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.
Ilaine is the Managing Director, Workplace Super at AMP. She has extensive achievements in customer service, client management and sales, predominantly in professional and financial services. Ilaine is an accomplished architect and implementer of B2B client transformation programs and has a passion for people and customers- coaching and mentoring high performing individuals and teams to deliver outstanding customer outcomes.
Her specialties include leadership of sales, account and customer service teams; Develops effective B2B sales & marketing programs and client management methodologies; Entrepreneurial nous in establishing differentiated customer propositions; Develops strategy to improve business performance and people capability.
Julie is a Co-founder, Board Director and the Head of Institutional for Blue Orbit Asset Management, an Australian boutique quantitative investment management firm established in 2017. From 2014 – 2016 Julie was a Director of Equities for IFM Investors, 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 17 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, developing the first set of after-tax benchmarks in Australia in collaboration with ASFA. Julie further expanded FTSE’s footprint through the development and distribution of quantitative multi factor solutions to pension funds.
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 member of the Australian Institute of Company Directors, a Senior Associate of FINSIA, the Chairperson of Youth and Family Connect and a founding member of Financial Executive Women (FEW).
Judith is Founder and CEO of Financial Executive Women (FEW) - FEW promotes the positive progression of women through experience, guidance and support. Judith developed FEW to recognise a need for the industry to provide a confidential base for women to obtain support and guidance from career advocates in an effort to help them realise their full potential. Now celebrating their sixth year, FEW is sponsored by several of Australia’s most successful Financial Institutions. FEW is nationwide and in 2018 Judith launched another new initiative called FEW Good Men, to include men as advocates to senior women in the industry. Judith’s goal is to ensure equality is for all.
Judith was also the Founder and Managing Director of Financial Recruitment Group, a well know and successful Executive Search Specialist within Financial Services which was established for over 20 years. Judith successfully placed hundreds of candidates over the years at Senior to MD level within the industry. In 2017 to follow her passion of ensuring women have the right support systems to advance their careers, Judith decided her sole focus would be FEW. Judith has a high profile in the industry and has been a mentor to some of Australia's most successful executives. Judith has also completed her MBA in Human Resource Management.
Judith is a Key note speaker on several subjects, including but not limited to, How to build your internal brand, What the Top 10 Percenters do, Effective recruitment strategies, Secrets of a Head Hunter.
Amelia is the Standards Director for Financial Adviser Standard Ethics and Authority, and was formerly in an Executive Consulting role with CBA. Prior to these roles Amelia was 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 experience 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, formerly at BT Financial Group as Key Account Manager for platforms and risk insurance. In previous roles Barbara held positions such as 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 former 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.
Danielle was recently appointed Commissioner for ASIC. Prior to this role she joined Myer Family Company (MFCo) as Chief Executive Officer in July 2016 after six years as CEO at Equipsuper.
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.
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.
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.
Tizzy is Managing Director - Wealth Management, Australia and New Zealand at IRESS.
She has more that 20 years' experience in the Financial Services industry. Joining IRESS in 2007, she leads a team on skilled professionals and is responsible for the delivery of IRESS' wealth management solutions and services to more than 1,000 AFSLs.
Tizzy believes that client service is fundamentally about building relationships based on respect and a deep understanding of the clients' business, objectives and challenges.
In 2016 Tizzy was recognised as the IT Innovator of the Year in Money Management's Women in Financial Services Awards because of her long history of leading and supporting structural and technological change in the industry.
Sue is a financial services leader with significant executive experience within Wrap Platforms, Superannuation and Investments. She is currently at Powerwrap in the role of Special Projects Lead. Prior to this Sue was at Colonial First State for more than 20 years. Sue has been adaptable across business functions including roles as Head of Wrap, Head of Product Solutions, National Account Manager and Head of IT. She is also an accredited company director.
Sue is also passionate about the communities in which she lives and works and has numerous additional roles as a committee member, volunteer, basketball coach and a member of the Advisory Board for FEW. She is also a very proud mum of 3 gorgeous boys.
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.
Donna Whittaker is a senior Program Director with Colonial First State (CFS) at the Commonwealth Bank of Australia (CBA). In her current role, Donna is accountable for the CFS Regulatory Reforms Program and previously the Wealth Management program covering CFS, CommInsure and Advice. From 2013 to 2017, Donna worked in the Investment Development team at CBA overseeing all aspects of large scale Risk transformation and investments. This role focused on the investment process for internal transactions over $10m covering project prioritisation, business case evaluations, funding decisions and post implementation reviews.
Donna also has extensive, broad and progressive international experience working with Goldman Sachs, Invest Australia and JP Morgan in Australia, Asia and North America. Donna holds a Bachelor of Economics from Macquarie University.
* Indicates that these Advisory Board Members are currently paired with an Advocate.