Experience

Pendal

• Australia
• Financial Services
• 100 - 200 Employee

• Chief Financial Officer, Pendal Australia

  • Sep 2022 - Present

• Head of Group Finance - Strategic Initiatives

  • Mar 2021 - Present

  Responsible for leading Pendal Group's M&A activities, strategic and financial planning, supporting the Group CFO with Board and GEC papers (capital structure, dividend policy, seed investments), market announcements and stakeholder management.

• Head of Product and Strategy

  • Aug 2018 - Mar 2021

  Working with the Executive Team to develop, facilitate and deliver corporate strategy and product strategy. Responsible for the development of new and enhanced products identified as part of the product strategy, and management of Pendal's existing suite of products.

• Head of Product Solutions Group

  • Jun 2016 - Aug 2018

  Developing outcome based investment solutions for institutional and wholesale investors. Implementation of risk overlay frameworks for large cap equity portfolios. Portfolio manager for the BT SIV Emerging Companies Fund.



Aquasia

• Australia
• Financial Services
• 1 - 100 Employee

• Advisor

  • Nov 2014 - May 2016

  Corporate advisory (equity and debt), project finance advisory, financial structuring, valuation and risk management experience. Corporate advisory (equity and debt), project finance advisory, financial structuring, valuation and risk management experience.



NAB

• Australia
• Banking
• 700 & Above Employee

• Director, Infrastructure and Natural Resources

  • Oct 2011 - Nov 2014

  Project finance advisory (equity and debt), focused on financial structuring for large greenfield commodity, infrastructure and renewable energy projects. Project finance advisory (equity and debt), focused on financial structuring for large greenfield commodity, infrastructure and renewable energy projects.



Royal Bank of Scotland Business

• United Kingdom
• Banking
• 700 & Above Employee

• Director, Infrastructure Advisory

  • Dec 2008 - Aug 2011

  Continuation of position from ABN Amro due to RBS takeover. Commercial and financial structuring of greenfield PPP transactions. Refinancing of infrastructure projects for both commercial bank lending and debt capital markets. Continuation of position from ABN Amro due to RBS takeover. Commercial and financial structuring of greenfield PPP transactions. Refinancing of infrastructure projects for both commercial bank lending and debt capital markets.



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• Director, Structured Finance

  • Jan 2004 - Dec 2008

  Commercial and financial structuring for corporate and public-private companies. Developing derivative and hedging strategies for corporates involved in significant transactions (refinancings and M&A). Led commercial and financial structuring workstreams for public-private partnership projects. Commercial and financial structuring for corporate and public-private companies. Developing derivative and hedging strategies for corporates involved in significant transactions (refinancings and M&A). Led commercial and financial structuring workstreams for public-private partnership projects.



PwC

• Professional Services
• 700 & Above Employee

• Manager - Financial Risk Management/ Financial Services Audit

  • Jan 2000 - Dec 2003