Head of Industry and Public Sector Funds
Jo-Anne leads Mercer’s Industry and Public Sector segment. Jo-Anne ‘s role was recently expanded to incorporate all Mercer’s industry and public sector clients, having lead Mercer Administration Services (formerly Pillar) based in Wollongong for two years.
Jo-Anne returned from the US in June 2017 to take up the role as leader of the former Pillar business, soon after Mercer acquired it. Jo-Anne returned from the US where she was Global Innovation Leader, having moved there in July 2014. Her focus for the three years she was in the US was on disruption and transformation in the areas of health, wealth and career and the future of work. Jo-Anne lead the development and launch of solutions such as Mercer PeoplePro, a technology enabled consulting platform employing Mercer alumni and gig workers, and she became an accredited Design Thinking facilitator, working with colleagues and clients to explore innovation ideas and solutions.
Prior to the US Jo-Anne spent four years as Financial Advice Leader for Mercer in Australia. Responsible for delivering innovative and industry leading financial advisory services to more than one million superannuation members, superannuation trustees and financial institutions, the business developed popular solutions in the mass market financial advice sector using technology to deliver fast and cost effective financial advice.
Jo-Anne was the Chief Executive Officer of the Financial Planning Association of Australia (FPA) - a role she held from 2006 to 2010. Jo-Anne lead the transition away from commission-based advice which resulted in the Future of Financial Advice Reforms being legislated by the Federal Government.
Jo-Anne’s career has been predominantly in financial services having worked for National Mutual, Macquarie Bank, NSP Buck/Mellon, and as the Deputy Chief Executive Officer of the Investment and Financial Services Association (IFSA). Jo-Anne also worked for Mercer in Australia following the acquisition of Sedgwick Noble Lowndes in 1999, and in the UK from 2004 to 2006.
Jo-Anne has served on the NSW Government’s Premiers Council for Women, as an inaugural Board Director of Pillar, as a Director of the Bushfire Co-operative Research Centre, as a member of the global Financial Planning Standards Board Council and a member of the Federal Government’s Superannuation Advisory Council and Financial Services Task Force. Jo-Anne has also served as a member of ASIC’s External Advisory Panel and as chair of the Marsh & McLennan Women’s Network in Australia. She is a Fellow of the Australian Institute of Company Directors.