As a result of FEW’s continuing growth and vision for the future, we formed the Advisory Board in 2015. The Advisory Board is designed to contribute to our ongoing vision and success through leadership, insight, guidance and support to ensure our goals are met today and in the future. The Advisory Board is made up of FEW Founding Members, who have years of experience in financial services and running successful businesses both in Australia and overseas. With their contribution FEW will carry on supporting the positive progression of women by helping our members achieve the goals they aspire too.
Judith is the Founder of FEW, Managing Director of Financial Recruitment Group, and Chairman of Eon Mentis. She has held several management positions within major financial institutions in Australia and overseas and has over 20 years' experience in Executive Search within the financial services industry.
Judith has successfully placed hundreds of candidates over the years at Senior to MD level. Judith has a high profile in the industry and has been a mentor to some of Australia’s most successful executives.
She is a key note speaker on various subjects, such as How To Be A T10p, Stakeholder Management, Building your Internal and External Brand to name a few.
Judith has completed her MBA in Human Resource Management and is also a member of the Financial Planning Association.
Julie was formerly Director, Equities IFM Investors, and responsible for IFM’s Equities business and sales strategy with a key focus to work with existing clients, along with a mandate for further expansion of the equities offering in Australia and New Zealand.
Originally from New York, Julie has worked in the financial services sector for over 15 years with extensive experience establishing and developing new regional operations in the US, Europe and Asia in leadership roles in funds management, superannuation and investment banking consultancy and sales.
Julie led Vanguard Investments Australia’s Institutional business from February 2013. Prior to Vanguard, she established FTSE’s business in Australia in 2007 and was responsible for FTSE’s ongoing development and expansion in the Australian and NZ financial marketplace including the establishment of FTSE’s partnership with ASFA, delivering the FTSE ASFA Australia Index Series – the first industry-standard after tax benchmarks for the Australian market.
Before joining the FTSE Group, Julie established the Asia Pacific office as Asia Pacific Director for StarMine Corporation, a US Headquartered equity research analytics firm and worked as a Senior Manager at Nextera, an investment banking consultancy. She began her career in institutional sales, research and broker relations for Thomson Financial Services.
Julie holds a Bachelor of Psychology (Honours), a Bachelor of Business (Honours), Applied Finance and Investments, is a Senior Associate of FINSIA, and a founding member of Financial Executive Women (FEW).
Sally was appointed General Manager -Business Management in October 2014 and is responsible for managing all business improvement initiatives, management assurance and performance metrics for the Business Banking at NAB.
Sally joined NAB in May 2012 and has 20 years’ experience in the financial services industry, joining NAB from CFS/CBA where she worked for 8 years as a Program Director and National Sales Manager. She has also held a range of senior operational, people and change management roles at AXA Australia.
Sally is a registered psychologist a Graduate Diploma in Applied Science (Psychology) and holds a Diploma in Financial Planning. She is an advocate for promoting diversity in the workplace and is a regular spokesperson on how flexibility helps leaders achieve high performance. She is also a foundation member of Financial Executive Women (FEW) and non Executive Director of Autism Awareness Australia.
Sally is married to Rod, they have two young children, Rory and Georgia and Sally has two step daughters Amy & Jess. She is also an author with her first book “Stepmother Love” published in April 2014 by Simon & Schuster.
Amelia was formerly the Director of Horizons, an internationally acclaimed ‘centre of excellence’ that recruits, educates, and develops aspiring financial planners for the AMP network. It is also a major financial planning practice with planners located in capital cities around the country.
In the 11 years that Amelia has been employed at AMP, she has made a significant contribution to its strategic direction by leading a diverse range of large, complex, business transformation and technology-driven change projects. These have included the rollout of the COIN financial planning software across 800 practices; the transitioning of AMP Financial Planning and Hillross planners to an industry leading fee-based model; and the embedding of a new organisational structure across the financial planning business.
