Bernard Carpenter

Managed the operational implementation of the Plans Investment strategies ($9billion FUM).

Managed core business relationships to meet the Plans operational objectives. These included the Plan's administrator (JP. Morgan), Tax adviser (PwC), multiple third party Investment Managers, external Legal and Data service providers.

Also, worked with the team to meet Regulatory APRA reporting requirements.

Progressed through the business as:

- Fund Accountant;

- Senior Fund Accountant;

- Fund Accounting Team Manager. Managed various teams over a 5year period ranging from a team of 6 to a team of 12. Attained the level of Vice President; and

- Client Service Manager.

Fund Accounting responsibilities included the daily and monthly audit of Superannuation funds and Managed Funds, for the correct calculation of funds values and unit prices.

Client Service Manager, was responsible for the coordination of my assigned Client's Funds Administration and Master Custody reporting across the various lines of business groups.