• Lead the second line of defence risk and compliance teams for BT’s Advice, Private Banks and Marketing businesses.• Engage and provide a level of independent advice to senior management on risk, compliance and regulatory issues pertinent to the customer facing businesses of BT, Westpac's wealth business.• Ensure the risk management frameworks across BT’s customer facing businesses operate effectively and are enhanced as appropriate.• Work with regulators to respond to requests for… Show more • Lead the second line of defence risk and compliance teams for BT’s Advice, Private Banks and Marketing businesses.• Engage and provide a level of independent advice to senior management on risk, compliance and regulatory issues pertinent to the customer facing businesses of BT, Westpac's wealth business.• Ensure the risk management frameworks across BT’s customer facing businesses operate effectively and are enhanced as appropriate.• Work with regulators to respond to requests for information and ensure compliance with latest guidance. Show less

• Led team responsible for Private Bank analytics, banker scorecards and sales frameworks.• Responsible for liaising with bank product teams on new product developments.• Ensured Private Banks compliant with FoFA and Basel III obligations.• Involved with developing 2017 Wealth Strategy for Westpac Group.• Regular member of various Group project steering committees and forums including Deposit Pricing Forum.

• Developed and implemented key strategic initiatives to improve the size and profitability of the advice business including new advice offers, new products and new services to intermediaries.• Worked with internal investment and advisory team to assess potential acquisitions and, for advice businesses, led the operational due diligence.• Liaised with internal and external product providers and suppliers to develop better solutions for advisers and clients.• Responsible for… Show more • Developed and implemented key strategic initiatives to improve the size and profitability of the advice business including new advice offers, new products and new services to intermediaries.• Worked with internal investment and advisory team to assess potential acquisitions and, for advice businesses, led the operational due diligence.• Liaised with internal and external product providers and suppliers to develop better solutions for advisers and clients.• Responsible for overseeing all aspects of Lachlan Wealth Management dealer group for two years including managing the P&L, marketing, policies, training and APL. Show less