Experience

Mutual Trust Pty Ltd

• Australia
• Financial Services
• 100 - 200 Employee

• Director, Risk

  • Oct 2020 - Present

  Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. We build purposeful, long-term relationships with our clients to help preserve their wealth for future generations and their communities.Building and sustaining significant family wealth and values does not just happen. It takes careful planning and deep engagement across generations.We work with our clients to establish a clear vision, shared passion and definition for the purpose of their wealth and how to support the positive impacts of wealth.Pro-active management, implementation and continuous development of the risk management framework across all areas of Mutual Trust’s business.

• Senior Risk Manager

  • Aug 2019 - Oct 2020

  Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. We build purposeful, long-term relationships with our clients to help preserve their wealth for future generations and their communities.Building and sustaining significant family wealth and values does not just happen. It takes careful planning and deep engagement across generations.We work with our clients to establish a clear vision, shared passion and definition for the purpose of their wealth and how to support the positive impacts of wealth.Pro-active management, implementation and continuous development of the risk management framework across all areas of Mutual Trust’s business.



Australian Unity

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

• Head of Risk Management Policy & Compliance

  • Jun 2018 - Aug 2019

  Leading the development of Australian Unity’s risk and compliance frameworks, policy and training to ensure they meet CPS220 requirements and continue to be fit for purpose given Australian Unity’s strategy and the external environment.Accountable for delivering an approach to the implementation of risk and compliance frameworks, policy and training that creates insights, drives quality decision making and supports the development of a mature risk and compliance capability and culture across Australian Unity.



EY

• Entertainment Providers
• 1 - 100 Employee

• Senior Manager - Financial Services Risk Management

  • Nov 2015 - Jun 2018

• Manager - Risk Advisory Services

  • Apr 2013 - Oct 2015

  Key projects that I've worked on to date:Major UK Pension ProviderWorking within the Investment Strategy and Execution team I was responsible for producing investment mandates across a range of different fund offerings and asset types. This involved gaining an extensive knowledge of how the funds should be managed and dealing with senior stakeholders including Investment Directors and Fund Managers to obtain agreement on this.The different mandates that I've worked on to date include: - Wealth including multi-manager, multi asset class and tactical asset allocation funds. - Treasury mandates for investment into asset-backed securities- Pension Portfolio mandates with changes due to pension reforms- Annuity funds with specific focus on Solvency II matching adjustment requirementsMajor UK Banking Group Review of miss-selling of Interest Rate Hedging Products. Working within the Customer Contact Team, I was responsible for reviewing redress statements to ensure that they correctly reflected the Banks position and attending Customer meetings to ensure that the Bank treated the Customer fairly. I was also responsible for managing feedback from meetings and communicating this to senior management staff at the Bank. I prepared training materials for the consequential loss work stream and presented training to EY staff to prepare them for this phase of the project. Major International Bank We performed a deep dive review into the processes, procedures and controls of the securities settlements team. Our report highlighted significant areas for improvement and suggested major changes to the operating model to streamline and reduce operational risk.



ED&F Man

• United Kingdom
• International Trade and Development
• 500 - 600 Employee

• Risk Manager

  • Sep 2011 - Apr 2013

  Management of counterparty risk control within a commodities trading environment by:- reviewing counterparty and country limit proposals and providing feedback and assistance to counterparty sponsors in preparation of the proposals. - managing the circulation and approval of counterparty and country limit requests by the appropriate approval bodies, including managing the responses to all queries raised. - preparation of reports for the monthly Risk Committee meetings- assisting in the development of the company's in-house counterparty risk system

• Internal Auditor

  • Mar 2009 - Sep 2011