2020 -2023 Founding Board Member - UTS Foundation @
now Chair Law School Advisory Board @ University of Technology Sydney
2021 -2022 Chair @
2018 -2020 CEO @
2016 -2020 Chairman @
2012 -2018 CEO and Managing Director @
now Chair Perpetual Foundation @
2010 -2012 Group Executive, Private Wealth @
2008 -2010 General Manager, Advice and Private Banking @
2006 -2008 Group Executive Wealth Management @
2002 -2005 CEO Sealcorp and Asgard Wealth Solutions @
1999 -2002 EVP - BT Portfolio Services @
1998 -2001 Chief Legal Counsel @
1990 -1993 Legal Officer @
Geoff Lloyd Education
Harvard Business School
(Advanced Management Program)
2006-2006
University of Technology, Sydney
Master of Laws (Law)
1997-1998
MIT Sloan School of Management
Applied Generative AI for Digital Transformation (Business Administration and Management, General)
Geoff Lloyd Skills
Strategic Financial Planning
Wealth Management
Superannuation
Financial Services
Investments
Asset Management
Asset Managment
Business Strategy
Equities
Financial Advisory
Financial Markets
Financial Planning
Financial Risk
Investment Strategies
Management
Portfolio Management
Private Banking
Relationship Management
Risk Management
Stakeholder Management
Wealth
Insurance
Finance
Banking
Team Leadership
Strategy
Retirement Planning
Funds Management
Self Managed Superannuation Funds (SMSF)
Business Transformation
Digital Transformation
Financial advice
Microsoft Excel
Strategic Planning
Leadership
Microsoft Office
Project Management
Geoff Lloyd Summary
Geoff Lloyd, based in Sydney, NSW, AU, is currently a Non Executive Director at Team Australia Challenge. Geoff Lloyd brings experience from previous roles at Conexus Financial, Stake, DASH Technology Group and Boman Group. Geoff Lloyd holds a 2006 - 2006 Harvard Business School. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Superannuation, Financial Services, Investments and more. Geoff Lloyd has 3 emails and 1 mobile phone numbers on RocketReach.
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