Wendy Tancred Email and Phone Number
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Wendy Tancred is an experienced and dynamic Chief Executive, Managing Director, Board Member and Chairman. She has an impressive track record of driving growth and organisational transformation, and she has contributed to mergers, joint ventures and significant organisational restructures. Wendy has had over 30 years’ experience in the Financial Services industry in addition to experience in human resources, IT, dental, university and not for profit sectors.Wendy has held C level and Senior roles in well-known brands including Westpac, AMP, and BT. Her career has been spent achieving excellent outcomes for clients/members, driving strong investment performance, creating high performing corporate cultures and excellent risk and governance culture.Wendy is a current Board member, with over 15 years’ service on multiple Boards from a range of industries, and a lecturer at University of Queensland in the Masters of Finance program on Superannuation and Finance. Wendy holds Fellowships in the Australian Institute of Company Directors and the Financial Services Institute of Australia.
Holy Cross Services Ltd
View- Website:
- hcl.org.au
- Employees:
- 11
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Chief Executive OfficerHoly Cross Services Ltd Jul 2023 - PresentBrisbaneHoly Cross Services is a social enterprise established in1889. It is a Ministry of Mercy Partners which fulfills its Mission by restoring the dignity to those who are often locked out of employment due to disability and difference by helping them gain meaningful employment in a safe, supportive and welcoming environment. HCS empowers people of all abilities to succeed. The team of 400 staff provide commercial laundry and linen hire services to health and aged care facilities, in addition to… Show more Holy Cross Services is a social enterprise established in1889. It is a Ministry of Mercy Partners which fulfills its Mission by restoring the dignity to those who are often locked out of employment due to disability and difference by helping them gain meaningful employment in a safe, supportive and welcoming environment. HCS empowers people of all abilities to succeed. The team of 400 staff provide commercial laundry and linen hire services to health and aged care facilities, in addition to commercial cleaning services. Show less -
DirectorState Investment Advisory Board Sep 2023 - PresentQueensland Treasury Corporation
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DirectorCancer Council Queensland Sep 2023 - Present -
Hawkesbury Institute For The Environment Advisory Board - MemberHawkesbury Institute (At Western Sydney University, Hawkesbury Campus) Jul 2013 - PresentThis Board fosters connections between the Institute and the community, government and industry and provides critical evaluation and guidance about the applicability of the Institute’s research to these external organisations.
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Chief Executive OfficerMercy Super May 2017 - Dec 2022BrisbaneMercy Super looked after the retirement savings of current and former employees of Mater Qld and other Sisters of Mercy organisations from 1962. From the Sisters starting the fund 30 years before compulsory superannuation to being the first super fund client of a start up administration provider using blockchain technology, we remained curious and innovative, always balancing risk with a strong focus on governance. We were a non-public offer corporate fund managing over $1.6 billion of… Show more Mercy Super looked after the retirement savings of current and former employees of Mater Qld and other Sisters of Mercy organisations from 1962. From the Sisters starting the fund 30 years before compulsory superannuation to being the first super fund client of a start up administration provider using blockchain technology, we remained curious and innovative, always balancing risk with a strong focus on governance. We were a non-public offer corporate fund managing over $1.6 billion of members' assets and delivering top quartile (and regularly top ten) investment returns until our merger with HESTA on 30 November 2022. Highlights during tenure at Mercy Super include:• SuperRatings gold to platinum ranking (top 25% of funds) which was sustained • SuperRatings “Career Fund of the Year” finalist multiple times• Rainmaker AAA ranking• Rainmaker top ESG fund ranking emphasising voluntary detailed disclosure of underlying investments Show less
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Member - Advisory BoardAustralian Dental Health Foundation 2009 - 2019Chair 2012 - 2014The Australian Dental Association Foundation. Advancing Australia’s Oral Health.The ADAF, together with its dedicated supporters and volunteers, is helping disadvantaged Australians through its research, education and dental aid projects. -
Qld Executive CommitteeAsfa 2008 - 2018Chair 2013 - 2014 -
Ceo, Hr ConsultingDavidson Jun 2015 - May 2017Brisbane, Sydney, MelbourneDavidson provides solutions to enhance workplace performance. Wendy led the team that specialised in creating leading, integrated solutions to measure and enhance people’s performance, lift productivity and enable leaders to motivate and inspire workforces. Services included psychometric testing and predictive analytics, career transition, executive coaching, organisational and HR strategies. Wendy also led Davidson's IT Consulting business for 10 months. -
