SUNSUPER - Key Persons
Job Titles:
- Expert at Anything Italian
- National Manager - Adviser Growth
Alessandra has more than 15 years' experience in the financial advice industry, with her most recent specialist roles in financial markets and fixed income. She is very passionate about the value of advice, and works with Financial Advisers and strategic partners to help them deliver great service to their clients, ultimately empowering Australians to achieve their retirement goals. Check out Alessandra's LinkedIn profile.
Alessandra is an expert at anything Italian, she loves to spend time with her family and is passionate about fitness.
Job Titles:
- Chairman of the Board
- Professional Director
Andrew is a professional director and serves on a range of boards, across different industry sectors. He has been Chair of Sunsuper since 2018 and is former Chair of the Investment Committee (from 2016-18).
He is an independent Director of BESIX Watpac Ltd, the Chair of Motorsport Australia and Deputy Chancellor of Griffith University.
In addition to Chairing Orange Sky Australia, Andrew also serves in other not-for-profit roles as a Director of 3rd Space and the Hear and Say Centre.
Previously he was the Head of Strategy & Investment at the National Rugby League (NRL) and has served as Director of the Rugby League World Cup 2017 Ltd, and on the Australian Sports Commission.
Andrew served as a Minister in two governments including as Treasurer of Queensland from 2007 to 2012. During his career in government Andrew also held portfolios as Minister for State Development and Trade, Minister for Employment and Economic Development and Minister for Local Government, Planning and Sport. He was appointed as Queensland's youngest Deputy Premier in 2011.
A graduate of Griffith University, Andrew has a First-Class Honours Degree in Law and a Bachelor of Commerce and won the University Medal.
Andrew was first appointed as an independent Director of Sunsuper in September 2015.
Job Titles:
- Chief Executive Officer
- Member of the Executive Team
Bernard joined Sunsuper in October 2019 and is responsible for leading Sunsuper's strategy and operations.
He brings to the role his extensive global experience in the international banking a...
Bernard joined Sunsuper in October 2019 and is responsible for leading Sunsuper's strategy and operations.
He brings to the role his extensive global experience in the international banking and finance sector. Prior to joining Sunsuper, he was a member of the Board Investment Committee at NSW Treasury Corporation, which is the asset management arm and financial markets partner of the NSW Government. Bernard also has 25 years' experience with State Street Global Advisors, most recently based in Boston and Sydney in the role of Executive Vice President, Global Head of Strategy.
Bernard holds a Bachelor of Economics and he is a CFA Charter Holder.
Catherine has worked in the profit to member superannuation sector for over 20 years starting as an Executive and Director of AGEST Super then serving as a Fund Director and Chair of CareSuper. She has also served as a director of the Industry Super Property Trust (ISPT Pty Ltd) and Industry bodies AIST (President), Industry Super Australia and Women in Super (Chair).
Catherine was a director of the Victorian Legal Services Board and is currently a member of the Professional Standards Councils. She was a director of the Mother's Day Classic Foundation.
Catherine has served on fund Committees dealing with Investment, Audit Compliance & Risk, Insurance, Member Services, People and Culture, Governance and Merger. She has participated in development and advocacy of industry policy, including measures to improve retirement outcomes for women, governance codes and professional development through her involvement on Industry bodies.
Catherine has a Bachelor of Arts, is a Graduate of the AIST Director Course (GAIST) and a Fellow of AIST. Catherine was made a member of the Order of Australia in 2020 in recognition of her significant service to the superannuation sector, to women, and to trade unions.
Catherine was appointed as a Director of Sunsuper in December 2019.
Job Titles:
- Executive General Manager, Enterprise Change
Danielle joined Sunsuper in 2010 and is responsible for implementing Sunsuper's significant program of technology and change programs and projects.
Before joining Sunsuper, she held various senior leadership positions with Macquarie, MBF and Suncorp, where she successfully built and led large teams through business transformation programs and cultural change. Prior to her current role, Danielle held a number of Sunsuper leadership positions, including Manager, Member Service and Advice; Head of Service Delivery and Performance; and Executive General Manager, Customer Engagement.
Danielle holds a Diploma of Financial Planning and a Masters of Business Administration with a specialisation in Strategic Human Resource Management.
Job Titles:
- Advisory Board Member for the Melbourne Chamber of Commerce
- Executive General Manager, Employer Growth
Dave joined Sunsuper in 2015 and is responsible for Sunsuper's corporate, institutional, regional and small-business customer segments, and our industry-leading payroll distribution platform, Beam.
He has more than 20 years' experience in the financial services industry across retail and institutional markets. Dave has led high-performing teams in sales, relationship management, financial advice, and marketing and communications. Prior to his current role, Dave was Sunsuper's Head of Corporate & Institutional where he was responsible for leading Sunsuper's national sales and acquisition activities and managing our corporate and institutional customer segment.
