidents and international dignitaries. Sita was also Head of Corporate Communications & Media Relations at the Sydney Opera House for five years. She delivered communications campaigns for major events including, Millennium New Year and Sydney 2000 Olympics, opening of The Studio venue and re-engagement of architect Jorn Utzon to work on design principles for the building.Sita has worked as a Publishing Editor for the Commonwealth Secretariat. Also, on communications campaigns for conferences and events for her own clients through Sita Bala Communications.

She holds a BA Hons. in Political Science & Film Studies from Newcastle upon Tyne University, UK and a Graduate Diploma in Journalism from City, London University.

Private Wealth Network Specialists

Angela Jones

Membership Director – New South Wales, South Australia & Queensland

LinkedIn

Angela is a member relationship specialist with extensive experience across numerous industries specialising in building trust-based, credible relationships with executives. Her experience spans working with financial planners during her time managing the Financial Planning Association’s Secretariat in WA and with ING (now ANZ) as the Sales Operations Manager for WA and NSW.

Angela then joined the privately owned business CEO Forum that specialised in peer groups for CEOs, CFOs and HRDs which involved conducting in depth research and gaining insights through a cadence of meetings enabling a deep understanding of client business priorities, so as to provide a bespoke service and build a customised engagement plan.

Most recently Angela worked with a group of over 100 members at CEDA which is responsible for engaging with members to identify policy issues that matter for Australia’s future and pursue solutions that deliver better economic and social outcomes for the greater good.

Lyn Hawkins

Membership Director – Western Australia

LinkedIn

Lyn has expertise in strategy, marketing and business development with a career that spans over 25 years. She is experienced as a trusted adviser and coach to start-ups, family businesses, private entities and works with leaders in professional services, technology, medical and engineering sectors. Lyn has held board Directorships and senior executive roles at KPMG, Telstra, HHG Legal and HLB Mann Judd.

Lyn has a Bachelor of Commerce (UWA) with double Majors in Strategic management and Marketing.  She has also lectured in consumer behaviour and strategic marketing. Lyn is a certified Business and Personal Coach, Founder of membership body,“Business Women Australia”, a founding member of The University Club (UWA) as well a Career Mentor for students at UWA.

Jonathan Beardall

Membership Director – Singapore

LinkedIn

Jonathan has over 15 years of experience of senior leadership in wealth management, banking and international real estate with extensive exposure to the complex dynamics within private wealth. His diverse career has seen him work with FTSE 100 organisations, SMEs, private consulting and board advisory roles. Originally from the UK, Jonathan has lived and worked in London, United Arab Emirates, Hong Kong and is now based in Singapore. His global, multi-cultural experience has led to a passion for relationship building and exploring problem-solving solutions across the world.

Jonathan holds an MSc in Computing Science and a BSc (Hons) in Modern Physics, the University of Newcastle upon Tyne, UK. Jonathan also holds a Diploma in Regulated Financial Planning from  Chartered Insurance Institute, UK.

Private Wealth Network Specialists

Kim McWilliams

Membership Director – New Zealand

LinkedIn

With over 25 years of experience in the fields of Philanthropy, Public Relations, Marketing, and having owned her own retail business, Kim has a very broad outlook on life and varied life experience.

Kim joins PWN from her role as Executive Director for the Auckland Medical Research Foundation, but will remain very committed to the cause after nearly seven exciting years. During this time she also served on the Board of Philanthropy NZ as Deputy Chair, so brings considerable expertise in this area.

With a Bachelor of Arts in Japanese, Korean and Education, she has travelled and worked overseas, and run the Japanese Ministry of Foreign Affairs education and cultural programmes for New Zealand.

She has also managed the Westpac Sponsorship Team and Portfolio, and the AMP Group Sponsorship Team and Foundation for many years.

Private Wealth Network Specialists

Demi Markogiannaki

Director of Memberships and Partnerships, Global

LinkedIn

Demi was raised in Athens and came to Australia for postgraduate studies. While studying and with the motivation of those closest to her, Demi developed the website WeTeachMe, an online marketplace to list, discover and book in-person courses. The site lists courses covering a wide range of subjects from creative writing, photography, baking to software development, sustainable gardening and music. WeTeachMe has completely automated the entire process of managing course bookings.

Demi has been included twice on the list of ‘Most Successful Business Women under 40’ in Australia. In 2018, her name was among the 100 women who according to the Financial Review have the greatest influence in the country.

