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Senior Associate, BBus(Atg), Dip SM, FFIN, FASFA, AACI, MRMIA, ASA
Jillian is an experienced Compliance and Risk Management consultant with over 30 years experience in the Financial Services Industry. This has provided Jillian with a solid grounding in the traditional financial services products (e.g. personal loans, credit cards, personal & commercial mortgages, deposit products). She has held senior positions in both the administration of these products and in the governance, risk and compliance of these products. Jillian also has extensive experience in the compliance and risk management of the insurance, funds management and superannuation areas.
Jillian specialises in providing ‘hands on’, practical advice to all levels of Management and Boards on the efficient and cost effective application of risk management and compliance. Jillian’s bases her implementations on providing commercially acceptable solutions to compliance and risk management issues. Jillian has been active in industry associations throughout her career and is currently a member of the Australasian Compliance Institute’s Finance Committee.
Jillian’s engagements have included:
Set and implement the risk management and compliance standards and policies for all of Retail Operations of one of the ‘four pillars’ banking group (i.e. Loans Processing Group, Operations Processing Centre, Card Services, International Services, Life Insurance, General Insurance, Superannuation, Unit Trust and Investor Driven Portfolio Services) Set and implement the risk management and compliance standards and policies for all of the administration of a newly amalgamated conglomerate (i.e. Loans Processing Group, Operations Processing Centre, Card Services, International Services, Life Insurance, General Insurance, Superannuation, Unit Trust and Investor Driven Portfolio Services) Facilitated APRA authorisation for a major corporate superannuation fund including development of all policies, risk management framework and compliance plans Designed and implemented the operational risk management framework across all divisions for a major financial service conglomerate. The divisions included financial advice, mortgage wholesale administration, funds management, superannuation administration and a life company. Write the compliance plans for all multiple entities of an international funds management, insurance and superannuation conglomerate to enable Australian licensing under the FSR regime.
Facing the challenge“Today, risks don’t fit into easy categories or emerge from pre-determined place. They assault from all sides. It may surprise you to know that at least half of all corporate crises are caused by senior management action rather than external forces. I firmly believe that the most successful, least crisis-prone businesses will be those whose boards have shown firm resolve and taken decisive action. Effective, integrated strategies for dealing with tomorrow’s risks require a change in culture at board level now.”
(Lord Peter Levene, Chairman of insurance giant Lloyds speaking at the World Affairs Council).