Peter Bolitho Email & Phone Number
@bigpond.com
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Who is Peter Bolitho? Overview
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Peter Bolitho is listed as Senior Compliance Manager, Mutual Trust Pty Ltd group at Mutual Trust Pty Ltd, a with 222 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at bigpond.com and a matched LinkedIn profile for Peter Bolitho.
Peter Bolitho previously worked as Compliance Manager at Mutual Trust Pty Ltd Group and Independent Director at Australian Securities Ltd. Peter Bolitho holds Diploma, Corporate Finance, Company Law, Strategy from Institute Of Chartered Secretaries.
Email format at Mutual Trust Pty Ltd
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About Peter Bolitho
I have been employed in various senior roles over the past twenty-one years combining Company Secretarial work with compliance management, directorships and a CEO role. Twenty-five years of compliance and risk management experience - wealth management & financial planning, stockbroking, AML/CTF, FATCA & CRS, superannuation, life & general insurance Managed Group insurance - PI, D&O, public liability, industrial special risks, corporate travel, trustee indemnity, income protection. Management of licensing and regulatory requirements and experience in dealing with APRA, ASX, AUSTRAC, ATO and ASIC and in providing reports to regulators as well as AFCA, FOS, IEC Enquiries and Complaints Service, FICS, LICS and the FPA complaints servicesTwenty-five years’ experience in providing advice, reports and training on legislative and technical issues to superannuation fund trustees, company directors, management and staffManaged outsourced legal, investment manager, audit and compliance relationships. Experience in litigation and complaints managementPrevious experience as a Superannuation Fund Trustee, Director of Companies, Principal Executive Officer of a small Life Insurance company and Responsible Officer/Manager, former CEO of a superannuation and funds management armExperience in establishing and maintaining new plans and strategies, policies, frameworks and tools in a timely manner and ensuring that they meet business objectives and receive support from all levels of the businessExperience in conducting audits, implementing changes as a result of audits, training staff and investigating breaches and incidents and as a Complaints, Privacy and AML OfficerSixteen years’ experience as a Company SecretaryChartered Secretary (ACIS) (AGIA), F Fin, Member of FINSIA, Individual member, Australian Compliance Institute, affiliate member FAAA
Listed skills include Investments, Superannuation, Corporate Governance, Risk Management, and 24 others.
Peter Bolitho's current company
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Peter Bolitho work experience
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Senior Compliance Manager, Mutual Trust Pty Ltd Group
Compliance Manager
Financial services company - wealth management, financial planning, managed investment schemes, securities trading, managed fund investments. Compliance and risk management, staff training, Compliance Committee, AML Officer, staff training, member of Approved Products List Committee, board reporting. Originally part of The Myer Family Company Ltd, acquired by Mutual Trust in 2017.
Independent Director
Independent, Non-Executive Director. Managed investment schemes.
Compliance Manager
Financial services company - wealth management, financial planning, equities and options. Compliance and risk management. Also Compliance Manager for a subsidiary company Carnbrea & Co. Ltd an AFS Licensee. Member of Compliance and APL Committees. Board reporting. Staff training.
Company Secretary & Director
Stockbroker and Financial planning (formerly Tolhurst). Manager Corporate Affairs and Financial Planning. Company Secretary and Director of listed public company and subsidiaries. Compliance management, staff training, board reporting, member of Compliance Committees, CEO and RO/RM of funds management arm, Chairman of APL Committees, secretary of Investment committee for in-house SMA product, secretary of in-house managed investment scheme company, complaints management, securities trading, options, managed funds, superannuation, life insurance compliance.
Manager, Nulife
Accepted this position following the takeover of Fortis by CGNU in 2001. Managed superannuation fund merger projects and project to merge life insurance funds, secretary of two superannuation fund trustee companies, Chairman and Director of a superannuation fund trustee company.
