At its Annual General Meeting on Monday, 28 November 2016, IMCA australia appointed five new Directors to the Board; Kim Bowater, Annika Bradley, Hendrie Koster, Paul Newfield, and Keri Pratt.
These appointments fill vacancies left by retiring directors; Robert Hogg, Graeme Miller, Paul O’Connor, Ian Patrick, and Janice Sengupta.
“It’s an exciting time at IMCA australia. It is a time of transition”, said Brett Elvish, Chair of IMCA australia. “We have appointed a new education provider, a new General Manager, and we are altering our direction slightly. It therefore was important that as a board we keep ahead of the industry and have directors that can guide the Association through these changes.”
“These appointments are a nod to the past and a nod to the future. We have been careful to ensure we have the right mix of our traditional constituency as well as sufficient skills and experience of where we are headed and what we need to get there. We also have been mindful of diversity with the three female appointments to improve the Board’s gender diversity and we also are pleased to make an appointment that is based outside of Sydney and Melbourne.”
“We are grateful for the contribution made by the retiring directors during their term on the Board and we are sorry that they have decided to retire. But new roles and new responsibilities bring additional pressures and we understand that people’s priorities and availabilities change. The Board wishes our retiring Directors well for the future.”
About the New Appointments
Kim Bowater
Kim Bowater is a Director at Frontier Advisors, which she joined in 2002. Kim is currently the lead consultant for several large superannuation funds, and a member of Frontier’s Investment Committee. Over time, Kim has held a number of roles at Frontier including managing Frontier’s research program, consulting to clients on investment policy, leading research teams, including; alternatives, currency and infrastructure, and founding Frontier’s retirement solutions group. She is currently a senior contributor to Frontier’s debt, alternatives and innovation research team and retirement solutions group. Kim was previously employed at Deloitte, where she provided advisory services to institutional clients including superannuation funds, investment managers, broker/dealers and custodian banks worldwide. Kim also worked for Towers Perrin in both actuarial/employee benefits and global custody consulting. Kim is a Chartered Financial Analyst (CFA) and holds a Bachelor of Science degree with First Class Honours in Mathematical Statistics from Monash University.
Annika Bradley, CIMA
Annika Bradley is a Financial Services Consultant and Director at Lodrino Pty Ltd, and is a Member of the Investment Committee of the PCCC Trust. Previously, Annika worked at; Eviser, as Head of SMSF Investment Solutions; QSuper as a Portfolio Manager and as an Investment Analyst; QIC as a Product Manager; and Mosaic Portfolio Advisers. Annika has a background in; research and due diligence, investment management and wealth management. Annika holds a Bachelor of Commerce (major in Finance) and a Bachelor of Arts (majors in Political Science and Italian) from the University of Queensland. She also has a Master of Applied Finance (Major in Investment Management) from Kaplan Professional. Annika is a Certified Investment Management Analyst and an Associate of FINSIA.
Annika is also a financial commentator who is passionate about financial literacy and adequate retirement incomes for Australians.
Hendrie Koster
Hendrie Koster is Principal in Mercer’s Investments business. He is the Director of Strategic Research for the Pacific region, with responsibility for house views in areas such as asset class research and portfolio construction, and development of the strategic research agenda. He advises clients on a wide range of issues including investment strategy, portfolio construction and manager selection. Hendrie is based in Sydney after transferring from Mercer’s London office in February 2010.
Prior to joining Mercer, Hendrie gained experience working as an investment consultant in Johannesburg and London for Alexander Forbes, Sanlam, and Lane Clark & Peacock.
Hendrie holds a Bachelor of Science (Actuarial Science) and a Bachelor of Commerce (Investment Management) (Honours) from the University of Johannesburg. He is also a Fellow of the Institute and Faculty of Actuaries (United Kingdom) and Fellow of the Institute of Actuaries of Australia.
Paul Newfield, CIMA
Paul Newfield is a Senior Investment Consultant with Willis Towers Watson. Paul has been primarily involved with advising institutional clients on a range of investment issues including; strategic asset allocation, manager structure and selection. Paul is a subject matter expert on superannuation fund governance and prudential standards within Willis Towers Watson.
Prior to joining Willis Towers Watson in 2011, Paul worked for Mercer where he was involved in numerous senior roles consulting, actuarial and fiduciary roles in Australia and New Zealand. Before emigrating to Australia, Paul was an actuarial analyst at Fedsure Life Insurance in Johannesburg South Africa. Previously, Paul was a chief examiner for the Institute of Actuaries of Australia for Superannuation and Global Retirement Systems, and he has written frequently on post-retirement issues. Paul holds a BEconSc and is a Fellow of the Institute of Actuaries of Australia and is a CIMA certificant.
Keri Pratt
Keri is a professional with significant experience in investment sales & marketing, strategy & management, superannuation & business consulting, and is an experienced company director. She has developed extensive networks in financial services as well as being involved in industry advocacy for women. She is Non-Executive Director of two industry associations, a national sports organisation and a NFP in the disability sector. Keri has worked at; Franklin Templeton, where she was Head of Institutional Sales; GMO Australia, as Head of Client Service; National Corporate Investment Services, as Director Investment Services; Lend Lease Investment Services, and MLC. Keri has a MBA (Exec). from AGSM (UNSW), a Graduate Diploma in Applied Finance & Investment (SIA/Finsia), GAICD & TFASFA.
