Practice Expertise

  • Finance
  • Insurance
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Areas of Practice

  • Finance
  • Insurance
  •  
  •  

WSG Practice Industries

Profile

A qualified chartered accountant, I specialise in the financial services industry and working with large multinational organisations. Previously, I was the Global Banking and Capital Markets Assurance Leader at a Big 4 accounting firm and a partner for almost 30 years in their financial services practice. During this time, I was entrusted with a number of firm and major client leadership roles in Australia, Canada and globally where I operated as an auditor and as a consultant.

Career highlights

  • Global lead audit partner for Commonwealth Bank, Reserve Bank of Australia, Royal Bank of Canada and Westpac Banking Corporation
  • Provided a variety of advisory services to Adelaide Bank, ANZ, Bank of India, DBS Singapore, NAB, Suncorp, TD Bank and Westpac Banking Corporation
  • Advised the ABA on several industry related issues
  • Served as Audit Quality Assurance Partner for Macquarie Bank and National Broadband Network (Australia)
  • Led a six month consulting engagement in Mumbai to restructure Bank of India
  • Acted as Quality Assurance Partner on the well-publicised investigation into National Australia Bank's foreign currency option losses
  • Provided a range of forensic accounting and litigation support services to major banks in Australia, especially in relation to treasury and trading operations

Associations and affiliations

  • FCA – Institute of Chartered Accountants in Australia & New Zealand;
  • FCA – Institute of Chartered Accountants in England & Wales;
  • Former Finance Director of Madeline Foundation, a charity registered in New South Wales

*not an Australian legal practitioner

Areas of Practice

  • Finance
  • Insurance

Professional Career



Articles

  • FSRC Final Report: Mortgage broking implications

    Our team provides expert analysis on the Financial Services Royal Commission Final Report's implications for mortgage broking.

  • Are Australian companies facing a watershed on climate change?

    Banks and superannuation funds are driving a step-change in emissions reduction expectations. Today, we saw an announcement from one of Australia's Big 4 banks to significantly strengthen its ambition to reduce greenhouse gas emissions across both operations and lending portfolios. What does this mean for Australian companies?

  • Time to reset financial services sector ‘moral compass’

    Genuine opportunities for positive change from Hayne Banking Royal Commission says MinterEllison. 

    Following its exhaustive review of Australia’s financial services sector, and analysis of the 1000+ page document by the Federal government over the weekend, the Report of the Hayne Royal Commission was handed down yesterday.

  • FSRC Final Report: Lending implications
    In the FSRC Final Report, 'Apply the law as it stands' does not tell not the full story.
  • COVID-19: What does it mean for the Financial Services Industry?

    How has COVID-19 impacted Financial Services? Here's what it means from a macroeconomic, government, regulatory and financial services industry participant's viewpoint.

  • Is offshoring a victim of COVID-19?

    We investigate the impact of the coronavirus on offshoring and overseas outsourcing.

  • Delivering sustainable stakeholder value in a post Hayne Royal Commission world

    We have outlined important strategies that will enable financial services organisations, financial institutions and organisations in other industries to restore community trust.

  • COVID-19: Easier faster access to credit for small business

    New regulations implementing a temporary 6 month exemption from responsible lending obligations for Australian Credit Licensees are now in force. We've summarised the new measures below and provided some insights into the implications industry.

  • Five tips for good governance and risk management practices in a COVID-19 world

    During the COVID-19 pandemic, with organisations facing high-stakes, high speed decision making, the need for good governance and risk management practices has never been greater. The Financial Services Royal Commission has lifted the bar on what good governance practices look like. Organisations that get this right will flourish post COVID-19, while poor governance could prove to be fatal.

     

  • How to prepare for financial reporting sustainability requirements

    We discuss emerging regulatory requirements and how to treat climate change risk in the context of your practices and market disclosures.

     

  • Financial services institutions need to increase focus on cyber security

    How does cyber risk affect the financial services industry? We explore in our new report, Perspectives on Cyber Risk 2021.

  • M&A outlook: Australian Financial Services Towards 2030

    Financial services is at a crossroads. A number of important and different factors are likely to shape the future of the sector. Our report offers unique insights into the unprecedented environment in which financial institutions are now operating.

  • Heightened expectations of climate-related disclosure and assurance

    As reporting season approaches, financial report preparers are grappling with new expectations concerning the disclosure of financial impacts associated with climate change.

  • UNSW Law appoints Professor Dimity Kingsford Smith as inaugural MinterEllison Chair in Risk and Regulation

    The Chair has been established through a philanthropic partnership with MinterEllison, an international legal and consulting firm headquartered in Australia and regarded as one of the Asia-Pacific's premier firms.

  • Financial Services Royal Commission Final Report: Impact for Industry

    MinterEllison's comprehensive analysis of key industry impacts from the Hayne Commission.

    Scroll down to view our executive summary of the key takeaways from the Commission's Final Report.

  • Misleading climate-related disclosure: are your verification and disclosure processes defensible?

    A new Federal Court claim has implications for issuers, their advisors and individual officers. Our Climate Risk Governance team provides practical guidance to guard against claims for mising climate-related fundraising disclosures.

  • Climate risk and sustainability: ASIC guidance developments

    The Australian Securities & Investments Commission (ASIC) has released revised guidance on climate change-related financial disclosures.

  • FSRC Final Report: Impact for boards and corporate governance

    Our team analyses the Financial Services Royal Commission Final Report's implications for boards and corporate governance.

  • Financial services survey: a look to the future

    Following the disruption of 2020, and with the rapidly changing face of financial services, we surveyed our financial services clients to determine how the sector is changing long term.

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