Specialist Member, Product Services & Advice CommitteeQsuper Limited Sep 2014 - May 2017The role of this Committee included overseeing: - the Board's strategic focus on marketing initiatives across the Group including the development and implementation of a comprehensive Group Marketing strategy- development and continued enhancement of the suite of products and services- members' experience (including service, advice, information and product) in order to meet the delivery of QSuper member and employer needs- education and advice activities provided by the QSuper… Show more The role of this Committee included overseeing: - the Board's strategic focus on marketing initiatives across the Group including the development and implementation of a comprehensive Group Marketing strategy- development and continued enhancement of the suite of products and services- members' experience (including service, advice, information and product) in order to meet the delivery of QSuper member and employer needs- education and advice activities provided by the QSuper Group to both QSuper members and QInvest clients. Show less -
Director, College FoundationSt Joseph'S College, Gregory Terrace 2009 - 2015 -
Qld State Head, Financial PlanningBt Financial Group Jan 2013 - Aug 2014Accountable for the leadership and engagement of the Qld team of 110 planners. Focus on driving improvement in the quality of advice, executing the business strategy and building relationships with peer business partners in order to achieve revenues and profit. -
LecturerUniversity Of Queensland 2012 - 2013Lectured the Superannuation and Insurance subject for two years, within the Masters of Finance program. -
Non-Executive DirectorMap Funds Management And Map Financial Planning Jul 2011 - Dec 2012
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ChairmanHeritagemap Pty Ltd 2010 - 2011A joint venture established between MAP and Heritage Bank, designed to provide financial planning advice to clients of both organisations.
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Managing DirectorMap Funds Management Ltd 2005 - 2011MAP is a provider of financial services, consisting of funds management, superannuation, and financial planning operations. It is a Registrable Superannuation Entity and Trustee of superannuation funds, a Responsible Entity of a Managed Investment Scheme and the holder of two Australian Financial Services Licences. The majority of functions to support the provision of professional services to members are conducted in house, thus incorporating finance and accounting, unit pricing, client… Show more MAP is a provider of financial services, consisting of funds management, superannuation, and financial planning operations. It is a Registrable Superannuation Entity and Trustee of superannuation funds, a Responsible Entity of a Managed Investment Scheme and the holder of two Australian Financial Services Licences. The majority of functions to support the provision of professional services to members are conducted in house, thus incorporating finance and accounting, unit pricing, client administration, marketing, and customer communication activities. Whilst managing MAP’s existing business to ensure goals are met, the focus was on developing the strategic future of the organisation. This involved substantial negotiations for mergers and joint ventures and resulted in a significant change in strategic direction during my tenure. Show less
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Managing DirectorMap Financial Planning Pty Ltd 2005 - 2011
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Various RolesWestpac 1998 - 2005National Head of Financial Planning, Private BankQld State Manager, Private BankRegional Development ManagerHead of Business Development -
Various RolesAmp 1982 - 1998State Market Development ManagerSenior Small Business Technical AdviserWomen's Financial AdviserRetirement Products OfficerGeneral Insurance Roles
Wendy Tancred Skills
Wendy Tancred Education Details
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Bachelor Of Commerce -
Diploma Of Financial Planning -
Certificate Of Superannuation Management -
Postgraduate Certificate Of Management (Marketing) -
Company Directors Course
Frequently Asked Questions about Wendy Tancred
What company does Wendy Tancred work for?
Wendy Tancred works for Holy Cross Services Ltd
What is Wendy Tancred's role at the current company?
Wendy Tancred's current role is CEO at Holy Cross Services..
What is Wendy Tancred's email address?
Wendy Tancred's email address is wt****@****.net.au
What schools did Wendy Tancred attend?
Wendy Tancred attended The University Of Queensland, Deakin University, Macquarie University, Qut (Queensland University Of Technology), Australian Institute Of Company Directors.
What skills is Wendy Tancred known for?
Wendy Tancred has skills like Financial Services, Management, Risk Management, Investments, Leadership, Finance, Wealth Management, Strategic Financial Planning, Retirement, Portfolio Management, Financial Advisory, Change Management.
Who are Wendy Tancred's colleagues?
Wendy Tancred's colleagues are Kevin Casey Fcpa Fgia, Shaun Skilton, Karan Bhasin, Kim Julius, Crystal Morris, Colin Byng, Bartolomeo Babbo.
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