Chairman, SUMO Group
Suren has over 20 years of experience in the finance industry. He is the chair and founder of the entities within the Sumo Group, including SUMO SIV Pty Ltd, the investment manager of the two SUMO SIV Managed Funds.Over a career period of more than 20 years as a financial adviser, Suren has advised clients on a range of asset classes. The total assets under advice for that period exceeded AUD$1.5 billion.
Suren also previously established a full multi-disciplinary practice of lawyers, chartered accountants, and financial planners. Prior to this, he worked as a corporate tax consultant at PricewaterhouseCoopers.
Suren holds Bachelor degrees in Law and Economics (with Honours) from Sydney University. He is also a certified financial planner and is a Fellow of the Financial Planning Association of Australia (FPA).
“Financial independence is the ultimate opportunity to search for meaning in your life. It should not be the end result of wealth creation”
Group Business Development Manager
Zoe is an integral part of the day-to-day operations of the Sumo Group and has 6 years’ experience in team management in the financial services industry. Now, she also works on business development for Yong Fu, a sub-division of the Sumo Group.
She has worked for AXA, GUD Holding and NDY.
Zoe holds Bachelor Degree of Commerce and Diploma of Business Management.
“Anything you need, I’m your first port-of-call.”
Nutritionist, SUMO Health & Harmony
She has guided individuals who were overweight to reach their goals safely and easily. Mogestri has also successfully helped people with health problems, including stress, fatigue and depression, digestive problems, skin conditions such as eczema and acne, hormonal problems such as PMS, insulin resistance and pre-diabetes, high cholesterol, high blood pressure, fatty liver, food intolerances, ADHD, and headaches and migraines.
“I believe health is the bedrock of wellbeing in all other aspects of life. That’s why I strive to help clients be their optimal selves.”
Executive Director, SUMO SIV
Vincent Lim is an Executive Director of SUMO SIV. SUMO SIV is the investment manager of the SUMO SIV Managed Fund (ARSN 164 733 260) and SUMO SIV Managed Fund No. 2 (ARSN 609 076 824), both of which are Significant Investor Visa (SIV)-compliant managed funds registered by the Australian Securities & Investments Commission (ASIC).
Vincent is a trusted adviser to many high net-worth individuals in Australia and across Asia. In addition to being a director at SUMO SIV, he is also a director of VTS Lawyers, a director of the general partner of the StartMesh Innovation Fund (an Early Stage Venture Capital Limited Partnership set up by SUMO in collaboration with StartMesh), and a director of SUMO Group’s property funds management company, Jaxen Funds Management.
Vincent graduated from the University of Sydney with a Bachelor of Economics (majoring in Accounting), a Bachelor of Laws, and a Master of Laws. He also holds a Graduate Diploma in Applied Finance and Investments from FINSIA (Financial Services Institute of Australasia) and he has been a Fellow of FINSIA since 2002.
“I enjoy working with good people. Building success together is much more fulfilling than doing it alone.”
Legal Counsel, SUMO SIV
Loren is SUMO SIV’s legal counsel. She graduated from the University of New South Wales in Sydney with a Bachelor of Arts (majoring in History) and a Bachelor of Laws in 2010.
Loren began her career as a Judge’s Associate at the Industrial Relations Court of New South Wales. From there, she segued into legal practice, specialising in commercial and business law. In addition to law, Loren holds a Diploma in Financial Planning.
“Helping people secure Australian residency is immensely satisfying.”
Investor Relations Manager, SUMO SIV
Upon completion of her studies in Australia, Erica returned to China where she worked as a finance and capital management accountant at the Guangzhou Zhujiang Electric Power Fuelling Co. Ltd.
Erica then moved to Australia in early 2013, and prior to joining SUMO SIV, she worked in two law firms in Sydney in their property teams and was their Asian client relations executive.
Erica is fluent in both Cantonese and Mandarin.
“Working between Australia – my new home, and China – my old home, I get the best of both worlds.”
