RESUME

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

  • Cultural transformation

  • 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.

 

State Trustees

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

Snapshot

Just Julie Pty Ltd

Completed various assignments including debt funding, banking arrangement restructuring, capital raising, mentoring, and Principal with Nous Group.

Managing Director

March 2016 - Present

 

Bank of Sydney

Chief Executive Officer

May 2013 – January 2016

 

 

Westpac

Regional General Manager

Inner West

2008 – 2013

National Manager
Business Advice, BT Financial Group

2005 – 2008

Strategic Consultant
Business Banking

2004 – 2005

 

 

National Australia Bank Group

General Manager

Wealth Management Specialists
2003 – 2004

General Manager

Market, Product Development & Strategy – MLC

2001 – 2003

Global Head of Sales & Service

Global Payments

1998 – 2000

MENTORING

Roles

 

Senior Mentor – FINSIA

Mentor – Women in Banking & Finance

Ambassador – Business in Heels

TERTIARY EDUCATION & PROFESSIONAL 

Qualifications

 

Executive Master of Business Administration

Australian Graduate School of Management

 

Bachelor of Economics

University of Sydney

 

Company Directors Course

Australian Institute of Company Directors

 

RG 146

Kaplan

CERTIFICATIONS 

Fellow

Australian Institute of Company Directors

 

Fellow

Institute of Chartered Accountants in Australia

 

Fellow

FINSIA

 

Williamson Fellow

Leadership Victoria