Head of Client Services and Head of Sydney Office
Sally Surgeon joined Northern Trust in 2005 and is Head of the Northern Trust Sydney Office and responsible for relationship and client servicing for clients based in Australia and New Zealand.
Sally has over 25 years’ global custody experience working with institutional clients to support their ongoing asset servicing needs. Prior roles have included positions in operations, consulting, implementation and relationship management.
Sally relocated from London to Melbourne in 2007 to support Northern Trust’s expansion into the Australian and New Zealand markets and moved to Sydney in 2017 when the Sydney office was established.
Prior to Northern Trust, Sally worked at State Street for 12 years in both Sydney and London offices.
Sally holds a Bachelor of Economics from Macquarie University and is a member of both CFA Society of the UK (IMC) and a Fellow of the Financial Services Institute of Australasia.
Sally joined the board of ACSA (Australian Custodial Services Association) in March 2018 and has previously been a member of Women in Super’s Victoria Committee.