Melinda Howes commenced a role in late 2014 as General Manager of Superannuation for BT Financial Group. Until June 2014 she was the Director of Product Strategy and Services for AMP's Insurance and Superannuation business.
Melinda is an actuary whose career in financial services has spanned policy, strategy, consulting, product and sales work in superannuation, wealth management, insurance and not for profit entities.
Melinda was the CEO of the Actuaries Institute for three and a half years. Prior to that she was Director of Policy at ASFA (the Super Funds Association). She has also been a consultant with ALEA Actuarial and previously spent eleven years at BT from 1993, culminating in a role as Director of Superannuation and Retirement Products. She started her career in life insurance with Prudential.
Melinda is on the Super FSC board, an Executive Director on the BT Financial Group RSE Boards. Melinda is a member of the Australian Institute of Company Directors and a Fellow of The Institute of Actuaries of Australia, she's also on the advisory board of Macquarie University's Faculty of Business and Economics.
Gordon Bell is the Chief Financial Officer, Business division for Westpac Group and is responsible for the Finance operations across Banking and Wealth lines of business. Prior to his appointment to this role in January 2019, Gordon was Managing Director, Head of Balance Sheet & Regulatory Strategy, Group Treasury, responsible for the prudential management and allocation of the Group’s resources including capital, liquidity and funding to Business Divisions.
Gordon is a professional with over 20 years experience in Financial Services encompassing the fields of Finance, Treasury, Investment Banking, and Professional advisory firms.
Before joining Westpac, Gordon worked for Barclays Group, based in Asia Pacific in various roles including Treasurer & Investor Relations for Asia Pacific, CFO & Finance Director Japan and CFO for Greater China. He began his career at KPMG in Sydney and London specialising in corporate treasury advisory and banking audit assignments.
Gordon is a supporter and ex-Board member for LittleWings Ltd, a not for profit organisation supporting children with life threatening illnesses. Gordon is Chartered Accountant, a member of the Association of Corporate Treasurers (UK) and is a Graduate member of the Australian Institute of Company Directors.
Kirsten O’Donoghue joined the Westpac Group in 1994.
Kirsten has held many senior roles within the Group in Australia and overseas including Chief Credit Officer Northern Hemisphere, Westpac Institutional Bank and Head of Corporate Banking & Property Finance, St George Business Banking. Kirsten commenced her role as Chief Risk Officer, Business Banking in 2016 and added the Westpac Group wealth entities to her portfolio in 2019.
Kirsten holds a Bachelor of Science & Environmental Science (Minor Economics) from Murdoch University (Perth) as well as a Masters of Business Administration from the University of New South Wales.
Kathy Vincent is BT’s Executive Director, Superannuation Boards & General Manager, Platforms and Investments. In this role Kathy is responsible for leading BT’s retail platforms (BT Panorama, BT Wrap and Asgard) as well as BT’s investments business.
Prior to joining BT in July 2018, Kathy was General Manager, Wealth Products and Platforms at NAB where she was responsible for the leadership and management of the retail super and investments platform, as well as NAB’s Asset Management Product Team.
Previous roles include Co-Head of Macquarie’s alternatives business and Head of Product Strategy for Macquarie Group’s Global Investments business.
Kathy has 25 years’ experience in financial services with specialist expertise in retail platforms, product strategy and distribution.
Kathy has a Bachelor of Commerce from the University of New South Wales and a Graduate Diploma in Applied Finance and Investment.
Corrin joined BTIS in November 2015 in the role of Head of Diversified Portfolio Management and has more than 20 years' experience working across various industries, most recently as Manager, Investment Strategies at Sunsuper.
Corrin is responsible for delivering on the investment objectives for all the BTIS diversified portfolios (multi-manager and lifestage). In particular, he is responsible for the formulation and implementation of strategic asset allocations and oversees the tactical asset allocation/dynamic asset allocation processes, along with overseeing the meeting of regulatory requirements, reporting and the preparation of the relevant Board papers containing investment recommendations.
Prior to this Corrin has held a number of roles across a variety of industries including Russell Investment Group, lnTech, MCA NZ Limited, Watson Wyatt Worldwide and previous to that, Rolls Royce, Koeberg Nuclear Power Station and Aegis Insurance Company.
Corrin graduated from the University of Cape Town with a Bachelor of Science in Mechanical Engineering, and is a Fellow of the Institute of Actuaries of Australia.
