Summary
Overview
Work History
Education
Skills
Timeline
Generic

Justin Maughan

Sydney,NSW

Summary

Highly accomplished executive with 15+ years of experience driving successful digital transformation initiatives across the financial services industry. Proven experience in digital transformation across a full spectrum, from digital personal advice, digitising highly complex process, digital self-service, digital hybrid experiences and new CRM systems. Proven track record of leading cross-functional teams, developing and implementing strategic roadmaps, and delivering measurable results. Skilled in change management, data analysis, and fostering a culture of innovation. Proven track record of introducing industry first complex digital solutions. Passionate about leveraging technology to create competitive advantage and enhance customer experiences.

Overview

27
27
years of professional experience

Work History

Head of Digital Transformation and Delivery, Retirement

Aware Super
11.2022 - Current
  • Led and implemented the digital advice strategy for Aware Super
  • Launched hybrid advice ‘My Retirement Planner’ reaching 10% of all Aware members 45+ in first 12 months
  • Initiated a new digital hybrid product implementation service leading to $60m of new FUM monthly

Head of Digital Applications and Programs

Aware Super
04.2012 - 01.2014
  • Led and implemented the digital advice strategy for Aware Super
  • Launched hybrid advice ‘My Retirement Planner’ reaching 10% of all Aware members 45+ in first 12 months
  • Initiated a new digital hybrid product implementation service leading to $60m of new FUM monthly

Advice Business Merger Lead (Aware & VicSuper)

Aware Super (First State Super)
04.2012 - 01.2014
  • Led and implemented the digital advice strategy for Aware Super
  • Launched hybrid advice ‘My Retirement Planner’ reaching 10% of all Aware members 45+ in first 12 months
  • Initiated a new digital hybrid product implementation service leading to $60m of new FUM monthly

Advice Business Wind Down lead (Westpac and St George financial planning business)

Westpac / BT Financial
04.2012 - 01.2014
  • Led and implemented the digital advice strategy for Aware Super
  • Launched hybrid advice ‘My Retirement Planner’ reaching 10% of all Aware members 45+ in first 12 months
  • Initiated a new digital hybrid product implementation service leading to $60m of new FUM monthly
  • The role is responsible for the design and ownership of the Advice Process supporting the Bank Financial Planning business in BT Financial Group – Westpac and St George
  • Responsibilities include: Business Owner BT Adviser Services project – a new Adviser Portal for all BT Advice Channels
  • Business lead on the Advice Transformation Program (ATP) – a program to implement a workflow solution to support the Advice process, provide scalability and improve Planner efficiency
  • Redesign of the Ongoing Advice pricing, process and packages
  • Project lead on the FOFA, Ongoing Advice stream
  • Business lead / architect on the design of the FOFA and ATP second phase initiatives

Senior Manager, Digital Business Strategy and Operations

AMP Financial Services
10.2010 - 04.2012
  • Leading the AMP Digital operations and marketing teams
  • Responsibility for all Digital Applications including amp.com.au and My portfolio supported by an annual OPEX of $2m
  • Development of the AMP digital strategy for Planners, Customers and Corporate Super business – an innovative integrated channel strategy which included online self service advice and integrated connections with Advisers (Customer Alignment Project)
  • Granted $1.1m CAPEX endorsement and sponsorship from the Financial Services Leadership Team to implement the Digital Strategy
  • Granted $6.1m sponsorship from the AMP Superannuation Limited Board (ASL) to implement the Customer Alignment Project
  • Business Ownership of Customer Alignment Program (CAP) combined project investment $7.2m and project team of 67
  • Project Governance including: regular board updates and reports on stage gates to both the ASL and AMP FS LT
  • Chairing Steering Committee meetings
  • Successful project delivery on time and within budget
  • Project Achievements include: #1 Corp
  • Super Digital offer in the Industry (Chantwest) for Member Services
  • Rainmaker Excellence Award winner – best Financial Planning site - AMP.COM.AU
  • Customer Education Video Series

