Responsible for leading the Client Technology Services team providing IT SDM expertise to key clients in Australia and New Zealand as well as providing Digital Integration services across MUFG Retirement Solutions and our clients digital assets.

Responsible for strategic project initiatives across Link’s Retirement & Superannuation Solutions business. This includes working on Link’s digital asset solutions with Senior Executives, supporting the Program Managers and supporting client engagement.

Responsible for transforming Link’s Retirement & Superannuation Solutions Insurance business. This involved developing and delivering the tactical & strategic Insurance plans and included the operational goals of the insurance business, managing a team of approximately 400 FTEs across claims, underwriting, assessments and product integrity, while maintaining a strong focus on changing market trends and risk and compliance obligations.

Responsible for delivery of Link Retirement & Superannuation Solutions strategic projects. This included capital expenditure, operational expenditure, fee for service client facing and regulatory change projects. The most significant project was the Covid-19 Early Release of Superannuation and resulted in 2.4M claims totalling $18B FUM.

Responsible for delivery of Link Retirement & Superannuation Solutions strategic projects. This included capital expenditure, operational expenditure, fee for service client facing and regulatory change projects. The most significant project was the Covid-19 Early Release of Superannuation and resulted in 2.4M claims totalling $18B FUM.

Responsible for providing consulting services in delivering Link’s multimillion dollar cloud-based CRM capability to their clients. This required being Link’s key CRM client facing representative, providing significant input to Link’s CRM project team, being a key contact to Microsoft while managing a diverse range of clients that ranged from executives to technical staff.

Lecturer Private Wealth Management, Master of Applied Finance

Responsible for Equip’s member and employer facing business. This involved developing the strategy & managing Equip’s member and employer propositions, incorporating the member experience from helpline, web/digital, intra fund advice, comprehensive financial planning and our employer value proposition. This also required managing the team and major alliance partners including our administrator and Insurer. I was also a Director & Responsible Manager of Equip Financial Planning and a Responsible Officer of Equipsuper.

Responsible for leading, managing and growing Equipsuper’s advice business, Equip Financial Planning. This involved developing and implementing the business’s strategic plan and objectives, which included growing into a national franchise and being responsible for all the financial planning activities.

Responsible for leading, managing, transforming and ultimately growing AIAFS’aligned adviser distribution channel. This involved developing and implementing the channels strategic plan and objectives, which included transforming the business from a tied career agency model into a Dealership.

Responsible for sales, leadership, business strategy, management, public relations, new product development and strategies to influence, create, sell, deliver and implement Self-Managed Superannuation fund solutions for institutions, dealer groups, individual financial planning practices, accountants and retail clients.

Responsible for influencing, creating, selling, delivering and implementing practice development and management consulting solutions to institutions, dealer groups, and individual financial planning practices.

Head of National Australia Financial Planning – Business Practice Development, Southern RegionResponsible for leadership and management of the financial planning component of the workplace based solutions for all Corporate Solutions referral partners. Including sales management of investment and insurance sales/activity volumes, workplace (employee) penetration and income targets. Key member of the Business Leadership team and responsible for creation, development and execution of the business strategy.Head of Business Development - Pivotal - LondonResponsible for creating the strategies and capabilities of a start up financial services business (Pivotal) for the National Australia Bank in the UK financial services marketplace. Responsible for developing and articulating Pivotal’s distribution strategy across the business and to UK IFA’s, liaising with press journalists, provision of training and advice in financial analysis, marketing strategies, resource/administration management, sales and relationship management, business planning and recruitment of the UK business development and consulting team.Project Integra – Member of the Distribution teamResponsible for creating the strategic business plans for integrating the distribution capabilities of the National Australia Bank with the distribution capabilities of MLC. State Dealership Manager - MLC / Garvan Financial PlanningResponsible for managing the relationship with MLC & Garvan financial planners in providing practice and business development, assisting planners to position and market their practices, ensuring compliance to the business rules, promoting MLC/Garvan software, succession planning and recruiting new financial planners.

Key Account Consultant - DistributionFinancial Analyst – Finance & Planning