Experience

MLC Asset Management

• Australia
• Investment Management
• 100 - 200 Employee

• Head of Fixed Interest Assets

  • Sep 2023 - Present

  Melbourne, Victoria, Australia



IOOF

• Australia
• Financial Services
• 500 - 600 Employee

• Head of Fixed Interest Assets (IOOF, MLC)

  • Sep 2021 - Sep 2023

• Head of Fixed Interest Assets (IOOF)

  • Jul 2020 - Sep 2021

• Portfolio Manager Fixed Interest

  • Nov 2016 - Jun 2020

  Melbourne, Victoria, Australia



Western Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Investment Management

  • Feb 2013 - Oct 2016

  melbourne area, australia Ensuring portfolios are invested according to the specific investment management strategies Managing the investment of portfolios in the Australian and New Zealand fixed income universe across an issuer’s capital structures Making portfolio construction decisions on the implementation of portfolio positions Develop and implement interest rate strategies with OTC derivatives and exchange traded derivatives Developing fixed income investment strategies for investors to enhance their… Show more Ensuring portfolios are invested according to the specific investment management strategies Managing the investment of portfolios in the Australian and New Zealand fixed income universe across an issuer’s capital structures Making portfolio construction decisions on the implementation of portfolio positions Develop and implement interest rate strategies with OTC derivatives and exchange traded derivatives Developing fixed income investment strategies for investors to enhance their portfolio performance Undertake macro and micro economic analysis Responsible for the performance of assigned portfolios Constructing trade lists to manage index changes and portfolio asset allocation adjustments Making relative value decisions on bond issues both from interest rate and credit perspective Fair value analysis for new bonds and deciding whether to participate on new bond issues Trading fixed income securities totalling A$21 billion FUM across a number of portfolios Core Fixed income, Global mandates, High yield and Cash Managing portfolios in JPY, AUD and NZD Show less



Australian Unity

• Australia
• Wellness and Fitness Services
• 700 & Above Employee

• Portfolio Manager - Cash and Fixed Income

  • Dec 2011 - Feb 2013

  melbourne area, australia Responsible for the trading activities of assigned investment portfolios with FUM of over $3 billion, and compliance with the investment management policy statement of each respective portfolio Management of Australian Unity Investments and Group’s interest rate (Over $2 billion) and foreign exchange exposures ($200 million) in line with policy guidelines Responsible for developing and implementing investment strategies for cash and fixed income portfolios Develop and implement… Show more Responsible for the trading activities of assigned investment portfolios with FUM of over $3 billion, and compliance with the investment management policy statement of each respective portfolio Management of Australian Unity Investments and Group’s interest rate (Over $2 billion) and foreign exchange exposures ($200 million) in line with policy guidelines Responsible for developing and implementing investment strategies for cash and fixed income portfolios Develop and implement interest rate strategies with OTC derivatives and exchange traded derivatives Manage BigSky Credit Union investments portfolio within APRA ADIs guidelines and investment policy statement Responsible for the performance of assigned portfolios Structuring and implementation asset and liability management (ALM) strategies for investment portfolios to optimise capital requirements Preparation or amendment of investment policy statements for assigned portfolios Manage the relationship with rating agencies and regulatory bodies (APRA) Manage banking, external investors and brokers relationships Report the investment portfolio holdings and performance for assigned portfolios

• Manager Capital Markets

  • Jan 2010 - Dec 2011

  Melbourne Area, Australia Management of capital and liquidity management with debt facilities of over $2 billion across 10 Trusts Establishing and implementing structured debt facilities Implementation of policies and objectives in relation to funding and liquidity requirements Management of onshore funding alternatives and financing structures (AUD MTM and retail investment notes programme) Documentation of bank debt facilities (both secured and unsecured), capital markets programs and issuance of… Show more Management of capital and liquidity management with debt facilities of over $2 billion across 10 Trusts Establishing and implementing structured debt facilities Implementation of policies and objectives in relation to funding and liquidity requirements Management of onshore funding alternatives and financing structures (AUD MTM and retail investment notes programme) Documentation of bank debt facilities (both secured and unsecured), capital markets programs and issuance of securities Management of banking relationships Preparation and review of annual financing plan and monthly board papers Management of internal and external reporting requirements Management of debt facility covenant requirements across 10 trusts, each requiring monthly reports and a check of compliance with financial covenants. Preparation of monthly reporting to the Board, Investment Committee and Management Investment Committee Preparation of Information Memorandums to financiers and investors Research relevant data including: benchmarking on comparable debt facilities, information fund costs incurred by relevant financiers and total revenue paid to each financier by the Australian Unity Group



The Westfield Group

• United States
• Events Services
• 1 - 100 Employee

• Treasury Manager

  • Mar 2007 - Jan 2010

  Foreign exchange risk management Develop policies and procedures for the management of Westfield foreign currency risk, interest rate risk and credit risk exposure associated with treasury activities. Manage the Group’s global foreign exchange exposures in Australia, New Zealand, United Kingdom and USA in accordance to Westfield’s policies Managing the Group’s income exposures in AUD/USD (US$ 1.5 billion), AUD/NZD (NZ$1.2 billion) and AUD/GBP (UK£ 500m) Preparation of hedging… Show more Foreign exchange risk management Develop policies and procedures for the management of Westfield foreign currency risk, interest rate risk and credit risk exposure associated with treasury activities. Manage the Group’s global foreign exchange exposures in Australia, New Zealand, United Kingdom and USA in accordance to Westfield’s policies Managing the Group’s income exposures in AUD/USD (US$ 1.5 billion), AUD/NZD (NZ$1.2 billion) and AUD/GBP (UK£ 500m) Preparation of hedging recommendations and treasury reports to the Board and Senior Management by articulating an economic and market view Interest rate risk management Manage the Group’s interest rate risk exposures (US$14.3 billion, UK£4.0 billion and A$ 4.0 billion) Manage the Group’s balance sheet exposure (US$ 4 billion, UK£ 4.0 billion and NZ$ 1.3 billion) Execution of hedging through currency options, interest rate swaps, cross currency swaps and swaptions Preparation of hedging recommendations and treasury reports to the Board and Senior Management by articulating an economic and market view Bond pricing and Treasury lock execution. Show less



Axa Australia

• Treasury Analyst

  • May 2004 - Mar 2007