Manager, eBusiness

AMP Financial Services, Customer Value
09.2008 - 10.2010
  • The eBusiness function was a new function within a new division in AMP Financial Services business responsibilities included:
  • Establishment of new technology governance framework and committee
  • Responsibility for all Customer Digital Applications, supporting systems and processes
  • Leading the Digital Operations and publishing team
  • Development of digital prototypes including Planner Match Maker, Social Connections and Click 2 Chat
  • Development of the Customer Self Service Strategy
  • Granted $2m sponsorship from AMP FS LT to implement the Customer Self Service Strategy (Innovate Self Service Solution for Customers, Planners and Customer Service)
  • Business Ownership and project responsibility for business case development, project establishment and benefit realisation
  • Successful project delivery and benefit realisation
  • Solution nominated for the Garner Award for Innovation -eService category

Manager, Practice Solutions

AMP Financial Services, Financial Planning Advice Services (FPAS)
01.2006 - 09.2008
  • The role involved responsibility for all Planner and Practice Systems for AMP Financial Planning and Hillross businesses, including:
  • Establishment of FPAS technology governance framework and committees
  • Responsible for the AMP Financial Planning technology strategy and roadmap
  • Project Lead on the Planner Portal CRM and My Portfolio Integration project
  • Annual OPEX responsibility of $8.2m including governance and prioritisation of discretionary $500k for application enhancements
  • Accountable for all Change Management activities for all planning applications
  • Business Ownership of AMP’s CRM (Seibel) Solution and My portfolio
  • Responsibility for the Business Support model for all applications
  • Team Management of Application Managers (+3), UAT Team (Ranging from 5 to 17) and Test Managers

Business Implementation Manager, Adviser Technology

AMP Financial Services, Adviser Technology
01.2005 - 01.2006
  • The role was responsible for the successful release and implementation of all Adviser Technology applications, responsibilities included:
  • Project management, simultaneous projects
  • Change management
  • Project pricing and budget responsibilities
  • Recruitment and hiring of project teams
  • Ensuring all applications were released and adopted successfully by the user communities
  • Management of the UAT Test team

Technical Services Manager

IFAC Accountants Ltd.
, Ireland
06.1998 - 10.2004
  • Company Overview: Ireland
  • Designing and developing technology solutions for the Accountant network which included management system including support call logging
  • Managing technology projects from full project cycle
  • Change management responsibilities
  • Managing support applications for 150 Toshiba Laptops and 100+ workstations and servers
  • Oversight of Installation and support of the networks for all 21 Local Offices
  • Interviewing and hiring successful Support staff
  • Manage Support staff and user training
  • Helpdesk support for 300+ staff, supporting multiple applications
  • Ireland

Education

Masters of Commerce and Economics -

UNSW
01.2025

ICM Diploma - Management Studies

Dublin Business School

Post Graduate Diploma - Applied Physics

N.U.I.M

Double (Hons) BSc - Mathematics & Mathematical Physics

N.U.I.M (University)

Skills

  • Digital transformation
  • Strategy & Execution
  • Distribution
  • Scalable business models
  • Leadership and development
  • Program Management
  • Critical thinking
  • Agile leadership
  • Digital Sales
  • Stakeholder management
  • Results orientated
  • Innovation
  • Procurement

Timeline

Head of Digital Transformation and Delivery, Retirement

Aware Super
11.2022 - Current

Head of Digital Applications and Programs

Aware Super
04.2012 - 01.2014

Advice Business Merger Lead (Aware & VicSuper)

Aware Super (First State Super)
04.2012 - 01.2014

Advice Business Wind Down lead (Westpac and St George financial planning business)

Westpac / BT Financial
04.2012 - 01.2014

Senior Manager, Digital Business Strategy and Operations

AMP Financial Services
10.2010 - 04.2012

Manager, eBusiness

AMP Financial Services, Customer Value
09.2008 - 10.2010

Manager, Practice Solutions

AMP Financial Services, Financial Planning Advice Services (FPAS)
01.2006 - 09.2008

Business Implementation Manager, Adviser Technology

AMP Financial Services, Adviser Technology
01.2005 - 01.2006

Technical Services Manager

IFAC Accountants Ltd.
06.1998 - 10.2004

Masters of Commerce and Economics -

UNSW

ICM Diploma - Management Studies

Dublin Business School

Post Graduate Diploma - Applied Physics

N.U.I.M

Double (Hons) BSc - Mathematics & Mathematical Physics

N.U.I.M (University)
Justin Maughan