BOARD CHAIR & COMMITTEE MEMBER
CONSISTENT RECORD OF OUTSTANDING CONTRIBUTIONS
CHANGE CHAMPION | ORGANISATIONAL TRANSFORMATION
Diverse commercial background developed through senior management positions in global corporations and pivotal roles on high profile Public Sector Boards. Have demonstrated an ability to formulate and operationalise strategy to increase shareholder value while balancing the diverse stakeholder needs. Improved operations to elevate the customer experience, optimise efficiency and deliver superior commercial outcomes. Have established and led high performing teams across dispersed and diverse geographies in challenging environments by fostering a spirit of collaboration, trust, respect, commitment to performance and quality founded on a strong set of values.
KEY AREAS OF EXPERTISE
Engendering a spirit of collaboration
Developing and implementing strategy
Balancing diverse stakeholder needs while maximising organisational outcomes
Negotiating and influencing at senior executive and board level
Delivering superior results in challenging circumstances
Board member engagement
Fostering innovation to sustain competitive advantage
BOARD EXPERIENCE & CONTRIBUTIONS
NSW Department of Industry
Member Audit and Risk Committee | December 2017 - present
Australian Invoice Finance Ltd
Director & Chair Audit and Risk Committee, Member the Remuneration Committee | September 2017 - present
Provides access to alternate sources of finance to enable small and mid-sized enterprises to meet their cash flow needs.
P & N Bank
Director & Member the Risk, Credit & Audit Committees | November 2016 – present
Western Australia’s largest member owned bank, offering personal and business banking solutions, loans, credit cards, insurance and financial planning services.
NSW Trustee & Guardian
Chair of the Investment Advisory Committee | August 2016 – present
Member of the Investment Advisory Committee | May – August 2016
Have injected an external commercial perspective to the Committee regarding the structure of the funds and relevant benchmarks and have ardently advocated the client perspective.
Member of the Transformation Steering Committee | November 2014 – October 2017
Applied transformation experience from previous roles, have provided an external perspective and have challenged the thinking and approach to the organisation’s transformation which led to a more robust outcome.
Chair | 2008 – 2014
Chair of the Remuneration & Investment Committees | 2008 – 2014
Member of the Investment, Audit & Risk Committees | 2008 – 2012
The Board oversees the operations of an organisation with 540 employees, 14,000 customers, $1.5 billion in funds under management and a $55m a year operating budget.
Secured Government and the organisation’s acceptance of the results of an operational review which formed the basis for a major change to the strategic direction. This will take the organisation from a centralised paper-base to a decentralised, technology-base which will enable it to more effectively meet customer needs and will stimulate significant growth.
Introduced more inclusive and modern operating, review and development processes which enables all Board members to provide input into decisions and ensures that the organisation leverages the expertise and skills of its Board members.
Increased engagement between the executive management team and the Board by increasing the involvement of management in Board meetings and introducing more opportunities for the Board and management to interact informally.
Metropolitan Fire & Emergency Services Board
President & Chair | 2005 – 2007
Deputy Chair / Chair of the Audit Committee | 2001 – 2005
As President and Chair, led the organisation through a significant transformation process.
In recruiting a new CEO to drive the change agenda, transcended normal public sector practices by engaging a recruitment firm to attract and assess a high calibre pool of candidates and inject contemporary recruitment practices and approaches into the process.
Transformed the culture of the organisation to adopt a collaborative approach which eliminated previous impediments to change.
Introduced more inclusive processes to enable all Board members to contribute to decisions.
Re-aligned the role of the Board and the Executive Management team. Included focusing the Board on strategic policy issues, enabling senior management to be accountable for strategy implementation, and adopting a collaborative approach to ensure that all Board members were able to contribute to decisions.
SENIOR EXECUTIVE CAREER
Just Julie Pty Ltd
Completed various assignments including debt funding, banking arrangement restructuring, capital raising, mentoring, and Principal with Nous Group.
March 2016 - Present
Bank of Sydney
Chief Executive Officer
May 2013 – January 2016
Regional General Manager
2008 – 2013
Business Advice, BT Financial Group
2005 – 2008
2004 – 2005
National Australia Bank Group
Wealth Management Specialists
2003 – 2004
Market, Product Development & Strategy – MLC
2001 – 2003
Global Head of Sales & Service
1998 – 2000
Senior Mentor – FINSIA
Mentor – Women in Banking & Finance
Ambassador – Business in Heels
TERTIARY EDUCATION & PROFESSIONAL
Executive Master of Business Administration
Australian Graduate School of Management
Bachelor of Economics
University of Sydney
Company Directors Course
Australian Institute of Company Directors
Australian Institute of Company Directors
Institute of Chartered Accountants in Australia