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Our executive team

The Sunsuper executive team is responsible for the day-to-day management of the fund’s operations and the implementation of the policies and strategies set by the board. Listed are the members of the executive team as at April 2020.

Bernard Reilly, CFA – Chief Executive Officer

Bernard joined Sunsuper in October 2019 and is responsible for leading Sunsuper’s strategy and operations.

He brings to the role his extensive global experience in the international banking and finance sector. Prior to joining Sunsuper, he was a member of the Board Investment Committee at NSW Treasury Corporation, which is the asset management arm and financial markets partner of the NSW Government. Bernard also has 25 years’ experience with State Street Global Advisors, most recently based in Boston and Sydney in the role of Executive Vice President, Global Head of Strategy.

Bernard holds a Bachelor of Economics and he is a CFA Charter Holder.


Ian Patrick, CFA - Chief Investment Officer

Ian joined Sunsuper in 2015 and is responsible for executing Sunsuper’s investment strategy, while maintaining a strong emphasis on governance and maximising members’ returns.

He has more than 20 years’ experience in the institutional investment industry. Prior to joining Sunsuper, Ian held the position of Chief Executive Officer at JANA Investment Advisers since 2008. He was also Head of Global Equities at JANA, and worked for Mercer Human Resource Consulting, Alexander Forbes Consultants and Actuaries, and Ginsburg Malan & Carsons Consultants & Actuaries in Johannesburg.

Ian is an actuary and holds a Bachelor of Science (Honours) and a Masters of Business Administration. He is also a CFA charter holder.

Jason Sommer – Chief Financial Officer

Jason joined Sunsuper in 2014 and is responsible for Sunsuper’s financial management, investment operations, product, actuarial, and strategy functions, including ensuring Sunsuper’s products are industry-leading and that our finance and investment operations are efficient and comply with all relevant legislation and regulations.

He has more 20 years’ experience in the financial services industry. Before joining Sunsuper, Jason was an executive within the Corporate and Institutional Wealth business of the NAB Group. Prior to his current role at Sunsuper, his responsibilities included people management, change and transformation, investment operations, and technical services.

Jason holds a Bachelor of Economics and is a Fellow of the Institute of Actuaries of Australia.

Steven Travis – Chief Member Officer

Steve joined Sunsuper in 2005 and is responsible for retaining and attracting members to Sunsuper. He provides strategic direction for the design and delivery of customer experience, brand and marketing, and the advice capability including a network of aligned advice practices.

He has had an eclectic career, having worked in Vanguard’s Retail Direct division based in Philadelphia, owned and operated a financial planning business, as well as held various leadership and management positions across Sunsuper for over 10 years.

Steve holds a Bachelor of Business (Accounting), Masters degrees in both Applied Finance and Organisational Leadership, and is a Fellow of the Financial Services Institute of Australasia.

Teifi Whatley – Chief Strategy and Impact Officer

Teifi joined Sunsuper in 2000 and is currently responsible for Sunsuper’s strategy and vision with particular oversight of the transformation of the Fund’s strategic direction, corporate affairs, communications and corporate social responsibility functions.

Prior to her current role, Teifi led Sunsuper’s brand and customer marketing, analytics and insights functions, as well as held responsibility for the design and delivery of industry-leading product and service experiences for members, employers and advisers through digital and technological capability. She has had an extensive career in the financial services industry with more than 30 years’ marketing, customer and product experience in large institutions both in Australia and the UK. She has also been a Director of SuperFriend Industry Funds’ Mental Health Initiative since 2007.

Teifi holds a Bachelor of Business.


Lachlan East – Executive General Manager, Risk, Legal and Compliance

Lachlan joined Sunsuper in 2012 and is responsible for Sunsuper’s risk, legal, compliance, and assurance functions, including Sunsuper’s adherence to all relevant legislation and best-practice compliance practices, and managing our relationships with key regulators.

He has more than 20 years’ experience across the accounting and financial services industries. Prior to joining Sunsuper, Lachlan spent more than 12 years working at international banking organisations predominantly in investment markets compliance roles based in Australia, Hong Kong and Japan.