Dave holds a Bachelor of Economics from the University of Queensland, post-graduate qualifications in finance and investments, a Diploma of Financial Planning and a graduate of INSEAD Advanced Management Program.
Dave is currently an Advisory Board Member for the Melbourne Chamber of Commerce. The non-profit Organisation brings together Victoria's most influential companies, business leaders, influencers and political figures at local, state and federal level to impact policy, exchange ideas and lead Victorian business into the future.
Previously to Sunsuper, Dave was the Head of Business Development | Banking & Wealth Solutions at NAB for several years. Dave also was the General Manager | Client & Member Services at Plum where he dedicated 10 years of his career.
Job Titles:
- Director
- Non - Executive Director and Chair of Audit & Risk Committees
Elizabeth is an experienced non-executive director and chair of audit & risk committees in the financial services and infrastructure sectors. She is a non-executive director on the boards of NPP Australia Limited (which is responsible for the New Payments Platform), the Civil Aviation Safety Authority, Lynch Group Holdings Limited (ASX :LGL), and NSW Land Registry Services. Elizabeth is a reappointed member of the Takeovers Panel and sits on the Advisory Committee of the John Sample Group.
Elizabeth was formerly a corporate partner with an international law firm for 22 years, where she held global and national leadership roles. Elizabeth brings legal and regulatory, corporate governance, risk management and strategy development skills and experience to the board.
Elizabeth holds a Bachelor of Commerce and a Bachelor of Laws from the University of Melbourne, is a Graduate of the AICD Company Directors' Course and a Graduate of the AIST Trustee Directors' Course.
Elizabeth was appointed as a Director of Sunsuper in March 2014.
Georgie is a professional director and serves on a number of boards.
As well as Sunsuper she is currently a director on ASX listed Lifestyle Communities Ltd and East 33. She also serves on the boards of People's Choice Credit Union and UN Women Australia. Georgie also serves as the chair of the Audit committee for East 33 and is a member of the Audit Committee for Lifestyle. Georgie has previously been a director and Audit Committee member for ASX listed Reece Ltd.
Georgie has over 25 years' experience in Banking and Superannuation including roles as Chief Executive Officer, Food and Wine Victoria; Group Executive Engagement, Advocacy and Brand at Australian Super; and Head of Brand and Marketing at the Bank of Melbourne. She has also held a number of executive positions at NAB over many years in both Australia and the United Kingdom, which included roles in the commercial banking, wealth, strategy and marketing departments.
She was recognised as one of Australia's Top 50 CMO's in 2016 by CMO Magazine. She currently serves as a judge on the Top 50 CMO panel 2021 determining Australia's top marketers.
Georgie's qualifications include a Bachelor of Commerce and Bachelor of Arts from the University of Melbourne. She is also a member of AICD and a graduate of the AICD Director's Course.
Glen has over 5 years' experience in the superannuation industry, previous roles have included specialising in Member, Adviser and Employer engagement & retention strategies. Glen believes building strong, long term working relationships with external Financial Advisers is the key to helping Australians achieve their retirement and other financial goals. Check out Glen's LinkedIn profile.
Outside of work he is a passionate soccer player who enjoys competing at a high level.
Job Titles:
- Business Development Manager - NSW
Greg has more than 6 years of experience in the financial services industry working across some of Australia's largest financial institutions. With a deep passion for adviser and client engagement initiatives, Greg is a strong promoter of good advice and the value it brings to all Australians in reaching their lifestyle and retirement goals. Check out Greg's LinkedIn profile.
Outside of work Greg's passion is playing oztag and travelling to new countries.
Ian Patrick - Chief Investment Officer
Ian joined Sunsuper in 2015 and is responsible for executing Sunsuper's investment strategy, while maintaining a strong emphasis on governance and maximising members' returns.
He has more than 25 years' experience in the institutional investment industry. Prior to joining Sunsuper, Ian held the position of Chief Executive Officer at JANA Investment Advisers from 2008. He was also Head of Global Equities at JANA, and worked previously for Mercer.
Ian is an actuary and holds a Bachelor of Science (Honours) and a Masters of Business Administration. He is also a CFA charter holder.
Job Titles:
- Director
- Member of the Red Cross Lifeblood Board
Jenni is an experienced consumer advocate and company director. She is a former Chair of Australia's leading consumer group CHOICE and one of Australia's largest community services providers, CoAct.
Jenni has particular expertise with member-based non-for-profit organisations operating in commercial environment. This includes strategy development, risk management, organisational transformation and business innovation, especially using digital platforms. She has high level experience in public policy, regulation, stakeholder relations, media and corporate affairs.
