Strategy Development & Execution
I provide comprehensive strategic consulting services to help businesses navigate complex challenges and achieve their goals. With expertise spanning strategy development, detailed planning, seamless execution, and thorough post-implementation review, I deliver tailored solutions designed to drive meaningful results. Drawing on extensive experience leading strategy teams across global fintech, Australian wealth management, and life insurance sectors, I bring a deep understanding of industry dynamics and best practices.
From managing and delivering high-impact strategic projects to overseeing R&D investment processes and crafting robust business cases for large-scale transformations, I specialise in creating value at every stage of the journey. Whether your organisation needs help defining a clear strategic vision, optimising operational processes, or executing transformative initiatives, I am here to guide and support you every step of the way.
Mergers and Acquisitions and IPO’s
With a proven track record of involvement in over 10 successful mergers and acquisitions, I offer expert guidance across every stage of the M&A lifecycle. My experience spans fintech acquisitions, large-scale life insurance company mergers, and even leading the business side of a global fintech IPO on the Australian Stock Exchange. This breadth of expertise enables me to provide organizations with strategic insights and practical support to navigate the complexities of M&A activities effectively.
I can assist businesses with target identification, thorough due diligence, and business case development, ensuring each decision is well-informed and aligned with strategic objectives. My approach also includes developing and delivering integration projects that ensure seamless transitions and maximise the value of the merger or acquisition. Whether your organisation is acquiring, merging, or preparing for a public listing, I bring the knowledge and hands-on experience necessary to drive successful outcomes.
Product Development & Management
I bring extensive experience in product development, having led large teams of product managers across diverse wealth management and technology portfolios. Under my leadership, these teams have successfully launched dozens of innovative products to market, catering to both advised and direct-to-customer channels. I have implemented comprehensive Product Management Lifecycles within multiple organizations, establishing robust processes for product identification, development, implementation, launch, and ongoing review.
With a track record of launching products across multiple geographic regions, including the UK, Asia, and South Africa, I can help businesses navigate the complexities of product development on a global scale. Whether your organisation is looking to bring a new product to market or seeking to upscale and optimise your product management teams, I provide tailored support to meet your unique needs. From strategy and process design to hands-on execution, I ensure products are delivered successfully and create lasting value for your business.
Business Transformation Services
With over 38 years of experience in the wealth management sector, spanning blue-chip consultancies to senior executive roles in some of the industry’s largest organizations, I bring unparalleled expertise to business transformation initiatives. I have successfully led large-scale simplification programs for complex businesses, including a Life Insurance company shaped by nine mergers, and developed strategies to secure funding for transformative projects, such as next-generation platform implementations and rationalizations for a bank-owned wealth management business.
In every role, I have championed the use of innovative technology and modern approaches to optimise services, improve efficiency, and deliver lasting value. My experience enables me to guide organisations through comprehensive reviews and transformation programs, whether simplifying operations, modernising platforms, or achieving strategic alignment. I am committed to helping businesses navigate complexity and deliver meaningful change that positions them for long-term success.
How I operate
I am a individual business consultant operating under an ABN. I am able to support your business with advisory services on an hourly rate basis or on fixed daily rate arrangements for longer term assignments. I am also available to work under your employment arrangements and am available for longer term assignments working in teams or on larger scale projects.