25 years’ experience in executive and Board roles in the financial services industry with a focus on Wealth Management, Financial Advice, Private Banking and Superannuation across Australia, Hong Kong and Singapore.

Advocate of enhancing financial literacy in the community and a leader focused on diversity and inclusion.

Current Directorships:

• Director, Commonwealth Private Limited, Chair of Investment committee.
• Director CTBAL, wholly owned subsidiary of CBA incorporated in Hong Kong.

Past Directorships and Significant roles:

• Executive General Manager, Commonwealth Private, Commonwealth Bank
• Executive General Manager, Wealth Management Advice, Commonwealth Bank
• Count Financial Limited, Managing Director, Chief Executive Officer
• Financial Services Council (FSC) Board Member, Member of the Board Advice Committee
• Director, Commonwealth Financial Planning, Count Financial Wisdom, AFS Licensee Boards as wholly owned subsidiaries of CBA. Chair of Investment Committee
• Director Count Financial Limited ASX listed Entity. Member of Investment, Risk and Compliance, Remuneration Committee
• Board Trustee and Director Future2 Foundation
• Trustee of Count Charitable Foundation Chair Advisory Board
• Australian Banking Association (ABA), Member Financial Advice Strategy Group
• Ethics Centre, Steering Committee Member – Ethical Literacy Program

Awards & Acknowledgements:

• FSC Industry Excellence Award recipient of the Industry Contribution Award (2017)
• Finalist Money Management’s Female of the Year (2013)
• Finalist FINSIA Pinnacle Awards for the most outstanding woman in Financial Services (2011)
• Reported as the youngest female CEO of an ASX listed entity (2006).

Holding:

• Graduate Australian Institute of Company Directors
• Master Business Administration, Macquarie Graduate School of Management
• Bachelor of Economics, major in Economics and Business Law, Macquarie University

Memberships:

• Australian Institute Company Directors
• Chief Executive Women
• Financial Planning Association