Executive team
- Brad Cooper – Chief Executive, BT Financial Group
- Gai McGrath – General Manager, Customer Service
- Geoff Lloyd – General Manager, Advice & Private Banking
- John Frechtling – General Manager, Finance and Legal
- John Shuttleworth – General Manager, Superannuation & Investment Solutions
- Mark Smith - General Manager, Insurance
- Royce Brennan - General Manager, Risk
- Shenaz Khan – General Manager, People
- Tony Forward – General Manager, Technology
Brad Cooper - Chief Executive, BT Financial Group
The Chief Executive of BT Financial Group (BTFG), Brad Cooper brings his passion for customers and his experience of over 20 years in business leadership roles to the organisation.
Prior to joining BTFG, Brad led the merger implementation planning and integration between St.George and Westpac as The Westpac Group’s Chief Transformation Officer.
Brad joined The Westpac Group in April 2007 as the Chief Executive of Westpac New Zealand Limited. Prior to joining Westpac, Brad was Chairman of GE Capital Bank and Chief Executive Officer of GE Consumer Finance UK & Ireland. He drove GE's UK Six Sigma program and was certified as a Quality Leader (Black Belt) in December 2002. He was promoted to Chief Executive Officer of GE Consumer Finance UK in January 2003 and appointed Chairman of GE Capital Bank in April 2004.
Gai McGrath - General Manager, Customer Service
Gai is BTFG's General Manager, Customer Service.
Prior to taking up this role in December 2008, Gai spent two and a half years as Head of Customer Service Delivery in BT's Wrap and Investment Solutions team. From 2003-2006, she was General Manager, Risk Solutions at BTFG and a member of BTFG's senior management team.
Before joining BTFG, Gai was General Counsel and Company Secretary of Perpetual Trustees Australia. She has more than 16 years experience in senior management roles and 20 years experience in corporate law, including mergers and acquisitions, IPOs, joint ventures and corporate governance.
Gai is a former partner of Sydney-based law firm Rosenblum & Partners. In 2003, she was awarded Australian Corporate Lawyer of the Year by the Australian Corporate Lawyers Association. She is co-author of the book ‘Listed Companies: Law & Market Practice' and is a Fellow of Chartered Secretaries Australia. Gai has a Masters of Laws (Distinction).
Geoff Lloyd - General Manager, Advice & Private Banking
Geoff Lloyd was appointed General Manager of Advice & Private Banking for BTFG in December 2008 following the merger of BTFG with St.George's wealth business. Prior to taking up this role , Geoff led St.George's entire wealth management portfolio in 2007 having joined St George as Chief Executive of Asgard Wealth Solutions in 2004.
Prior to that, he held a range of senior positions at BT Financial Group, including Chief Legal Counsel and Head of the Customer and Business Services Division.
A qualified lawyer with a Masters of Laws (Distinction), Barristers of Laws and Solicitor, Geoff was previously Senior Legal Officer for the Office of the Chairman of the Australian Securities and Investment Commission.
John Frechtling - General Manager, Finance and Legal
John is General Manager, Finance and Risk for BTFG, a role he was appointed to in December 2008.
John joined the BTFG executive team in May 2008 after two years as Chief Financial Officer of Westpac's Consumer Financial Services business, having previously served as BTFG's Chief Financial Officer in 2004.
John joined the Westpac Group in 1992 as a financial controller in New Zealand. He has held a number of key strategic and leadership roles within Westpac, including General Manager, Finance Business Services; Chief Financial Officer, Business and Consumer Banking; and Chief Financial Officer, Consumer Financial Services.
A member of the Institute of Chartered Accounts in New Zealand and Australia, John is also a fellow of the Australian Institute of Company Directors. He has also completed a Master of Business Administration (MBA).
John Shuttleworth - General Manager, Superannuation & Investment Solutions
John Shuttleworth was appointed as General Manager, Superannuation & Investment Solutions for BTFG in December 2008.
Prior to this, John was General Manager of BT's Superannuation & Integrated Marketing team. He joined BT in 2004 as General Manager of Group Marketing, leading the project team that developed BT Super for Life.
Before joining BT, John co-founded an internet technology company that grew rapidly from a start-up into a successful services firm before being sold to a NASDAQ listed company.
John has more than 25 years management experience with a core focus on products, marketing and sales, having worked with organisations including Unilever, Reckitt Benckiser, The Smith Snackfood Company and Amalgamated Holdings.
Mark Smith - General Manager, Insurance
Mark was appointed General Manager, Insurance for BTFG in December 2008, following the merger of BTFG with St.George's wealth business.
Prior to this, Mark lead BTFG's Insurance business, following two years as Head of Life Insurance where he launched Westpac Life into the external financial planning channel with the Life on Wrap protection product.
Since Mark joined BTFG's predecessor Bankers Trust Australia in 1993 he has held various management roles across the financial services industry. Before joining the insurance business, he spent two years as CEO of BT Funds Management New Zealand. He also spent four years in BT's Wrap business as Head of Operations and was later Head of the BT Wrap business.
Mark has a Bachelor of Economics degree, a Securities Institute of Australia Graduate Diploma in Finance and an ASFA Diploma in Superannuation. He completed the BT David Williams Fellowship in 2001, an intensive development program awarded to high achievers with leadership potential.
Royce Brennan - General Manager, Risk
Royce joined BTFG from Westpac NZ, where he held the role of General Manager, Risk Management since December 2005. During his time at Westpac, Royce played a leading role in Westpac NZ's Basel II accreditation process and streamlining the NZ risk management function.
Prior to this, Royce spent 14 years across senior executive roles within asset management and retail banking, at companies including Investec Asset Management, County NatWest, CRA and Lincoln National. He has a wealth of international experience having worked in the UK, North America and Asia Pacific.
Royce graduated with a Bachelor of Science from the University of Western Australia, is a Chartered Director and a Fellow of the Securities and Investment Institute (UK).
Shenaz Khan - General Manager, People
Shenaz was appointed BTFG's General Manager, People in December 2008.
Shenaz was previously General Manager of BTFG's People and Performance team. She joined Westpac in August 2006 as Head of Corporate Core People & Performance.
Shenaz has more than 18 years experience in wealth management and life insurance business roles, and eight years experience leading human resources teams.
She has completed the Executive MBA Program, and in 2003 received the Equal Opportunity for Women in the Workplace Agency (EOWA) award for the ‘Most Promising Person for the Advancement of Women'.
Tony Forward - General Manager, Technology
Tony was appointed General Manager, Technology for BTFG in December 2008. Prior to this he held the role of Chief Information Officer for eight years.
Tony joined BTFG's predecessor Bankers Trust Australia in 1990 and has held a number of management roles including Manager of Systems Engineering and Head of Information Technology Infrastructure.
Prior to joining BT, Tony held senior information technology roles at Westpac and in the oil and publishing industries. He has 21 years experience in information technology, and is a member of the Institute of Electrical and Electronics Engineers.
