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Wade Matterson, FIAA

Principal, Senior Consultant
Sydney, AU

Tel: +61 02 80909103

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Retirement Town Hall

Professional Designations

  • Fellow, Institute of Actuaries of Australia

Education

  • Bachelor of Mathematics and Finance, University of Technology, Sydney

Current Responsibility

Wade is a principal, senior consultant and the leader of Milliman's Australian Financial Risk Management practice. He joined the firm in 2004 and is responsible for product development and risk management for clients throughout the Asia-Pacific region.

Experience

Wade specializes in financial risk management and guarantee product development. Prior to establishing the Australian practice, Wade was based in Milliman's London office. During this time, he was involved in more than a dozen product development and risk management assignments throughout the UK, European and North American markets. Wade has also led a number of product development and risk management assignments in the Asia-Pacific region.

Since relocating to Australia, Wade has worked with a range of wealth management institutions on product development and risk management projects, including insurance companies, platforms and superannuation funds.

Wade has more than 10 years of experience across the United Kingdom, Europe, Australia, and North America. Prior to joining Milliman, he spent five years with a global actuarial consultancy, where he was responsible for the development and implementation of risk management systems.

Presentations and publications

  • "Impact of recent market turbulence on hedging programs for equity-linked guarantees," May 2008
  • "Product development: The battle for baby boomers," Actuary Australia, October 2007
  • "Wealth Management or Risk Management-The Future of Retirement Security," Australian Biennial Convention 2007
  • "Equity Based Guarantees," Actuary Australia, November 2006
  • "Financial Risk Management," Australian Financial Services Forum 2006
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman