Advisory groups

Advisory groups

We build upon the very strong industry connections inherent in our teaching faculty by regularly engaging and consulting with industry bodies and finance professionals to ensure that our services remain at the forefront of financial education in both Australia and throughout the Asia Pacific region.

We have recently formed three advisory groups to assist in the development of MAFC's programs:

  • Business Valuation
  • Retirement Outcomes
  • Risk Management

Business Valuation Advisory Group

Tanya has over 20 years experience both in equities research and funds management and as investment analyst, and was a highly regarded/rated analyst by both domestic & international institutional investors. She holds BComm Economic (Hons) from University of NSW, a Masters of Finance from University of Technology Sydney and a Masters of Finance from the international business school INSEAD. Tanya was also recognised in 2008 by the Australian CFO magazine as Equity Analyst of the Year. Her passion for the integrity of financial reporting is expressed through her support of the Australian Corporate Reporting Users Forum (ACRUF) an analyst and investor group which conducts an active dialogue with accounting standard setters globally and was appointed to the Capital Markets Advisory Committee (CMAC) a body established to provide user advice to the International Accounting Standards Board (IASB).

Tanya also served on the Macquarie Group Foundation Board, the philanthropic arm of the Macquarie Group, an appointment which saw her actively involved in supporting and advising in the NFP space. Tanya also sits on the board of NFP group The Anika Foundation, established to support research into adolescent depression, and has served on the board of food rescue company Oz Harvest.

John-Henry is editorial advisory board chair of Business Valuation Australia, a quarterly journal for valuation practitioners. He lectures on valuation topics at the University of Melbourne and is on Macquarie University’s advisory panel for its business valuation graduate program. He is also a member of the Institute of International Business Valuers’ taskforce assisting in the development of an internationally recognised business valuation accreditation.

Mr. Eversgerd’s specialties include company valuation, valuation for disputes and litigation, independent expert evidence, corporate finance, investment evaluation, corporate tax efficiency, intellectual property valuation, intangible assets, impairment testing, purchase price allocations, thin capitalisation efficiency, and tax consolidation.

Caleena has extensive experience across a range of industries and has been responsible for many of Grant Samuel’s valuations and independent expert’s reports. She is commercially focused with a reputation for integrity and diligence.

Caleena commenced her career at Ernst & Young (then Arthur Young) in 1982, working in business services and corporate finance over 12 years. She has a Bachelor of Business from University of Technology, Sydney and is a fellow of Chartered Accountant in Australia and New Zealand.

During his time at EY, Jamie has worked closely with major Australian and global clients across various sectors, including resources (mining and oil & gas), media, power & utilities, infrastructure, financial services and healthcare.

As a valuation specialist within EY’s transactions service line, Jamie has focussed on valuations of businesses, intangible assets, impairment testing and analysis and independent expert’s reports.

Retirement Outcomes Advisory Group

Nick has managed key relationships with some of Willis Towers Watson Australia’s largest clients for over 18 years. He leads several large scale projects providing strategic advice across investment option design; member risk tolerance; assessment of retirement adequacy; dynamic lifecycle strategies; default retirement income strategies and generation of retirement income estimates.

Nick is a Fellow of the Institute of Actuaries of Australia and is a member of the Association of Superannuation Funds of Australia (ASFA)’s Super System Design Policy Council. He was a member of the Institute of Actuaries of Australia’s Superannuation and Employee Benefits Subcommittee (1999–2005), and Chairman of its Executive Options taskforce (2000–2004).

Prior to that, he spent four years with Rolls-Royce (Aerospace) as a manufacturing strategy researcher.

Roy holds an MEng from the University of Cambridge, where he was sponsored by Shell UK as an engineer, as well as a PhD in manufacturing strategy from the University of Cambridge.

Aaron has over 20 years’ experience as an investment strategist and researcher, across a wide range of asset classes. In his previous roles across CFSGAM, IAG and Macquarie, Aaron has been responsible for the evaluation and strategic development of investment capability; portfolio manager of $5.5bn of Australian Fixed Interest; a diversified fund portfolio manager; tactical asset allocation strategist; and an economist. He was also a member of the advisory committee to the FTSE ASFA Australia Index at the time it established the first after tax returns performance index for the equity market in Australia

Aaron has been a Chartered Financial Analyst since 2003, is a Fellow of FINSIA and is a holder of the (US-based) Retirement Management Analyst (RMA) designation. He is currently the chair of the editorial board of JASSA. Aaron was awarded the University Medal for Economics from the Australian National University

Nicolette is a qualified Actuary, holds an executive MBA from the Australian Graduate School of Management, is a Graduate of the Australian Institute of Company Directors (GAICD) and also holds a Bachelor of Business Science (Hons) from the University of Cape Town.

Nicolette served as a retail director on the ASFA Board for 8 years from 2007. She is actively involved in policy development across the superannuation industry, having chaired numerous ASFA, FSC and FPA committees including the ASFA Super System Design Council and the ASFA Finance & Risk Committee. She was also a recipient of the inaugural IFSA Excellence Awards.