Lisa Rothfield-Kirschner

Membership Director – Victoria

LinkedIn

Lisa has had the cross-cultural experience of being raised in Fiji, Southern Africa, Israel as well as Australia and has always enjoyed building positive relationships with a wide variety of people. This passion for people and helping to meet their needs has underpinned her sales, events and marketing success across the technology sector, not-for-profit and boutique alcohol industry.

Lisa has a passion for building rapport with clients and a flair for creating and maintaining relationships. Most recently, Lisa has focused on tackling the issue of children’s online safety. She has authored an Amazon best-selling children’s book, ‘How We Got Cyber Smart’, to help parents, caregivers and educators of primary school-aged children start the conversation about staying safe online.

Lisa also contributes to ‘Women in Security’ magazine and online safety platforms. She was nominated for the unsung hero award for the Australian Women in Security Awards.

Lisa holds a Bachelor of Business majoring in Hospitality Management.

Private Wealth Network Specialists

Cheryl Samarasinghe

Programming Manager

LinkedIn

Cheryl is an experienced Event and Content Producer and has worked across a number of industries including financial services, insurance, real estate, ecommerce, professional services and broader corporate sustainability. She also brings a diverse skill set having worked in roles from Production, Event Management to Sponsorship Sales and Marketing Strategy. Cheryl holds a Bachelor of Arts (B.A.) with Hons focused in American/United States Studies/Civilization from King’s College London.

Xanthe Baker

Communications & Programming Coordinator

LinkedIn

Xanthe is Communications & Programming Coordinator. Previously, Xanthe was PWN’s Events & Membership Assistant working in membership and event preparation.

Xanthe aims to provide PWN Members with interesting sessions, seamless flow of communication and resources.

Xanthe is passionate about events and holds a Bachelor of Tourism Management, University of Western Sydney.

Jayne Hunt

Membership Manager – Victoria

LinkedIn

Jayne has over 20 years experience working in international trade and export. She is originally from the UK and has lived and worked in France, Spain, Belgium and Mexico.Jayne has run her own food and drink export consultancy which has involved extensive global travel undertaking international projects with influential stakeholders.Jayne has a wealth of experience in developing and maintaining relationships and collaborative partnerships globally for both public sector and private sector clients. Jayne was awarded the British Business Network Award for Victoria for support to the UK’s Department for International Trade.

Jayne is passionate about philanthropic work and is on the Management Committee of the not-for-profit organisation, Haemochromatosis Australia which has members Australia wide.Jayne is fluent in French and Spanish.

She holds an MA(Hons) in Interpreting and Translating (French and Spanish) from Heriot Watt University, Edinburgh, UK.

Sarah Shephard

Events & Membership Co-Ordinator

LinkedIn

Sarah has over three years of experience in the events industry and is very passionate about events. Sarah considers herself very organised, friendly, down to earth and aims to provide PWN members with an exciting and meaningful experience at the events being held.

Sarah holds a Diploma in Event Management from University of Newcastle.

Private Wealth Network Specialists

Louisa Scott

Facilitator

LinkedIn

Louisa holds more than 10 years in management, research, marketing, corporate relations and investor education with the Australian Securities Exchange (ASX) and a major South Australian stockbroking firm.Since then her work has been primarily as a board member in the health space, most recently serving on the national Occupational Therapy Board of Australia, as well as chairing their Finance and Governance Committee.

A graduate of the AICD’s Company Directors Course, Louisa has also been involved in promoting South Australia’s tourism regions, supports a number of philanthropic endeavors such as Impact100 and the Art Gallery of South Australia. Louisa holds an Arts degree in Psychology and English from University of Adelaide, Australia and post-graduate qualifications in Applied Finance and Investment from Financial Services Institute of Australasia.

Private Wealth Network Specialists

Elizabeth Court

Consultant

LinkedIn

Elizabeth has over 20 years of experience within the finance and banking sectors, starting her career with the ANZ Bank in its Perth Treasury in 1991. In 1993 she moved to Sydney with ANZ as a Treasury Consultant and has since held senior positions within bank and corporate treasuries. Over recent times Elizabeth has been a business consultant and has facilitated and implemented strategic plans for a number of Perth based SMEs. Libby is a member of the Australian Institute of Company Directors and sits on the board of a number of not-for-profits.

Elizabeth has a keen interest in demographic studies and Futurism. She holds a Bachelor of Economics from Murdoch University, Australia.