Experience

Mint Asset Management Ltd

• Head of Sales and Marketing

  • Jul 2018 - Present

  Responsible to grow Mint Asset Management brand and funds both at a Wholesale and Retail level. Responsible to grow Mint Asset Management brand and funds both at a Wholesale and Retail level.



Commission for Financial Capability

• GM Investor Education

  • Oct 2014 - Jun 2018

  Focus on 50 plus investor Education - Create financial capability in Schools - Scams and Fraud - Development of Media profile and articles - Member of the Govt Steering Group for FAA review - Monitor Retirement Villages complaints education - KiwiSaver support and education - Work with associations and financial services providers Focus on 50 plus investor Education - Create financial capability in Schools - Scams and Fraud - Development of Media profile and articles - Member of the Govt Steering Group for FAA review - Monitor Retirement Villages complaints education - KiwiSaver support and education - Work with associations and financial services providers



ANZ

• Australia
• Banking
• 700 & Above Employee

• General Manager Funds Distribution

  • Nov 2013 - Sep 2014

  Responsible for the growth and distribution of our Finds Management products via AFAs in New Zealand. I'm also responsible for the development of ANZ Wealths financial literacy programme and on-going strategy for our KiwiSaver business. Responsible for the growth and distribution of our Finds Management products via AFAs in New Zealand. I'm also responsible for the development of ANZ Wealths financial literacy programme and on-going strategy for our KiwiSaver business.

• General Manager Funds Management

  • Nov 2010 - Sep 2013

  Responsible for the end to end accountability of our KiwiSaver business. Also accountable for all our Funds Management products and One Answer Wrap Service. I am a member of the ANZ Wealth Leadership team and Chair our Funds Management risk and compliance forum. I am a Councilor for Work Place Savings. Responsible for the end to end accountability of our KiwiSaver business. Also accountable for all our Funds Management products and One Answer Wrap Service. I am a member of the ANZ Wealth Leadership team and Chair our Funds Management risk and compliance forum. I am a Councilor for Work Place Savings.



ING

• 1 - 100 Employee

• Head of Bank Distribution

  • Oct 2010 - Dec 2010

  Slight change to my role. Now Head of Bank Distribution. Essentially I look after all bank managed funds including KiwiSaver and our Default KiwiSaver scheme. I am also responsible for our employer KS and Master Trust employer schemes.

• Head of KiwiSaver Distribution

  • Apr 2007 - Sep 2010

  Responsible for the sales and distribution of our 4 KiwiSaver Schemes



ING (NZ) Limited

• Wholesale Client Manager

  • Jan 2003 - Mar 2006

  Looked after a range of Wholesale clients many of whom were charitable Trusts and Employer stand alone Superannuation schemes Looked after a range of Wholesale clients many of whom were charitable Trusts and Employer stand alone Superannuation schemes



Armstrong Jones limited

• Business Development Manager

  • Apr 1997 - Sep 2002

  Established the Wellington office for Armstrong Jones and looked after all financial advisers in the Central region. I was also later responsible for a number of national clients like AMP, Tower, Medical Assurance and Farmers Mutual Group to name a few. Established the Wellington office for Armstrong Jones and looked after all financial advisers in the Central region. I was also later responsible for a number of national clients like AMP, Tower, Medical Assurance and Farmers Mutual Group to name a few.



UDC

• 1 - 100 Employee

• National Manager Retail Distribution

  • Dec 1993 - Mar 1997

  looked after Debenture distribution for funding and headed a team of 4 looked after Debenture distribution for funding and headed a team of 4



Postbank

• Banking
• 200 - 300 Employee

• Sales Manager

  • Jan 1993 - Dec 1993

  Sales manger at the Blenheim branch Sales manger at the Blenheim branch