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.
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).
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.
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 has over 30 years working in financial services industry and has held a number senior leadership roles in sales, working closely with financial planners, licensees and research houses.
Barbara has recently joined BT Financial Group as Key Account Manager for platforms and risk insurance. Barbara was previously Head of Retail Sales and Marketing at Hunter Hall Investment Management, Head of Account Management at AMP Capital and 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.
Pene is Chief Operating Officer for the Financial Planning Association and has had wide ranging experience at an executive level for the past 16 years.
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.
Geoff was appointed General Manager, MLC Sales, in March 2012. In this role he is responsible for all sales of NAB Wealth.
Prior to this role, Geoff was responsible for leading NAB Financial Planning for a period of 4 years. Geoff also headed up the Wealth Management operations at Bank of New Zealand for two and a half years as General Manager of Insurance and Investments. He was also CEO of Advance MLC, establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand.
Geoff is a family man with a huge passion for cycling and a fascination with playing golf.
Paul was appointed Chief Customer Officer 2013 and became Group Executive, Wealth Solutions and Customer in 2017. In this role he is responsible for AMP’s wealth management business and AMP’s strategic focus on customers. Paul’s portfolio of responsibility includes designing and orchestrating AMP’s customer experience strategy, management of AMP’s superannuation, retirement and investment platforms, business development, digital and design, as well as AMP’s SMSF business, SuperConcepts, and a dedicated business transformation team.
Paul has worked in the finance industry for over 30 years and has held a number of leadership positions since joining AMP in 2000. These include Director, Product Manufacturing; Chief Operating Officer, AMP Financial Planning, Advice & Services; Chief Operating Officer, Product Manufacturing; Director Mature Products and Customer Service; and Operations Manager. From 2010 to 2013, Paul was responsible for AMP’s merger with the Australian and New Zealand businesses of AXA Asia Pacific Holdings Limited.
With an extensive portfolio of experience and qualifications, Alex is the results oriented change-agent that business owners and leaders turn to, when they want to develop a hugely successful business that is authentic to their values and vision. Over a career spanning more than twenty years, Alex has developed a deep level of experience in growing and transforming businesses into profitable enterprises.
Before launching her own business, Alex held many senior leadership roles at organisations such as Citibank, IOOF and Bendigo Bank. In her most recent role on the group executive at Bendigo Bank, Alex was accountable for the performance of the retail business banking division, including c23 570 staff, a network of over 500 branches and a loan book of $31 billion.
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.