CUA Executive Committee 2016
B.Ec, GradDip CorpFin, FFIN, FAICD
Chief Executive Officer
Rob has over 35 years’ experience in the banking and financial sector. His experience includes roles as CEO and Director of the Rural Finance Corporation of Victoria and a variety of senior positions at ANZ within Australia and overseas. Rob is a Director of World Vision Australia and Cuscal Ltd.
General Manager, Business Transformation & Technology
Sue has more than 30 years’ experience in financial services across a range of executive positions, within Australia and the UK. She has delivered transformational change programs for HBOS and BankWest. Since 2010, she has led the implementation of CUA’s major strategic business and technology programs.
General Manager, Sales
Andy has 30 years’ experience in retail financial services with the last 20 years in sales and service leadership roles. His career has included roles at a large UK mutual, Barclays (UK and South Africa), and leading a network of 150 branches and 50 lenders for a major Australian bank.
MBA, B.Bus, GAICD
Chief Financial Officer (Acting)
Steve has more than 20 years’ experience in banking operations in Australia. He has held a variety of executive and management roles with ANZ across multiple customer segments including General Manager of Esanda & ANZ Direct Sales, and Queensland State Manager of Regional Business Banking. Steve replaced Chief Financial Officer Anthony Taylor who held this position until November 2015.
B.ACC, CIMA, CPA, GAICD
Chief Executive Officer, CUA Health Ltd.
Philip has five years’ experience at CUA including as Head of Finance and then CEO of CUA Health. His previous experience included senior finance positions in Australia and roles as Group Financial Controller and Head of Finance in some of the UK’s leading asset managers and general insurance providers.
MBA (Dist), GAICD, ABINZ
Chief Operating Officer (Acting)
Brigid is an experienced senior executive with a strong background in financial services and operations in Australia and overseas. She has experience in business transformation and change management. Her previous roles have included Managing Director Quest (ANZ subsidiary) and Chief Manager Operations and General Manager Mortgages with ANZ in New Zealand.
Sonia La Penna
B.A., GradCertBusAdmin, MAICD, AHRI, AITD
General Manager, Human Resources
Sonia has over 18 years’ experience in Human Resources in Australia and overseas, with the last 12 years at a senior executive level. Her experience has included HR positions with Serco Sodexo Defence Services, Super Retail Group, BRAZIN Ltd, Royal Caribbean Cruise Lines, Sunglass Hut International and Franklins supermarkets.
Head of Strategy
Matt has over 20 years’ experience in the Australian financial services industry, including executive roles across banking, superannuation and wealth management companies. Prior to joining CUA in 2013, Matt led the redesign of a personal insurance product and service model at a leading Australian superannuation fund.
B.Bus, PGDip Mgt, GAICD
General Manager, Product & Marketing
Jason’s financial services experience spans a number of product, marketing and innovation roles in retail and corporate banks and health insurance companies. Prior to joining CUA six years ago, he spent seven years in the UK shaping and managing award-winning banking products and solutions to address specific customer needs.
B.Com, MBIT, FCA, GAICD
Chief Risk Officer
Scott has over 20 years’ experience in risk management, audit, technology and accounting, with over 15 years in financial services. He is Director of the Australian Retail Credit Association (ARCA) and previously held senior roles in enterprise risk management and digital risk with GE Capital, UBank and NAB Direct Banking.
*Executive structure as at 30 June, 2016. The Executive structure changed 1 August, 2016 to reflect the new organisational structure approved by the Board in FY16.
A focus on helping members by working together has allowed CUA to achieve continued member growth in the past year.More
A strong connection with community continues to underpin CUA, 70 years on from the foundation of our oldest member credit union.More