The Prior Family Foundation is a private ancillary fund focussing on indigenous youth suicide prevention in Australia and a broad range of environmental and social causes. "Say what's needed, do what works" Accountable for two key areas - working with the Founders/Board in assessing philanthropic opportunities/impacts consistent with the Foundation's objectives and driving the investment program that supports them.Responsibilities include;• Assessing philanthropic opportunities/impact• Monitoring and reviewing the investment strategy discussion at the Foundation• Ensuring efficient implementation via specialist investment managers

Member - Audit and Finance Committee

Accountable for Prudent Person Advice, Trustee Services, Mortgage Funds Management and Commercial Lending at TPT Wealth, a wholly owned subsidiary of MyState Limited (ASX: MYS)

Marcona Partners was created to convert strategy into results for the benefit of clients and stakeholders. Engagements include;- Capital Partners Private Wealth Advisers (Senior Adviser Remuneration)- Spire Capital Pty Ltd (Global Private Markets/Alternatives)- Ethical Advisers Funds Management and ESG Investment Themes- Advisory Ecosystems: The Next 10 years.- IMAP (Institute of Managed Account Professionals) 2021 Portfolio Management and Advice Days - Perth, Melbourne, Sydney and Brisbane.- DAWN Insights - 'go to market' on an innovative benchmarking research project for Australian Superannuation Funds and Platforms.Areas of Expertise;- Philanthropic governance, frameworks and management - B2B/B2C Financial Services Business Growth- Operations/Advisory Frameworks- Risk Management, Investment Committees and Governance (Responsible Manager Accountabilities)- Technology and Digital Enablement of Advice- Culture, Transformation and Professional Education- Mergers and Acquisitions- Converting Investment Philosophy into Client Experience

Established in 1981 and part of the National Australia Group since 1999, Godfrey Pembroke Ltd specialises in providing tailored financial advice to individuals, small businesses and corporations with a specific focus on HNW and complex planning scenarios. Advising on over $9B of assets, it has led the financial planning profession since inception and in 2006 was one of the first major financial planning licensees to implement a fee for advice model for its clients. As Responsible Manager of the Godfrey Pembroke License and accountable to the MLC Advice and Licensees Board I oversaw over 90 financial advice specialists across Australia, a network recognised for leading advice professionalism, transparency and trusted relationships.Achievements included;• Designed a governance model and ‘institutional boutique’ licensee strategy together with Godfrey Pembroke advisers - combining the balance sheet strength of MLC with the agility and entrepreneurial focus of a boutique HNW specialist licensee• Designed and launched MLC Connect, securing funding, risk management and board approvals – an AFSL services offer targeting corporatised, self-licensed businesses

Projects/Clients included;* Enhancing business growth/productivity via simplification and service alignment at BT Select (A licensee services business of BT Financial Group - a wholly owned subsidiary of Westpac Bank).* CEO Role - Australian Financial Services Group LtdBrief to deliver strategic review for Board and solve licensing/funding and operational issues. Divestment, joint venture and work-out options considered with financiers, regulators and key stakeholders. Business model deemed unsustainable and orderly wind-down of business activities recommended.* Director - Bombora AdviceCo-designed a unique risk specialist advice business/Australian Financial Services Licensee with a current network of over 50 advisers.

Responsible for ANZ Financial Planning (ANZFP) in retail and business bank since 2008 together with general/commercial insurance distribution from 2009 within ANZ - 500 + staff, Rev $155m, NPAT $28m, FUM $9.1B - delivering superannuation and personal investment adviceAchievements Included;• Restructured operational and business support model in 2009 which delivered 20% plus savings on a cost base of over $100m.• Delivered the highest retail insurance revenue per adviser of the four major Australian banks ($67,500 vs median of $31,700) and was one of only two bank-based financial planning businesses to produce a positive cost to income ratio in that GFC year (2009 - Comparator Benchmarking Data).• Restructured risk management framework to focus on model portfolio delivery and ongoing fee for service value proposition.

Led a team of 47 people across three major licensee brands, (Apogee, Garvan and Godfrey Pembroke - over 800 advisers), which delivered $6.63B investment platform inflows (Corporate/Retail Superannuation and 'ordinary' investment), $26m insurance premium revenue and $1B of mortgage and margin lending placements in 2007 via the provision of quality advice.Achievements included;• Delivering a revenue lift between 15% and 61% in 2007 vs 2006 - the #1 result across MLC's Advice and Distribution Channels.• Driving sustained, improved business performance, taking my business, MLC Advice Solutions, from last place, (measured in Revenue vs Budget), to first place over a 3-year period compared to the NAB Bank and IFA channels.• Responsible Manager for Apogee Financial Planning and member of Investments and Compliance committees.

Led a team of 6 practice development managers and 5 support staff responsible for delivering $1.24B platform inflows (Corporate/Retail Superannuation & 'ordinary' investment), $230m investment inflows. $8.1m insurance premiums and $103m lending per annum. Achievements included;• In 3 years Victoria went from #5 in the State order of merit - revenue budget vs target - to #1.

Hired to provide a fresh approach to Ansett’s most important commercial relationships in its home state of Victoria, I led 23 corporate sales staff delivering $195m of revenue per annum.Achievements included;• Recruited 10 new sales executives to the team in the first 6 months. • Won 15 new Qantas accounts from 22 tenders generating $16.7m of new business in 2000 while retaining 34 'defend' accounts at tender representing $83m.

Responsible for the sales and strategic marketing of the BT Corporate Master Trust (a Corporate Superannuation Platform) via wholesale and retail channels.Achievements included; - Won $20m of new business by establishing relationships with a small number of high quality corporate superannuation specialists and via direct B2B tenders.

Sealcorp was the holding company of what is now ASGARD and Securitor, part of Westpac owned BT Financial Group.Responsibilities included the state management of both the Securitor Licensee Business, ASSIRT planning software and ASGARD master trust distribution