Dina joined BT in 2006 and currently oversees the management of BTFG's platform solutions, which includes the Asgard, BT Wrap and Panorama platforms. Dina is responsible for competitiveness of these BT platforms, ensuring they continue to innovate and meet the needs of the adviser and investor communities, in turn growing BTFG's market share.
Dina has over 11 years experience in financial services and has held various other product and customer management roles at BT. Dina holds a Master of Business Administration.
Lisa is an experienced funds management professional, who has worked on a diverse range of products over the past 25 years.
Lisa joined the Investment Accounting team within Westpac Financial Services (now BT Financial Group) in 1993. She had various roles within Investment Accounting before being appointed Head of Tax and Accounting Services in May 2011.
She has overall responsibility for accounting for BT's managed investment schemes, superannuation funds and platforms.
Prior to joining Westpac, Lisa worked at PricewaterhouseCoopers in the audit division.
Lisa has a Bachelor of Economics from the University of Sydney, is a member of the Institute of Chartered Accountants in Australia, has a Graduate Diploma in Applied Finance and Investment from Financial Services Institute of Australasia (FINSIA), and is a Graduate of the Australian Institute of Company Directors (GAICD).
Bettina Fischer is the Head of Program Delivery in Superannuation, a role which she was appointed to in June 2015 responsible for leading a multi-project team of 150 members to deliver Stronger Super Regulatory requirements, Legislative and Strategic Initiatives.
Bettina joined the BT Financial Group in 2006, throughout this time her roles have included senior Project/Program, Implementation and Change Management roles.
Prior to joining BT Financial Group Bettina held roles with the Insurance Australia Group as a Program Manager in Customer Strategy, as well as with the Commonwealth Bank where she started her career as a Senior Business Analyst and progressed to an Executive Manager of the Compliance Projects Program.
Bettina graduated from Macquarie University with a Bachelor of Economics majoring in Banking and Finance.
Hannah joined the BT Financial Group in her role as Head of Direct Distribution for Superannuation in 2016.
Hannah has over 15 years’ experience across banking in both Australia and the UK, covering a broad range of products including deposits, credit cards, mortgages, insurance, superannuation and financial advice.
Before joining BT, Hannah was at Macquarie for over 8 years. She was a Division Director responsible for offer design and channel development for their new Personal Banking business. Prior to this role, Hannah worked in Macquarie’s Private Wealth business where her focus was around Macquarie’s direct wealth offerings.
Hannah has a Postgraduate Diploma in Marketing from the Chartered institute of Marketing in the UK as well as a Diploma of Financial Services from Kaplan and a MBA (Executive) with Distinction from AGSM.
Julie first joined BT in 1997 working across BT’s business including Super, Investment Management and Wrap product management and development. Julie was appointed Head of Product, Superannuation in 2017 and oversees the management of BTFG's superannuation solutions, which includes Corporate and Direct Super and retail managed investment schemes. Julie is responsible for competitiveness of the BT superannuation products, ensuring they continue to innovate and meet the needs of the employer, adviser and member communities, in turn growing BTFG's market share.
Julie has 20 years’ experience in financial services and holds a Bachelor of Economics, Economics and Marketing from Macquarie University and a Diploma of Superannuation Management.
Guilherme (Guil) joined Westpac Group as Chief Executive, Business in December 2019. The Business division supports Australia’s small business, commercial, agribusiness and private wealth customers providing a wide range of banking and wealth services across Westpac, St.George, BankSA and Bank of Melbourne brands. The division also supports customers’ investment needs including Superannuation and through its Platforms, Investments and Operations business across BT and Asgard brands.
Guil has 22 years' experience in banking and consulting in Hong Kong, Brazil, UK, US, Spain and the Netherlands. Prior to his appointment, Guil was Group Head of Wealth Management at HSBC Hong Kong. He started at HSBC as Group Head of Strategy in London in 2010 after a career totalling 10 years at McKinsey & Co. He holds a Bachelor of Business Administration in General Management and Finance from Fundação Getulio Vargas (FGV) in Brazil and a Master of Business Administration in Strategy, Corporate Finance and Investment Management from Harvard Business School.
Cloe Reece commenced a role a role as the senior head of risk and compliance for Superannuation for BT Financial Group in August 2015. Prior to this, Cloe has worked across a broad range of financial services including investment banking, funds management, life and general insurance and advice for the past 25 years. During this time, Cloe has worked primarily within Risk and Compliance related roles.
