Meet our team: Customer Relationship Managers

As Head of Strategic Partnerships, Carson manages the newly created team of Strategic Partnership Manager’s (SPMs). In this role, he drives the growth of membership and funds under management through acquisition of new employer default arrangements.

Carson brings over 20 years of financial services experience, predominantly in superannuation and financial advice sectors including roles at NAB and MLC.

As Strategic Partnerships Manager, George builds and nurtures relationships with members and employers with the aim of providing the best standard of living in retirement.

A strategic thinker who understands the importance of listening to the members' needs, George is able to design and implement plans that deliver results. He brings 30 years of experience to the business and holds a Bachelor of Business Accounting, a Graduate Diploma of Taxation and a Diploma of Superannuation Management RG146 FASFA.

As Senior Strategic Partnership Manager, Leanne is responsible for leading the development and implementation of partnerships across the Fund as well as facilitating education sessions and seminars for members.

She has over 33 years industry experience having previously worked for Catholic Super, HOSTPLUS, NAB and AMP and is passionate about working with members to improve financial literacy so they can achieve their personal and financial goals.

Leanne is actively involved in advocating for better retirement outcomes for women through her work on the Women in Super Committee. She is a Director, National Chair and WA Chair of the Mother’s Day Classic Foundation, which hosts a national funrun and walk event every year on Mother’s Day which raises much needed funds for research into breast cancer and ovarian cancer. Leanne is located in the NGS WA office. 

As the NSW Strategic Partnership Manager, Casey endeavours to provide employers with the best options and outcomes for their employee’s immediate and long-term retirement goals. He works closely with NGS’s major stakeholders to promote the Fund and grow our membership base through awareness and education.

Casey brings over 20 years of experience in the financial services industry and holds a Diploma of Financial Services.

Since joining the financial services sector in 1999, Ben has gained a wealth of experience within financial planning and managerial positions within Macquarie Bank and Consultum Financial Advisers. Holding a Bachelor of Management and an Advanced Diploma of Financial Services (Financial Planning), Ben’s extensive knowledge enables him to provide quality advice to our members.

Ben joined the NGS Super team in June 2018. He enjoys being around thriving school learning environments and always looks forward to meeting NGS Super members. Ben sees the opportunity to educate our members in their wealth and retirement options as not only a passion but a privilege.

As Customer Relationship Manager, Jenny works with members and employers to make super easy to understand. She is passionate about sharing her knowledge and experience in superannuation to help members make better financial decisions and achieve their retirement goals.

Jenny brings 16 years of experience in financial services and wealth management and has worked at BT Financial Group, ANZ and CBA. She has a Bachelor’s degree in Applied Finance and Advanced Diploma in Financial Planning.

Long joined NGS Super as a Customer Relationship Manager in January 2022. He strives to nurture engagement and provide a connection with super, so members and employers understand their opportunities and responsibilities. Long wants to help members and employers make the complex simple. Through educational seminars and one-on-one meetings, he helps members understand and simplify their super and helps employers navigate the superannuation obligations.

Long has extensive industry experience having previously worked at REST, ACSRF and Legal Super. He holds a degree in Communications, Cultural Studies and Economics, and an Advanced Diploma in Financial Planning.

Winston joined NGS as a Customer Relationship Manager in 2024. With extensive experience in the finance sector, including smartMonday, NAB and Colonial First State, he has worked across a range of financial services, including superannuation. Combining his financial planning and relationship management skills, Winston is particularly passionate about demystifying super and making it accessible to everyone. 

He holds a Postgraduate Diploma in Management, an Advanced Diploma in Financial Planning and a BA in Business studies.

Tana joined NGS Super in 2012 following the UCSuper and NGS Super merger. Tana has over 20 years of experience in the financial services industry with a Diploma of Financial Services (Superannuation) and a Diploma of Financial Planning.

Tana finds fulfillment in guiding our members through the intricacies of superannuation and the options available to them. She is committed to helping both members and employers through financial education and empowerment.

Kate joined NGS Super in 2019 following the merger of QIEC Super and NGS Super. With a Diploma of Superannuation Management, Kate brings over 19 years' superannuation experience to her Customer Relationship Manager role at NGS.

Kate worked in administration for Corporate Benefits, consultancy for AON Employee Benefits and product management for QSuper before moving to QIEC Super in 2017. Kate is passionate about converting the complexities of super into understandable concepts and motivating NGS Super members to create wealth that will last their lifetime.

Having worked in the superannuation industry for over 22 years, Thomay is consistently guided by a strong ‘member’s best interest first’ principle. Thomay holds an Advanced Diploma of Financial Services (Financial Planning) and is the Chair of Women in Super (SA), as well as a member of the Mother’s Day Classic Organising Committee.

Thomay held relationship manager roles at SuperPartners and Local Super before joining NGS in 2013. She finds great reward in helping members to understand their opportunities and to achieve their personal and financial goals.

Elaine started at NGS Super in 2000 and has over 19 years of experience in the superannuation industry. Initially employed with Independent Schools Superannuation Trust (ISST), Elaine has a number of qualifications including an Advanced Diploma of Financial Services in Superannuation and a Diploma of Financial Services in Financial Planning.

Elaine fosters a strong commitment to improving the superannuation outcomes for members and employers. She maintains a passion for making a true difference to the lives and retirement lifestyles of our members.

As Customer Relationship Manager, Eric delivers NGS's service offerings to employers, members, and key stakeholders.

With close to two decades in relationship management roles across the financial services sector, including banking, insurance and super, Eric brings a breadth of knowledge to the team. He is passionate about super and helping people achieve dignified and comfortable retirement outcomes.

Eric has a Masters in Ageing, Diploma in Insurance Broking and a Diploma in Project Management, Bachelors.

As Client Service Manager, Sophie is a super specialist who works with members, schools and staff to keep them well-informed and supported on all aspects of Superannuation.

With over eight years of experience in the sector, Sophie is passionate about breaking down complex ideas so everyone can understand and maximise their super savings. She is also passionate about the education sector and inspiring the next generation.

Sophie holds a BA (Hons) History/Social Ethics and a Graduate Diploma in Financial Planning.

As Customer Service Manager, Greg brings over 30 years of experience in Financial Services. He has worked across multiple financial services organisations, assisting customers in achieving their financial goals. Greg welcomes all opportunities to remove any uncertainties surrounding superannuation by providing an accessible, efficient, and ‘member first’ experience. He is eager to answer any questions about super and help members and employers prepare for their big tomorrow.

Greg has a Bachelor of Business (Applied Economics) and a Diploma of Financial Services (Financial Planning).

As Senior Strategic Partnership Manager, Steven brings 25 years of experience in the superannuation and financial services sector. He excels in building and nurturing long-term client relationships and offering tailored solutions that align with clients' needs. He specialises in client growth, retention and member engagement.

Steven’s in-depth knowledge of industry trends and regulatory landscapes, combined with his dedication to exceptional service, has consistently helped drive value and trust for the members and employers he works with.

Steven holds an accreditation PS-164 Financial Services – Super & Investments, RG146 Retirement Income Streams, a Diploma of Financial Services and a Diploma of Superannuation Management – ASFA 100.

Brett joined NGS as Customer Service Manager in 2024. With over 30 years’ experience in the finance industry, including over 7 years leading teams, and 17 years as a comprehensive Financial Planner, he has a proven ability to engage with individuals and groups to meet their financial needs. Brett is driven by the desire to improve employer and members outcomes and believes in collaboration, providing quality advice and helping others continually improve their financial literacy.

Brett holds a Diploma of Financial Planning and is RG146 compliant.