Current Work
Independent Adviser
- A multi-skilled strategic professional services leader with deep experience across major financial services sectors/complex environments.
- Proven trusted adviser in Australian market with a deep and broad track record in transaction advice and diligence, external/internal audit, risk and regulation.
- Leading adviser on mergers, acquisitions/divestments, demergers and floats in the Australian capital markets.
- Key topics: mutual bank mergers, acquisitions/ divestments/ demergers, due diligence, external/ internal audit, risk management, prudential regulation, corporate securities regulation, governance, compliance,
- securistisation, strategy implementation, integration/separation
Geographies:
- Australia & NZ
- Europe(UK, Croatia), Asia(Vietnam, HK, Singapore)
Client sectors:
Financial Services covering banking, superannuation, wealth, asset management, private health insurance, life insurance, general insurance, payments, securitisation, treasury and capital markets, government financial services (treasury and funds management)
Before and Outside ICG
Senior Financial Services Partner (Big 4 over 34 years):
- Lead Client Service Partner across major FS clients
- Senior Financial Services auditor covering banking, wealth and insurance. Responsible for major bank audit globally, local regional and mutual bank clients.
- Banking & Capital Markets industry leader for firm
- Risk and regulatory adviser and auditor across APRA, ASIC and AUSTRAC
Oceania Market Leader Strategy & Transaction Practice:
Built and led a top-tier Financial Services Strategy and Transaction (FS SAT) practice, which is now the market leader according to Merger Markets. This practice has advised on every major financial services transaction over $100 million in the past five years and is reputedly the preferred adviser in the market.
Credentials:
- Bachelor of Economics (Major Accounting) (B.Ec) Monash Univeristy
- Fellow, Chartered Accountants ANZ (FCA)
- Fellow, FINSIA (FFIN)
- Graduate, Australian Institute of Company Directors (GAICD
Community:
Non-Executive Director across education, sport and financial services companies (past(2) and present (2))
Contact
Email: [email protected]
LinkedIn:
Phone: +61 416 103 025