Experience

PFS Consulting

• Australia
• Financial Services
• 1 - 100 Employee

• Principal

  • Nov 2021 - Present

  Risk & compliance consultant | Chief Risk Officer | Chief Audit Executive Risk & compliance consultant | Chief Risk Officer | Chief Audit Executive



CatholicCare Sydney

• Australia
• Non-profit Organizations
• 100 - 200 Employee

• Non Executive Director

  • May 2015 - Present



Self-employed

• Consultant - Risk management & compliance

  • Dec 2021 - Nov 2022

  Consultant specialising in risk management and compliance advice for Financial Services clients Consultant specialising in risk management and compliance advice for Financial Services clients



Grant Thornton Australia

• Australia
• Accounting
• 700 & Above Employee

• National Head of Financial Services

  • Feb 2015 - Nov 2021

  Responsibilities: Lead and grow the Financial Services practice Lead high quality services delivered to clients Lead a team of 7 partners & 50 people across Australia Thought leadership and events to inform and educate clients and prospective clients Contribute to the International firm’s Financial Services practice through being a member of the Global FS Steering Committee and Global FS Business Risk Services Steering Committee Achievements include: - Presented to numerous Boards, Audit Committees and Risk Committees, delivering value added insights which helped clients to improve their businesses - Initiated and led the relationship with APRA by building relationships with officials and establishing an APRA Account Team, securing recognition as a credible service provider for APRA and regulated financial institutions - Consulted to APRA on Thematic Review of Material Related Party Outsourcing in Superannuation (APRA’s first ever outsourcing of a Thematic Review). My analysis and insights assisted APRA to drive reforms in the sector to improve member outcomes and ensured the firm delivered a high quality service and comprehensive report to APRA



ACCESS EAP

• United States
• Human Resources Services
• 1 - 100 Employee

• Non Executive Director

  • 2016 - 2018

  Board member for Access EAP including oversight of two acquisitions in Victoria & Tasmania Board member for Access EAP including oversight of two acquisitions in Victoria & Tasmania



Sisters of the Good Samaritan

• Finance Council Member

  • 2010 - 2016

  Member of Finance Council, bringing finance, audit, investment, due diligence and strategy skills Member of Finance Council, bringing finance, audit, investment, due diligence and strategy skills



KPMG Australia

• Australia
• Business Consulting and Services
• 700 & Above Employee

• Partner

  • Feb 2008 - Feb 2015

  Build on the firm’s presence in FS by building relationships and securing new clients and revenue generating engagements Maintain and lead existing client accounts by delivering high quality services and adding value to clients’ businesses Launch and lead the new business - Financial Reporting Centre (“FRC”) Achievements include: - Key account partner on ANZ Group audit - responsible for audit of 3 retail superannuation funds, QC review of 218 MIS’, audit of E*Trade, regulatory opinions for all entities in ANZ Global Wealth business - Oversaw the response to introduction of Superannuation Prudential Standards at 1 July 2013. Contributed to client workshops and managed audit partner tenure, independence & rotation obligations, enabling compliance with regulatory requirements and mitigating potential reputation risk



Charities Aid Foundation (CAF)

• United Kingdom
• Non-profit Organizations
• 300 - 400 Employee

• Non Executive Director

  • 2009 - 2010

  Board member providing skills in finance, audit & strategy Board member providing skills in finance, audit & strategy



EY

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

• Partner

  • Jul 2004 - Dec 2007

• Principal

  • Jan 2000 - Jun 2004

• Senior Manager

  • Jul 1997 - Dec 1999

• Manager

  • Feb 1995 - Jun 1997