Group Secretary
Group Secretary, National Superannuation Manager. Secretary of 24 companies, 3 compliance committees and one investment committee, director of head office subsidiaries and the company staff pension fund trustee company. Managed five superannuation funds (including the company pension funds, two public offer funds and one industry fund), Principal Executive Officer of Fortis Life, Compliance Manager - general insurance, life insurance and superannuation, monitoring of external investment fund manager performance, complaints management, merged two corporate superannuation funds and completed one Federal Court approved life office transfer of business, managed external suppliers of legal and investment management services.
Manager, Superannuation Consulting - Victoria
Superannuation Consultant to up to fifteen corporate superannuation funds, secretary of superannuation fund trustee companies, advisor to boards of trustees, managed client relationships, drafted communications to members (annual reports, member booklets, notices and staff elections), later Manager of team of Consultants in Victoria.
Colleagues at Mutual Trust Pty Ltd
Other employees you can reach at mutualtrust.com.au. View company contacts for 222 employees →
Ryan Spiro
Colleague at Mutual Trust Pty LtdMelbourne, Victoria, Australia
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Daniel Luth
Colleague at Mutual Trust Pty LtdMelbourne, Victoria, Australia
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Amelia Fraser
Colleague at Mutual Trust Pty LtdMelbourne, Victoria, Australia
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Janeane La Porta
Colleague at Mutual Trust Pty LtdMelbourne, Victoria, Australia
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Sanjeev Patara
Colleague at Mutual Trust Pty LtdMelbourne, Victoria, Australia
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Mark Skocic
Colleague at Mutual Trust Pty LtdGreater Melbourne Area, Australia
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Ralf Haase
Colleague at Mutual Trust Pty LtdGreater Sydney Area, Australia
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Elton Dsouza
Colleague at Mutual Trust Pty LtdGreater Melbourne Area, Australia
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Hayley Cade
Colleague at Mutual Trust Pty LtdMelbourne, Victoria, Australia
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Dañelle Bereau
Colleague at Mutual Trust Pty LtdMelbourne, Victoria, Australia
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Peter Bolitho education
Diploma, Corporate Finance, Company Law, Strategy
Mba, Bachelor Of Economics, Master Of Arts In History, Mba - Accounting & Finance Bec - Economics & Economic History Ma - History Thesis On Edmund Burke
Rg 146 Life Insurance
Rg 146, Securities, Managed Investments, Superannuation
Re Exam, Responsible Executive Exam For Financial Services
Diploma, Finance
Frequently asked questions about Peter Bolitho
Quick answers generated from the profile data available on this page.
What company does Peter Bolitho work for?
Peter Bolitho works for Mutual Trust Pty Ltd.
What is Peter Bolitho's role at Mutual Trust Pty Ltd?
Peter Bolitho is listed as Senior Compliance Manager, Mutual Trust Pty Ltd group at Mutual Trust Pty Ltd.
What is Peter Bolitho's email address?
AeroLeads has found 1 work email signal at @bigpond.com for Peter Bolitho at Mutual Trust Pty Ltd.
Where is Peter Bolitho based?
Peter Bolitho is based in Greater Melbourne Area, Australia while working with Mutual Trust Pty Ltd.
What companies has Peter Bolitho worked for?
Peter Bolitho has worked for Mutual Trust Pty Ltd, Mutual Trust Pty Ltd Group, Australian Securities Ltd, Bennelong Wealth Partners Pty Ltd, and Robe Australia Ltd.
Who are Peter Bolitho's colleagues at Mutual Trust Pty Ltd?
Peter Bolitho's colleagues at Mutual Trust Pty Ltd include Ryan Spiro, Daniel Luth, Amelia Fraser, Janeane La Porta, and Sanjeev Patara.
How can I contact Peter Bolitho?
You can use AeroLeads to view verified contact signals for Peter Bolitho at Mutual Trust Pty Ltd, including work email, phone, and LinkedIn data when available.
What schools did Peter Bolitho attend?
Peter Bolitho holds Diploma, Corporate Finance, Company Law, Strategy from Institute Of Chartered Secretaries.
What skills is Peter Bolitho known for?
Peter Bolitho is listed with skills including Investments, Superannuation, Corporate Governance, Risk Management, Wealth Management, Financial Risk, Equities, and Aml.
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