Mayflower Consulting works at the intersection of compliance, technology and people. Our clients include global fund managers and medium to large super funds. Our combined knowledge and reach throughout the industry, our approach to technology and people, combined with a tight focus on compliance, places us uniquely able to help businesses achieve success.
Sarah Penn, Managing Director, Mayflower Consulting
Sarah founded Mayflower Consulting in 2014, to help super funds and investment managers succeed, with a focus on the intersection between customer experience, regtech and business strategy. Prior to this Sarah was a Division Director at Macquarie Bank, and held numerous roles across marketing, product and strategy. Sarah has a marketing and information management degree from the University of Western Australia, and is a known industry commentator with articles appearing in most major industry publications.
Sarah is Chair of the ASFA NSW Legislation Discussion Group, Managing Director of CREW (Compliance and Risk Executive Women) and Co-chair of the Technology and Innovations Expert Group for the Financial Services Council. Sarah regularly presents at industry conferences and company off-sites. If you would like Sarah to present at your next event, please get in touch. Her previous engagements include:
The Future of Super Fund Administration Conference - 2023 and 2024
Bell Asset Management Strategy Day
Lifespan Financial Services Annual Conference
InvestorDaily Wraps, Platforms and Masterfunds Conference
ifa Client Experience Workshop Sydney and Melbourne
AIST Super Legal & Compliance Symposium
“Thank you for orchestrating and leading such an excellent panel session. Looking forward to our next interaction.” Jay Nair, IBR Conferences Pty Ltd
Here’s what previous attendees have to say about Sarah’s presentations:
What a refreshing, practical and knowledgeable speaker Sarah Penn was.
Sarah Penn was very energetic with great slides. Made what would have normally been a boring subject into something really interesting.
Great presentation. Very clear, concise and useful. Very informative engaging speaker.
Excellent speaker, good examples and thought provoking, a presenter who provided real solutions.
Sarah Penn was very engaging and provided a very insightful presentation. Some really useful information to takeaway and apply.
Sarah was very good at identifying issues in a simple way and her presentation was very easy to follow.
Deborah Blott, Business Manager
Deborah (Deb) has an extensive background in Financial Management, Public Relations, Communications and Events, Marketing, Social Media, Human Resources and Administration.
She previously managed the public relations for high profile brands such as Champagne Bollinger, Grolsch, Teacher’s, Campari, Petaluma, Henschke and Brokenwood. As Business Manager for a boutique recruitment company she was responsible for their financial management, marketing, public relations and social media including organisation with their Advisory Board and submission of tenders.
During her career she has completed additional training courses in public relations, marketing and finance including MYOB / Xero accounting and she is a Justice of the Peace. At Mayflower Consulting, Deb works closely with Sarah and manages the accounts, administration, marketing, social media and events, plus other business related responsibilities.
Matthew Jose, Senior Consultant
Matthew (Matt) has joined Mayflower Consulting as our Senior Consultant specialising in product development and product management for our clients. Matt has over 20 years’ experience working in and leading teams in product development and product management within the superannuation and investment platforms industry. He was previously Head of Product Management at HUB24 where he had extensive experience working with the Objective Keystone system. He understands the critical need to create accurate disclosure documents and ensure products are compliant. In his previous role as BT Wrap Product Manager – Superannuation, he was responsible for the maintenance, compliance, positioning, and development of the platform, including the management of the ongoing legislative compliance and implementation of product development and improvement initiatives.
Matt is a strategic thinker, customer-focused and a great problem solver with a strong track record of developing innovative product and technology solutions. He has technical knowledge in superannuation, IDPS and managed portfolio products. Matt has a proven ability to manage complex projects and communicate effectively with stakeholders at all levels and has completed a Bachelor of Commerce majoring in Economics and Finance. We welcome Matt to the Mayflower team based in our Sydney office.
Jenny Calcott, Operations Director
As the Operations Director for Mayflower Consulting, Jenny utilises her strong leadership, project management, process design and implementation skills to work closely with our clients and team to transform their PDS processes.
Jenny is a committed, action-oriented and results-driven professional with many years of experience in operations in some of Australia’s leading advertising, retail and design agencies. She is detail orientated, pro-active and practical with great insight and enthusiasm. Jenny has a strong and fair leadership style with a natural flair for creating and developing teams and maintaining effective client relationships.
Jenny manages the operations of our entire PDS offering with ease and ensures the best outcomes for our clients. Her efficient and engaging style, passion, dedication plus her wonderful sense of humour are all a great asset to our business.
Stuart Gordon, Technical Lead
Stuart is communications professional who has developed versatile skills in design, communication and management across a range of industries. In a varied career, he has worked as a Broadcast, Web and Print Designer, Copywriter and Project Manager. His employer and client list are similarly eclectic, including: Animal Logic, Foxtel, News Corp and The Department of Planning Industry and Environment.
Stuart’s a curious creative who is adept at leveraging design as a communication tool. He understands the interplay between aesthetics, copy and brand, and can synthesize these elements to create engaging content. He has honed his skills as a project manager working in a range of of high-pressure workplaces. In particular, his experience working in the news media environment refined his time-management skills and capacity to manage multiple stakeholders and competing deadlines.
Stuart has a Communications Degree from the University of Technology and has undertaken further study in design and post production. Throughout his multidisciplinary career has developed the hard and soft skills required for successful project delivery. He is comfortable solving technical problems while also ensuring the final product is on-message.
Katie Sparkes, Senior Account Manager
Katie has over 14 years of experience in the financial services industry, with a particular passion for superannuation. Her most recent role was as a Senior Consultant at SuperRatings and prior to this she managed a team of data services associates at Rainmaker Group.
Katie has strong experience in data and research, developing key analysis and insights for organisations and the superannuation industry. She is highly skilled in problem solving and project management and enjoys working closely with clients to develop productive relationships, drive efficiency and find solutions, while leveraging technology and improving processes. She has experience in shepherding tenders and reviews to completion and is a trusted partner for key strategic work.
At Mayflower Consulting Katie is our Senior Account Manager based in Melbourne. She brings all these skills and a genuine interest in uplifting the financial services industry to her role and is committed to developing strong client relationships with a focus on problem solving and creative solutions.
Jack Withington, Keystone Specialist
We welcome Jack to Mayflower Consulting in the role of Keystone Specialist. Jack is a a results-driven and innovative Product Management Specialist with a proven track record of developing and launching successful products. He is passionate about Objective Keystone (as we all are at Mayflower!).
Jack has strong skills in process improvements, market insights and technology trends, with a customer-centric approach to drive product excellence. He is a strategic thinker and is well-prepared to lead product teams and deliver exceptional value to our clients. Jack previously worked at Mercer where he managed disclosure documents through Objective Keystone and implemented enhancements for existing products.
With his leadership capabilities, innovation and knowledge, Jack will be an integral part of our team based in our Melbourne office.
Olivia Ong, Technical Communications Analyst
We welcome Olivia (Oli) to the Mayflower Consulting team in the role of Technical Communications Analyst.
Oli is based in the Philippines and has completed a Bachelor of Arts in Communication at Ateneo de Manila University. She has experience in content writing, editing and communications in her previous roles as SEO Content Writer at Cardinal Digital and Brand Communications Associate at Comco Southeast Asia.
In her role at Mayflower, Oli will be able to utilise her skills in content maintenance, editing, communications and process improvement. She will work closely with our PDS team using the Objective Keystone system. Her role will include assisting our clients with their business requirements and operational needs to provide the successful delivery of our PDS Management Service.
With her easy-going nature and clear communication style, Oli is a professional and valued team member who is always ready to assist.