I have established eClarity Consulting as a way of using my experience to assist the Wealth Management Industry become a more efficient and effective sector.I am an experienced business leader and Actuary with significant global experience in the financial services and technology.

I work with wealth platforms, fintechs, and financial institutions to build and scale modern investment and advice capabilities. I also provide SME expertise for firms looking at investing in or understanding the Australian Wealth Industry.

My focus is on turning complex financial ecosystems into simple, intuitive, and commercially scalable products — combining product strategy, regulatory execution, and modern technology.

I’ve operated across global markets, leading the design and delivery of:

Digital wealth and investment platforms
Data-driven and AI-enabled customer propositions
Platform transformation and modernisation programs
Strategic partnerships and go-to-market models

My experience spans:

Wealth and trading platforms (including wrap, superannuation, and investment solutions)
Financial services technology and platform architecture
Product development, pricing, and commercial optimisation
Governance, risk, and regulatory frameworks

I typically work with executive teams and investors on:

Product and platform strategy
Scaling and repositioning businesses
Complex transformation and operating model design
IPO, M&A, partnerships, and growth initiatives

Recent work has focused on next-generation platform design, including real-time data, event-driven architecture, and AI-enabled solutions.

• Board and executive management
• IPO/Mergers and acquisition
• Risk Management, culture and compliance
• Strategic and business planning
• Technology and digital transformation
• Product management pricing and rationalisation
• Operational management and efficiency

My journey here

Where I have worked

Across the entire value chain