Intro Call
15 min Free
no card required
A short call to confirm fit, scope the engagement and answer questions before you commit budget.
Book intro Strategic advisory
Agentic governance reviews for institutions with tier-1 regulatory exposure.
Two decades deploying commercial AI inside regulated financial services. Single-day advisory for institutions reconciling traditional risk, AML and customer-due-diligence frameworks with what agentic AI now demands.
What you get
One session. Three deliverables. Zero theatre.
- 01
Governance gap assessment
A frank read of where your current AI governance posture stands against the agentic future you're walking into. Specific. Named. Prioritised.
- 02
Regulatory exposure map
What APRA, ASIC, AUSTRAC, the Privacy Act 1988, and emerging AI guidance mean for the agent deployments on your roadmap. Not generic compliance language. Your stack, your risk surface, mapped against the AML and customer-due-diligence frameworks you already operate.
- 03
Pragmatic next-90-days plan
A 1-page memo within 48 hours, naming the three to five things to do next, in order, with the reasoning. No deliverables theatre.
Who this is for
Organisations with tier-1 regulatory exposure putting agentic AI into production paths.
- Boards
- Risk committees
- Audit committees
- Chief Risk Officers
- Chief Information Security Officers
- Chief Technology Officers
- Chief Compliance Officers
- Internal audit
Twenty years driving commercial return from AI inside regulated environments, with hands-on ownership of customer-due-diligence and compliance frameworks at every step.
Chief Customer Officer at Pepperstone (2021–2024). A globally regulated retail trading business operating under the AFSL, FCA, CySEC, DFSA and ASIC regimes. Implemented the customer-onboarding CDD framework end to end while leading a generative-AI transformation of global support and onboarding: a 10-point CSAT lift and a 30% reduction in required FTE. Earlier menu-based chatbot at 45% containment with a 3-point CSAT lift.
Head of Support at MYOB (2015–2020). 500 contact-centre staff across three countries. Compliance and customer verification across multiple AI deployments in production: Operative Intelligence demand analytics, Salesforce Einstein next-best-action, Genesys best-agent routing.
Bupa (2000–2014), including Retention Operations Manager during the first wave of predictive algorithmic modelling in 2006.
Experienced executive director with a valid ASIC Director ID, with director-level appointments at regulated entities across multiple jurisdictions, including ASIC-regulated entities in Australia.
Founder of AstraSync, building identity, trust and verification infrastructure for the agentic economy. Co-author of The Infrastructure Gap, an SSRN paper written with policy advisors to the G7, UNESCO, OECD, Lebanon's MITAI and the Kingdom of Saudi Arabia, examining what the agentic shift means for institutional risk and compliance. Author of Preparing for the Agentic Hyperevolution: How I Learned to Stop Worrying and Love the Robots.
Format
How a session runs.
Buyers carrying tier-1 regulatory exposure are not paying for a calendar entry. They are paying for the work that happens around it. Pre-call preparation, focused conversation, written follow-up.
- T − 1 week
Booking confirmed via Stripe. Pre-call brief sent for you to share context, materials and the questions you want answered.
- T − 24 hours
Brief reviewed. Reading list (if relevant) shared back so we don't burn session time on table-setting.
- T
60-minute focused session. Zoom or in-person Melbourne. Up to five attendees included; recording on request.
- T + 48 hours
1-page outcome memo: what we discussed, what I recommend, what to do in the next ninety days.
Engagement options
Strategic Review
60 min $500
inc GST · paid before booking
Pre-call brief, focused 60-minute conversation, 1-page outcome memo within 48 hours. Tax invoice with ABN issued automatically.
Book reviewFull Day
8 hr $3,000
inc GST · arranged via Strategic Review
When one hour isn't enough. Booked as a follow-on to a Strategic Review and invoiced separately. Board sessions, multi-stakeholder workshops, depth across multiple cuts in a single day.
Book a review first Book a session
When you're ready.
Pick the option that fits. The 15-minute intro is for confirming we're the right match. The 60-minute strategic review is the work itself.
Intro Call
15 min · FreeA short, no-commitment call to confirm fit and scope.
Strategic Review
60 min · $500 inc GSTPre-call brief, focused session, 1-page memo within 48 hours.
Looking at a full advisory day ($3,000 inc GST)? Book a Strategic Review first — we lock in the day there and invoice separately.
Contact
Or just send a note.
For anything that needs more context than a booking captures. Partnerships, speaking, anything else.
- How do you handle confidentiality?
- Sessions are conducted under mutual NDA on request, and treated with the discretion expected by clients carrying tier-1 regulatory exposure regardless. Pre-call materials are deleted post-engagement unless you ask otherwise.
- What is not in scope?
- Implementation, build work, and vendor selection. This is advisory only. If you want hands-on delivery support, I can refer you to people who do it well.
- How are outputs delivered?
- A 1-page outcome memo within 48 hours. Zoom recording available on request. No 60-page deck.
- Refund and reschedule policy?
- Full refund or free reschedule if requested more than 48 hours before the session. Inside 48 hours, the fee is retained.
- Multi-stakeholder pricing?
- Up to five attendees included in the standard fee. Larger groups by quote, or use the full-day option for board-level sessions.
- What if we need ongoing engagement?
- Subsequent sessions are priced the same. No retainer required, no minimum commitment.