Experience

Zurich Australia

• Financial Services
• 400 - 500 Employee

• Strategic Client Partnership Manager

  • Oct 2021 - Present



Rest

• Australia
• Financial Services
• 400 - 500 Employee

• General Manager, Strategic Accounts & Distribution

  • Apr 2019 - Jun 2020

• Head of Employer Engagement

  • Mar 2017 - Apr 2019

  Responsible for leading the Employer Engagement Team of 22 building relationships with key employers, both existing and prospective and tender consultants; position Rest's services and products to deepen relationships and improve retention of members and grow market share.Define the employer engagement strategy including portfolio segmentation, value and opportunity assessment and Employer Value Proposition and prioritising activities, focus and capabilities within the Employer Engagement Team and across Rest, delivering on the 'Business Plan goals' set with employers.Develop the target market strategy and business model to acquire new employer relationships as well as drive the development within existing employers.

• Head of Employer Engagement

  • Mar 2017 - Apr 2019



Global Therapeutics (A Blackmores Company)

• Head of Sales (6 month contract)

  • Sep 2016 - Mar 2017

  Global Therapeutics has two brands, Fusion Health & Oriental Botanicals, which are distributed through health food stores and pharmacies respectively. • Managed team of 19 sales & service professionals focussed on mentoring, workforce planning and performance management • Overall responsibility for relationships with key accounts in health food and pharmacy channels • Supported General Manager in developing and evolving corporate structure and strategy. • Ensured Fusion Health maintained its number one position in vitamin sales within the health food channel through development of customer engagement plans across team • Driving increased sales into pharmacy channel by being core ranged in key banner groups. • Developed account management planning process ensuring specific client needs are targeted to maximise sales • Identified key commercial points of differentiation within a competitive market segment



Pure Edge Pty Ltd

• Director

  • Nov 2014 - Mar 2017

  Pure Edge develop and produce high quality, 100% natural, certified organic sports nutrition. We are an Australian owned company based on the Northern Beaches of Sydney. Pure Edge develop and produce high quality, 100% natural, certified organic sports nutrition. We are an Australian owned company based on the Northern Beaches of Sydney.



Nikko Asset Management Group

• Japan
• Investment Management
• 300 - 400 Employee

• Head of Sales & Marketing

  • Sep 2011 - Aug 2014

  • Worked closely with CEO and senior management in Japan Head Office developing company growth strategy • Managed team of 19 sales, service, marketing & product professionals focussed on mentoring, workforce planning and performance management • Directly responsible for managing key client relationships • Regular reporting to management & Board levels on sales, marketing and product KPI's. • Substantial new investment mandates won • Developed account management planning process ensuring specific client & consultant needs were targeted to maximise sales/cross-sell and client retention. • Managed asset consultant relationships to ensure consistent review of investment capabilities to garner positive investment ratings e.g. buy/sell ratings • Worked collaboratively with investment teams to establish a unique sales proposition to implement across institutional and retail market segments • Overall responsibility for developing and executing the marketing strategies • Developed, designed and executed new sales, marketing and product team structure including hiring and re-allocation and deployment of existing staff resources



(CFSGAM) Colonial First State Global Asset Management

• Australia
• Financial Services
• 1 - 100 Employee

• Head of Institutional Business Development

  • Mar 2008 - Sep 2011



Perpetual Limited

• Australia
• Financial Services
• 700 & Above Employee

• General Manager Income & Multi-Sector Assets

  • Oct 2006 - Mar 2008



Plum

• Australia
• Financial Services
• 100 - 200 Employee

• Head of Client Relationships

  • Oct 2002 - Oct 2006



Deutsche Asset Management - (DirectChoice - Corporate Superannuation Master Trust)

• Head Of Business Development

  • Sep 2000 - Sep 2002



Plum

• Australia
• Financial Services
• 100 - 200 Employee

• Manager, Northern Region & Business Development Manager

  • Aug 1998 - Sep 2000



MLC, Mercer, Prudential

• Various

  • Sep 1984 - Aug 1998

  Worked in corporate superannuation administration and consulting roles focussing on benefit design within corporate plans, advising on legislative changes, investment and insurance reviews. Worked in corporate superannuation administration and consulting roles focussing on benefit design within corporate plans, advising on legislative changes, investment and insurance reviews.