Experience

Woolcock Institute of Medical Research

• Australia
• Research
• 100 - 200 Employee

• Company Secretary and Transition Operating Officer

  • May 2012 - Present

  The Woolcock Institute of Medical Research is one of Australia's leading respiratory and sleep research organisations. Our aim is to foster, develop and promote research into the fields of respiratory and sleep medicine. I am responsible for the Woolcock's governance and corporate secretariat matters. From February 2023 I was also appointed to help manage the Woolcock's transition from its affiliation with Sydney University to a new affiliation with Macquarie University. The Woolcock Institute of Medical Research is one of Australia's leading respiratory and sleep research organisations. Our aim is to foster, develop and promote research into the fields of respiratory and sleep medicine. I am responsible for the Woolcock's governance and corporate secretariat matters. From February 2023 I was also appointed to help manage the Woolcock's transition from its affiliation with Sydney University to a new affiliation with Macquarie University.



Financial Simplicity

• Australia
• Financial Services
• 1 - 100 Employee

• Company Secretary and Financial Controller

  • Sep 2009 - Present

  Financial Simplicity is a wealth management technology firm specialising in portfolio construction, portfolio review, portfolio modeling and portfolio compliance. On a contract basis, I am responsible for the back office for Financial Simplicity to ensure all financial, risk and corporate secretariat matters are effectively managed. Cashflow forecasting has my particular focus at this stage. Financial Simplicity is a wealth management technology firm specialising in portfolio construction, portfolio review, portfolio modeling and portfolio compliance. On a contract basis, I am responsible for the back office for Financial Simplicity to ensure all financial, risk and corporate secretariat matters are effectively managed. Cashflow forecasting has my particular focus at this stage.



Brookvine

• Australia
• Financial Services
• 1 - 100 Employee

• Company Secretary and Financial Controller

  • Feb 2006 - Apr 2023

  Brookvine Pty Ltd is a successful funds management placement business. On a contract basis, I was responsible for the back office for Brookvine to ensure all financial, risk and corporate secretariat matters are effectively managed. Cashflow forecasting, financial management and compliance has my prime focus. Brookvine Pty Ltd is a successful funds management placement business. On a contract basis, I was responsible for the back office for Brookvine to ensure all financial, risk and corporate secretariat matters are effectively managed. Cashflow forecasting, financial management and compliance has my prime focus.



Implemented Portfolios Limited

• General Manager, Corporate

  • Aug 2018 - Jan 2023

  Implemented Portfolios Limited is a leading portfolio construction and investment management company. Their service offering leverages not only their solid investment capabilities, but also specialising in client focused Individually Managed Accounts (IMA) servicing to give the client an excellent investment experience. I was responsible for corporate matters ranging from governance, company secretarial, finance, risk and corporate compliance, reporting to the CEO. Implemented Portfolios Limited is a leading portfolio construction and investment management company. Their service offering leverages not only their solid investment capabilities, but also specialising in client focused Individually Managed Accounts (IMA) servicing to give the client an excellent investment experience. I was responsible for corporate matters ranging from governance, company secretarial, finance, risk and corporate compliance, reporting to the CEO.



Fortnum Financial Group

• Australia
• Investment Banking

• Head of Finance, Risk and Governance

  • Sep 2012 - Jul 2018

  The Fortnum Group was founded in March 2010. It is a multifaceted financial services business providing licencee services to financial advisers across Australia. Its core purpose is to enhance the delivery of quality financial advice that align with the outcomes of their clients. It works to ensure all associated advisers meet the highest quality standard. I was responsible for matters ranging from governance, company secretarial, finance, HR, risk and corporate compliance, reporting to the CEO. Show less



Commonwealth Bank of Australia

• United Kingdom
• Retail Office Equipment
• 1 - 100 Employee

• Operational Risk

  • Jun 2010 - Jan 2012

  I moved to CBA's Risk Management function following my business role at CommInsure. Within Risk, I focused on co-ordinating APRA prudential reviews of CommInsure and the Retail Bank. I then worked in CBA's IT business unit (named Enterprise Services) to build their Line 1 operational risk capability. I moved to CBA's Risk Management function following my business role at CommInsure. Within Risk, I focused on co-ordinating APRA prudential reviews of CommInsure and the Retail Bank. I then worked in CBA's IT business unit (named Enterprise Services) to build their Line 1 operational risk capability.



CommInsure

• Insurance
• 300 - 400 Employee

• Head of Business Support

  • Oct 2008 - May 2010

  This role provided support to the Managing Director, CommInsure. In particular, I was involved in such matters as: - Governance - particularly as it relates to the Boards; - Management of the Board and Executive Committee agendas and process; - Advocacy - assisting where required to ensure we have a strong and articulate voice on industry matters; - Contact point for CBA’s international businesses when they wish to leverage CommInsure’s capabilities This role provided support to the Managing Director, CommInsure. In particular, I was involved in such matters as: - Governance - particularly as it relates to the Boards; - Management of the Board and Executive Committee agendas and process; - Advocacy - assisting where required to ensure we have a strong and articulate voice on industry matters; - Contact point for CBA’s international businesses when they wish to leverage CommInsure’s capabilities



Zurich Financial Services

• United Kingdom
• Investment Management

• Finance Project Manager

  • Mar 2008 - Sep 2008

  As a contractor, I filled the role Finance Project Manager within Zurich’s Corporate Finance department, reporting to the CFO. I assisted with a strategic review of their asset management business units. I was asked to extend my contract in the role Senior Management Accountant to work in their decision support team to complete monthly management reporting and budgeting efforts. As a contractor, I filled the role Finance Project Manager within Zurich’s Corporate Finance department, reporting to the CFO. I assisted with a strategic review of their asset management business units. I was asked to extend my contract in the role Senior Management Accountant to work in their decision support team to complete monthly management reporting and budgeting efforts.



Challenger Financial Services Group

• United States

• Head of Middle Office, Asset Management

  • Jun 2007 - Nov 2007

  As a contractor, I temporarily filled the vacant line management role Head of Middle Office within Challenger’s Asset Management business unit. I reported to the CFO of the Asset Management business unit. A smooth hand over to a new fulltime recruit occurred in November 2007. As a contractor, I temporarily filled the vacant line management role Head of Middle Office within Challenger’s Asset Management business unit. I reported to the CFO of the Asset Management business unit. A smooth hand over to a new fulltime recruit occurred in November 2007.



Global Life Reinsurance

• Insurance

• Executive Officer

  • Jan 2007 - May 2007

  I fulfilled a consulting role of Executive Officer to assist Global Life Re in a material litigation case against its major cedent. Global Life Re is the Australian subsidiary of Global Life Reinsurance of Germany (formally known as Gerling). This court case was settled out of court during March 2007 and I departed the company shortly after. I fulfilled a consulting role of Executive Officer to assist Global Life Re in a material litigation case against its major cedent. Global Life Re is the Australian subsidiary of Global Life Reinsurance of Germany (formally known as Gerling). This court case was settled out of court during March 2007 and I departed the company shortly after.



Sequoia Capital Management

• South Africa
• Financial Services
• 1 - 100 Employee

• General Manager

  • Jan 2005 - Jan 2007

  Sequoia was a boutique global macro fund manager. I managed all aspects of Sequoia’s back-office, including its funds and offshore structures. This included hands on responsibility for all finance, HR, compliance, IT, administration and marketing. Sequoia was a boutique global macro fund manager. I managed all aspects of Sequoia’s back-office, including its funds and offshore structures. This included hands on responsibility for all finance, HR, compliance, IT, administration and marketing.



AMP Financial Services

• Australia
• Investment Management

• Many positions

  • 1979 - 2004

  I ensured I moved around within AMP in search of challenge. Some of my roles included: - Superannuation funds administration - Corporate accounting - Company secretariat - Large project management eg. GIO integration, General ledger rollout across the Group, AMP demerger of its UK businesses. - Asian development - particularly China, India, Indonesia (posted as an expat), Japan, Singapore. I ensured I moved around within AMP in search of challenge. Some of my roles included: - Superannuation funds administration - Corporate accounting - Company secretariat - Large project management eg. GIO integration, General ledger rollout across the Group, AMP demerger of its UK businesses. - Asian development - particularly China, India, Indonesia (posted as an expat), Japan, Singapore.