Immediately prior to her role at Horizons, Amelia was the Director of Financial Planning Advice & Service’s Director’s office, where she was responsible for developing the 2012 Strategic Plan, driving cultural change, and ensuring adherence to the operating model. Her qualifications include a Bachelor of Computing Science degree from the University of Technology, Sydney.
Heather Dawson is a business leader, speaker and Head of Sales and Distribution for Australia and New Zealand at Morningstar. A native of the Midwest of the United States with over 20 years of experience in the financial services industry in the US and Australia, Heather has also served as a Partner and Sales Leader at Mercer and Managing Director for Retirement Services at Russell Investments. She began her career at the global financial services firm, Principal Financial Group, in Des Moines, Iowa.
Heather is a Certified Teacher with the Search Inside Yourself Leadership Institute, founded at Google and based in San Francisco, and also served as Co-Producer for the inaugural Conscious Capitalism Australia Summit in Sydney Australia. A graduate of the University of Nebraska - Lincoln, she holds a professorial certificate in executive coaching from the Institute of Coaching and Coaching Psychology, is an alumnus of Chief Executive Women (CEW) and a Founding and Advisory Board Member of Financial Executive Women (FEW).
Barbara is Head of Retail Sales and Marketing at Hunter Hall Investment Management Limited, a leading Australian-domiciled global equities manager and one of Australia’s largest dedicated ethical fund manager. The company was founded in 1993 and today manages over $1 billion.
Barbara has over 25 years experience working in financial services industry and has held senior positions at AXA, ING, BT and Permanent Trustee, the last 15 years working closely with financial planners, licensees and research houses. Barbara was previously Head of Account Management at AMP Capital and has spent 10 years as a senior member of AXA’s sales team, including Head of Investment Sales.
Barbara is an accomplished leader / manager and sales professional with an impressive track record of growing wealth management businesses through third party distribution.
Angela joined GE in March 2012 as the Managing Director of GE Capital Insurance for Australia and New Zealand. Recruited to steer the business to deliver on a growth agenda, including a re-product diversification roadmap.
Angela has over 11 years of insurance experience, prior to joining GE, Angela held the position of Head of Insurance for Citibank Australia. During her time there she led her team in doubling revenue and profit over three years while improving retention and customer satisfaction.
In 2011, Angela was nominated for Insurance Executive of the Year at 2011 AB&F awards and the Citibank Insurance team were finalists for the AB&F 2011 General Insurance Product of the Year.
Prior to joining Citibank in October 2008, Angela spent over eight years with Insurance Australia Group (IAG) in the direct insurance business (NRMA, SGIO, SGIC brands). She held various senior management roles within IAG including managing the direct commercial insurance business, delivering significant organic growth over three years in the role.
GE Insurance has 2 legal entities: Hallmark Life Insurance in Australia and Hallmark General Insurance in Australia and New Zealand. Hallmark is governed by a Board of Directors with an independent Chairman. Sub Committees of the Board include the Board Audit, Risk & Compliance Committee, Board Remuneration Committee and Investment Committee.
Angela holds a Bachelor of Business from the University of Technology, Sydney, is accredited Certificate IV in Financial Services (General Insurance) and has successfully completed the AGSM General Manager Program in 2007. Angela is also a fellow of the Australian Institute of Company Directors and is on the Boards of Financial Services Council and the Insurance Council of Australia.
Previous roles include Chief Financial Officer and Director positions with various commercial property companies such as Cameron Brae and BIS Shrapnel. Pene is a member of CPA Australia and began her career as an accountant and financial controller.
Her current role at the Financial Planning Association covers all elements of the association – from finance to member engagement and from staff retention to IT. Pene is passionate about opportunities for women in finance and is a keen advocate for mentoring and career development.
Connie is group chief executive of OneVue – a wholesale provider of digital self-managed super fund (SMSF) solutions. Connie is responsible for overseeing the strategic direction of the company and delivering sustainable growth for the group.
As a former senior executive of companies such as Bankers Trust Australia, Rothschild Australia Asset Management and Perpetual Funds Management, Connie has run a number of large projects, gaining strong industry knowledge and an enviable track record of leading teams that deliver.
