I provide pragmatic and commercial governance, regulatory, compliance and risk advice to banking, wealth management, insurers and other ASX-listed clients.

Previously a partner at one of Australia’s largest global accounting and consulting firms, I have held various leadership roles including leading the Risk and Regulatory Consulting practice as well as being the Corporate Consulting Markets Leader. Prior to this, I worked at some of Australia’s largest fund managers in a variety of roles including business development, corporate superannuation member services, marketing and institutional distribution.

Career highlights

• Led a number of significant reviews of financial services organisations including a number of ASX listed organisations. This has included being the lead Partner on multiple Independent Expert reviews for ASIC APRA and SIRA.
• Supported a number of organisations design, implement and improve their operational, risk and compliance processes and structures to enhance operational efficiencies, meet existing and changing regulations or as a result of regulatory intervention.
• Seconded to a number of senior Risk and Compliance roles including Acting Chief Risk Officer for a large life insurer.
• Supported a number of Superannuation Trustees review, design and implement governance frameworks and operating models to support the effective execution of fiduciary responsibilities. This has included the review, design and implementation of policies, procedures, outsourcing arrangements, delegations, assurance activities, delegations of authority and reporting approaches.
• Educated a number organisations on how to respond to significant regulatory inquiry. This has included mobilising large scale teams to support the collation of significant information requests to the expectations and timelines of key regulators including ASIC and APRA.