Graduated with an order of merit with the Australian Institute of Company Directors (GAICD) after completing their Company Directors Course.Completed training and background checks required to become a volunteer youth mentor with Raise Foundation.

Leadership of the risk and compliance management aspects of integrating the merged Lendi and Aussie businesses. People leadership and budgetary accountability for the group’s 2nd line risk and compliance department and 3rd line internal audit function. Responsible for BAU risk and compliance management and for the evolution of the group’s approach, including group-wide authorised representative (broker) conduct management and oversight. This included being a trusted provider of practical, commercial and timely advice to the business and the Board and providing constructive challenge and oversight of operations, integration and strategic projects.Achievements include:✅ Integrated, developed and directed the newly merged group’s risk and compliance teams, strategy, frameworks, appetite, policies, procedures, and governance approaches. This was a substantial program incorporating industry best practice and the best of Aussie and Lendi, with many earlier Aussie accomplishments carried over and further enhanced (for example, broker governance processes and sales data analysis).✅ Merged, directed, developed and mentored a highly skilled team of up to 12 reports through a challenging time of post-merger integration and restructure, achieving the lowest regrettable team member attrition rate across the group. Designed, established and led an offshore Quality Assurance team leading to increased productivity, a doubling of review volumes, and a 50% increase in the QA team despite a 30% reduction in costs. It was the group’s first offshore team not focussed on loan application administration and was used as a template for establishing other offshore operational support resources.

Responsible for ongoing iteration and improvement of risk and compliance management frameworks, policies and procedures to meet the requirements of the company’s owner, Commonwealth Bank of Australia (CBA). Leadership and management of responses to numerous regulator notices and enquiries following the Royal Commission into Banking and Financial Services. Oversight of appropriate risk and control to support business growth and profitability.Achievements include:✅ Influenced, instructed, advised and collaborated as a member of the Executive Committee in setting the organisation’s strategy, goals and objectives and maintaining appropriate risk settings and exposure.✅ Analysed, interpreted and clarified multiple ASIC notices following the Royal Commission into Banking and Financial Services, and oversaw and coordinated responses. This involved ongoing engagement with ASIC, including negotiating the scope and timing of their requests. On conclusion of ASIC’s thorough investigations, no regulatory enforcement action was taken against Aussie which protected the company’s brand and reputation.

Designed, implemented and embedded an enterprise-wide risk framework and associated suite of policies. Selected and implemented an enterprise-wide risk management system and coached and trained all staff and brokers. Aussie had been a family business but had grown significantly and was now owned by CBA, so there was a need to formalise practices. This included, for example, a detailed end-to-end broker governance framework using data to inform allocation of resources and formalising consequences for identified cases of misconduct. As a result, there was a dramatic shift in business accountability and ownership, demonstrated by rapidly improving risk culture scores.