Transitions: Late August

There have been an enormous number of new appointments in recent weeks. See the latest movements below, including at FOS.


AIA Australia

Life insurer AIA Australia has announced four new additions to its strategic partnerships team.

Kristen Lennis-Harvey joins AIA Australia as Head of Strategic Partnerships. With more than 19 years’ experience in financial services, she will be moving from her recent role at National Strategic Account Manager at Zurich.

Melissa Crawford has been appointed Distribution Strategy Manager, a newly created role that will function across the strategic partnership and distribution teams.

Matthew Wakefield has been promoted to Key Account Manager, overseeing a number of AIA Australia’s strategic licensee partners.

Jeremy Bernadi has been promoted to the position of Key Account Manager for Platforms and Licensees.

AIA Australia Chief Retail Insurance Officer Pina Sciarrone says: “At AIA Australia we understand that with the latest reforms to life insurance, advisers and licensees are facing a difficult change that affects the viability of their business, so by boosting our team with more experience we can better support our partners in future.”



Allianz has announced the appointment of Daryl Madden as CEO of TIO, effective 31 August. Madden will be replacing outgoing Chief Marketing Manager Paul Kernaghan, who has been Acting CEO following Allianz’s acquisition of TIO seven months ago.

Madden joined Allianz in 2011 as Group Manager Reporting and Planning has extensive management experience across a range of industries.

Madden has worked with major insurance companies, including Suncorp and MLC in Australia, and State Farm Insurance and Allstate Life Insurance in the USA.

Allianz Managing Director Niran Peiris says: “We have given considerable thought to the future requirements of TIO and Territorians and I am confident that Daryl will be an excellent leader for TIO.”


Gallagher Bassett

Gallagher Bassett has appointed Shaun Meehan as General Manager of its South Australian workers’ compensation operations.

Meehan has worked with Gallagher Basset for more than 15 years in both corporate and commercial leaderships roles.

Meehan says that he is very much looking forward to continuing his career path with Gallagher Bassett.

I am honoured to continue the solid work of Gallagher Bassett and build on the contribution we have made to South Australian industry following our entry into the market,” Meehan says.



The Financial Ombudsman Service (FOS) Australia has announced the appointment of Sally Davis to the position of Code Compliance Monitoring COmmittee (Code of Banking Practice) Chief Executive Officer and Code Compliance and Monitoring General Manager.

Davis will move from her current role as Senior Manager of Systemic Issues at FOS.

Chief Ombudsman Shane Tregillis says: “Ms Davis brings to this position extensive experience in financial services, as well as good relationships with regulators, industry and consumer groups from her work as Senior Manager of Systemic Issues at FOS.”



Insurance Australia Group (IAG) has announced the appointment of Jonathan Nicholson as an independent non-executive director to the IAG Board.

Before retiring in 2014, Nicholson spent more than eight years with Westpac Banking Corporation in the positions of Chief Strategy Officer and Head of Strategy and M&A.

IAB Chairman Brian Schwartz AM says that Nicholson’s extensive experience and knowledge are very welcome.

“We are delighted to welcome Jon to the Board,” Schwartz says.

“With significant strategic financial and analytical expertise gained working across industry, consulting and government, Jon brings a unique combination of perspectives and strongly-honed judgment on complex strategic opportunities.”

Further to this, Claire Rawlins has been appointed to the role of Group Chief Information Officer, having joined IAG in June in the position of Chief Technology Officer.

Chief Executive IAG Labs Peter Harmer says that Rawlins’ proven excellence in complex programs and innovative digital products will help IAG continue to grow.

“IAG is continuing to drive its digital and innovation agenda right across the company and its brands, building an integrated digital eco-system that puts customers, partners and employees’ needs at the heart of everything we do,” Harmer says.

“With significant experience gained in Australia and internationally, Claire will be a valuable asset to the organisation, leading all of our existing technology and project management teams which now sit together within the recently-created division, IAG Labs.”


National Transport Insurance

National Transport Insurance (NTI) has announced the appointment of two new executives to its leadership team.

Kerrie Challenor has been appointed Human Resources General Manager. Challenor has extensive experience within the insurance industry in both human resources and management roles.

Challenor will be transitioning across from her role as National Manager of Personal Insurance, Broker Relationships and Service at CGU.

Janelle Green will take the position of Strategic Planning & Delivery General Manager, and will work alongside the executive team to develop NTI’s strategic and business planning processes.

Green has broad experience in cultural and business transformations, having consulted Bupa, Rio Tinto and QSuper.

NTI CEO Tony Clark says: “It’s a pleasure to welcome Kerrie and Janelle to the NTI team. Their combined skills and expertise add to the strong executive team and set the platform for ensuring NTI achieves its strategic objectives.”



QBE Australia and New Zealand has appointed Jason Clarke to the role of Intermediary Distribution Executive General Manager.

Having worked with QBE for almost 25 years across a range of positions including underwriting, sales and senior management, Clarke will transition into his new role from General Manager of International Brokers.

QBE Australia and New Zealand Operations CEO Tim Plant says he is very happy to be making Clarke’s promotion.

“I am delighted we have been able to promote from within for this critically important role. Jason and the Intermediary Distribution team will continue to support our customers’ current and future requirements, seeking innovative solutions to respond to the challenging market conditions.”

QBE has also announced the appointment of Steve Raynor to the position of Transformation Executive General Manager. Joining QBE in 2005, Raynor has worked across a number of business units within the company.

“This newly formed business unit will bring together some of our key specialists from throughout the organisation to align and drive strategy, and promote innovation to deliver improved outcomes for our customers,” Plant says.



TAL has announced the appointment of two new members of its executive team.

Justin Delaney has been appointed Chief Operating Officer and will be responsible for all of TAL’s core life insurance commercial outcomes, product manufacturing, customer and partner services.

TAL Group CEO Brett Clark says: “Justin is a very experienced senior wealth management and life insurance executive with strong experience in operations, strategy, value creation and building organisations to deliver efficient, well designed products and service capabilities.”

Anne Clarke has been appointed Chief General Counsel, and will be responsible for representing TAL externally to support industry engagement, contribution and regulatory agendas.

“Anne is a very experienced senior wealth management lawyer and is highly regarded in the industry for both her technical skill and her ability to operate and communicate at senior executive, board and regulator levels,” Clark says.

“Anne also has a reputation for her comprehensive knowledge of the commercial and industry environment.”



Zurich has appointed Craig Sandy to the position of General Insurance Commercial NSW/ACT Manager.

Sandy has more than 25 years experience in the industry, beginning his career at GRE Insurance before joining Zurich in 1993 as a commercial underwriter. He has held various roles since then, including positions in underwriting, portfolio management and team leadership.

Sandy says that he is very happy to be promoted to the position.

“I am keen to build on our existing broker relationships and continue the team’s contribution to Zurich’s growth in the market,” Sandy says.

Commercial General Insurance General Manager Adrian Riminton says: “I am confident that Craig’s extensive experience and his commitment to Zurich’s broker community will see him leading the State team to achieve the best outcomes for our customers.”