Experience

MLC Asset Management

• Australia
• Investment Management
• 100 - 200 Employee

• Head of Investment Governance

  • Sep 2021 - Present

  To design, implement and maintain appropriate Investment Governance frameworks for MLC Asset Management and associated entities. Development of policies and procedures to meet regulatory and group requirements to ensure the appropriate treatment of client portfolios.

• Senior Investment Product Manager

  • Oct 2014 - Oct 2021

  Driving business development and safeguard retention of assets through the commercialisation of MLC Asset Management’s investment capability and to ensure products are meeting member and client expectations throughout their lifecycle,



MLC Wealth

• Senior Project Manager - MLC Customer Disclosure Communications

  • Jul 2007 - Oct 2014

  To drive continuous improvement in the quality of the governance process, content and production of MLC’s disclosure documents to ensure member and client expectations are being met and compliance with continually evolving regulatory requirements in relation to disclosure.

• Product Manager - MLC Investment Trust

  • Jan 2006 - Jul 2007

  To develop and monitor the multi-asset and single sector MLC Investment Trusts to ensure they are meeting member and client expectations, are profitable and comply with the law and industry standards.



NAB

• Australia
• Banking
• 700 & Above Employee

• Product Manager - JANA Implemented Consulting

  • Jan 2004 - Apr 2005

  To develop and monitor the multi-asset and single sector JANA Investment Trusts to ensure they are meeting JANA’s client expectations, are profitable and comply with the law and industry standards. To develop and monitor the multi-asset and single sector JANA Investment Trusts to ensure they are meeting JANA’s client expectations, are profitable and comply with the law and industry standards.