Cloe holds a Masters of Business Administration (MBA) from the University of NSW and a Bachelor of Business from Western Sydney University.
David Plumb was appointed as a director of the Superannuation Boards in 2011; he served as Chairman of the Board Audit, Risk and Compliance Committee from 2011 to November 2015 and serves on the Board Investment Committee. David was appointed as Chairman of the Superannuation Boards on 16 November 2015.
David has more than 28 years' financial services experience, having operated at a Director, Executive and Adviser level principally within the superannuation, funds management, advice and insurance sectors.
In addition to his roles with BT, David is currently a Director on the Board of Insurance and Care NSW, serves on the Compliance Committee for Blackrock Investment Management and consults to organisations on Finance, Strategy and Organisational Change. David is a Graduate Member of the Australian Institute of Company Directors, a Fellow of the Institute of Chartered Accountants and holds a Master of Economics – Professional Accounting from Macquarie University.
Robin was appointed as a director of the Superannuation Boards on 1 July 2019 and serves on the Board Investment Committee and Board Audit, Risk & Compliance Committee. Effective 10 July 2019, Robin will become the Chairman of the Board Investment Committee.
Robin held senior executive roles in financial services for over 25 years in a range of enterprises. He was Managing Director of Equity Trustees Ltd from 2010 to 2016 and since then has held a number of non-executive director positions. Before Equity Trustees he spent 8 years as CEO of the Equipsuper superannuation fund and held previous positions as GM Corporate Affairs, AXA Asia Pacific, CEO Risk, AXA Australia, and Managing Director of Prudential-Bache Securities (Australia). His earlier experience was as a CFO.
Robin is a past member of the Chartered Accounting Institutes in England & Wales and Australia and was a personal member of the Australian Stock Exchange. He is a Fellow of the Australian Institute of Company Directors. He served on the board of the Financial Services Council until 2016, chairing a number of Board Committees.
He is currently Chairman of Indue Limited, a non-executive director of Defence Health Ltd, 8IP Emerging Companies Limited and The Weary Dunlop Rugby Foundation Ltd., and an independent member of the PIMCO Australia Compliance Committee.
Michael Cottier was appointed as a Director of the Superannuation Boards in November 2015 and serves as Chairman of the Board Audit, Risk and Compliance Committee.
Michael is an experienced financial service professional with expertise in finance and taxation. Michael’s most recent Executive role was as CFO, QSuper Limited. Michael has also worked at QIC Limited and Suncorp Group Limited.
Michael is a Fellow of the Australian Institute of Company Directors, a Fellow of Chartered Accountants ANZ (FCA), and holds a Masters in Taxation from The University of Queensland.
Michael is on the Boards of Stadiums Queensland (Chair of Audit and Risk Committee), Metro Arts, Queensland Teachers Union Health Limited (chair of Risk Committee), and Blue Sky Alternatives Access Fund Limited (Chair of Audit and Risk Committee), and previously served as a member of the ASFA Governance & Regulatory Council.
Jane was appointed as a director of the Superannuation Boards in February 2016. She serves on the Investment Committee and the Board Audit, Risk and Compliance Committee.
Jane has more than 25 years business leadership experience, predominantly in financial services. She retired from her role as Chief Executive Officer, Qantas Super, in December 2015 and was previously Chief Executive Officer of J.P. Morgan Treasury and Securities Services Australia and New Zealand. In March 2011 Jane was recognised as the Custodian Banker of the Year in the Asset Asian Awards and in November 2010, she was inducted into the YWCA’s Academy of Women Leaders in New York. Jane’s earlier career included roles as General Manager People and Chief Operations Officer for AXA’s Australia and New Zealand franchise and Associate Director of KPMG Management Consulting.
Jane has previously held board positions with the Association of Superannuation Funds of Australia (ASFA) where she chaired the Policy Committee and served on the Member Services Committee, National Mutual Superannuation Pty Ltd, National Mutual Staff Superannuation Plan, J.P. Morgan Nominees Australia Limited, the Victorian Arts Centre and the Australian Brandenburg Orchestra.
Jane is currently a member of the Salvation Army Advisory Board where she chairs the Risk Sub-Committee and serves on the Risk and Audit Board and the Employment Plus Board. She is a Director of the Sydney Financial Forum.
Jane was educated at Macquarie University, Sydney, and holds Bachelor of Arts and Bachelor of Science degrees, as well as a Diploma of Education.
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