About

  • Benefit from Ready4Retail's 7-Step Program: Navigate the Australian intermediated investment markets with ease.
  • Cost Savings and Efficiency: Achieve significant cost reductions (up to $1 million) and improved operational efficiencies.
  • Strategic Market Insights: Gain insights into market flows, platform usage, dealer groups, managed accounts, and asset consultants.
  • Comprehensive Assessments: Access capability assessments, platform analysis, AFSL landscape understanding, and distribution model evaluations.
  • Expertise and Experience: Leverage the extensive experience of Ready4Retail's team, with over 25 years in financial services, research, and consulting.

Noel Lord (Founder - Ready4Retail)

Noel Lord has over 30 years of experience in financial services, holding key roles such as Qld Office Head at Macquarie Bank and Head of Sales and Channel Development at MetLife. He is renowned for his strategic mindset, building successful teams, and growing businesses across multiple industries. With a focus on working with AFSLs, Noel has extensive relationships and experience in the advice community. His approach centres on collaboration, innovation, and achieving outstanding results. Dedicated to driving growth and delivering impactful results, Noel continues to make a positive impact in the evolving business landscape.

Angelina Wu (CEO/Co-Founder - InvestmentMarkets)

Angelina Wu is a Certified Financial Planner (CFP) with 10 years of wealth management experience, primarily with major institutions and industry super funds. She brings a deep understanding of financial products and investor behaviour. A former TV presenter and professional MC, Angelina leads operations and strategic direction at InvestmentMarkets. She holds Master's degrees in Commerce, Applied Finance, and Accounting from the University of Queensland, and has completed the Fintech Programme at Oxford University’s Saïd Business School.