Experience

PFS Consulting

• Australia
• Financial Services
• 1 - 100 Employee

• Principal

  • Apr 2019 - Present

  Jules has over 30 years of experience applying actuarial skills to a wide range of challenges and giving decision makers insights to support them making better informed business decisions. He has an interest in good governance and establishing effective processes for that, with a focus on risk management. Jules has over 20 years of experience with professional training for both the actuarial profession and for insurance supervisors. He is an active member of the profession both in Australia and with the International Actuarial Association. Jules is an accomplished presenter and has authored over 60 papers and articles. Speak to Jules about risk management and operational risk (quantification, governance, and benchmarking), investment product unit pricing matters, and applying transferable actuarial skills in new and developing areas.



Lifetime Income

• Director

  • Jun 2011 - Present

  Developing efficient retirement income streams for retirees with Defined Contribution superannuation/pension savings. With the objective of improving quality of life through the use of retirement income streams to support services that can be purchased. This focuses on the use of the funds rather than the funds themselves (which are a means to an end). This drives a holistic and flexible approach to retirement, broader than a one-dimensional approach focused only on ongoing income streams. For example, the issue of managing cognitive impairment as retirees age is reflected.



Enterprise Metrics

• Director

  • Jan 1996 - Present

  Providing consulting services and professional capacity development services in the financial services, with a focus on superannuation, wealth management, and insurance. I apply transferrable actuarial skills coupled with broad experience to achieve pragmatic outcomes for clients to help them make better business decisions reflecting the deeper insight given by the advice provided. Providing consulting services and professional capacity development services in the financial services, with a focus on superannuation, wealth management, and insurance. I apply transferrable actuarial skills coupled with broad experience to achieve pragmatic outcomes for clients to help them make better business decisions reflecting the deeper insight given by the advice provided.



University of Melbourne

• Australia
• Higher Education
• 700 & Above Employee

• Professional training and education

  • Jan 2000 - Present

  Development and delivery of professional actuarial education for the Institute of Actuaries of Australia. Developed, managed, and delivered actuarial subjects at the University of Melbourne (Actuarial Control Cycle, Introduction to Actuarial Practice). Syllabus development with Institute of Actuaries including Part II - Control Cycle, Part III - Global Retirement Income Systems, and Enterprise Risk Management). Jules was an Honorary Senior Fellow at the University of Melbourne from January 2000 through to June 2013.



International Actuarial Association

• Canada
• Non-profit Organization Management
• 1 - 100 Employee

• Committee service

  • 2004 - Present

  Jules has represented the Australian profession on a range of IAA Committees and Taskforces including: - The Inclusive Insurance Virtual Forum (this group and its predecessor have produced several IAA papers) - The Advice and Assistance Committee (supporting new and developing actuarial associations) - The Risk Book Editorial Board (overseeing the IAA Risk Book) - A Board member of the Actuaries WIthourt Border section (the AWB ceased to be a section of the IAA in 2021) Jules has represented the Australian profession on a range of IAA Committees and Taskforces including: - The Inclusive Insurance Virtual Forum (this group and its predecessor have produced several IAA papers) - The Advice and Assistance Committee (supporting new and developing actuarial associations) - The Risk Book Editorial Board (overseeing the IAA Risk Book) - A Board member of the Actuaries WIthourt Border section (the AWB ceased to be a section of the IAA in 2021)



Actuaries Institute

• Australia
• Education Administration Programs
• 1 - 100 Employee

• Council (Board) Member

  • Jan 2019 - Dec 2021

  Elected for my second 3-year term (2019-2021) in late 2018. I was one of 10-12 Council members. My first term on council was 2011-2013. The Institute of Actuaries of Australia is the sole professional body representing actuaries in Australia. Elected for my second 3-year term (2019-2021) in late 2018. I was one of 10-12 Council members. My first term on council was 2011-2013. The Institute of Actuaries of Australia is the sole professional body representing actuaries in Australia.



IAIS - International Association of Insurance Supervisors

• Switzerland
• Insurance
• 1 - 100 Employee

• Senior Policy Advisor

  • Jul 2013 - Jun 2019

  The IAIS develops policy documents in particular the Insurance Core Principles (ICPs) and related supporting materials for adoption by national supervisors. Jules was part of the team that developed the first global capital adequacy standards and managed the update of the IAIS's Core Curriculum (which support the ICPs). The IAIS develops policy documents in particular the Insurance Core Principles (ICPs) and related supporting materials for adoption by national supervisors. Jules was part of the team that developed the first global capital adequacy standards and managed the update of the IAIS's Core Curriculum (which support the ICPs).



Association of Superannuation Funds of Australia (ASFA)

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Advisor - Policy Strategy

  • Jul 2010 - Feb 2011

  Providing policy and strategic advice to ASFA members (superannuation funds, service providers etc) with the objective of supporting the long-term best interests of superannuation fund members (the users of the superannuation system). Providing policy and strategic advice to ASFA members (superannuation funds, service providers etc) with the objective of supporting the long-term best interests of superannuation fund members (the users of the superannuation system).



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Partner

  • 2008 - 2010

  Assisted with establishing, leading, and developing EY's new Melbourne based actuarial team which provided a range actuarial services to a multiple clients. Assisted with establishing, leading, and developing EY's new Melbourne based actuarial team which provided a range actuarial services to a multiple clients.



Melbourne Financial Services Symposium

• Advisory Board Member

  • 2005 - 2010



The Australian APEC Study Centre (AASC)

• Australia
• International Trade and Development
• 1 - 100 Employee

• Advisory Board Member

  • 2000 - Jun 2009

  Development and delivery of regional financial services regulatory capacity building through training programs, international seminars, and dialogues. Over 500 supervisors from over 20 countries outside Australia attended one of over 30 events. Areas covered include insurance, pensions, and banking. Development and delivery of regional financial services regulatory capacity building through training programs, international seminars, and dialogues. Over 500 supervisors from over 20 countries outside Australia attended one of over 30 events. Areas covered include insurance, pensions, and banking.



Askit Consulting Pty Ltd

• Director

  • Feb 2000 - Jun 2008

  Actuarial consulting in wealth management, operational risk management (qualitative and quantitative), insurance, and superannuation (pensions) in addition to more traditional actuarial work. Particular expertise with all aspects of value attribution for investment products (crediting rates and unit pricing) including governance and policy, implementation, and remediation of errors. Actuarial consulting in wealth management, operational risk management (qualitative and quantitative), insurance, and superannuation (pensions) in addition to more traditional actuarial work. Particular expertise with all aspects of value attribution for investment products (crediting rates and unit pricing) including governance and policy, implementation, and remediation of errors.



Colonial Mutual Life

• Consultant

  • Apr 1997 - Dec 2000

  Provide advice and assistance on a wide range of topics, including product development, valuations, domestication of overseas branches, and financial condition reports for the international businesses in the Colonial group. Provide advice and assistance on a wide range of topics, including product development, valuations, domestication of overseas branches, and financial condition reports for the international businesses in the Colonial group.



Tillinghast - Towers Perrin

• Consultant

  • Mar 1993 - Mar 1997

  Provided life insurance, superannuation, and other actuarial consulting to clients. Led and developed the annual life insurance industry expense benchmarking studies. Provided life insurance, superannuation, and other actuarial consulting to clients. Led and developed the annual life insurance industry expense benchmarking studies.



SGIC

• Senior Manager - Actuarial and Systems

  • Jul 1989 - Mar 1993

  Responsible for the actuarial services and system management through a challenging period of rapid growth of a range of investment products. Responsible for the actuarial services and system management through a challenging period of rapid growth of a range of investment products.