Helen Loringan
InvestorBanking & Wealth Advisor at Sapien Ventures / Sapien Group · Sapien Ventures Group Ltd - Board Advisor at Sapien Ventures
Greater Sydney Area
Find your path to Helen
417 people in our graph share verified history with Helen — schools, employers, funds. One of them is your warm intro.
Jeremy CollessunlockedHelen: together at ANZ (2002–2004)
×3Helen: together at ANZ
×3Helen: together at Australian Institute of Company Directors
×3Helen: together at Commonwealth Bank
About
Wealth and financial services executive with 25+ years' experience, former CEO of Elders Financial Planning and senior executive at ANZ, CBA and MLC; cofounder of Prodigy Wealth and board director at CPA Australia, FINSIA and SP Jain.
Experience
- LCUChief Executive Officercurrent2022 — presentSydney, New South Wales, Australia
- Sapien VenturesSapien Ventures Group Ltd - Board Advisorcurrent2022 — present
- Sapien VenturesManaging Partner and Head of Wealth Sector, Sapien Ventures2021 — 2022Sydney, New South Wales, Australia
- Sapien VenturesVenture Partner2017 — 2021Sydney, Australia
- Sapien VenturesAdvisory Board Member, Investfit2016 — 2021Sydney, New South Wales, Australia
- Sapien VenturesAdvisory Board Member - HashChing2016 — 2019Sydney, New South Wales, Australia
- Sapien VenturesAdvisory Board Member, Moroku2017 — 2019Sydney, New South Wales, Australia
- Sapien VenturesExecutive-in-Residence, Sapien Ventures2016 — 2017Sydney, Australia
- CPA AustraliaDirector2017 — 2023Greater Melbourne Area
- FINSIA (Financial Services Institute of Australasia)Director2019 — 2022Sydney, New South Wales, Australia
- Nimble Australia Pty LtdDirector2021 — 2022Australia
- SP Jain School of Global Management - Dubai, Mumbai, Singapore & SydneyMember of the Finance Committee of the Board of the SP Jain School of Global Management2020 — 2021Sydney, Australia
- Sylknet ConsultingManaging Director2014 — 2016
- EldersChief Executive Officer, Elders Financial Planning2009 — 2014Adelaide, Australia
- EldersGeneral Manager, Elders Wealth Management2006 — 2009Adelaide, Australia
- ANZExecutive General Manager, Head of ANZ’s Wealth Strategy, Personal Division2004 — 2005
- ANZExecutive General Manager, Head of Channel & Segment Marketing, Personal Banking & Wealth Management2002 — 2004Greater Melbourne Area
- Commonwealth BankSenior Executive, Managed Funds, Commonwealth Bank of Australia2000 — 2002Sydney, Australia
- Commonwealth BankChief Manager, Managed Funds, Commonwealth Bank of Australia1997 — 2000Greater Sydney Area
- MLC LimitedGeneral Manager – Multi Channel Distribution Strategy, MLC1997Greater Sydney Area
- MLC LimitedGeneral Manager, Business and Trustee Superannuation, MLC1996 — 1997Greater Sydney Area
- MLC LimitedNational Marketing Manager, MLC Superannuation, MLC1994 — 1996Greater Sydney Area
Skills & more
Board Development4Upselling5Sales Management4MerchandisingTeam LeadershipManagementCommunicationMarket AnalysisFinancial PerformanceRelationship BuildingNegotiationRetention Strategies
+12 more
Problem SolvingOperating ModelsStatutoryFinancingRelationship DevelopmentAnalytical SkillsBusiness NetworkingLeadershipStrategic PlanningStrategyBusiness DevelopmentStakeholder EngagementLanguages English · French
From Helen's professional profile.
Colleagues at Sapien Ventures / Sapien Group
Aashmita Naikar
HFG Partner at Sapien Ventures / Sapien Group
Alfred Yu
Group Partner of Greater China at Sapien Ventures / Sapien Group
Andrew Rob
Special Adviser - Asian Markets at Sapien Ventures / Sapien Group
Cormac Heffernan
CEO - PWT & Finplex at Sapien Ventures / Sapien Group
Daniel Laurence
Head of ASEAN Markets at Sapien Ventures / Sapien Group
David Gee
Head of Group Risk and IT at Sapien Ventures / Sapien Group
Don McLay
Social Group Adviser at Sapien Ventures / Sapien Group
Geoff Stalley
Group CFO at Sapien Ventures / Sapien Group
Frequently asked questions
- Who is Helen Loringan?
- Wealth and financial services executive with 25+ years' experience, former CEO of Elders Financial Planning and senior executive at ANZ, CBA and MLC; cofounder of Prodigy Wealth and board director at CPA Australia, FINSIA and SP Jain.
- Where does Helen Loringan work?
- Helen Loringan is Banking & Wealth Advisor at Sapien Ventures / Sapien Group.
- Where did Helen Loringan go to school?
- Helen Loringan studied at UNSW (Bachelor of Commerce (BCom), Commerce/Law); Australian Institute of Company Directors (Graduate Diploma of Professionalism in Directorship); Edinburgh Business School, Heriot-Watt University (Currently completing MBA, Business/Commerce).
Same school
Also attended UNSW394
Mike Cannon-BrookesCo-founder & CEO of AtlassianScott FarquharCo-founder of AtlassianJeremy PhilipsInvestor at Spark CapitalSimon CantInvestor at Reinventure GroupDanny GilliganInvestor at Reinventure GroupLeah MitchellChief of Staff at Differential Ventures
+ 388 more
Also attended Australian Institute of Company Directors199
John DysonInvestment Principal at Starfish VenturesHelen SounessVenture Partner at RampersandOliver RyanFinance and Operations at Skip CapitalTim HeasleyPartner at ArtesianKirsten BernhardtPrincipal at ArtesianJordan JeffreyPrincipal at Artesian
+ 193 more
Also attended Edinburgh Business School, Heriot-Watt University17
GerlofFinance & Compliance at NAPNigel PrinceChief Operating Officer (COO) at Black Dragon CapitalSamuel HarrisonManaging Partner at FactionRebecca QiuPartner at ProDigital Future FundPeter ClarkChief Executive Officer at Bentley ReidSimunza MuyanganaCo-Founder & Director - Entrepreneurship at BongoHive
+ 11 more
Also attended CPA Australia11
Diego GourguesChief Financial Officer at Stoic VCOliver RyanFinance and Operations at Skip CapitalPoh Lean SoonCountry Partner, Malaysia at Aura GroupMinyan LiuVice President at Roc PartnersMargaret CampbellOperations Officer at 1010 CapitalAzhar SakriwalaSenior Manager, Tax at Birch Hill Equity Partners Management Inc.
+ 5 more
