Experience

Various

• Investment Management
• 700 & Above Employee

• Contract roles

  • Apr 2023 - Present

  While I search for my next permanent role, I am enjoying contract work. This is a great opportunity to learn new technical information and ways of working. Currently completing a short term contract at Resolution LIfe. While I search for my next permanent role, I am enjoying contract work. This is a great opportunity to learn new technical information and ways of working. Currently completing a short term contract at Resolution LIfe.



BT

• Australia
• Financial Services
• 700 & Above Employee

• Head of Customer Support, Life Insurance Operations

  • Jul 2020 - Aug 2022

  Senior business lead on high priority strategic and regulatory projects, while retaining responsibility for Group Insurance trustee, employer and reinsurance relationships post closure of the Group Insurance business. Projects included Customer Remediations and RG271 (Internal Dispute Resolution). Senior business lead on high priority strategic and regulatory projects, while retaining responsibility for Group Insurance trustee, employer and reinsurance relationships post closure of the Group Insurance business. Projects included Customer Remediations and RG271 (Internal Dispute Resolution).



BT

• Australia
• Financial Services
• 700 & Above Employee

• Head of Group Insurance

  • Nov 2017 - May 2019

  WLISL was appointed as the insurer for BT Super’s range of corporate superannuation products from 1 January 2018. Key responsibilities were end to end leadership of the Group Insurance team and development and implementation of the strategy to deliver profitable growth. WLISL was appointed as the insurer for BT Super’s range of corporate superannuation products from 1 January 2018. Key responsibilities were end to end leadership of the Group Insurance team and development and implementation of the strategy to deliver profitable growth.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Executive Manager, Member Services, Commonwealth Bank Group Super (12 month secondment)

  • Mar 2016 - Mar 2017

  Commonwealth Bank Group Super is one of Australia's largest corporate super funds. The purpose of the role was to lead a team of product managers, with a particular focus on insurance, and to own the relationships with key partners, including the Board, Board Committees and senior management as well as key service providers including the group life insurer and providers of administration and intra-fund advice services. Commonwealth Bank Group Super is one of Australia's largest corporate super funds. The purpose of the role was to lead a team of product managers, with a particular focus on insurance, and to own the relationships with key partners, including the Board, Board Committees and senior management as well as key service providers including the group life insurer and providers of administration and intra-fund advice services.



Colonial First State

• Australia
• Financial Services
• 700 & Above Employee

• National Manager, Corporate Superannuation Distribution

  • Mar 2014 - Feb 2016

  Accountable for leading the sales and relationship management function for CFS’s Corporate Superannuation team. Accountable for leading the sales and relationship management function for CFS’s Corporate Superannuation team.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Head of Change Management, Wealth Management

  • Apr 2011 - Jun 2012

  Responsible for establishing and leading the Organisational Change Management function for CBA’s Wealth Management division. Key responsibilities included senior level stakeholder engagement, prioritising and allocating specialist change management resources to a portfolio of strategic projects and developing and implementing a change capability program. Responsible for establishing and leading the Organisational Change Management function for CBA’s Wealth Management division. Key responsibilities included senior level stakeholder engagement, prioritising and allocating specialist change management resources to a portfolio of strategic projects and developing and implementing a change capability program.



FINANCIAL WISDOM LIMITED

• Financial Services
• 1 - 100 Employee

• Head of Financial Wisdom Strategy

  • Nov 2008 - Dec 2009

  Financial Wisdom is a financial planning dealer group owned by the Commonwealth Bank. The key responsibility for this role was to validate and implement a range of projects as per the strategic plan. This included project management of several key initiatives as well as developing a national business plan and coaching State Managers in the development and implementation of state-level plans. Financial Wisdom is a financial planning dealer group owned by the Commonwealth Bank. The key responsibility for this role was to validate and implement a range of projects as per the strategic plan. This included project management of several key initiatives as well as developing a national business plan and coaching State Managers in the development and implementation of state-level plans.