Operational Excellence for Investment Managers
Navigating the complex, so you can focus on growth and performance.

Hawthorne Business Solutions specialises in optimising the operational aspects of investment management.
Enabling clients to focus on making informed investment decisions while we manage the complexities of daily operations, compliance, and administrative tasks. Delivering precise, knowledgeable support to enhance efficiency and reduce operational risk.

With broad expertise in business management including revenue generation, expense management, operations management, investor experience management, and technology partner management.
Bringing this knowledge to every project undertaken, ensuring that clients receive the highest-quality service.

Delivering comprehensive operational support tailored to clients' needs, providing strategic guidance to streamline workflows and strengthen operational controls.
This includes trade processing, portfolio administration, compliance, performance, and reporting. Working closely with clients to understand their needs and develop customised solutions that help them achieve their goals.

As an experienced executive with a broad background in the financial services industry, I specialise in business strategy, cybersecurity, and investment management operations. I bring strong expertise across performance and client reporting, banking, policy, product development, organisational risk and compliance, as well as tech systems.
I have held key leadership roles including managing large teams, committee representation, and board interaction, influence, and reporting. I have successfully managed complex vendor and outsourcing relationships. My strategic vision and operational acumen enable me to drive efficiency, manage risk, and deliver impactful outcomes in highly regulated environments.
I am experienced in preparing high-quality board and committee reports, ensuring clear, accurate, and strategic insights to support decision-making, and I am skilled in engaging with board members and senior stakeholders, contributing to governance, risk oversight, and organisational performance discussions. With a proven ability to translate complex operational and cyber issues into executive-level updates aligned with business objectives.
As the founder and sole operator, I bring hands-on experience in every area of the business. Clients work directly with me throughout the entire process, ensuring consistent service and clear communication.
With 25+ years of experience across the financial services sector, I offer a wealth of expertise in investment management operations, banking, policy and product development, and regulatory compliance. I consistently deliver results by navigating complex regulatory landscapes, optimizing operational efficiency, and driving strategic growth initiatives.
I possess a proven ability to see how every part of an organization interconnects, translating complexity into streamlined processes that empower leadership to focus on what matters most: making strategic investment decisions and achieving sustainable growth.
I have held senior roles at Perennial Value Management, Paradice Investment Management, and Nikko Asset Management. Additionally, I have held various roles at State Street across custody and global markets.
For more information about the support offered please get in touch using the form below. I’m always happy to discuss your needs and provide clear, practical assistance to help clients achieve your operational goals.
Hawthorne Business Solutions Pty Ltd | ABN 13 691 860 563 values and respects the privacy of the individuals we interact with and is committed to protecting your personal information in accordance with the Australian Privacy Principles (APP) and the Privacy Act 1988 (Cth) as amended (Privacy Act).
What is personal information?
"Personal information" refers to any information or opinion, whether true or not, and whether recorded in a material form or not, about an identified individual or an individual who is reasonably identifiable. In general terms, this includes information or an opinion that personally identifies you either directly (e.g. your name) or indirectly.
What personal information is collected...
The personal information collected by Hawthorne Business Solutions about you depends on the nature of your dealings with us or what you choose to share.
Collection of your personal information...
Hawthorne Business Solutions collects your personal information directly from you when you interact with us over the phone, in person, via email, or online.
The personal information collected may include:
You are not obligated to provide the information requested.
Using your personal information...
Hawthorne Business Solutions uses personal information for various purposes related to our functions and activities, including:
Hawthorne Business Solutions may disclose your personal information to third parties in situations where you would reasonably expect us to do so. For example, we may share your personal information with our:
- Professional services advisors (such as accountants, auditors, and legal advisors)
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Protecting your personal information...
Hawthorne Business Solutions will take reasonable steps to ensure that any identifiable personal information we have collected is stored securely. The measures utilized include:
- Password protection
- Technological measures (e.g., anti-virus software)
Hawthorne Business Solutions website...
Our website may collect non-personal information when you visit. It also uses cookies to gather anonymized data for the purpose of managing and enhancing the site. This data may include, but is not limited to, information such as your internet service provider, domain name, browser type, and the pages you access. This information typically does not identify individual users and is unlikely to be personal information.
This website and email communications may also contain links to external websites. We do not control these third-party sites or their content. If you choose to visit them, their use will be subject to their own terms and privacy policies. It is your responsibility to review and understand how these external sites manage personal information.
This Policy may change from time to time.
The policy was last reviewed in November 2025.
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