PERSONAL OVERVIEW CAREER HISTORY

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1 PERSONAL OVERVIEW I am a passionate and enthusiastic Financial Services Practitioner who takes pride in delivering excellence and meeting targets. I am a self-starter with a focus on developing new and maintaining existing relationships for the benefit of mutual business outcomes. I am a natural people leader with the ability to positively influence and guide colleagues within a high performing team. CAREER HISTORY Current Employer Kinetic Super, VIC Company overview Kinetic Superannuation Ltd is an industry super fund that s been in operation for over 21 years working across various industry sectors. Kinetic Super manage over $3 billion in funds under management and operate for the benefit of over 350,000 members and over 27,000 employers. Kinetic Superannuation is the new name for Professional Associations Super effective from 1 July Business Development Executive July 2015 Current My primary role is to engage and onboard new employers (with employees over 500) to the fund positioning Kinetic Super as their default provider of Superannuation along with managing a team of sales & relationship associates based throughout Australia. Singly responsible for the establishment, management and closing of generated sales pipeline for opportunities over 500 employees through conferencing, networking and lead generation to acquire over 2,000 new members across a range of employers and industries. Management and development of 5 direct reports (3xVic & 2xWA) via formulating personalised business plans for new member acquisition & retention within new/existing business markets/businesses. Development and management of the integrated sales strategy to achieve organisational targets. Development of the new markets strategy in order to increase member acquisition. Monthly reporting to the board regarding target tracking and dashboard reporting relating to Association and Partnerships with key stakeholders Supporting and mentoring Business Development Managers, Business Development Associates & Customer Relationship Manager to manage and close generated sales pipeline for opportunities under 500 employees.

2 Drive, develop and lead by example the best practice client acquisition principles and ongoing mentoring of new sales colleagues to the team. Monitoring key market, industry and competitor activity and facilitating business change to optimise fund positioning Key achievements in current role Generated and closed 7 new corporate employers to the fund, expected Funds under Management (FUM) from business won totalling $21.262m into the Fund. Super Guarantee contributions resulting in $10.45m revenue into the Fund. Total employee acquisition of new members to the fund 3,270 FYTD Developed & implemented Sales & Services Initiatives pilot program (SASI), Member acquisition strategy yielding 720 new members in 10 day trial. New association partnership with a national employment association negotiation and finalisation of contract and implementation resulting in 63 potential new business opportunities. Initiated and completed negotiation of new partnership agreement with leading disability organisation in Australia resulting in over 97 new business opportunities. Kinetic Super cont. National Business Development Manager May 2014 June 2015 This was a newly created role devised to acquire new employers/businesses via a default offering for the purpose of new members to the fund. I was commissioned to construct a business strategy outlining a national sales structure, to identify green fields and capitalise on organic growth areas. Management for the growth of $1,500,000 contributions through acquisition of new default arrangements for employers over 100 via conferencing and self-generated leads. Management for acquisition of new default arrangements for employers over 100 staff through contributions growth. Effectively on board and transition business won minimum of 50% opt out Implement growth strategies with current partnerships and associations for the benefit of new members to the fund Self-generate leads directly and through conferencing Effective handover of new employers to the Client Relationship team to ensure the opportunity is maximized Key achievements in role Sourced and on boarded 12 new employers/businesses to the Fund Average employer size 287 Contribution Growth of $1.792m Rollovers of new member funds $2.935m

3 Opt-out conversion rate of 75% of new employers/businesses on boarded Championed internal CRM system to enhance and promote growth strategies and business opportunities Design and Implementation of National sales team structure designed to achieve both organic and green field growth/membership Bendigo & Adelaide Bank, Brisbane, QLD Business Development Manager Nov 2009 Sept 2013 Maintained and developed existing and Greenfield relationships and business. Responsible for management of $220m Margin Lending panel & $420m Cash based products. Management for the growth of Margin Loan portfolio of $5.2m Year on Year Targeted new areas of business via engaging Accountants regarding Bendigo Wealth s new to market SMSF Administration Platform offering (SuperAstute). Hybrid BDM role - Train/Mentor Bendigo Financial Planners in Advice strategies with the aim to increase sales and business advocacy for Bendigo Wealth. Implementation of Bendigo Wealth s Retail Engagement Pilot program aimed at increasing sales In Risk, Investment, Superannuation and General product knowledge within the Retail bank network. Responsible for servicing all major Financial Services Dealer Groups & IFA s - Brisbane Metro, South East Queensland and Regional Queensland (Sunshine Coast to Townsville). Audited and recommended new partner agreements for business partners in order to grow their businesses. Met and exceeded yearly State & Personal Financial Sales Targets Negotiated and developed transaction of IFA (Non Key Business Partner) FUM from $4.1m - $31.5m to Leveraged Equities via specific interest tier structure and high level business relationship across all departments of their business Uplift in sales regarding Advice and Retail engagement of 40% upon completion of Retail pilot program Facilitated and Presented Adviser client seminars aimed at retention and growth of new business clients for adviser practices Participated and contributed to Leveraged Equities working groups (Online Application & Legislated changes Margin Lending PDS) Ambassador for Bendigo Wealth at Count Financial Annual Conference New Zealand Ambassador for Bendigo Wealth at PIS Financial Services Annual Conference - Hawaii BankWest, Melbourne, Vic

4 Senior Personal Financial Advisor Mar 2009 Jun 2009 Provided advice for High Net Worth clients relating to Personal Investments, Superannuation, Personal Insurances Life, Income Protection, TPD and Retirement Strategies. Preparation and delivery of compliant Statement of Advice documents for clients. Designed training plans for individuals to enhance sales skills for customer facing staff specifically relating to holistic Personal Advice. Management for the engagement of role playing scenarios with internal members of branch, in-line with Personal Development Plans, to enhance sales delivery. Development and implementation of holistic advice services program Targeted specific HNW clients via Term Deposit maturity lists, Business referral partners and in house CRM Developed and implemented compliance and risk review frame work for PFA s Coordinated progression timeline and requirements for PFA to Snr PFA Mentored 10 advisors relating to professional growth and development Westpac Banking Corporation, VIC Advanced / Senior Financial Planner Jan 2005 Mar 2009 Provided advice for High net worth clients relating to Personal Insurance Life, Income Protection, TPD & Business Overhead/Key Man, Company/Trust Investments, Personal Investments, Superannuation, Structured Investments and Retirement Strategies. Training and management of 25 frontline staff relating to the financial advice channel. Management of the weekly training sessions with Customer Service Officers, training with case studies identifying individual weaknesses, strengths and threats; designing Personal Training plans for individuals to enhance sales skills for customer facing staff. Attended WBC Advanced Financial Planner High Performers Annual Conference. (Kuala Lumpur 2008) Attended WBC Financial Planner High Performers Annual Conference. (Hawaii 2007) WBC Advanced FP Nationally Top 15 (Investment & Superannuation 2007 & 2008) Development and implementation of training mandate for customer facing referral staff to FP channel. Achieved all Financial targets - 20% FUM increase YoY. Developed and participated in the pilot program for hybrid advisors specialising in

5 structured investments. Developed training structure and profile for release of BT simple super product for Financial planning and referral partners EDUCATION Kaplan Professional Training Advanced Diploma of Financial Services Current - VIC Self-Managed Super Funds Jan QLD Margin Lending & Geared Investments Oct QLD Diploma of Financial Services Jan 2004 May VIC In addition, I have completed numerous trade related courses which I can detail on request. References available on request