Wealth management

Getting technology right for advisers

A September 2003 talk on National Wealth Management's technology for financial advisers — the shift to holistic advice, the business system behind it, and AdviserCentral.

Lessons Learnt from implementing and embedding an enterprise architecture team at National Wealth Management

The talk I gave twice in 2003 — Sydney in July, Wellington in November — at BTELL's Enterprise Architecture Conference, on five years of implementing and embedding the architecture team at National Wealth Management, reproduced from the deck the conference CDs distributed.

1998 — 2004

MLC

Head of Strategy and Architecture

Established the architecture function and its governance over a fully outsourced IT operation.