Partner, SUMO Wealth Global
“As a global nomad who has lived in several countries, I understand the differing needs of clients worldwide.”
Partner, SUMO Wealth Property
After starting working life in the construction industry, Adam operated his own company for 15 years. Having built a client base through networking, he next became a business developer for real estate companies. His study in business management and sales training assisted him in becoming an investment property expert.
Adam's specialities include acquiring and matching parties to property developments. Though this is his core skill, he is also passionate about management in the fashion industry, which he has been doing on the side for nine years.
“It takes skill to bring property developments to life, and I revel in this challenge.”
Partner, SUMO Group South Africa
Kuben has led one of South Africa’s biggest media and entertainment companies, Primedia, as an executive director in May 2000, and as Chief Executive Officer of the Group in September 2009. Kuben was appointed as the Executive Chairman of Primedia in February 2014, and retired his position in January 2015, serving in the capacity of Non-Executive Chairman until 2016.
An attorney by profession, he was a managing financial partner at attorneys Cheadle Thompson and Haysom, before joining Mineworkers Investment Company in 1996 as a founding executive director. He has previously served as the Chairman of Mineworkers Investment Company.
He is currently an independent non-executive director of the Outsurance group of companies, and Transaction Capital Limited, and chairman of the Remuneration Committees of both public companies. He has previously both chaired, and served on the boards of public companies.
Kuben holds a BA and a Law degree from Wits University in South Africa, and Masters in Law degree from Howard Law School, Washington DC.
“A good head and a good heart, are always a formidable combination” – Nelson Mandela.
Partner, SUMO Group Hong Kong
Suneet has 26 years of work experience in banking, audit and consultancy businesses. Through roles with PwC, Morgan Stanley and JPMorgan, he has developed solid networks throughout Asia.
Suneet’s strengths include devising strategies for start-ups, consulting on strategies for existing businesses, and client interaction. He is also well-versed in risk and compliance matters.
“As Director of Sumo Group Hong Kong, I get to work across all aspects of finance, which I thoroughly enjoy.”
Partner, SUMO Austin Accounting
“Though my work is largely practical, I am also an academic at heart.”
Partner, SUMO Austin Accounting
Mahesh has over 13 years’ experience in management, accounting and tax planning for small to medium enterprises.
He has previously worked for Ernest & Young, Siemens, Star Track Express and Unimin.
“ I pride myself on making businesses run smoothly, and growing as a result.”
Partner, SUMO Wealth Portfolio Planning
On a day-to-day basis he and his team; assess stockbroker research, meet with fund managers and review market conditions to ensure clients' receive the highest quality investment choices.
Nigel holds a Master of Applied Finance, majoring in Corporate Finance and Advisory as well as a Bachelor of Economics, majoring in Finance and Financial Economics from the University of New South Wales. He has completed both a Diploma and Advanced Diploma of Financial Services (Financial Planning).
“I love finance and helping people, so my role perfectly marries my passions.”
Business Development Manager, SUMO Group
Natalie is an accredited finance broker and works for RAMS, following stints at Royal Guardian Mortgage Corporation and Idem Group Mortgage Lender. She holds a certificate IV and a diploma in her area, and is a member of the MFAA. She became a member of the SUMO Group in December 2016.
“Due to my Korean background, I am particularly well-placed to serve this market.”
Leisure and Immigration
James Alan Hall
SUMO Immigration Consultant
Link to the MARA code of conduct
“I believe that the lifestyle in Australia and New Zealand is the best in the world and I'm passionate about helping our clients realise their dreams to share in it"
Life Coach, SUMO Life & Wisdom
Kamal is one of the world’s leading experts on resilience and human connection, with a particular focus on creating resilient leaders, so they can go on to create resilient organizations.
He has a unique background, having trained as a monk for six years in India, as well as pursuing a corporate career. Kamal has held senior executive positions in organizations, including McKinsey & Company, Eli Lilly and AMP Capital Investors. Kamal has also been the co-founder of two venture capital businesses in the IT and biotech sectors.