Jenni has deep expertise in consumer policy including an understanding of drivers of consumer behaviour, consumer information needs, standards setting, complaints and compensation schemes and has worked on consumer issues in superannuation, retirement incomes and financial advice for more than 25 years.
Jenni is a member of the Red Cross Lifeblood Board and Superannuation Consumers' Australia. She is a former member ASIC's External Advisory Panel and Chaired ASIC's Consumer Advisory Panel for nearly ten years. She was also a member of ASIC inaugural Fintech Advisory Committee.
Jenni has a BA, a Masters of Administrative Law and Policy, and a Graduate Diploma in Applied Finance. She is an AICD graduate and has completed the AIST Trustee Directors' course. Jenni was made a member of the Order of Australia in 2020 in recognition of her service to business through consumer advocacy roles.
Jenni was appointed as an independent Director of Sunsuper in July 2015.
Lachlan joined Sunsuper in 2012 and is responsible for Sunsuper's risk, legal, compliance, and assurance functions, including Sunsuper's adherence to all relevant legislation and best-practice compliance practices, and managing our relationships with key regulators.
He has more than 20 years' experience across the accounting and financial services industries. Prior to joining Sunsuper, Lachlan spent more than 12 years working at international banking organisations predominantly in investment markets compliance roles based in Australia, Hong Kong and Japan.
Lachlan holds a Bachelor of Commerce, is a Fellow of the Financial Services Institute of Australasia and an Associate of the Governance Institute of Australia.
Job Titles:
- Business Development Manager - VIC & TAS
Lauren has over 10 years' experience in the financial services industry, working with advisers to help achieve their clients' retirement and personal goals. She believes in the value that advice and advisers can bring to everyday Australians. Check out Lauren's LinkedIn profile.
Outside of work Lauren is an avid reader and likes to broaden her horizons by travelling.
Mark is the Chief Finance Officer of the Australian Workers Union Queensland and previously worked as the Accountant for Australian Services Union (SA/NT) in South Australia.
For over 30 years as a Chartered Accountant, Mark has worked with regulatory authorities in connection with audit compliance, tax compliance and investigation work for individuals and corporates and worked for listed companies.
As well as his accountancy qualification he holds a Bachelor's Degree in Environmental Sciences and a Masters Degree in Human Resource Management, has completed the AIST Trustee Directors' Course (GAIST) and RG146 and is an active member of the board and the Audit, Compliance and Risk Management Committee.
Mark was appointed as a director of Sunsuper in January 2020.
Mark has played a key role in the formation and growth of over 20 organisations, which has included managing research & development, operations, finances, fund raising and intellectual property commercialisation. Mark has been on the Board of Directors of ASX and NASDAQ listed public companies, CEO and Partner of two venture capital companies, a member of the Investment Committee of several venture funds, and on the Board of Directors of Toowoomba and Surat Basin Enterprise (TSBE) and the Queensland Cyber Infrastructure Foundation (QCIF). Mark is currently the Vice-President (Business Development) at Queensland University of Technology (QUT) and Vice President of the Chamber of Commerce & Industry Queensland (CCIQ).
Originally trained as a biomedical scientist, Mark has a PhD and MBA.
Mark was appointed as a Director of Sunsuper in July 2016.
Michael is the General Secretary of the Queensland Council of Unions and has served on superannuation boards since 2013.
He was a Director of Intrust Super from February 2013 to December 2015 and was Chairperson of the Marketing Committee.
Michael has been a passionate advocate for improved superannuation for more than two decades in his roles as Coordinator with United Voice from 2012 to 2015, Queensland Secretary of the Finance Sector Union of Australia (FSU) from 2001 to 2012 and National Industrial Officer for the FSU from 1997 to 2001.
Michael was also the inaugural Chairperson of the Australian Labor Party's Queensland Policy Coordination Council and prior to that was the Deputy Chairperson of the Economic and Infrastructure Policy Committee.
Michael worked in the Community Sector for six years. Having advocated for people in his role as community worker, and for working people during his time in the union movement, Michael has an understanding as to what our members deal with in their working lives. He knows that education about superannuation is important for people to make well informed decisions on their retirement savings and that good governance is key to protecting our members' future.
Michael has a Bachelor of Arts Degree from the University of New South Wales with Majors in Industrial Relations and History.
Michael was appointed as a Director of Sunsuper in February 2016.
Michael joined Social Ventures Australia (SVA) as founding CEO in 2002 after 15 years as a co-founder and Executive Director of Macquarie Group's private equity arm, Macquarie Direct Investment. During Michael's tenure, SVA grew to a nationally respected organisation with a high-quality team of more than 50 people. He was also closely involved in the creation of the unique GoodStart non-profit syndicate, now a successful social enterprise with revenue of over $1 billion, which acquired the assets of the failed ABC childcare centres in 2010.
