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Corporate Profile

We’re committed to developing a culture of expert and passionate people. Successful teams create success for our customers, our shareholders and our community.

Our people

We’re committed to developing a culture of expert and passionate people. Successful teams create success for our customers, our shareholders and our community.

We recognise the importance of attracting, developing and retaining talented people to help us drive our vision of helping Australians meet and exceed their superannuation, investment and retirement planning needs.

As part of Commonwealth Bank, we can provide extensive career and development opportunities across the Group for our talented employees. Driven by the leadership team, we offer mandatory and structured learning, as well as our Future Leaders program. We maintain a strong focus on development planning and identifying individual needs.

Our teams are working closely together to share best practice, ideas, innovation and knowledge, as well as being involved in projects that extend across the wider Wealth Management business and the broader Commonwealth Bank.

We support this vision further by our commitment to flexible working arrangements for our people, a celebration of diversity and wellbeing, and an enduring commitment to the community.

Our leaders

Our highly skilled and experienced Executive team manage the daily operations of Colonial First State, and deliver on established policies and strategies. Meet our independent Trustee and Responsible Entity Board.

Through their own careers, our leaders have made significant contributions to the broader wealth management industry. They are highly regarded and recognised by the industry. Linda Elkins, Executive General Manager Colonial First State, was named Superannuation Executive of the Year in 2013. She is a strong advocate for our customers and is passionate about financial literacy.

Our leadership team is united and collaborates well. They have a respect for the past and decisions that have come before them, whilst having a real passion for the future. Most importantly, they are committed to equipping our teams with the skills required to provide world-class service to our customers.

Meet our executive team

Linda Elkins - Executive General Manager Colonial First State
Linda is Executive General Manager for CFS, which provides investment, superannuation and retirement products to individuals as well as to corporate and superannuation fund investors.

Before joining CFS Linda held a number of roles in the Superannuation industry including Managing Director of Superannuation at Russell Investments. Linda has also worked for the Australian Government in the Insurance and Superannuation Commission and for ASIC as a special adviser.

Linda is a Director of ASFA and a current member of FSC’s Superannuation Board, Committee. Linda won the inaugural Money Management Women in Super “Super Executive of the Year” award in 2013, and was a recipient of the IFSA Industry Excellence Award in 2009 and has worked in the superannuation industry for more than 15 years.

Linda is an Executive Director of Colonial First State Investments Limited, Avanteos Investments Limited and Colonial Mutual Superannuation Pty Ltd.

 

Peter Chun - General Manager Distribution
Peter first joined Colonial First State (part of the Commonwealth Bank Group) in 2002. Prior to joining the Bank, Peter was Division Director with Macquarie Bank Limited and he has also held senior management positions with Credit Suisse Asset Management and BT Financial Group. Peter is a Fellow of the Institute of Actuaries of Australia (FIAA) and a graduate of the Australian Institute of Company Directors (GAICD). He has also completed the Advanced Management Program at Harvard Business School.


Peter is a director of Commonwealth Securities Limited (CommSec) and Australian Investment Exchange Limited (AUSIEX).

 

Brad Massey – General Manager Fund Services
As General Manager, Fund Services, Brad’s key responsibilities include asset servicing, unit pricing, fund accounting, financial reporting, tax, compliance and risk management for Colonial First State and the wider Wealth Management division.

Brad is also the Chair of the Colonial First State Control Forum, the Deputy Chair of the Colonial First State Risk Committee, a Colonial Services Board member since January 2014 and a Realindex RAFI® Board member since June 2012. He was also a Colonial First State Board member between February 2008 to Dec 2012, and a Member of the Board Investment Committee since inception to December 2015.

During his time at Colonial First State, Brad participated in many strategic projects, product and system implementations such as NXG Reconciliation, TPM Trade Processing System and the BANCS System for Corporate Actions.

Brad holds a BA (Accounting) from the University of Western Sydney Nepean, a CPA from the Australian Society of Certified Practising Accountants and a Graduate Diploma in Applied Finance and Investments (ASIA) 

 

Todd Stevenson - General Manager, Customer & Marketing

Todd joined Colonial First State (CFS) in 2010. He is responsible for driving the customer strategy, customer experiences and marketing strategies for CFS. Todd is also responsible for Digital, Business Insights & Analytics, Customer Centred Design, Studio, Events and Brand.

Before his appointment to General Manager in 2016, Todd was the Head of Customer Marketing. In this role, Todd was responsible for the CFS customer experience, as well as the marketing and communication of all CFS products (including Commonwealth Essential Super) and services to all customer segments including advisers, employers and individuals.

Todd joined the Financial Services industry in 1998 and has deep global experience having worked in the UK, China and the USA across Distribution, Administration and Strategy roles. He has worked in both the institutional and retail markets. Prior to joining CFS, Todd led the Global Innovation Council and was the China entry business lead for Russell Investments.

Todd has an MBA from Sydney University.

Scott Henricks - General Manager Client Operations
Scott was appointed to the role of General Manager Client Operations for Colonial First State in July 2014.

He has been with the Commonwealth Bank of Australia Group (the Group) since December 2002, most recently as General Manager Branch Transformation, which involved leading the ‘Branch Of The Future’ program within the Retail Bank.

Prior to joining the Group, Scott was the Operations Director and a member of the Executive team at 7C UK (formerly AT&T). He also held managerial roles within AT&T based at their London office.

Scott has an MBA from the University of Sydney and a Double Honours BA degree in Political Science and Economic History from the University of New South Wales.
 

Kelly Power - General Manager Product

Kelly Power was appointed to the role of General Manager Product for Colonial First State at the Commonwealth Bank of Australia in March 2018.

Prior to joining the Commonwealth Bank of Australia, Kelly was the Head of Platforms at BT Financial Group. Kelly has also held other executive management roles within BT Financial Group focusing primarily on the management of Platforms.

Kelly holds a Bachelor in Communications (Major in Marketing) from UTS, a Diploma of Management from the Australian Institute of Management, a Diploma of Financial Services from Integratec and has completed the Company Directors Course at the Australian Institute of Company Directors.
 

Scott Tully - Head of Investments

 

Scott has led the Colonial First State Investments team since 2002. The team was formed following the merger of Colonial First State and Commonwealth Investment Management and has responsibility for the management of a range of investment portfolios available to Colonial First State’s clients. These include the FirstChoice Multi-Manager and Multi-Index portfolios in addition to the MySuper Lifestage strategies available to superannuation members via Commonwealth Essential Super and FirstChoice Employer Super. In total, the Colonial First State Investments team has funds under management in excess of $43 billion (as at June 2018).

 

Having spent 3 years with William M Mercer in the field of Superannuation Consulting, Scott joined State Bank of NSW in 1992 as an Actuarial Analyst and subsequently had a variety of roles in credit, market risk and financial markets.

 

Scott holds a Bachelor of Science (Mathematics) from the University of NSW. He has also completed the Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australia.