Partner
CurrentExternal Audit I am the lead External Audit Partner for a clients in the broking, life, general and health insurance, reinsurance and superannuation industries. These include large private clients and clients listed on the ASX or a global exchange. Key responsibilities include:- Appointed auditor for a number of listed and large and privately insurers and brokers- Delivery of financial statements audits under ASX listing rules and requirements- PCAOB audit partner issuing… Show more External Audit I am the lead External Audit Partner for a clients in the broking, life, general and health insurance, reinsurance and superannuation industries. These include large private clients and clients listed on the ASX or a global exchange. Key responsibilities include:- Appointed auditor for a number of listed and large and privately insurers and brokers- Delivery of financial statements audits under ASX listing rules and requirements- PCAOB audit partner issuing financial statement and control clearances- Delivery of regulatory assurance engagements as required by APRA and ASIC- Delivery of control attestation reports for compliance with Sarbanes-Oxley requirements- Delivery of controls attestation reports for compliance with APRA prudential standardsConsulting experienceI have delivered a large number of advisory projects. Key examples:- Accounting advice for various transactions, including for mergers and acquisitions, capitalisation and impairment of intangible assets, accounting for portfolio transfers- Finance function effectiveness reviews to identify areas of cost out or process and efficiency improvements- Risk transformation across a number of general insurance clients- Lead partner for Governance, Regulatory and Culture reviews- Lead for regulatory reviews, including for example CPS220- Adoption of new liquidity standards by a large global banking conglomerate during the GFC- Multiple capital issuances under US, UK and Australian requirements (>10bn issued)- Significant Financial and Regulatory M&A support roles- Independent expert reviews for life and general insurance clients under RG100- Lead for large scale remediation reviews of life insurance claims and sales practice reviews- Lead for general insurance claims, product and complaint remediation- Conduct and product framework reviews for listed life and general insurers in Australia and NZ- Supporting adoption of changes following royal commission recommendations Show less