Head of Financial Health, TAL Australia
Jo is qualified Chartered Accountant with over 25 years of financial experience. She started her career working for one of the ‘Big 4’ accounting firms where she specialised as an expert witness for Court purposes, quantifying economic losses for personal injury cases and also being involved in commercial litigation matters.
Jo joined TAL in 2011 and subsequently was appointed into a newly created role as Head of Financial Health. During this time, Jo led the development of TAL’s financial health proposition, a key pillar of TAL’s Health Strategy which champions a holistic approach to our customers physical, mental and financial health. Jo has built up a team of forensic accountants who provide expert financial opinion across both underwriting and claims as well as provide expert technical opinion for product development and improvements. Jo leads the financial though leadership and training programs at TAL, working closely with the TAL Risk Academy to educate TAL Advisers and our internal underwriting and claims teams to help increase financial risk efficacy across the business.
Jo is passionate about helping our customers achieve sound financial health through ensuring that financial risk is adequately assessed both at underwriting and claim time.
Jo is also an ALUCA board member.