Experience

Elantis Premium Funding

• Australia
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Jun 2022 - Present



Macquarie Group

• Non-profit Organizations
• 1 - 100 Employee

• Division Director

  • Jul 2020 - Jun 2022



Macquarie Pacific Funding Pty Ltd

• Chief Executive Officer

  • Jan 2015 - Oct 2018

  Macquarie Pacific Funding Ltd (MPFL) was the result of the acquisition of Pacific Funding Pty Ltd by Macquarie Premium Funding (a joint venture with Steadfast Group Ltd) in 2013. As one of the co-founders of Macquarie Premium Funding, I was brought in to turn around the declining business after a problematic initial integration period. Responsibilities: ✦ Develop and lead business strategy to rebuild the brand, reduce costs, drive sales growth and to meet the additional challenges provided by the soft premium cycle. ✦ Full P&L responsibility for the stand-alone organisation, reporting into a shareholder board. ✦ Create a strong and collaborative management team to provide robust leadership and rebuild the sales and operational teams to realise the new strategic goals. ✦ Re-establish relationships with broking customers, listen to feedback, identify issues, and re-establish trust in the brand, the products and customer service. ✦ Re-establish confidence in MPFL in the marketplace, maintaining a visible presence with attendance at industry events and conferences and acting as the lead spokesperson for the media. ✦ Drive product innovation and enhanced value propositions to ensure that the company offering continues to meet customer needs. ✦ Deliver robust governance and regulatory compliance, maintaining an effective and commercial risk management framework at a business, portfolio and transactional level. Achievements: ✦ Successfully transformed the business with a strategic and operational plan, reversing the decline in sales, improving the cost structure and re-establishling the company’s authority in the marketplace with a Net Promoter Score of 69 in October 2018. ✦ Improved efficiencies with a streamlined and higher skilled workforce and substantially improved people engagement from 45% in 2016 to 70% in 2018 (AON Hewitt survey). ✦ Successfully launched new product and service enhancements, including a re-designed and updated delivery platform, Edge.



Macquarie Bank Limited

• National Segment Head, Insurance Services

  • Jul 2010 - Jan 2015

  In my role as National Segment Head for Insurance Services, I was responsible for the strategy, relationships and day-to-day operations of this targeted sector of Macquarie Business Bank, which offers bespoke services and products to assist brokers with their financial and banking needs.Responsibilities:✦ Provide strategic leadership with responsibility for the segment’s sales growth and profitability.✦ Lead national sales strategy, structuring and engineering deals and managing the performance of state sales teams to meet budget targets. ✦ Build and maintain valuable relationships with key clients and accounts to monitor performance and identify opportunities to add value with tailored solutions.✦ Lead product and services innovation and enhancements across the Insurances Services portfolio, including business and cash flow lending, property lending, transactional banking, asset and equipment finance. ✦ Contribute to the transaction process for the acquisition of Pacific Funding Pty Ltd to integrate with Macquarie Premium Funding Pty Ltd. ✦ Responsible for all risk management and governance for Macquarie Insurance Services. Achievements:✦ Contributed to market innovation with a DEFT system (Macquarie Premium Payments), which was created in response to user feedback and provided an automated deposit system for immediate reconciliations, dramatically reducing the staff and time required to manage payment collections.✦ Promoted a new cash flow lending product, Macquarie Premium Payments, which attributed value to business income rather than just assets. This opened up enormous potential for brokers to expand their operations via acquisition with a strong consolidation trend emerging across the insurance broking industry. ✦Played a substantial role in the successful Steadfast Group IPO in 2013, arranging the corporate line of debt and restructuring banking requirements of Steadfast member firms to support the IPO process.

• Business Head/Associate Director, Macquarie Premium Funding

  • Jul 2006 - Jul 2010

  Having co-founded the Macquarie Premium Funding business in 2002 and established it as a successful separate sector within the Business Bank, I became Business Head in 2006 until the joint venture with Steadfast Group Ltd, after which I managed all non-sales functions, as well as international expansion.Responsibilities:✦ Ongoing responsibility for the Business Bank’s Insurance Services segment, providing strong leadership, employee motivation, product innovation, productive customer relationships, and robust governance.✦ Contribute to the business structuring of the joint venture and provide specialist knowledge and expertise to assist in the establishment of the new Macquarie Premium Funding Pty Ltd .✦ Following the joint venture with Steadfast Group Ltd, maintain day-to-day responsibility for the effective and efficient provision of Macquarie Services to MPFPL, including operations, risk, compliance, legal, IT, marketing and funding.✦ Play a key role in the international expansion strategy, conducting due diligence, building and presenting the business case, and securing funding at Group level.✦ Play a key role in the acquisition process and manage the integration of the acquired company to align local commercial activities with Macquarie Premium Funding best practice.✦ Maintain ongoing management of the national and international businesses with centralised P&L management, product portfolios, regulatory compliance, risk management and IT. Achievements:✦ Acquired a number of overseas organisations, including a premium funding business in Canada in 2006, followed by the purchase of AON Insurance Premium Funding portfolios in both Canada and the UK in 2009. ✦ Achieved continued growth of the Insurance Services banking sector, with an expanded portfolio and continual product enhancements to drive new client acquisition and provide a superior customer experience, developing a new segment strategy (from 2001) into a market- leading position.

• Senior Manager, Macquarie Premium Funding

  • Jul 2003 - Jul 2006

• Account Manager

  • Sep 2001 - Jul 2003



St George Ltd

• United Kingdom

• Account Manager, Corporate & Business Banking

  • Sep 1995 - Sep 2001