Greater Melbourne Area
Senior executive open to COO, EGM, Group Head, GM and consulting leadership opportunities across superannuation, wealth, insurance and broader financial services. Strong fit across enterprise transformation, strategic delivery, operations & service, client leadership, risk/governance uplift, and third-party oversight in APRA-regulated environments. A results driven financial services senior executive who understands all aspects in running a successful business in today’s wealth management, superannuation, pensions, financial planning and advice environment. A multi skilled professional with superior influencing, negotiation, relationship management, mentoring and problem solving skills. My goals are to utilise my management, technical, sales and people skills with a progressive organisation that will offer on-going challenges and rewards.
Executive leadership role responsible for operations, technology, finance, claims and people within Super Benefits Administration. Responsible for service delivery, governance, operational performance, risk management and operational resilience across a regulated superannuation administration environment, with a strong focus on member outcomes and stakeholder confidence.
Responsible for leading the Client Technology Services team providing IT SDM expertise to key clients in Australia and New Zealand as well as providing Digital Integration services across MUFG Retirement Solutions and our clients digital assets.
Responsible for strategic project initiatives across Link’s Retirement & Superannuation Solutions business. This includes working on Link’s digital asset solutions with Senior Executives, supporting the Program Managers and supporting client engagement.
Responsible for transforming Link’s Retirement & Superannuation Solutions Insurance business. This involved developing and delivering the tactical & strategic Insurance plans and included the operational goals of the insurance business, managing a team of approximately 400 FTEs across claims, underwriting, assessments and product integrity, while maintaining a strong focus on changing market trends and risk and compliance obligations.
Lecturer Private Wealth Management, Master of Applied Finance
Responsible for Equip’s member and employer facing business. This involved developing the strategy & managing Equip’s member and employer propositions, incorporating the member experience from helpline, web/digital, intra fund advice, comprehensive financial planning and our employer value proposition. This also required managing the team and major alliance partners including our administrator and Insurer. I was also a Director & Responsible Manager of Equip Financial Planning and a Responsible Officer of Equipsuper.
Responsible for leading, managing and growing Equipsuper’s advice business, Equip Financial Planning. This involved developing and implementing the business’s strategic plan and objectives, which included growing into a national franchise and being responsible for all the financial planning activities.