Selected work

Much of my work is confidential, so this page shows two kinds: work on the public record, and anonymised examples of the problems clients bring.

On the public record

Practice Guidance Note: Use of AI in Financial Planning · FPSB

Problem: Financial planners worldwide were adopting AI faster than their professional bodies could guide them.

My role: Primary author, building on research across 3,700+ CFP professionals in 24+ territories.

Outcome: Published June 2026 for the global FPSB network.

Insurance Brokers Code of Practice review · NIBA

Problem: Insurance brokers' code needed rebuilding for a changed regulatory environment.

My role: Drafting the revised Code for NIBA across a two-round consultation.

Outcome: Consultation draft released to the profession in 2026.

Data Storm · commissioned by Elemnta

Problem: Wealth managers knew data was a problem but could not see where it broke.

My role: Research and authorship.

Outcome: Published November 2024: exposing the real data challenges in Australian wealth management. Read →

A professional body rewriting the ethics unit of its certification program

Problem: The professionalism unit candidates sit had to absorb new global standards and a new organisational identity.

My role: Rewrote the unit and produced its exam question bank.

Outcome: The rewrite went to the professional body, followed by ongoing exam-question work.

A financial services firm unsure where its general advice model crossed the line

Problem: The business needed to know where its general advice activity carried regulatory risk.

My role: Facilitated a workshop to map the activity.

Outcome: The workshop led to a retained engagement to produce a written risk assessment.