Wendy Tancred Email & Phone Number

Brisbane

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… 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

Queensland Treasury Corporation

This 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.

Brisbane

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… 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

Chair 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.

Chair 2013 - 2014

Brisbane, Sydney, Melbourne

Davidson 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.

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… 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

Accountable 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.

Lectured the Superannuation and Insurance subject for two years, within the Masters of Finance program.

A joint venture established between MAP and Heritage Bank, designed to provide financial planning advice to clients of both organisations.

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… 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

National Head of Financial Planning, Private BankQld State Manager, Private BankRegional Development ManagerHead of Business Development

State Market Development ManagerSenior Small Business Technical AdviserWomen's Financial AdviserRetirement Products OfficerGeneral Insurance Roles

Bachelor Of Commerce

Diploma Of Financial Planning

Certificate Of Superannuation Management

Postgraduate Certificate Of Management (Marketing)

Graduate, Company Directors Course