Stephen Woods Email & Phone Number

Panther Trust is an Australian shares managed investment scheme with market-leading return performanceResponsibilities:• Executive Portfolio Manager (since November 2009)• Director (since April 2001)Major achievements:• Winner 2022 AI Global Media award for Best Shares Managed Scheme - Australia• Winner 2021 Corporate Vision Small Business award for Best Boutique Investment Manager• Ranked #1 Australian shares fund 2018 (Mercer Investment)• Ranked #1 Australian shares fund every year 2011 - 2015 (Rainmaker Financial Standard)• Winner 2012 IAIR award for best Regional Independent Boutique Manager

Hunter is a diverse services company, specialising in administration, management and business support functionsResponsibilities:• DirectorMajor achievements:• Oversaw all aspects of administration company acquisition and integration

The Chinese Medicine Council is a government statutory authority responsible for the governance and oversight of practitioners.Responsibilities:• Councillor

The Actuaries Institute is the sole professional body for actuaries in Australia.Responsibilities:• Councillor (January 2011 - December 2014)• Practice Committee Liaison Actuary (March 2010 - March 2012)

Role:• Single-purpose short-term contractMajor achievements:• Delivery of 4 Prudential Policy Guidelines on superannuation following an iterative development process allowing for industry review and comment• Completed 6 weeks early

Role:• Manage large team• Responsible for all aspects of client services, employer relationships, association relationships, external partnerships, outsourced service relationships, tailored corporate product (Acumen Super), business development and strategyMajor achievements:• Responsible Manager / Responsible Officer for statutory purposes• Consolidation of client service team from multiple smaller teams• Implementation of differential service model• Developed corporate and pension product strategy• Brought in FUM exceeding $340 million (corporate $120m, pension $160m, transfers $60m)• Consistently ranked #1 for investment performance

Role:• Manage large team• Responsible for all aspects of end-to-end group insurance business including sales, product, pricing, reinsurance, underwriting, transition, administration and supportMajor achievements:• Consolidation of insurance team from multiple smaller teams• Team employee engagement score 92% (highest in company!)• Profit 35% above target• Record sales 18% above target• Brought in 3 largest clients (Westpac Super, ASSET Super, Xstrata)

Role:• Manage large team• Focus on direct consulting to client needs including superannuation fund benefit design, strategic implementation, valuation, compliance, investment, insurance, communications, mergers & acquisitions, tender management, presentations to members, trustees and boards• Responsible for investment analysis, research, reporting, manager selection• Management of superannuation and asset consulting teamsMajor achievements:• Establishment of asset consulting practice• Proper Authority for statutory purposes• Coordination of staff development and training program• FSRA licensing of several large superannuation funds

Roles:Superannuation Consultant / Consulting Actuary• Manage small team• Direct consulting to superannuation clientsInvestment Services Manager / Asset Consultant• Manage small team• Responsible for investment analysis, research, manager selection, production of quarterly investment performance reports, presentations to trustee boards and other clients

Education record

Bec (Actuarial Studies), Actuarial Studies, Finance