Andrew Inwood

Andrew Inwood is the founder and principal of CoreData and has more than 30 years’ experience in the Australian financial services industry. He started his career at Rothschild Australia Asset Management where he headed the marketing team, before moving to AMP Investments where he spent more than a decade. During his time at AMP, he was seconded to Virgin Direct in the UK to help establish the finance and investment arm of the group.

Andrew returned to Australia to be marketing director of Wizard Home Loans. From Wizard he moved to Telstra where he spent three years as general manager of applications and hosted services, before leaving to start CoreData. In the past 20 years, CoreData has expanded out of Sydney to have offices in Perth, London, Boston and Manila.

Andrew is the author of more than 50 pieces of significant research into clients and their behaviour and has a particular focus on the value of the client experience in financial services. He is a highly regarded speaker and has delivered keynote speeches in every Australian capital city, London, Edinburgh, New York, Tokyo, Queenstown, Monaco and Berlin.

Andrew has served on a number of charity and sporting club boards and been a seed investor in and director of a number of start-up businesses, particularly in the online sector, a practice which he continues to this day.

He has a Bachelor of Economics from the University of Sydney ASIA.

andrew.inwood@coredata.com.au

Michael Morley

Michael is the head of CoreData US, responsible for the research program, marketing and business administration. He joined CoreData in 2021 from State Street Corp, where he was most recently the US head of analytics and insights marketing. His responsibilities included running the thought leadership program, product marketing, building offshore support hubs, CSAT administration and serving as a grant reviewer for the State Street Foundation’s Youth Employability committee.

Michael graduated from Emmanuel College in 2012 with a BA in Global Studies and Economics and holds an Investment Foundations certificate from the CFA Institute.

michael.morley@coredataresearch.com

Jared Raymond

Jared joined CoreData US as a Senior Research Consultant in March 2022. He is responsible for designing and producing a wide variety of research and thought leadership content to support clients’ marketing strategies. Prior to his time at CoreData, Jared was a Senior Research Analyst at Verbatim Advisory Group, producing both bespoke research and syndicated channel-check reports primarily covering the consumer and tech sectors for hedge funds.

Jared graduated from the University of Massachusetts Amherst in 2012 with a degree from the Isenberg School of Management as well as minors in both Economics and Psychology.

Victoria Servare

Victoria is a Research Analyst on the CoreData US team. She is focused on ensuring that research projects are executed efficiently and effectively, from the initial planning stages through to the final report. Her role includes identifying project objectives, designing quantitative and qualitative research methodologies that align with client objectives, and supporting the project management and execution of research projects.

Victoria has been with the team since June 2022, following her graduation from Emmanuel College with a BA in Economics and a double minor in Finance and Data Analytics. She also holds a Project Management Fundamentals certificate from the Project Management Institute (PMI).