Dave Woodall

• Responsible for new member growth channels including Corporate, SME, Member Direct, Strategic Partnerships and Government. Expected in aggregate to acquire more than 450k new members in FY23/24.
• Since 2016 have lead the team responsible for approx $60b in FUM sales and 600k high balance (value) members via the C&I segment and several small mergers (AustSafe, Kinetic, AVSuper). This has materially enhanced the economics of the Fund and created much needed geographic diversity.
• Have established framework for diversifying growth channels in future years building member direct and employer platform capability. BEAM Employer platform is now a material new member channel expecting 100k new members in FY23/24. Emerging Member Direct capability is expecting 100k new members in FY23/24.
• Long standing Chair of Corporate Transitions Board and Executive sponsor of all major SFTs and MCTs including Australia Post, Dell, Woolworths, Alcoa, AV Super, CBA Group Super, RBA, IAG/NRMA, BlueScope, Bendigo Bank, Dulux, Coca Cola Amatil, RACV, Oracle, BUPA and Bank of QLD.
• Have built leading corporate transitions team in the sector and the leading employer relationship team. Currently building high performing member direct acquisition team and consolidating the Employer/Beam platform team. Review of digital team underway to position digital assets as market leading along with platform consolidation and uplift.
• Have built ART Clearing House to be the third largest in Market and have transformed payroll partnership model into an economical, scalable proposition.
• Have provided guidance and input to regulators view on fund mergers, SFTs and software distribution arrangements.
• Coordinated closely with finance teams to develop budgets aligned with strategic goals and revenue targets, delivered consistent year on year budget savings (net of incremental growth/volume related uplift) and have re-directed FTE to new and emerging capabilities/roles ensuring continuity of both high growth and high customer (employer) satisfaction.
• Culture AMP scores consistently above Enterprise.

-Engagement +15

-Leadership Effectiveness +10

-Inclusion and Belonging +9

• 8 time winner of Chant West Best Fund Corporate Solutions.
• Built leading Line 1 risk culture and capability in Clearinghouse operations team.
• Led the team that has delivered phase 2 of ART brand market position in 2024. Led the Board through the process of approving a campaign strategy that sets a new standard for being bold, different and memorable.

Key Responsibilities

• Leading journey to high performing driving employer growth and corporate transition performance.
• Managing relationship teams and delivering on customer expectations and retention.
• Driving industry leading growth in the Corporate & Institutional Employer segment.
• Leading digital distribution and payroll acquisition strategy.
• Accountable Executive for (mergers) Kinetic and Ausafe Advisory Boards managing key stakeholders.
• Chair of Corporate Transitions Board providing leadership on governance and successful delivery of employer transitions.

Key Results

• Over 5 years growing C&I segment from $4b to $30b with a CAGR of +35%.
• Rebuilt risk culture in Employer Growth winning Board confidence and support for digital distribution business and Clearinghouse.
• Growing digital distribution footprint. Since March 2019 Beam/CH delivered 75% of all Sunsuper new members.
• 40,000 Employers using our clearinghouse. 135,000 new members added. 35,000 employers registered with Beam.
• Major new clients IAG/NRMA, CocaCola Amatil, DXC, Seventh Day Adventists, Google, RACQ, Otis, RACV, Morgan Stanley and Challenger Financial.
• Won the largest Corporate Fund outsource in the industry to date with Australia Post Superannuation Scheme.
• Major payrolls onboarded, Keypay, Aurion, FoundU and Payroller.

The MCC Advisory Board works with the Chair and CEO of the MCC on developing its business engagement and support agenda. Membership is by invitation from the CEO. The Advisory Board has provided guidance and input into a number of MCC initiatives including:

• Review value proposition to key Victorian businesses.
• Review Brand and tracking membership profile.
• Review business development approach and success metrics.

Key Responsibilities

• Managing the Corporate & Institutional customer base and extending our customer footprint through business development and mergers.
• Leadership of a team accountable for 260,000 employees and $19b FUM.
  

Key Results

• Established a new team and recruited the industry best talent.
• Fund merger with Kinetic Super.
• Fund merger with AustSafe Super.
• Major new clients RBA, BlueScope Steel, Bendigo & Adelaide Bank, Dulux, CBH Group, Metcash, Brighton Grammar, Disney and Graincorp.

Key Responsibilities

• Leadership around the enterprise strategic sales process.
• Assess selected acquisition and partnership activity.
• Work with NAB M&A and strategy teams.
• Build the Wholesale Wealth framework for the Win Tomorrow strategy.
  

Key Results

• Developed the new operating rhythm bringing retail bank solutions to wealth customers via an enterprise marketing and distribution framework.
• Established the 'single customer view' in the Institutional Bank segment allowing better leverage of enterprise wide relationships with Institutional and business customers.
• Deployed a new collaborative reward framework across the Financial Institutions customer set between Bank and Wealth.

Key Responsibilities

• Responsible for client facing activity including Relationship Management, Education and Advice, Web Services, Sales & Marketing, Member Communications, Employer Communications, Internal communications and Public Relations.
  

Key Results

• Successfully delivered sale targets each year including three industry milestone outsourcing mandates (BHPB, Amcor and BP).
• Transforming the Relationship Management function from a passive customer touch point to a proactive, sales led trusted adviser role.
• Developing and embedding Account Planning and Relationship Tree tools to assist with effective customer relationships.
• Embedding a culture of cross sell, engaging with other Wealth partners (Group insurance, nab@work), Bank stakeholders and strategic partners (Deloitte).
• Leading the strategic thinking on key business decisions around brand, website presence and the Education Campus.
• Development and launch of the Plum Customer Experience Forum (CEF) as a mechanism for achieving greater transparency on the current customer experience.

Key Responsibilities

• Member of the MLC Employer Super Leadership Team.
• Member of Plum Leadership Team.
• Member of Project Governance & Control Group.
• Accountable for distribution of Employer Super in all market segments across NAB.
• Channel responsibility for Plum, NAB Financial Planning, MLC Advice Solutions and MLC Alliances.

Key Results

• Industry leading sales winning clients including Fosters, AAMI, Philip Morris, British American Tobacco, NEC, Pilkington, Xstrata, Exxon Mobil and Nufarm.
• Positioned Plum as the leading provider of total outsourced superannuation solutions with prospects and consultants.
• Achievement of FUM and Revenue targets for Plum, Your AdvantEdge program, Implemented Consulting and Group Insurance cross sell targets.
• Built the early relationship foundations with NabCapital and Nab Market Development Team.

Agreed to move from ING to ANZ as part of the Corporate Super business transfer/sale.

Responsible for sales of corporate superannuation, group risk, investments, workplace education and cash products to ANZ Institutional customers.

Implemented strategic sales plan with the Bank relationship management group with products sourced from ING joint venture, AON and ANZ Bank. Joined Plum following rollout of sales framework.

Key Responsibilities

• Manage team of BDMs covering VIC, SA, Tas and WA.
• Manage team of Relationship Managers servicing existing corporate super client base.
• Manage expense budgets and business financial targets.
  

Key Results

• Successfully refreshed and restructured a team that had been underperforming.
• Achieved Corporate Super sales targets.
• 100% client retention.
  

Various relationship management and adviser sales roles

Key Responsibilities

• Win new corporate super mandates via direct market prospecting and tender consultants.
• Responsible for Western Victoria Regional Office.

Key Results

• Achieved major accounts such as Crown Casino, Olex Cables, Australian Red Cross and Mentone Grammar.
• Attended achiever rewards conferences in Fiji and Coolum.