Experience

Human Financial Pty Ltd
• Australia
• Investment Management
• 1 - 100 Employee
• Senior Operations Executive

  • Jul 2023 - Present


MLC Life Insurance

• Australia
• Insurance
• 700 & Above Employee

• Head of Key Accounts and Regulatory Governance

  • Oct 2021 - Apr 2023

  In this role I reported to General Manager of the Retail Distribution. I was responsible for driving development and implementation of appropriate business procedures, strategies, systems, controls, governance frameworks and policies to ensure best practice business operations, operational risk management and full compliance with industry and regulatory standards, as it pertains to Retail Distribution and partners (advisers and/or licensees). Provide oversight and management of all aspects of Adviser Services functions including operational performance, business procedures, control monitoring and uplift, compliance requirements, alignment to product remuneration frameworks, staff training and development and regulatory obligations. Lead MLCL’s Key Institutional and Mid-Tier Account Management Strategy, working with major Licensee clients to ensure MLCL is represented on their APLs In this role I was responsible for managing the Licensee engagement team and providing them with support and guidance in ensuring they are successful in executing our institutional and mid-tier account strategy, and was accountable for developing, implementing and managing initiatives to achieve licensee outcomes against defined metrics. I worked closely with licensee GM’s, and with internal and external stakeholders to deliver licensee revenue and expense targets. Show less



MLC Australia

• Australia
• Financial Services
• 400 - 500 Employee

• • Apr 2018 - Oct 2021

  • Reporting to the General Manager of Advice, in this role I managed a pool of Strategic Growth and Practice Implementation Consultants to ensure the delivery of operational support services for all self-employed licensee leaders and adviser networks. I acted as Authorised Officer, Power of Attorney and Delegate for the Director of their respective Australian Financial Services Licensee. I was the key voice of the business and adviser in key projects being conducted as well as managing the relationships with all key accounts and performed the role of figurehead for the licensee, representing the business to the broader marketplace. Show less

• • Nov 2015 - Mar 2018

  In this role I reported to General Manager of the Licensees and was accountable for developing, implementing and managing initiatives to achieve licensee outcomes against defined metrics. I worked closely with licensee GM’s, and with internal and external stakeholders to deliver licensee revenue and expense targets.

• • Feb 2015 - Nov 2015

  In this role I reported to General Manager of MLC Advice. I developed, agreed and implemented consistent customer philosophies across MLC Advice Centres, Gateway and Digital Advice. I coached, led and developed a new Advice Development team and oversaw recruitment of advisers in accordance with MLC Advice Framework. I was able to build strong relationships with key stakeholders within MLC Wealth Advice.

• • Sep 2013 - Feb 2015

  This role reported to Head of Retention and was responsible for 4 employees. I was tasked with designing, delivering and embedding an agreed Retention Distribution Strategy with emphasis on driving key retention initiatives through the distribution channels impacting over 2000 advisers and over 1m clients.

• • Sep 2006 - Sep 2013

• • Feb 2005 - Sep 2006

• • Nov 1999 - Feb 2005