In recognition of the wisdom and knowledge of senior and retired members of the industry and with a growing commitment from young people, The BFO wishes to facilitate the continued connection of ‘Industry Legends’ with both current and future members of the industry.
It is anticipated that The BFO Industry Legends may be sought for advice on matters being addressed and may meet with a BFO Young Ambassador for an informal career discussion and become a supportive voice for the Oath.
The BFO believes Industry Legends can make a valuable and ongoing contribution to the industry, particularly in relation to discussions on the ethics and integrity of financial institutions and the industry broadly.
Legends are appointed by invitation from The BFO.
Pauline is a non-executive director of, the Mercer Superannuation Australia Limited, and the Banking and Finance Oath (BFO) as well as Chairman of Interaction Disability Services. She has over 30 years’ experience in the financial services industry. From November 2018 (post royal commission) to February 2020, Pauline was also Chairman of Freedom Insurance Group. During 2017 and 2108, she was also the CEO of Regnan, a leading research and engagement provider focused on long term ESG risks of the ASX 200 for institutional investors. Prior to Regnan, Pauline was the CEO of the Association of Superannuation Funds of Australia (ASFA) for almost nine years.
Stephen is CEO of Pinebridge Investments. He is also a member of the Board of Guardians of the Future Fund and serves on the boards of QBE the Great Barrier Reef Foundation.
Previously, Stephen was Chairman of Goldman Sachs, Australia and New Zealand. He joined Goldman Sachs in 1992 and was named a Managing Director in 1998 and a Partner in 2002. In his time with Goldman Sachs he served on the GS Partnership Committee, the European Management Committee and the Asia Pacific Management Committee and has been based in London, Tokyo, Hong Kong and Sydney with Goldman Sachs.
Paul Robertson AM
Paul Robertson is currently Chair of Social Ventures Australia, St Vincent’s Health Australia Group and Chair of Trustees of St Vincent’s Hospital, Sydney. He is Founder and Director of Financial Markets Foundation for Children and Director, Telco Together Foundation. Paul has extensive experience in banking including 27 years at Macquarie Bank/Hill Samuel where he was an Executive Director, Global Treasurer and Integrity Officer of the Bank. He was also a Director and CEO of Macquarie Risk Advisory Services. Paul has also served on a number of other commercial boards.
Stephen Dunne, formely CEO of AMP Capital, joined in 1994 and was appointed Managing Director in 2004. He has over 25 years’ experience in investment management, both in Australia and in the United Kingdom. Stephen is a Chartered Financial Analyst and is a Fellow of the Financial Services Institute of Australasia (Finsia). He is a member of the CFA Strategic Advisory Board, and The Ethics Centre Advisory Council.
William (Bill) Bartlett served as a Partner at Ernst & Young, Australia from July 1980 to June 2003. Mr. Bartlett served as an Accountant and Consultant with Ernst & Young for over 35 years. Mr. Bartlett is a Director of Suncorp Group/Reinsurance Group of America (listed on NY stock exchange )/Abacus Property Trust/GWA Limited and Chairman of Kennards Storage. He is also Chairman of the Board of Governors for Cerebral Palsy Foundation of Australia.
Mark Burgess is currently Chair of the Advisory Board of Jamieson Coote Bonds. Previously his roles included, Global Chief Investment Officer at Credit Suisse Asset Mangement, CEO, Treasury Group and most recently, Managing Director and President of the Future Fund Management Agency.