CFS Interview Prep Kit

Senior Manager, Risk & Compliance — Colonial First State
Prepared for Homaya Anand
You belong here. 12+ years across ANZ Wealth and BT/Westpac. 8 regulatory programs delivered. Project Edison. Lean Six Sigma Green Belt. You are not hoping to get this role — you are the person they wrote the job description for.

This Is Your Moment

Homaya, this is not just another job application. This is the career step you have been building toward for 12 years. Everything you have done — every risk matrix, every regulatory deadline, every training program, every Board report — has been preparing you for exactly this role.

Why This Move Makes Perfect Sense

  • You have outgrown Line 1. You are not just executing risk management anymore — you are already thinking strategically about how risk frameworks should work. Line 2 is where that thinking has real impact.
  • CFS needs your exact experience. They have been through class actions, APRA licence conditions, a demerger, and a platform migration. They need someone who has seen the trenches and can now provide oversight. That is you.
  • The timing is perfect. CFS is rebuilding its risk culture post-CBA. They are not looking for someone to maintain — they want someone to build. Your Lean Six Sigma mindset makes you a builder, not a maintainer.
  • Anthony Lane will get you immediately. The Group CRO came from MLC, and before that Westpac and BT. He knows the world you come from. There is no translation gap.

Your Numbers Tell the Story

12+
Years in Wealth
8
Regulatory Programs
50%
Efficiency Uplift

A Note on Feeling Ready

If there is a voice saying "but I have not done Line 2 before" — remember: nobody who moves from Line 1 to Line 2 has done Line 2 before. That is literally how the transition works. What you bring is something most Line 2 candidates do not have: you have actually lived in the business. You know where the risks really are, not just where the framework says they should be. That is not a gap — it is your superpower.

Know CFS better than the interviewer expects. This is the foundation everything else builds on.

CFS at a Glance

TypeWealth management / superannuation
AUMAU$181 billion
Employees~1,100
Members~1 million Australians
OwnershipKKR 55% / CBA 45% (since Dec 2021)
HeadquartersSydney, NSW
Regulated EntitiesCFSIL and AIL
Group CROAnthony Lane (ex-MLC, ex-Westpac/BT, ex-Mercer)
Key PlatformFirstChoice (migrated to AWS)
Risk Team Sits InLegal, Governance, Risk & Compliance BU

CFS Strategic Priorities

Weave these into your answers to show strategic alignment:

  1. Win with Advisers and Employers — platform relationships, adviser business models
  2. Engage and Grow Direct Customers — member engagement, digital experience
  3. Grow through Partners — distribution, white-label, institutional
  4. Leading Advice and Retirement solutions — RIC, product excellence
  5. Transform CX and Technology — Oracle Cloud, Microsoft AI, platform migration

Own It

Take accountability, deliver with pace and enthusiasm

Customer Obsessed

Exceptional customer experiences

Make a Difference

Engaged and inspired to make a positive difference

Recent News to Drop In

  • Oracle Cloud (Mar 2026): AI-enabled finance and HR suite. Link to your comfort with tech-enabled compliance.
  • Microsoft AI (5-year deal): Copilot + Azure OpenAI. The JD lists AI in risk as desirable — this is your opening.
  • Platform Migration: 22 systems to FirstChoice on AWS in 8 months. Massive transformation risk. You led Project Edison — draw the parallel.
  • YFYS Performance Test: CFS passed 2025 MySuper test. But 7 platform products failed industry-wide — shows platform oversight is critical.

The Role — Decoded

Critical: This is Line 2 (advisory, oversight, respectful challenge). Your BT experience was Line 1 (embedded in business). Frame your career as preparation for the oversight seat — you understand the business so deeply you can now challenge it effectively.
  • Reports to Director, Risk & Compliance
  • Leads a team covering both Risk and Compliance functions
  • Single interface between Line 2 and the business
  • Advises CFSIL and AIL Boards on current and emerging risks
  • Can be allocated to any CFS business portfolio
  • Key deliverable: compliance dashboards, insights, and reporting packs

This is the intel most candidates will not have. Use it to demonstrate depth of preparation and genuine understanding of CFS's context. Do NOT bring these up aggressively — reference them naturally when relevant.

Insider Knowledge Only

This section contains publicly available information about CFS's regulatory history and challenges. Use it to understand context, not to embarrass your interviewers. The goal is to show you understand what CFS has been through and how you can help.

CFS Regulatory Timeline

July 2020
APRA licence condition on CFSIL. After a Royal Commission referral, APRA found CFSIL's processes for demonstrating members' best interests were inadequate. Required CFSIL to formally document how members' interests are considered in material decisions. CFSIL cooperated fully.
2021
$20M Federal Court fine for misleading superannuation members. CFS paid $67M in remediation to 5,815 affected members.
Dec 2021
Standalone company. KKR acquires 55% stake. CFS demerges from CBA. Begins building independent risk culture and governance.
2022-2024
$240M+ in class action settlements. $56.3M (2022), $100M (2024, excessive fees/commissions), $140M (in-principle, insurance overcharging). No admission of liability on any.
2025-2026
Rebuilding phase. Oracle Cloud + Microsoft AI partnership. Platform migration complete. Passed 2025 YFYS performance test. Hiring for risk and compliance leadership.
How to use this: CFS has been through significant regulatory challenges and is now in a rebuilding phase. They need experienced risk professionals who understand what went wrong and can help ensure it does not happen again. Your experience at BT — which also went through Royal Commission scrutiny — means you understand this journey intimately. Frame it as: "I understand what it takes to rebuild risk culture after regulatory challenge, because I have lived through it."

