Head of Client Services, Australasia and Head of Sydney Office
Sally Surgeon is Senior Vice President, and Head of Client Services — Australasia and Head of Northern Trust's Sydney office. Sally is responsible for relationship and client servicing for asset servicing clients based in Australia and New Zealand. Sally has over 25 years' experience within the financial services industry which includes the delivery of custody, fund administration and investment operations outsourcing services to large and complex clients including investment managers, sovereign, insurance and superannuation funds.
Sally joined Northern Trust in 2005 in London and relocated to Melbourne in 2007 supporting Northern Trust's expansion into Australasia. Sally moved to Sydney to head Northern Trust's Sydney office in June 2017. Prior to Northern Trust, Sally worked at State Street where she held a number of positions in operations, project management and consulting services in both their Sydney and London offices.
Sally holds a Bachelor of Economics (Macquarie University) and is a member of both CFA Society of the UK (IMC) and a Fellow of the Financial Services Institute of Australasia.
In 2012/13, Sally was a member of Women in Super's Victoria Committee. In March 2018, Sally joined the board of Australian Custodial Services Association (ACSA).