He maintains a balance of primarily social purpose non-executive involvements including as Executive Director of For Purpose Investment Partners, Chair of the Paul Ramsay Foundation and a Director of MH Carnegie & Co, Hearts & Minds Investments, Catalyst Education and Australian Philanthropic Services. He is an Adjunct Professor at the Centre for Social Impact at UNSW and author of ‘Jumping Ship', winner of the 2017 Ashurst Business Literature Prize.
He holds a BA (Hons) from the University of Melbourne and an MBA from Harvard University.
He was recognised as a Financial Review BOSS Magazine ‘True Leader' in 2007 and was made a member of the Order of Australia in 2010 in recognition of his service to the Australian non-profit sector through the work of SVA.
Michael was appointed as an independent Director of Sunsuper in September 2015.
Job Titles:
- Regional Business Development Manager - NSW & QLD
Nick has more than 5 years' experience in the financial services sector through various roles across banking and superannuation. He's also spent several years in developing countries working on his own businesses, cultivating his entrepreneurial mindset and drive to achieve tangible results.
Away from work he can be found at the beach, surfing, on the golf course or soccer field.
Job Titles:
- Executive General Manager, People & Culture
Petrina joined Sunsuper in 2013 and is responsible for setting and leading the people and culture agenda that underpins and enables Sunsuper to embed and sustain high performance.
She has nearly 25 years' experience in human resources and before joining Sunsuper held leadership roles at Origin Energy, Aussie Home Loans, AAMI and Vodafone. Prior to her current role, Petrina held a number of Sunsuper senior people roles where she drew on her expertise in strategic human resources, talent management, industrial relations, engagement, culture change and change management.
Petrina has a Professional Diploma of Human Resource Management, an Associate Diploma of Business Administration and a Cert IV in Coaching.
Job Titles:
- Business Development Specialist
Rachel has over 4 years' experience in the financial services industry, working alongside Advisers and members to help them achieve their retirement dreams. She brings to this role a deep understanding of the adviser/client relationship, having worked as both a Customer Service Manager within a financial planning practice and a Customer Support Specialist within Sunsuper. Rachel applies this experience to create a more supportive journey for advisers and to help achieve the true value of advice that she strongly believes in. Check out Rachel's LinkedIn profile.
Outside of work Rachel enjoys keeping active, spending her days at the beach, travelling to new countries and enjoying quality time with her family and friends.
Job Titles:
- Chief Technology Officer
- Technology and Operations Executive
Rod joined Sunsuper in 2019 and is responsible for leading the design, implementation and operation of IT services, architecture, cyber security and applications development in order to meet the Fund's current and future technology requirements.
Rod is a technology and operations executive with more than 30 years' experience, mostly in the financial services sector including banking, life insurance, funds management and superannuation, both domestically and abroad. This has included senior roles at Ord Minnett, ING, Macquarie Group, and Commonwealth Bank, as well as time as an Executive Director with the NSW Government.
Rod's career has spanned management consulting, strategy and planning, large scale outsourcing programmes and offshoring, shared services and business process outsourcing, delivery and operations, as well as governance and risk management.
Job Titles:
- Regional Business Development Manager - VIC, SA & NT
Ryan has over 6 years' of service in the superannuation industry. Roles have included Financial Adviser and outbound call representative contacting members and employers. Prior to this Ryan had 10 years' in telecommunications with Telstra and Carphone Warehouse (London) in addition to co-founding MobiCity an online phone retailer in Australia.
Ryan's believes building strong, commercial and long term working relationships with Financial Advisers is the key to helping Australians achieve their retirement and financial goals. View more on Ryan's LinkedIn profile.
Outside of work Ryan is a keen Cricketer. One of his career highlights was playing for the Australian High Commission in London for several seasons.
Terri joined Sunsuper in 2009 and is responsible for supporting the effectiveness and efficient operations of the Sunsuper Board and Committees, including ensuring that decisions of the Board are communicated and implemented.
She has had an extensive career in the financial services industry over the last 30 years, including experience as a company director. She was previously a Director of the Association of Superannuation Funds of Australia. Terri was appointed as Sunsuper's Company Secretary in November 2018. Prior to her current role, she held a number of Sunsuper leadership positions.
Terri holds a Law degree.
Job Titles:
- Business Development Manager - QLD
Will joined Sunsuper after 10 years as a financial adviser in small business. Will is a passionate advocate for financial advisers and the value of quality financial advice. Check out William's LinkedIn profile.