Headquarters:
London and Arlington
Year founded:
1828
Number of employees:
49,000 globally
Phone:
+61 3 8681 9800
Email:
kjones@fbaa.com.au
Website:
wtwco.com/en-au
LinkedIn:
linkedin.com/company/wtwcorporate
“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”
Edward Hsu
Rewards Data Intelligence Leader, International
Evangeline Daquilanea
Director, Rewards Data Intelligence - Australia and New Zealand
Angus Bankes
Chief Technology Officer and Co-Founder
Leadership
Edward Hsu is the leader of Rewards Data Intelligence, International, at WTW. He is responsible for providing strategic consulting advice to clients in areas of total remuneration solution, performance management, competency assessment, change management and organisation transformation.
He has served as the project director for various large organizational transformation projects, especially for financial, high-tech and real estate fields. Hsu holds a master’s degree in Human Resources Management from The Olio State University.
Rewards Data Intelligence Leader, International
Edward Hsu
Vangie Daquilanea is a seasoned consultant in WTW’s Work & Rewards practice, focusing on compensation design and data analytics. With over 20 years of experience, she excels in reward design, performance management, workforce management and HR solutions across the hi-tech, shared services, outsourcing, energy and manufacturing industries.
Her dual background in consulting and corporate HR offers a comprehensive perspective on HR challenges. At WTW, she leads international projects on compensation structures, pay governance and bespoke surveys. Vangie holds a bachelor’s degree in information science from the University of the Philippines, graduating at the top of her class.
Director, Rewards Data Intelligence - Australia and New Zealand
Evangeline Daquilanea
Angus Bankes is co-founder and chief technology officer at Veremark, leading platform architecture, data strategy and engineering for global background screening. He builds systems that are secure, scalable and reliable, with privacy by design at every layer. Bankes oversees verification pipelines, evidence storage and jurisdiction-aware controls that keep checks lawful across over 180 countries. He partners with product and compliance to deliver fast, source-verified results with clear audit trails, status and predictable SLAs. He champions clean integrations with ATS and HRIS platforms and a culture of high-quality code, observability and continuous improvement. His aim is simple: trustworthy infrastructure for people decisions.
Chief Technology Officer and Co-Founder
Angus Bankes
BRETT BASTOW, IQUMULATE PREMIUM FUNDINGs
Leadership
Leadership
Tricia Kopka
Head of Operations and Process and Improvement
Tricia Kopka is a highly experienced operations leader with a strong track record managing teams across various sectors, primarily in banking and financial services. She played a key role in the rebranding of the business to IQumulate Premium Funding in 2019 and was subsequently promoted to operations manager and project specialist. Since then, Kopka has been part of the IQumulate Leadership team, overseeing the loan origination teams and driving core strategic projects to enhance processes within the company. She leverages smart technology and automation to deliver faster, more successful outcomes.
Head of Operations and Process and Improvement
Tricia Kopka
Josh Crawford
Vice President of Training & Development
Josh Crawford is a leader in the financial services industry, bringing the power of Nobel Prize-winning investing science to communities across the US and Puerto Rico. His expertise includes leading breakthrough educational experiences to hundreds of advisors and thousands of their clients, helping lead and engineer innovative advisor training programs, and training and developing entrepreneurs to expand themselves and their businesses. As vice president of training and development at Matson Money, he is instrumental in bringing the American Dream Experience to families across North America.
Vice President of Training & Development
Josh Crawford
Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues.
In the past year, the firm’s growth has been notable. It has:
• experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year
• improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40%
• significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience
• expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group
Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers.
The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.
“IQumulate is on a technology journey, and we’re just getting started”
Wayne Tower,
IQumulate Premium Funding
Matt Matson
Vice President of Technology
Francine Minervini
Senior Vice President, Chief Technical Claims Officer
Nicholas Webber
VP, WC Litigation
Pam Chhabra
Manager – Residential Strata
A founding team member of Matson Money, Matt Matson has brought innovation to the organization through the implementation of technological advancements since the early 1990s. He put Matson at the forefront of the industry by pioneering its online presence in the early days. For 10 years, Matt guided the firm’s technology and design teams, expanding them into full design, development, and networking departments.
He returned in 2018 to revolutionize Matson Money’s technology by championing the new Matson Tech team. Matson Tech is reimagining how technology can fulfill the promise of bringing purpose and the American Dream to every family it serves.
Vice President of Technology
Matt Matson
Francine Minervini is chief technical claims officer at Arch Insurance. She joined the company in 2007 as an assistant vice president in the casualty division and has held various roles of increasing responsibility in the claims department, ultimately being promoted to senior vice president in 2018.
Prior to joining Arch, Minervini held several claims handling roles with AIG. She has her JD from New England School of Law and a Bachelor of Arts in political science from Seton Hall University. She is licensed to practice law in New Jersey and New York.
Senior Vice President, Chief Technical Claims Officer
Francine Minervini
Cemal Akgul sees the head of risk and collections role as pivotal in guiding and influencing business decisions. He has more than 15 years of experience across financial and government services, most recently with the NDIS, where he was the leading consultant driving the Risk Management process’ nationwide. Prior to that, he served various roles at BMW Finance across the United States, Hong Kong, Germany and Australia.
During Akgul’s tenure at BMW Finance, he predominately worked in risk management, guiding the organisation through seismic changes between 2016 and 2018. In his time prior, he was based out of New York, leading BMW Finance’s American subsidiary's market risk and data analytics teams between 2011 and 2016.
Akgul values a balanced approach to business, encourages a positive work culture and is passionate about teaching and guiding the business and individuals at IQumulate.
Head of Risk and Collections
Cemal Akgul
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view.
IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance.
“We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.
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What does IQumulate have in mind for the future?
“IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur.
“Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, creating a competitive advantage with the potential to allow IQumulate to command premium pricing or capture a larger market share.
“As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead.
“We’re excited for the future and look forward to what’s on the horizon.”
Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
Claire Watson
Product Manager
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Claire Watson
Product Manager
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
“Our mindset is simple. Keep building a single global standard for lawful, source-verified screening, and make it faster, clearer and easier to use”
Daniel Callaghan,
Veremark
“We verify facts at source and standardise lawful screening wherever you hire, so offers move sooner, exceptions drop and managers get decisions they can stand behind, while candidates get a clear, respectful experience”
Daniel Callaghan,
Veremark
Ivan Verescuk
Chief Executive Officer and Managing Director
Shaun O’Brien
Head of Underwriting
Emily Walker
Head of Strata and Development
Rex Oakman
Head of Operations and Risk
Sandy Newton
Head of Underwriting
Andrew Mitchell
Manager – NSW
Michael Prokopis
Manager – Southern Region
Pam Chhabra
Manager – Residential Strata
Jeffrey Valdivia
Manager – Commercial Strata
Adam Basaldella
Manager – Claims
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organisational resilience, motivate their workforce and maximise performance.
From determining how work gets done and how it’s valued to improving the health and financial wellbeing of your workforce, we add perspective. Together, we’ll find ways to inspire and reward your people, effectively deliver valuable benefits, create an engaging employee experience and move you to sustainable success.
IQumulate invests in education and people, which are vital to attracting new business and talent to the company.
“We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.”
Clients can also expect a lot from working with IQumulate.
“Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”
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