Tracey BerryPartner

  • Governance
  • Regulatory Compliance expertise, including FAR, CCCFA and Conduct, all stages from consult through to implementation
  • Wealth and Insurance – channel strategy, design, implementation
  • Consumer Banking – channel strategy, design, implementation
  • Advice operating models – design to implementation
  • Organisation readiness and Change management
  • Operating Models
  • Customer value propositions
  • Customer Remediation
  • Regulator and Board Strategy and Engagement

Tracey has over 20 years experience in financial services, including over 10 years in executive bank positions, CEO of an insurance company, CEO of a Wealth company and Chair of a significant asset manager ($6bn). Tracey specialises in establishing new channels and businesses, break-through diversification strategies, developing and leading significant organisational change programmes, integrating operations and teams through mergers and delivering complex regulatory change.

In addition to her role at Mosaic, Tracey is a Trustee of the Ara Foundation and has been a member of the Financial Advisers Disciplinary Committee established under the FMC Act since 2010.

contact details

Level 15
51 Shortland St
Auckland NZ

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