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Qualifications
• MSc Hons in Mathematics, University of Auckland
• Fellow Institute of Actuaries of London
• Fellow Institute of Actuaries of Australia
• Fellow New Zealand Society of Actuaries
Work History
Employment history:
• PricewaterhouseCoopers 2004 to 2007
• Tacit Group Ltd 1986 – 2003
• Sedgwick Ltd 1985 – 1986
• Mercer 1977 – 1984
Relevant experience includes:
• Senior management positions
• Appointed actuary to a major health insurer for 17 years advising on a wide range of issues including pricing, human rights act issues, valuation, acquisition, strategy and target capital and modeling future outcomes
• Independent actuary advising on a number of life company mergers and acquisitions in New Zealand
• Advised on domestication of New Zealand life businesses structured as branches of overseas companies
• Advised on demutualisation
• Actuary to life companies advising on issues including embedded values, appraisal values, accrual reporting, solvency, financial reporting, financial condition reports, pricing of life, disability and superannuation products, surrender value policy, commission structures for life company distribution channels and bonus policy (reversionary, terminal and special bonuses)
• Advice on accident compensation
• Advice to superannuation schemes and companies on all aspects of superannuation including benefits, valuation, contributions, reversions, restructuring, amalgamations and conversions.
Skills
• Wide understanding of insurance and superannuation related issues
• Financial modeling of financial services businesses including life insurers, general insurers and health insurers for various purposes including financial reporting, merger and acquisition, pricing and management planning.
• Strategic and business planning, company management, information technology project management, contract negotiation and client relationship management.
Professional Roles
• President of the New Zealand Society of Actuaries 1994 - 1995
• Member and Chair of the Professional Practice Committee of the New Zealand Society of Actuaries.
• Paper presented to the New Zealand Society of Actuaries on Medical Expense Insurance in New Zealand.
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