Her achievements include the establishment of E*TRADE Australia and being appointed senior roles within Westpac Broking and New River Technologies where she gained global IT, operational and business experience. In 2003 she was awarded the Centenary Medal for her contribution to business leadership in Australia. In addition to her work locally, Connie’s career has also included roles in Asia, Canada, the United States and Europe.
In joining MFCo she said that “we are at a critical inflexion point where technology, globalisation and client sophistication are driving unprecedented change. The challenge ahead is one of adaptive behaviour and nimbleness. Working from a position of independence, clear client alignment and inherent trust sets MFCo apart in the industry. It is an exciting time to be work with families of wealth to innovate and drive social change.”
At Equipsuper, Danielle implemented a transformation program that took the industry superannuation fund from bottom quartile member satisfaction to top quartile and left an organisation that had become renowned for its progressive culture.
Danielle has more than 25 years’ experience in financial services. Danielle gained extensive international experience from senior roles with UBS Global Asset Management, where she was Deputy Head of Australia. Danielle has wide experience in financial services and investments in markets within Australia, the USA, Europe and Asia. Prior to joining UBS, she was an economist with the Reserve Bank of Australia. Her career has included diverse roles in portfolio management, product development, client management, economic analysis and investment banking. Danielle's qualifications include a Bachelor of Economics (Hons) from the University of Western Australia.
Alexandra has been in the financial services industry for over fifteen years. After working at Potter Warburg and Citicorp, Alex took a role at IOOF where she spent almost ten years. During that time she held various distribution and management roles across the dealer group, funds management and platform businesses, before taking a role as National Sales Manager across IOOF’s platform businesses.
Alex currently holds the role of Executive of State Distribution (Retail) at the Bendigo and Adelaide Bank. She previously looked after the advice and distribution teams for Bendigo Wealth and until very recently was the executive of the bank’s margin lending business, Leveraged. She has recently been appointed to the board of Homesafe, a subsidiary company of the Bank. Alex holds an Arts Degree from the University of Melbourne, and a Graduate Diploma in Financial Planning.
Sue is Head of Product Solutions, Custom Solutions at Colonial First State. She has been with the Custom Solutions team since April 1998. Sue has held a variety of roles during this time, including Head of IT, National Account Manager and since October 2012, Head of Product Solutions. In this role she is responsible for product offerings and platform functionality for the FirstWrap platform.
Sue has more than 20 years’ experience in the wealth management industry. Prior to joining Colonial First State, Sue worked with Norwich Union (Aviva) across numerous roles, including Navigator platform administration and servicing, superannuation product management, and business analysis & technology development.
Michelle is a senior Program Director and financial services consultant with over 17 years' experience. She has led a range of significant Business Transformation Programs for organisations such as CBA, Macquarie and BT Financial Group including those focusing on regulatory, strategic and cultural change.
Gaining her consulting experience with Ernst & Young, working across Australia, the UK and US, Michelle has developed a reputation for delivering complex programs within tight time-frames and budgets.
Michelle started her career as a paraplanner with Godfrey Pembroke and subsequently managed a range of projects at MLC including building a holistic advice model and rolling out a new advice platform, giving her insight into the wealth management industry from the grass roots to Board level.
Krystyna's career is diverse and spans financial services and wealth management in both corporate and entrepreneurial environments. In recent years Krystyna has extended her portfolio to publishing, digital strategy and social enterprises.
During her career Krystyna has held a number of senior management positions including Director/Founder Manly Social, Director PotrtfolioConstruction Forum, Managing Director Simple Invest, Head of Distribution AMP Capital, CEO ASSIRT Research, National Retail Marketing Manager MBF/Bupa and a number of senior marketing roles at Rothschild and MLC.
Krystyna's industry experience is broad and varied and includes business management and strategy, starts ups, distribution and distribution management, marketing, product management, product development, brand management and wealth management.
Having spent many years in corporate life Krystyna is now engaged in a number of entrepreneurial pursuits and advisory board roles.