Kamal has conducted leadership programs for a number of top-tier organizations, such as Google, Facebook, T Rowe Price, Bank of New York Mellon, Reserve Bank of Australia, PwC, Ernst and Young, Westpac, Commonwealth Bank and ING Global.
Kamal is the author of the international bestseller, Mental Resilience: The Power of Clarity – How to Develop the Focus of a Warrior and the Peace of a Monk. He speaks globally on resilience and leadership. Kamal’s book, The Leadership Leap: (UN) Learning How to Lead, was featured on Google Talks.
In addition to his corporate work, Kamal is a co-founder of the Institute for Mental Resilience, an organization that, amongst other activities, supports rescuing young children from sex slavery in India, Nepal and Cambodia. He was recognized for his peace work between the Chinese and Tibetans in 2008.
He is currently the Chairman of RUOK’s Think Tank and is about to release his new book, The Art of WinWin Conversations.
In the words of Oliver Wendell Holmes, 'The great thing in the world is not so much where we stand as in what direction we are moving'.
Life Coach, SUMO Life & Wisdom
Terry is an accomplished professional with 20 years of global experience in Executive Coaching, Leadership Training and Organisational Change Management across the UK, Europe and the US; having been based in London, Athens and Los Angeles respectively and recently returned home to Sydney.
He has worked with Entrepreneurs, Philanthropists and Oscar and Grammy Award Winning Artists; as well as over 260 Senior Executives and their respective teams responsible for National, Regional and International Operations in Organisations such as Rolls Royce, Citigroup, BP, HSBC and British Airways; and others in the Financial Services, Pharmaceutical, Energy, Aviation, Medical, Construction, Telecommunications, Automotive, Media and Entertainment Industries.
He is the Founding President of the International Coach Federation's Greek Chapter and has also served as the Head of Leadership for three Consultancies and has lead Project Teams of 150 personnel delivering Change Initiatives for 20,000 staff on five continents.
Graduating with a Master of Arts with Honours from the UNSW and beginning his career with IBM and then Qantas, his experience and background spans across the spectrum of the Social and Behavioural Sciences, the Performing Arts, Learning and Development, Design, Entrepreneurship and Innovation.
“ I am passionate about supporting Visionary Leaders and Entrepreneurs making a pioneering impact in their Industries, and serving as evidence of the greater Creative potential within us all.”
Life Coach, SUMO Life & Wisdom
Tofe Evans is a firm believer of pushing the boundaries of what the human body & mind is capable of. An Australian mental health advocate who used his endurance career to overcome his mental health struggles with depression and anxiety. Tofe is a thought leader on Practical Resilience who speaks about having the mental artillery and six-pack mind to hold yourself together when adversity hits you out of nowhere.
Tofe has collaborated with Red Bull, Thankyou, Bond Uni, & several Shark Tank invested companies as well as having his work featured on Inc. Magazine, BBC World Radio, Red Bull Adventure, Startup Grind, and Thrive Global. He is also a best-selling author, international keynote speaker and endurance athlete who has completed 50+ endurance events (including an ultramarathon on Mt Everest) for various causes and charities.
“ Brace your seats because you’re about to embark a wild ride - a culmination of despair, mental health struggles, hardships, endurance, and more importantly, resilience”
Professor, SUMO Education
Malcolm has extensive leadership development experience through the design and delivery of Executive Leadership programs, managing teams of Executive Coaches (University of Sydney, Melbourne Business School and AGSM) and leading strategic execution planning and complex project management teams. As both a business strategist and qualified psychotherapist, he has supported Boards, Senior Executives and High Potentials on their transformational journeys at both the personal and team level.
Malcolm has a Bachelor of Science Degree in Computer Science, Bachelor of Business Science Degree in Finance, Graduate Diploma in Business Management and a Masters degree in Applied Psychotherapy and Group Counselling
"My passion is to deliver a holistic program immersed in nature integrates the best of business schools and wellness programs."