Catherine Nance is a Partner at PricewaterhouseCoopers and heads up the Retirement Incomes and Asset Consulting group within PwC. As an actuary with over 20 years’ experience advising superannuation funds, companies and State Governments on superannuation and investment related issues. More »
Cathy’s areas of expertise include:
Ageing Australia and in particular, financing the ageing and product development
Actuarial valuations of, and advice, on employee benefit liabilities including superannuation and long service leave provisions
Institutional investment consulting and asset liability studies
Financial and statistical models.
Cathy also chairs the Institute of Actuaries Retirement Incomes Taskforce and is a member of the International Accounting Standards Taskforce.
Tel: +61 3 8603 3919
Dermot Balson is an actuary who specialises in financial modelling. He has over 30 years experience in the financial services industry, working in Australia and South Africa. Prior to joining PwC in 2007, his previous roles included consulting positions at Mercer, and Rice Walker. More »
product pricing analysis
actuarial advice on superannuation, workers compensation and long service leave
research and analysis of investment performance
relationship management of clients
development of a variety of Excel-based models, including:
financial models,
investment reporting,
unit pricing systems,
asset liability modelling assignments, and
actuarial valuation systems.
development of professional standards for financial modelling to minimise error
training in financial modelling techniques, developing courses both internally and at Curtin University.
Tel: +61 8 9238 5312
Keith Davies specialises in investment consulting. He assists superannuation boards and other institutions in developing investment objectives, strategies and selecting the most appropriate investment managers. Keith has over 30 years experience in the investment and superannuation industry as a consultant and manager. More »
Keith has experience as a consultant to a variety of boards, both corporate and public and is also Chair of an investment committee for an independent trustee company.
He has assisted boards in reviewing and identifying the most relevant investment objectives and developing investment strategies to meet the requirements of key stakeholders. In assisting selection of investment managers Keith has called on his expertise in researching global and domestic investment managers.
Previous experience includes Practice Leader of a large investment consulting practice, member of a global asset allocation committee which was responsible for setting asset allocations for a group of clients, Chair of a manager selection committee responsible for research and developing approved manager lists, State Manager for a superannuation and investment company and senior consulting roles.
Keith has been a speaker at National Conferences (ASFA) and has developed and run training courses for trustees of superannuation funds.
Tel: +61 3 8603 6851
Janice Jones is a Director at PricewaterhouseCoopers and heads up the Perth team of the Retirement Incomes and Asset Consulting group within PwC. Janice was first employed by AMP as an actuarial graduate, and worked in both the corporate superannuation and life insurance teams while undertaking her actuarial studies. More »
Several years with MLC followed, in the financial planning field, including management and training responsibilities. She returned to corporate superannuation and traditional actuarial consulting while at Mellon, and joined PwC in 2004. Janice’s areas of expertise include:
Strategic, investment and actuarial advice to superannuation funds, charities, insurers and universities
Financial and statistical models, including projections and valuations
Actuarial advice on employee benefits including defined benefit superannuation and long service leave
Education and communication to fund members, financial planners and board directors.
Janice is also an affiliate member of the Australian Superannuation Funds Association (ASFA), an Authorised Representative, and a committee member of the alumni of the Australian Graduate School of Management.
Tel: +61 8 9238 3445
Jo-Anne Morgan is an actuary and specialises in retirement incomes and asset consulting. She has over 20 years experience in the financial services industry, working in Australia, Canada and the United States. Prior to joining PwC in 1999, her previous roles included various positions at major life insurance companies. More »
Jo-Anne has extensive North American experience, working in the life insurance industry, including financial reporting, investment analysis and asset and liability matching. Since returning to Australia, Jo-Anne’s experience has been in the superannuation and employee benefits area, including:
Actuarial valuations of government, corporate and self-managed superannuation funds.
Determination and peer review of defined benefit entitlements for the purpose of International Financial Reporting Standards.
Valuation and funding of employee entitlements such as annual, sickness and long service leave.
Jo-Anne also has experience in complex financial modelling including the car fleet leasing arrangements of government departments. She actively supports the Institute of Actuaries of Australia by:
Participating in committees, for example, as a member of the Longevity Task Force considering future mortality rates.
Volunteering as an assignment and exam marker for the Superannuation and Savings course.
Acting as an exam centre co-ordinator and supervisor.
Tel: +61 8 9238 5310
Paul Taylor specialises in providing investment advice to institutional investors, such as superannuation boards, universities and charities. He assists boards in developing investment objectives, investment strategies, selecting investment managers and improving investment processes. More »
Paul has over 10 years experience in the investment industry in Australia and the UK. He has extensive experience as a consultant to a variety of boards, both corporate and public and provided advice relating to:
Investment objectives and risk constraints
Asset allocation
Portfolio construction
Investment manager and product selection
Performance monitoring
Compliance with investment policies
Investment Manager agreements
Asset transfers
Paul has also been the Head of Investment Manager Research for an investment consultancy firm in London, responsible for clients with combined assets of £6 billion ($15 billion). Asset classes researched included domestic and global equities, property, fixed interest, hedge funds and a variety of other alternative assets.