Prior to joining Colonial First State, Nicolette was Vice President and Head of Product Management at BT Financial group. Before that, she spent five years as a Consultant with Towers Perrin where she provided superannuation advice to trustees and companies.

Nicolette is passionate about the subject of career mums. In 2014 she was named one of the top “powerful part-timers” by Women’s Agenda.

Nicolette is married to Jonathan Rubinsztein and they have three daughters.

Risk Management Advisory Group

Manny joined ANZ in 2008 and in that time has headed up the Australian Wholesale Credit team, the Structured Credit Risk team as well as being the Head of Risk Strategy & Enablement. Prior to the ANZ, Manny worked at the NAB for over 6 years heading up both Risk and Business units, including Managing Director & Global Head of Securitisation, Managing Director & Global Head Credit, General Manager Credit (Retail & Wholesale) Australia, as well as other senior roles within Institutional Credit.

Since beginning his banking career in 1988, Manny has worked across both risk and business roles in Retail, Business, Corporate & Institutional Banking covering sectors such as Natural Resources, Project Finance, Structured Finance & Securitisation at the ANZ, CBA, NAB, Standard & Poor’s and Bank of America. Over his banking career Manny has worked in and managed teams across Australia and New Zealand, Asia, London and New York.

Manny holds a Bachelor of Economics Degree from La Trobe University, a Graduate Diploma in Banking & Finance from Monash University and a Masters in Applied Finance from Macquarie University.

Previously, she reported to the CEO of one of Australia’s largest general insurers and largest provider of retirement and aged care services. Kellie has led up to seven direct reports and their teams of up to 300 people.

Kellie worked for top Australian legal firms and the World’s No 1 professional services brand in senior positions. She practiced as a Corporate Solicitor and Investment Banker with global US and French banks, advising across capital markets.

She has also practised as a Management Consultant with expertise in strategy, governance and performance optimisation.

Kellie has successfully combined her executive roles with developing her career as a director for the past 10 years.

Kellie has Board experience as Chairman, Chairman of Audit & Risk and a member of Remuneration & Nominations.

Kellie is a director of IMX Resources Limited, The Australian Institute of Company Directors (WA), The Australian Youth Orchestra, and Chairman and Founder of charity, Ready to Work Inc. She has served on the boards of The Art Gallery of Western Australia (AGWA), WA Forest Products Commission (GTE), WA Social Enterprise Fund, DJ Carmichaels (lge stockbroker), Youth Focus and Methodist Ladies’ College.

Kellie is a Fellow of the Australian Institute of Company Directors and the Australian Institute of Management.

In her current role, she is responsible for developing and embedding the oversight framework for G20 OTC derivative regulations across Australia, NZ, UK, Asia and US.  

Lynn has also worked as a consultant to AFMA for their FX and Risk Management education modules. She actively supports the collaboration between Macquarie University Applied Finance Centre and NAB mentoring female students in the Master’s program.

Lynn has particular interests in risk culture, conduct, workplace diversity and leadership.

Past employers include State Bank of New South Wales, Bank Brussels Lambert (BBL), Westpac and GE Capital.

Immediately prior to joining ABAL James spent six years at the Australian Prudential Regulation Authority (APRA) as a Senior Manager in its Specialised Institutions Division.  In addition to this key supervisory role James was a member of APRA’s internal ADI Industry Group and led / or participated in many internal working groups to develop / implement key aspects of prudential regulation. 

James is a FCPA, a Senior Fellow of FINSIA, a member of the Australian Institute of Company Directors (MAICD) and has a Masters of Applied Finance (Macquarie) and an MBA (AGSM).

He is recognised internationally as an industry expert on credit risk processes, frameworks/ appetite  and practices and technical author of prudential standards and guidance on risk requirements, including the Mortgage Lending Prudential Practice Guide and IRB Accreditations.

He has been a regular keynote speaker at various local and overseas conferences representing APRA's view on credit risk management.

Prior to his time at APRA, Glenn developed and implemented credit risk framework and policy regime; mostly devoted to institutional banking/ group treasury areas and led and performed risk diagnostics on credit portfolios in institutional lending I large corporate space and other complex risks.

Glenn is a Senior Fellow at FINSIA and an early winner of the former AIBF Young Banker of the Year. Glenn holds a Bachelor of Business in banking and finance, a Masters in Applied Finance (Macquarie) and further post graduate qualifications in applied math and statistics.

Formerly, Simon was Chief Credit Officer with executive responsibility for Board Risk and Capital at Investec Bank, Australia, focussing on credit, market, capital, funding liquidity, operational risks, and enterprise risk management.

Simon specialises in designing risk management and governance strategies appropriate to organisational context and risk appetite. He is a well-known industry speaker, and presenter at Macquarie Applied Finance Centre's Finance Professionals' Seminars. As an industry expert and practitioner, Simon is also a member of MAFC's Faculty in the role of Honorary Fellow.

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