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Helen Loringan

Investor

Banking & Wealth Advisor at Sapien Ventures / Sapien Group · Sapien Ventures Group Ltd - Board Advisor at Sapien Ventures

Greater Sydney Area

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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

  1. LCUChief Executive Officercurrent2022 — presentSydney, New South Wales, Australia
  2. Sapien VenturesSapien Ventures Group Ltd - Board Advisorcurrent2022 — present
  3. Sapien VenturesManaging Partner and Head of Wealth Sector, Sapien Ventures2021 — 2022Sydney, New South Wales, Australia
  4. Sapien VenturesVenture Partner2017 — 2021Sydney, Australia
  5. Sapien VenturesAdvisory Board Member, Investfit2016 — 2021Sydney, New South Wales, Australia
  6. Sapien VenturesAdvisory Board Member - HashChing2016 — 2019Sydney, New South Wales, Australia
  7. Sapien VenturesAdvisory Board Member, Moroku2017 — 2019Sydney, New South Wales, Australia
  8. Sapien VenturesExecutive-in-Residence, Sapien Ventures2016 — 2017Sydney, Australia
  9. CPA AustraliaDirector2017 — 2023Greater Melbourne Area
  10. FINSIA (Financial Services Institute of Australasia)Director2019 — 2022Sydney, New South Wales, Australia
  11. Nimble Australia Pty LtdDirector2021 — 2022Australia
  12. 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
  13. Sylknet ConsultingManaging Director2014 — 2016
  14. EldersChief Executive Officer, Elders Financial Planning2009 — 2014Adelaide, Australia
  15. EldersGeneral Manager, Elders Wealth Management2006 — 2009Adelaide, Australia
  16. ANZExecutive General Manager, Head of ANZ’s Wealth Strategy, Personal Division2004 — 2005
  17. ANZExecutive General Manager, Head of Channel & Segment Marketing, Personal Banking & Wealth Management2002 — 2004Greater Melbourne Area
  18. Commonwealth BankSenior Executive, Managed Funds, Commonwealth Bank of Australia2000 — 2002Sydney, Australia
  19. Commonwealth BankChief Manager, Managed Funds, Commonwealth Bank of Australia1997 — 2000Greater Sydney Area
  20. MLC LimitedGeneral Manager – Multi Channel Distribution Strategy, MLC1997Greater Sydney Area
  21. MLC LimitedGeneral Manager, Business and Trustee Superannuation, MLC1996 — 1997Greater Sydney Area
  22. MLC LimitedNational Marketing Manager, MLC Superannuation, MLC1994 — 1996Greater Sydney Area

Skills & more

Board Development4Upselling5Sales Management4MerchandisingTeam LeadershipManagementCommunicationMarket AnalysisFinancial PerformanceRelationship BuildingNegotiationRetention Strategies
+12 moreProblem SolvingOperating ModelsStatutoryFinancingRelationship DevelopmentAnalytical SkillsBusiness NetworkingLeadershipStrategic PlanningStrategyBusiness DevelopmentStakeholder Engagement

Languages 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

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