Bravura is an industry leading provider of software / technology solutions and services for the administration of superannuation, pensions, life insurance, investment, wrap, private wealth and transfer agency.Key responsibilities:- Owned the technical vision and led the innovation team to develop a suite of AI/ML POC's to directly enhance Bravura's core product, aimed at zero-touch administration through data-driven insights. - Promoted creativity and a business growth mindset. Managed to an innovation budget, ensuring effective alloction of resources.Key achivements:- Led and contributed to the development of AI/ML POCs built to mature to the product roadmap, having regard for scale and integration within Bravura's strategyic technical archtecture. POCs include AI-driven exception handling and call centre, ML-based work allocation, operational data analytics and supporting data platform, real-time financial crime monitoring.- Collaborated with clients and cross-functional teams to design business processes and technical solutions.- Developed bespoke deep learning models in python/tensorflow and complex Power BI dashboards.

Key responsibilities:- Oversee delivery of Bravura systems across all APAC projects during the project’s lifecycle.- Lead architecture and design of solutions through pre-sales, project engagement and project delivery phases.

Key responsibilities:- Solution Architect and Project Manager for major implementations of Bravura's systems.Key achievements:- Successfully implemented Bravura’s Superannuation administration platform, Sonata, into production for a major Australian Superannuation Fund, on schedule. The full solution included member registry, workflow, operational data store, members online (web and mobile), employers online, and end-to-end SuperStream. 18 month project.

Plum is a subsidiary of MLC Limited, a part of the National Australia Group of companies, and provides integrated and innovative superannuation solutions to medium and large Australian organisations.Key responsibilities:- Advise and develop policy for the Trustee Board and Plum Business Board in respect of Plum’s corporate superannuation business on issues related to the funding of 40 defined benefit plans and regulatory change (implementation of the Government’s Stronger Super reforms).- Pricing of new business opportunities and re-pricing of Plum’s existing business incorporating downstream offerings from the wider group (MLC and NAB). Development of whole of business pricing models and product profitability models.Key achievements:- Lifecycle Product Modelling: developed stochastic model to design/analyse lifecycle investment strategies involving a reactive strategy whereby asset allocations are dependent upon previous investment outcomes.- Risk-factor approach to portfolio construction: developed a model to construct a portfolio with a superior risk-adjusted return which performs more consistently over different economic environments and where assets contribute equal risk to the whole portfolio. The economic environments are defined as combinations of high or low GDP and inflation.

One of the world’s largest fund managers offering low-cost, high quality indexing solutions.Key achievements:- Responsible for a third of Vanguards institutional business- Managed complex client relationships and strategic partnerships with large superannuation funds (industry, government, corporate), multi-managers, and research providers.- Developed strategy and managed several multi-billion dollar investment restructures.- Developed models for tax modelling, active manager performance, fee models, performance attribution.

Boutique consultancy – Actuaries bridging business and systemsKey achievements:- Unit pricing correction for Major Bank – developed correction methodology and modelling techniques (Excel, VBA, Access).- Unit pricing review, correction and compensation - Review and redesign of unit pricing methodology; development of unit pricing model for client implementation; correction and compensation project.

Melbourne / Hong Kong / Malaysia / Singapore / ChinaGlobal financial software company providing IT solutions to the banking, funds management and insurance industriesKey responsibilities:- Reported to global CEO; responsible for Tacit’s Australian operation and second largest development region. Account manager to Australian clients. - Product demonstrations for major prospects both locally and throughout Asia.- Regular contributions to product development and software design.- Developed relationships with business/implementation partners.Key achievements:1. Unit Trust administration implementation (Melbourne)Project managed $3m/9mth implementation of Tacit systems, interfacing to 20 external systems; precursor to 3 subsequent phases ($10m in total). Negotiated contract and project cost. Fully successful; received early delivery bonus for TACIT. Team of 20.2. Unitised Life administration implementation (Hong Kong)Projected managed first Asian implementation and first unitised life system. $1.2m/9mth project, delivered to all milestones. Also designed benefit projection & quotation module.3. Life insurance administration data migration (Malaysia)Re-designed data migration approach for cornerstone client; 2 million policies, complex mappings, significant performance tuning exercise; 4 month project.4. System demonstrations and roadshow (Asia)Conducted series of product demonstrations (funds management and insurance applications) for prospects in China and Singapore; trained regional sales staff.5. Business analysis and system designDesigned life insurance premium calculation module; designed new superannuation administration module based on industry requirements.

Melbourne / Hong KongFinancial software development company (TIBCO assoc) - trading and risk management system for investment banks.Key achievements:- Implementation of FX and interest rate risk middle office system for major Hong Kong bank. Coordinated teams in Hong Kong, UK, Amsterdam and Melbourne. USD1million, 10mth project.- Designed system enhancements for yield curve analysis; order routing module; financial software validation models; value-at-risk models.

Melbourne / Hong Kong / BrisbaneActuaries and Management Consultants.Key achievements:- Consulted to Australia’s largest corporate and government superannuation funds; actuarial valuations of benefit liabilities; provided actuarial advice on issues such as benefit design, taxation, legislative changes and funding recommendations.- Prepared asset-liability studies through use of capital asset pricing and stochastic discounted cash flow analysis.- Developed original illustration tools for members to model their superannuation benefits for large corporate in Melbourne and Hong Kong.- Developed models for valuing superannuation liabilities; produced FAS87 calculations, including impact of future retrenchment policy.- Developed models for assessing the impact of superannuation surcharge.