Lachlan holds a Bachelor of Commerce, is a Fellow of the Financial Services Institute of Australasia and an Associate of the Governance Institute of Australia.

Petrina Weston – Executive General Manager, People & Culture

Petrina joined Sunsuper in 2013 and is responsible for setting and leading the people and culture agenda that underpins and enables Sunsuper to embed and sustain high performance.

She has nearly 25 years’ experience in human resources and before joining Sunsuper held leadership roles at Origin Energy, Aussie Home Loans, AAMI and Vodafone. Prior to her current role, Petrina held a number of Sunsuper senior people roles where she drew on her expertise in strategic human resources, talent management, industrial relations, engagement, culture change and change management.

Petrina has a Professional Diploma of Human Resource Management, an Associate Diploma of Business Administration and a Cert IV in Coaching.

Dave Woodall – Executive General Manager, Employer Growth

Dave joined Sunsuper in 2015 and is responsible for Sunsuper’s corporate, institutional, regional and small-business customer segments, and our industry-leading payroll distribution platform, Beam.

He has more than 20 years’ experience in the financial services industry across retail and institutional markets. Dave has led high-performing teams in sales, relationship management, financial advice, and marketing and communications. Prior to his current role, Dave was Sunsuper’s Head of Corporate & Institutional where he was responsible for leading Sunsuper’s national sales and acquisition activities and managing our corporate and institutional customer segment.

Dave holds a Bachelor of Economics, post-graduate qualifications in finance and investments, and a Diploma of Financial Planning.

Rod Greenaway – Acting Executive General Manager, Technology

Rod joined Sunsuper in 2019 and is responsible for leading the design, implementation and operation of IT services, architecture, cyber security and applications development in order to meet the Fund’s current and future technology requirements.

Rod is a technology and operations executive with more than 30 years’ experience, mostly in the financial services sector including banking, life insurance, funds management and superannuation, both domestically and abroad. This has included senior roles at Ord Minnett, ING, Macquarie Group, and Commonwealth Bank, as well as time as an Executive Director with the NSW Government.

Rod’s career has spanned management consulting, strategy and planning, large scale outsourcing programmes and offshoring, shared services and business process outsourcing, delivery and operations, as well as governance and risk management.


Stevhan Davidson – Executive General Manager, Customer Engagement

Stevhan joined Sunsuper in 2010 and is responsible for Sunsuper’s customer service and insurance services functions, including our member contact centre, and our customer contributions, customer payment and insurance claims processing teams.

He has nearly 25 years’ financial services industry experience in Australia and overseas, including roles at BT, Adelaide bank, Citi, Schroders and Commonwealth Bank. Prior to his current role, Stevhan led strategic change projects at Sunsuper, including procurement of an enterprise workflow solution, and implementation of industry reforms such as Superstream and Insurance Code conformance.

Stevhan holds a Masters in Business Administration, a Graduate Diploma of Applied Finance and certifications in project management, process improvement and architecture.

Danielle Mair – Executive General Manager, Enterprise Change

Danielle joined Sunsuper in 2010 and is responsible for implementing Sunsuper’s significant program of technology and change programs and projects.

Before joining Sunsuper, she held various senior leadership positions with Macquarie, MBF and Suncorp, where she successfully built and led large teams through business transformation programs and cultural change. Prior to her current role, Danielle held a number of Sunsuper leadership positions, including Manager, Member Service and Advice; Head of Service Delivery and Performance; and Executive General Manager, Customer Engagement.

Danielle holds a Diploma of Financial Planning and a Masters of Business Administration with a specialisation in Strategic Human Resource Management.

Terri Hamilton – Company Secretary

Terri joined Sunsuper in 2009 and is responsible for supporting the effectiveness and efficient operations of the Sunsuper Board and Committees, including ensuring that decisions of the Board are communicated and implemented.

She has had an extensive career in the financial services industry over the last 30 years, including experience as a company director. She was previously a Director of the Association of Superannuation Funds of Australia. Terri was appointed as Sunsuper’s Company Secretary in November 2018. Prior to her current role, she held a number of Sunsuper leadership positions, including Executive General Manager Customer Engagement and Executive General Manager Risk, Legal and Compliance.

Terri holds a Law degree.