Steve HelmichBoard Chair & Chair of Governance, Nominations & Remuneration Committees Non-Executive 'Elected' Director Dip FP (Diploma Financial Planning), FANZII (Fellow ANZ Insurance Institute), SF Fin (Senior Fellow FINSIA), MAICD (Member Australian Institute of Company Directors) and a graduate of the Advanced Executive Program (Kellogg Institute – Northwestern University). During his career at AMP, Steve successfully led the financial planning business through periods of reform and change. He was responsible for the strong growth in AMP Financial Planning and Hillross as well as the establishment of the Horizons Financial Planning Academy. He is a past Chairman of the Financial Planning Association of Australia (2002 – 2004), a past Trustee and the Chair of Future2 (the foundation of the Australian Financial Planning Association) and a past Director and Chair of the global Financial Planning Standards Board (FPSB). Steve is currently a Director of Count Financial Planning and joined the G&C Board following the merger with Quay Credit Union in 2016. Period of Appointment: 4 years to AGM 2025 |
Dave TaylorDeputy Chair Non-Executive ‘Elected’ Director BA First Class Honours (Adelaide University), Diploma in Advanced Management (Cornell Business School - USA) Dave Taylor was the Chief Executive Officer of G&C Mutual Bank between April 2010 - June 2021. Dave has over 30 years of finance industry experience across a wide range of management, consulting and Board roles, including 11 years as a Senior Executive with Credit Union Services Corporation (CUSCAL) and 9 years as Managing Director of Finance Industry Consulting Services. Previously the holder of University and Government advisory positions between 1984–1989. Dave has held numerous Directorships in the finance industry, including on the Boards of mutual banks, credit unions, industry superannuation funds and ASX-listed companies, and is currently a Director of CUFSS Limited, ASX-listed Moneyme Limited (MME) and Shared Service Partners Pty Ltd. Dave was also previously a Director of the Australian Payments Clearing Association and a Government-appointed member of the Australian Payment Systems Council. Period of Appointment: 4 years to AGM 2026 |
Julianne WelbournChair of Board Risk Committee Non-Executive 'Elected' Director Julianne has 32 years of experience in the mutual financial services sector holding various executive positions including Loans Manager, Operations Manager, Deputy CEO and culminating in serving as MOVE Bank’s CEO for 10 years, retiring in July 2017. Julianne has previously held positions on the Instil and Customer Owned Banking Association (COBA) Boards including serving as COBA’s Chair. Julianne has previously held a position with NSW Hockey being appointed to the Board in May 2019 and was elected Vice President in 2020. Period of Appointment: 4 years to AGM 2027 |
Jamie McPheeNon-Executive 'Elected' Director Bachelor of Civil Engineering (Hons), Masters in Business Administration (Adelaide University), FAICD (Fellow of the Australian Institute of Company Directors), SF Fin (Senior Fellow FINSIA) Jamie is an experienced C-suite executive and director with over 35 years of experience in Financial Services. He was Chief Executive Officer of ME Bank between Feb 2010 – July 2020. Prior to that he served as an Executive Director of Bendigo and Adelaide Bank Limited and was the Managing Director of Adelaide Bank. Jamie is Chair of MoneyMe, having previously chaired SocietyOne from March 2021 until its acquisition by MoneyMe in March 2022. He has also served on the boards of the South Australian Cricket Association, Rural Bank and Melbourne Renegades. He is an active investor and advisor in the FinTech industry. Period of Appointment: 4 years to AGM 2027 |
Leanne HarrisNon-Executive ‘Appointed’ Director Master of Business Administration (University of Newcastle), MAICD (Member Australian Institute of Company Directors) Leanne has extensive experience in the mutual banking sector, including 36 years with Laboratories Credit Union (LCU). During this time Leanne managed a variety of responsibilities across HR, Compliance, IT and Project Management in her role of Assistant General Manager, prior to serving as General Manager for 7 years until her retirement in October 2022. During her tenure, Leanne oversaw the implementation of a number of key compliance and technology projects. She also represented LCU on the Macquarie Business Chamber, CSIRO Alumni, Northern Sydney Science Hub, Small Australian Mutuals Network and has participated in a variety of Customer Owned Banking Association (COBA) advisory groups. Period of Appointment: 1 year to February 2025 |
Jo DoddNon-Executive 'Appointed' Director Jo is a leading debt capital markets lawyer with more than 20 years’ experience. Jo specialises in advising a range of financial institutions and corporates on debt capital markets transactions and regulatory matters. She has a particular focus on regulatory capital and other hybrid securities in both retail and debt markets. Jo’s expertise spans all debt capital markets instruments, and includes debt issuance programmes and drawdowns, standalone issuances, retail bond and regulatory capital offerings and liability management transactions. She has extensive experience across developments in financial and prudential regulation, the retail corporate bond market, sustainable finance and digital bonds. Jo has been advising mutual ADIs for many years in relation to capital raising and prudential matters. She is a Partner at Corrs Chambers Westgarth. Period of Appointment: 2 years to August 2026 |
