Sagacity Business Planning- Scenario Planning: Forward Thinking- Business Diagnostic: Review & Assessment- Strategy Formualtion & Business Planning

• Zenith Strategy Associates - Financial product market and proposition strategic review • HUB24 - Project Consultant for new market entry/new product launch• NMG Consulting - Remediation project assignment and global asset management research • ING - Wealth Strategy Manager (19 mths). • IOOF - National Marketing Manager, Platform, Investments & Trustee Services (13 months) • Cuscal Limited - Snr Manager, Marketing & Communications – Interim role leading a team of 8, incl. content strategy development and client communications.• Macquarie Leasing - Assisted project team in the development of a new risk-based pricing model• NAB/MLC - Channel Development Manager • Perpetual Private - Head of Marketing (Interim). Led the development of HNW market segment strategies and execution marketing initiatives (inc. sponsorships, brand creative, research design and digital campaigns).• Perpetual Investments – Strategy Consultant Working with the Perpetual Investment executive team, I enabled significant strategic business growth initiatives through business case preparation, detailed financial modelling, and sales implementation activities for the new Global Share Fund (~$0.8bn AUM) and a new Listed Investment Company (PIC) IPO raising $250m. I conducted a review of the PI business, the operating environment and business strategy. Facilitated the development of a new vision and presented recommendations to address additional strategic product opportunities and to enhance existing operations.

• Responsible for identifying, developing and executing distribution initiatives to drive bank revenue from OnePath aligned advice networks and building adviser advocacy for ANZ through sourcing ANZ benefits and services. • Engaging and collaborating with multiple stakeholders across the bank and across the aligned dealer group networks I delivered a $50m ANZ Commercial funding solution for advisers and delivered a range of revenue and benefit opportunities for advisers including tailored referral programs to deliver ~$75m of loan referrals annually.

• This specialist advisory role to the CEO and CFO oversaw the governance of key strategic decision making forums including the INGA Executive Board and INGA main Board. I was responsible for delivery and project management of the corporate strategic planning process, delivery of key planning requirements to joint venture shareholders and strategic communications to all relevant stakeholders. • CEO Office Manager major accomplishments include; - Designed, facilitated and project managed a 3 month Business Diagnostic Review process for the incoming CEO in 2008 to define a new strategic direction, that was communicated to shareholders, leadership teams and employee stakeholders. During the GFC (2008-2010) employee engagement increased from 56 (pre-GFC) to 70 and OPAT maintained within 8% of the pre-GFC result. - Strategic analysis led to the development of a balanced shareholder reporting framework and preparation of the Finance division business plans

• Contract assignment to undertake market entry research, financial modelling and recommendations for a construction industry client. • Undertook additional research & tender preparation work for boutique consultancies, Arpos Pty Ltd & Brennan Partners Pty Ltd.

• Facilitated strategic and operational planning processes across AFS and advised the AFS Executive Team in the development, drafting, communication and implementation of strategy (including marketing strategy). • Initiated and project managed the implementation of an embedded balanced scorecard for the AFS Executive Team which included external benchmarking of key performance measures.• Provided strategic planning and business development support to the CEO of AMP Sanmar, the AMP life insurance joint venture in India including the development of a quarterly strategic review framework.

• Reporting to the Global MD, this role was responsible for the development of the strategic and operating plans and the planning process in Europe (inc. Dublin, Luxembourg, UK) and Australia. • Major accomplishments included;o Developed an Asian market entry business proposal for Cogent entailing; initial concept development, country and industry research and assessment, alliance strategy development, partner selection, operational and financial modeling (Now a €100m+ business in Singapore) o The coordination and development of global sales targets with the global sales team and the implementation of the 2003 global sales pipeline/reporting tool. This involved providing recommendations developed from market research of BNP Paribas countries of operation