Deborah Potts Email & Phone Number

Sydney, NSW, AU

Australia

As the Chief Member Officer at Rest Super, I have the pleasure of leading many brilliant and creative minds that make up the Member portfolio; that includes our Product, Brand, Member Experience, Workplace Super, Advice, Retirement, Digital and Business Management teams. Together, we are on a mission to make super simple, easy and dare I say fun.

Sydney, Australia

Rest was established in 1988 and is one of Australia’s largest superannuation funds with over 1.9 million members and more than $45 billion in funds under management. As part of the Executive team at Rest, Deborah leads the enterprise approach to bringing the resources and capabilities across Rest and our key suppliers together to implement employer.

Sydney, Australia

REST Industry Super is Australia's largest superannuation fund with over 2 million members and over $37 billion under management. As the Head of Member Education and Advice, Deborah leads the provision and development of the REST education and advice services to it members. Her key priorities include increasing customer engagement, member retention and.

Sydney, Australia

REST Industry Super is Australia's largest superannuation fund with over 2 million members and over $37 billion under management. As National Manager Advice, Deborah leads the provision and development of multi-channel advice services for REST members, employers and stakeholders.

Sydney, Australia

• Sarala Consulting is a boutique research and consulting firm that helps financial, not for profit and superannuation organisations transform their customer experience through effective, client-focussed communications.
• REST Industry Super - Analysis and recommendations for transformed education and advice strategy.
• NRMA - Development of a group-wide growth and distribution strategy.
• Corporate Super - Development of a key retention strategy and secured funding of approx. $10m gross for implementation.
• Corporate Super - Value proposition development for employer clients.
• Corporate Super - Developed alternative client acquisition channels.

Sydney, Australia

• Ipac is a specialist financial advisory firm with over 200 staff and a network of partner firms across Australia.Led the development and implementation of the equity partner model for ipac by entering Equity Partner.
• 28% growth in inflows, 8 new partners and 35 new advisers with zero increase in resources.
• Designed and implemented the "Advice for Life" initiative.
• Implemented business performance governance, investment and strategic planning capabilities across ipac's business.

Australia

• Magnitude is a financial planning group owned by BT/Westpac. Responsible for all operational aspects of the business, holding full P&L responsibility in a complex shared services environment. ⇨ Achievements:
• Successfully started up and headed up the Magnitude Dealer Group.
• Successful negotiation of legal agreements with 100% of advisors.
• Advisor engagement turnaround - NPS improvement of 60% over 12 months.
• 2nd highest FUA per planner and 3rd highest net flows per planner across Westpac/BT network.

Sydney, Australia

• BT Financial Group is one of Australia's leading wealth management organisations.Responsible for the critical analysis of product and strategy proposals, operational reporting and strategic direction.⇨ Achievements:
• Authored a strategy paper recommending BT should build rather than buy a financial planning business (which ultimately became Magnitude Dealer Group).
• Establishment of performance dashboard and organisational reporting.
• Permanent delegate for the CEO on Investment Committees and Operational Fund Committees covering all aspects of fund administration and insurance.
• Identified as a "future leader" of BTFG and awarded the David Williams Fellowship.