Stephen Dear Email & Phone Number

• Transition planning for three client bond products and CHESS Replacement SME on dual access managed funds and mFunds A 12 month contract role split between:
• requirements for proposed transition of three streams of tax protected bond products for an Iress Managed Fund Administration client; and
• participate in project to plot the changes to systems, process, opportunity and threat to Iress’ unit registry solution for fund manager clients with mFund and dual access fund product

My role in this tour at Link was to absorb, analyse and project all the changes to process, rules, opportunity and threat to Link’s share registry and unlisted fund solutions and for its issuer clients that may come from ASX delivering its CHESS Replacement project. Interface with ASX’s consultation process through participation, discussion and written.

• At Netwealth the Managed Account is a significant contributor to the platform's overall FUM, attractiveness to independent financial planning businesses and profit generation.
• From it launch to market in April 2015, grew to service $A2.1b FUM as at December 2018; and
• as at June 2022 had grown to $A11.2b FUM (+$1.3b (+13.6%) YoY). Generated high margin, high growth revenue for the business year on year. Responsible for the delivery of the Managed Account to financial planners and.

Melbourne, Australia

• Invent, develop and deliver solutions for capital markets and M&A projects for Computershare’s domestic and international clients. Rapid deployment of solutions that identified, controlled or mitigated risk for CPU and.
• invention of new solutions using CHESS and international systems:
• taking clients’ advisers expectations and making them happen:
• developed new product for CPU based on personal insights and analysis:
• active contributor into ECM and M&A disclosure documents; and
• developed market leading process for encouraging broker involvement in a deal’s success. Focussed cross-border solutions for wholesale investors including solutions for hedge funds and institutional investors. A keen.

Recruited to establish and maintain a risk and control focus to the delivery of ECM and M&A projects for Link’s Melbourne based clients. Established processes for delivery of institutional and broker focussed ECM and M&A solutions; Jumbos, AREOs, handling fees and IAF.

Enhancing existing products and develop new products to expand the Were Stockbroking and Equity Finance client and asset base.Compliant product development and enhancement; legal, accounting and regulatory requirements. Perform at an operational level; thorough needs analysis, systems design, planning and operator training. * Protected Lending – Product.

Melbourne, Australia

Middle Office - Stock Lending

Melbourne, Australia

Project managing the registry functions for Colonial Mutual Life's demutualisation, scheme meetings and stock market listing. A project spanning four countries; Australia, United Kingdom, New Zealand and Fiji and a significant shareholder base. Interacting with Colonial Eureka project team and Computershare as a service provider. A significant project that.

October 1992 - July 1996 CHESS ASX's Clearing House Electronic Subregister System project. A $32 million project operated by a core team of 30 operating from Sydney and Melbourne. I was a key member of the seven person team responsible for the education of industry users, initiating the documentation of procedures and validation of business rules. I.