Experience

Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Head of Institutional, Direct & Customer Solutions I Exec Dir I Banking and Financial Services Group

  • Oct 2014 - Present

  By delivering exceptional outcomes for our clients, I am responsible for delivering net book growth in our key product lines of home loans and car loans by building a Direct-to-Public offer which provides a service to those clients who would like to have a direct relationship with Macquarie. We are achieving growth by designing and delivering a completely new digital home loan application, approval and settlement journey which is complemented by digital acquisition marketing centred around the I Bank with Macquarie concept. In addition, I have also grown and managed a home loans retention team that works closely with our broker partners and clients to help meet their changing needs. This function has a heavy use of machine learning algorithms and data analysis to provide the best retention service possible. In October 2019 my role scope was further expanded to lead our national novated car leasing business that works closely with a range of novated leasing partners to provide a best in market product and service. Since late 2020, I have also led our initiative for Macquarie to be the Home of Electric Vehicles for Australian retail consumers who want to transition from internal combustion engine (ICE) cars to electric vehicles (EVs). The coming decade will determine the true extent of climate change, and there’s a big job to do. Our aim to help as many Australians as we can to buy an EV through our specialised EV buying service, which has a team with over 70 years of combined automotive industry experience, and by providing competitive finance options.I am responsible for ~200 staff and I’m very proud of the outcomes we are delivering for our clients and the business results we are achieving Show less

• Executive Director I Corporate Development & Strategy I Banking and Financial Services Group

  • Sep 2013 - Sep 2014

  Sourced and completed loan portfolio acquisitions and non-core asset divestments in the Australian Financial Services market. The areas of focus included Wealth Management, Personal Banking and Business Banking, and outcomes were delivered through either corporate activity or a strong partnership approach with strategic clients, primarily for home loans and credit cards

• Co-head of Macquarie Specialist Investments I Executive Director I Macquarie Asset Management Group

  • Apr 2009 - Aug 2013

  Led a business which focused on providing specialised client driven investment solutions offering Direct Equities, Managed Funds and Alternative Investment asset classes. Distribution was primarily achieved through a range of intermediated relationships and wholesale clients and included debt, capital protection and derivative structures. Via a combination of both direct management and a matrix functional approach, I was jointly responsible for business outcomes across Distribution, Product Development, Operations, Risk Management, Information Technology and Finance Show less

• Head of Distribution I Executive Director (2008) I Banking and Property Group

  • Apr 2006 - Mar 2009

  In addition to the National Sales Manager responsibilities, I also assumed responsibility for the Marketing function which included conducting market research and developing and executing investment and lending campaigns. All campaigns were integrated across a variety of media types and channels with a strong degree of data driven measurement attached

• National Sales Manager I Ass Dir (2003) & Div Dir (2006) I Banking and Property Group

  • Mar 2003 - May 2006

  Responsible for managing the national Sales team of ~25 people including State Managers in each State of QLD, NSW, VIC and WA. We continued to deliver growth through the distribution of margin lending, capital protected lending and structured products through a mainly intermediated distribution channel that was complemented by an increasing amount of volume from self-directed Direct investors. Additional responsibilities included delivering key note presentations, speaker participation at industry events and being the media spokesperson for trade and broadsheet publications Show less

• Senior Relationship Manager (State Manager) NSW/ACT I Banking and Property Group

  • Apr 2002 - Mar 2003

  Assumed responsibility for the sales team of 5 people for NSW/ACT to maintain our focus on delivering growth in the region. This was achieved by expanding the distribution footprint across more Dealer Groups and Independent Financial Advisers in both metropolitan and regional

• Relationship Manager I Macquarie Investment Lending I Banking and Property Group

  • Dec 1999 - Mar 2002

  Managed a portfolio of Financial Advisers to help them to implement margin lending and capital protected share market investments for their clients. This role needed a strong level of technical knowledge across a combination of equity markets, credit lending, debt and derivatives (OTCs) and the role scope included being able to deal with both Financial Advisers as well as the end investor

• Relationship Manager I Macquarie Mortgages I Banking and Property Group

  • Apr 1999 - Dec 1999

  In this role I was responsible for sourcing home loan business organically from referral networks and third party organisations like Real Estate Agents. A strong client service ethic ensured we maintained responsibility of the client relationship from initial contact right through to settlement and post settlement check-ins