2026-27 Regulatory Landscape — What CFS Must Navigate

Knowing this will make you sound like someone who is already thinking about the job, not just interviewing for it.

CPS 230 — Operational Resilience (effective Jul 2025)

Full effect since July 2025. Requires identification of critical operations, tested disruption tolerance levels, and vendor oversight including offshore providers. Existing contract transition deadline: July 2026 or next renewal. APRA is now consulting on amendments for non-traditional service providers (standardised, non-negotiable contracts). Fourth-party provider risk now included.

Your angle: "I led CPS 230 risk assessment at BT, including critical operations mapping and material service provider reviews. I understand the practical implementation challenges, particularly around non-traditional service providers."
Payday Super (effective Jul 2026) — IMMINENT

Superannuation guarantee must be remitted on each payday (not quarterly). Contributions must be allocated or returned within 3 business days. SuperStream 3.0 commences same date. ATO reports many trustees are unprepared.

Your angle: "Payday Super creates significant operational and compliance risk for super funds — the volume of transactions increases dramatically, and the tolerance for processing errors drops. This is exactly the kind of change that needs strong Line 2 oversight."
Financial Accountability Regime (FAR) — effective Mar 2025

Individual accountability obligations attached to named senior executives. Creates personal liability independent of institutional outcomes. Requires clear accountability mapping across the organisation.

Your angle: "FAR changes the risk equation for senior leaders. Compliance is no longer just an organisational concern — it is personal. This makes the quality of Line 2 advice even more critical."
APRA Governance Reforms (SPS 510/520/521) — draft Q2 2026

Eight significant reforms including 12-year director tenure cap, mandatory board performance reviews every 3 years, mandatory conflicts registers. 32% of APRA-regulated entities currently carry governance risks outside APRA's appetite.

Retirement Income Covenant — enforcement signals

1.5M members already in retirement; 2.5M more expected in the next decade. ASIC-APRA joint Retirement Pulse Check (Nov 2025) found a "widening gap between proactive trustees and those doing bare minimum." Both regulators signalling enforcement intent. This is a conduct obligation, not just disclosure.

Your angle: "I worked on Retirement Income Covenant implementation at BT. The challenge is not compliance on paper — it is genuinely improving retirement outcomes. That requires risk frameworks that measure outcomes, not just activities."
Greenwashing & ESG Enforcement

ASIC pursuing civil penalties: $11M penalty for one fund, $12.9M for an investment manager. Focus on alignment between ESG claims in PDSs and actual portfolio holdings. CFS has a CFSIL Responsible Investment Policy that needs active compliance monitoring.

APRA Cyber Resilience Focus

APRA prioritising cyber resilience assessments for superannuation trustees in 2025-26. Focus on responses to APRA's June 2025 letter on Information Security Obligations and Critical Authentication Controls. Your Advanced Diploma of Cybersecurity is directly relevant here.

Key APRA Stats to Drop

Governance risk32% of APRA entities carry governance risks outside appetite
AFCA complaints12,200+ super complaints in 2024-25, up from 11,000
YFYS failures7 platform products failed 2025 test (down from 37)
Super assets$4.5 trillion industry-wide

Every JD requirement mapped to your experience. Green = strong match, yellow = partial (with strategy to address).

Mandatory Requirements

10+ years risk & compliance in Wealth Strong
12+ years across ANZ Wealth (2013-2021) and BT/Westpac (2021-present). Two of Australia's largest wealth institutions. Exceeds requirement.
Relevant degree (Law or Finance) Strong
MBA in Finance (UTS), Master of Corporate Communication (UTS), Advanced Diploma of Cybersecurity (TAFE NSW). Finance + tech combo is distinctive.
Deep understanding of super & investments value chains Strong
8+ regulatory projects in super. CPS 230, DDO, RIC, SFT, FATCA/CRS. Managed legacy pensions, insurance, platform products. End-to-end value chain experience.
Customer-centric strategies Strong
Led DDO implementation (literally design and distribution for customers). Retirement Income Covenant = customer outcomes. Training programs that built customer-aware risk culture.
Deep understanding of adviser business models Address
BT Platform experience gives indirect adviser exposure. Frame: "I understand how adviser behaviour creates risk in product distribution. At BT, our platform was the infrastructure advisers operated on — I managed the risk in that chain."
Proven ability with business stakeholders Strong
Strategic risk guidance to senior executives. Board-level reporting. Liaison with auditors, regulators, