Leads Morningstar Australia’s practice optimisation proposition for financial advice businesses. Provides consulting on client value propositions, investment philosophies, pricing, growth, scalability, succession planning, mergers and acquisitions. Develops thought leadership, represents Morningstar at industry events, partners with behavioural insights teams, and creates a Train the Trainer program for the managed portfolio sales team. The role is Sydney-based, nationally focused, client-facing, and requires extensive domestic travel.

Lead a team of Data Consultants across Australia & New Zealand to onboard and manage complex managed-investment datasets, build and escalate relationships with asset managers and third-party providers, provide data expertise to product and commercial teams, monitor market/competitor trends, collaborate with global stakeholders, and develop team capabilities to improve data quality and operational productivity.