Qualifications: BSc – Mathematics, MBA, Member of National Institute of Accountants, LIXI Director 2004 to 2008.
Experience: 8 years at a Senior Management level including Director of Market Services at NextGen.Net, General Manager of IT at Australian Finance Group, Global Products Manager at Australian Defense Industries, plus 10 years software development experience.
From a business perspective, the move toward greater use of standards in downstream processing will change our engagement with executive management and the commitments to NECS will provide an opportunity to work with the federal government.
From a technical perspective LIXI members are looking for an expansion in the scope of the standards to provide improvements to business processes, improvements that parallel the work that has been done in straight-through processing. LIXI will be providing extra impetus to the working groups for business analysis as well as the delivery of standards.
Board of Directors
Jacaranda Lane Cove P/L
Qualifications: BSc, FFINSIA, FAIM, MAICD
Paul runs his own consultancy business specialising in strategy formulation, change management, distribution strategy, talent management and succession planning, focusing on the financial services sector. He served as Chairman of Stephenson Mansell Group for two years and is a non-executive director of Thorn Group Australia, Cancer Council NSW and the Australia-Britain Chamber of Commerce. He has over 30 years’ experience in the financial services industry including most recently as Managing Director of Mortgage Choice. Paul holds a BSc from Sydney University and is a Fellow of the Financial Services Institute of Australia (FINSIA), and the Australian Institute of Company Directors.
Head of QBE Business Development & Productivity Initiatives, QBE LMI
Qualifications: MBus, MBM (Mgt), Dip Aus Institute of Company Directors (GAICD)
Previous positions include: Organisational strategy, IT strategy, IT management, program/project management, business process re-engineering, facilities management, business continuity management and varied roles within the banking industry.
Being part of a not for profit, volunteer based, organisation requires an extraordinary level of passion and commitment. The challenges faced by LIXI are often not that different to the everyday challenges we have in our full time jobs, yet each of us involved are expected to find the time to make it happen while balancing our full time roles and other external commitments.
LIXI Involvement has encompassed:
• LIXI Member since 2003
• LIXI Director since 2003
• LIXI Chairman of the Board from 2005 to 2011
• Chairing and leading the Board ensuring that we stay focused on our goals/ strategy;
• Leading and implementing a Board succession plan initiative;
• Actively involved in the Intellectual Property sub committee and LIXI Annual forum planning; and
• Working with the Board on a repositioning of LIXI which will deliver a change in the way we deliver value to our members in 2011 and beyond.
Head of Transformation, ANZ
Glenn has over 27 years experience in financial services with over 15 years at ANZ in various roles and is currently General Manager, Transformation (Australia). His most recent roles being acting Managing Director, Product Strategy & Marketing and General Manager, Deposits & Mortgages. Prior to this, Glenn acted as the General Manager, Specialist Businesses where he led ANZ’s Broker Distribution, Mobile Lending, Mortgages Direct, Foreign Exchange and ATM businesses.
In July 2002, Phil was appointed Chief Executive Officer of the Mortgage Industry Association of Australia (MIAA), now the Mortgage & Finance Association of Australia (MFAA) which has 12,500 members. He holds a Bachelor of Commerce from the University of NSW. In order to bring about maximum efficiencies to the operations of MFAA members via industry electronic standards Phil is keen to ensure that there are close links between the intermediary sector and the objectives and initiatives of LIXI via the MFAA.
GM IT, Advantedge
Qualifications: BComm, BBusSys
Milton Chan is the GM of IT for Advantedge and is responsible for the technology strategy of the Mortgage Manufacturing business as well as Advantedge’s distribution businesses; PLAN, CHOICE and FAST. As a director representing nearly half of the brokers and a key Australian lender, Milton uses his business wide influence to pro-actively improve standards for the lending industry
CEO, Yellow Brick Road
Qualifications: DipFinPlanning, GradDipFinancialMarkets
Matt Lawler, CEO of Yellow Brick Road Management, has over 25 years in the financial services industry in wealth management and banking. Matt has experience with the development and evolution of “platforms” over time and the need to create standards around transfer of information from product suppliers to intermediaries. He has also overseen a mortgage business (Homeside) and understands the critical processes from a lender’s point of view; Matt has a strong background in managing intermediary businesses including financial planning networks (1,600 financial planners at MLC) as well as heading the Challenger Mortgage Management acquisition which included Plan, Challenger and Fast aggregation networks. Currently, Matt is building a new brand in the industry “Yellow Brick Road” which has a strategic partnership with Gateway Credit Union as the supplier of a Yellow Brick Road branded mortgage. Matt is a former board member of MFAA and FPA.
Martyn Beer manages Lending Solutions at Sandstone Technology. Sandstone is a leading supplier of loan origination, internet banking and online managed solutions to major banking and financial institutions both in Australia and overseas. For more than thirty years, Martyn has held senior roles within the Australian financial services and technology sectors. As part of his role at Sandstone, he is working towards the development of uniform electronic standards for the Australian lending industry.
Martyn’s experience includes 15 years strategic and operational management experience in the lending operations of organizations such as Midland Bank, Colonial State Bank, BankWest, Liberty Financial and Guardian. In addition to this, Martyn has operated as an independent introducer to several aggregators and funders for both retail and large commercial mortgages. He has also spent over 15 years delivering substantial technology programs to the financial services industry at IBM, Hewlett Packard, Siemens, and Satyam Computer Services.
At Sandstone, Martyn manages a global team of up to 120 lending business and technology specialists, possibly one of the largest dedicated lending solutions centres of expertise in the world. This team has been developing, deploying and supporting Sandstone’s LendFast loan origination system since 2001 and is currently delivering Sandstone’s third generation LendFast system.
CFO, Aussie Home Loans
Qualifications: BEc, ACA
John is the CFO and a Director of Aussie Home Loans, Australia’s leading non-bank retail financial services group and has been with Aussie since 2006. He has broad based experience in the financial services sector – investment banking, retail banking, wealth management and asset management.
John was previously at AMP Limited where he has held roles as Group Treasurer and Finance Director of AMP Financial Services. His interest in LIXI stems from a focus on process inefficiencies across the sector and the opportunity to reduce costs and improve customer pricing.
General Manager, Process Excellence and Productivity, Westpac Bank
Qualifications: BA, MBA, AICD
Jason Millett joined Westpac Banking Corporation in May 2008 as General Manger Strategy in the Consumer Financial Services Division of the Group. Over the past 18 months, Jason has held several positions including joint CIO for Product & Operations and Westpac Retail and Business Banking, more recently focusing on Strategy Executions and Transformation for the Product & Operations Division. During this time he has led the development of the Bank’s consumer and business product strategies to underpin the overall Group strategy of customer centricity. This has focused on simplification, integration of banking and product services across Westpac and St George brands to provide the logical platform for transformation across multi brand financial services offerings. He has overseen the execution of major strategic investment priorities, in particular the consolidation of core banking services for the Group onto a single platform. He leads the transformation agenda for Product & Operations working across the Group on productivity and customer centricity. Most recently he has been a leader in the Bank’s productivity and Process Excellence programme. Jason brings years of experience in change and transformational leadership through business and IT roles across the Commonwealth Bank and Westpac.
General Manager, RBS Mortgage Wealth, CBA
Qualifications: LLB Hons
After 14 years in the marketing industry in both the UK and Australia, James Sheffield started his career at the Commonwealth Bank as General Manager, Marketing and Information Services in 2000.
James Sheffield has been General Manager, RBS Mortgage Wealth at the Commonwealth Bank since April 2007. In this role, he is responsible for the profitability and growth of the largest Home Loan portfolio in Australia and the end-to-end customer experience.
Prior to that, he was General Manager, Wealth Builders where he managed the savings and investment portfolio and the cross sell of Wealth Management products.