Fundraising Fox

Helen Loringan

Investor

Banking & Wealth Advisor at Sapien Ventures / Sapien Group

Greater Sydney Area

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

Education

  1. UNSWBachelor of Commerce (BCom), Commerce/Law
  2. Australian Institute of Company DirectorsGraduate Diploma of Professionalism in Directorship
  3. Edinburgh Business School, Heriot-Watt UniversityCurrently completing MBA, Business/Commerce
  4. FINSIASenior Fellow, Formal Mentor & Member of the FINSIA Diversity Advisory Council
  5. CPA AustraliaFCPA (Honorary)

Skills & more

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

Languages English Β· French

From Helen's professional profile.

Colleagues at Sapien Ventures / Sapien Group

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Where does Helen Loringan work?
Helen Loringan is Banking & Wealth Advisor at Sapien Ventures / Sapien Group.

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