Heron Advisor
Super services for financial planners, product issuers & their clients...
SOS
Heron's unique outsourcing management system...
Our Executive
Chris Butler
Chris Butler has in excess of 35 years experience in the financial services industry (superannuation, financial planning and employee benefits) principally as a consultant and manager, culminating in senior leadership positions of:
- Deputy Chief Executive, NSP Buck (January 2000 - October 2001)
- Executive Director, William M. Mercer (January 1999 - September 1999)
- Chief Executive, Sedgwick Noble Lowndes (April 1995 - December 1998)
Chris's financial services experience spans clients in the private and public sectors as well as multi-employer industry funds and mastertrusts. In recent years he has also been significantly involved in leading in business transformation and development, both in a strategic and implementation sense.
Key Skills and Capabilities
- Business strategy and transformation
- Leadership and management at a senior level
- Strategic consulting and counsel
- Client relationship management
- Sales and marketing
- Board experience as Director and Chairperson
- Industry and corporate sector profile
At The Heron Partnership, Chris is principally involved in providing strategic and business building advice to clients and overseeing its implementation.
Wendy Barton
Wendy Barton has more than 17 years experience in the superannuation industry. During this time she has developed a deep understanding of the finer details around superannuation through hands on experience in plan administration, analysis, training, sales and marketing, consulting and strategic advice. She has held a number of senior management positions, including:
- State Manager Victoria, Consulting and Distribution, NSP Buck (May 1999 - July 2002)
- Victorian Manager, Managed Solutions, NSP Buck (May 1999 - July 2002)
- Client Services Executive, Tailored Services, NSP Buck (May 1999 - July 2002)
- Business Manager, Sedgwick Noble Lowndes, Sedgwick Noble Lowndes (June 1997 - May 1999)
- Senior Consultant, National Mutual (January 1986 - June 1997)
Wendy has successfully serviced and advised small, medium and large corporations (both in the public and private sectors), regulatory bodies, mastertrusts, financial institutions and a range of superannuation providers.
Key Skills and Capabilities
- Development of business strategies in financial services and related industries
- Relationship Management and best practice methodology
- Broad consulting capability to full range of corporate, industry and provider style clients in superannuation and related services
- Perceptive understanding of market needs and trends and determination and courage to try new ways
- Business growth capabilities
- Profile in financial services industry
At The Heron Partnership, Wendy is principally involved in providing strategic advice, development of relationships, adding an innovative overlay and identifying market needs and responses to those needs.
John Smith
John Smith is a Consulting Actuary with 22 years experience in the financial services industry (superannuation, employee benefits and financial risk management) as a consultant, manager and senior team leader, culminating in the position of Executive Director. John's recent corporate positions have been:
- Executive Director, NSP Buck (July 1999 - July 2002)
- Manager Victoria, Buck Consultants (November 1998 - July 1999)
- Manager Queensland, NSP Buck, Buck Consultants (June 1995 - November 1998)
John has extensive strategic consulting experience and has provided advice to numerous medium to large corporations, financial institutions and superannuation providers.
Key Skills and Capabilities
- Development of business strategies in financial services and related industries
- Leadership of large and small teams of professionals
- Broad consulting capability to full range of corporate, industry and provider style clients in superannuation, employee benefits, financial risk management and financial services
- Qualified Actuary with extensive experience in superannuation, employee benefits and other financial services specialties
- Strategic consulting capability for clients
- Business building capability for clients
- Executive experience as Director, Management Board member and Chair of subsidiary businesses
- Profile in financial services industry
At The Heron Partnership, John is principally involved in providing strategic, technical and actuarial advice to clients.