I currently lead the development of Zerity’s Superannuation product, including the following areas:• As a start up, I led the capital raising initiatives• Overall business management, including company secretary.• Run and complete third-party Trustee due diligence.• Manage the relationship with the Trustee and outsourced service providers• Write and oversee governance policies• Writing of product disclosure documents, marketing collateral and customer content • Managing legal and contractual structures with trustees and third parties for the provision of Superannuation and advice services, including contract review, commissioning legal advice and negotiation of responsibilities and service levels between parties.• Liaising with distribution partner on UX design• Liaising with distribution partner on sales messaging & product positioning• Run the due diligence process for administrator selection, including assisting with assessment.• Negotiate commercial outcomes with partners and manage ongoing contracts• Undertake market sizing and competitor analysis• Develop various strategies for the Funds, including ORFR, business case / commercial strategy• Reviewing and contribute to product specificationsI also carry out consulting work for selected clients, including a consulting assignment to recommend a strategic approach to managing for an underperforming superannuation and retirement business within an ASX listed entity.

Led the retail sales division across Australia:• Designed, built, and led Milliman’s managed account solutions.• Responsible for distribution of managed account product to advisers across Australia• Led approval process for platforms and trustees• Oversight of marketing and communications• Design of product positioning and market messaging• Led the design of a product that won ‘Product Innovation, IMAP’ award• Contribute to product development including customer / adviser digital tools

As a senior leader within the Group, I was responsible for the distribution and ongoing servicing of Atrium’s Investment Solutions into the Advisory market and Not for Profit organisations. In addition, I was tasked by the Board to determine if the Group should outsource or continue to run the administration in house for their MDA offering.• Led the groups project to determine a replacement administrative provider• Led the review and due diligence process for administration replacement• Responsible for the commercial outcomes, including re design and pricing of investment management products • Led the transition of greater than $1b to a new administrator.

Responsible for leading the Morningstar distribution team focused on providing solutions to a broad range of adviser, broking and institutional clients:• A focus on profitable growth with the above achieved through lower resourcing• Successful design and implementation of structural change within the team• The introduction of sales campaigns, strategic account planning and client segmentation• Responsible for key commercial contracts for the Group• Preparation and presentation of sales results to Head Office• Oversight of RFP’s, contracts and pricing

* Joined the Macquarie Wrap business at its inception and played a key role in its growth to in excess of $25BN * Responsible for the distribution of Macquarie Wrap within NSW.* Exceeded sales and profitability targets every year* Market leading inflows from 2005-2010* Sales lead for the largest outsourcing transaction for platforms in Australia * Awarded BDM of the year from a large wealth management business over consecutive years* A member of the investment committee and governance team

To continue my career progression, I accepted a secondment role to Western Australia with the following responsibilities:*The distribution of Macquarie's Investment and Platform solutions to wealth management organsations within WA.* A key member of the state leadership team* At the age of 28 I was promoted to Associate Director* Management of staff

I was asked to join the Macquarie Wrap business at its inception to undertake the following responsibilities:* Managing adviser relationships across Australia* Oversee the implementation of the wrap solution into adviser practices* Develop and maintain a training and account management plan

Following the completion of my degree I joined Macquarie's sales and marketing team. Key responsibilites of this role was:* Manage regional adviser/dealer relationships* Sell Macquarie invesment management, cash and insurance solutions to new advisers entering the wealth management sector* Support the Key Account Management team in specific campaigns through targetted selling to their tier one advisers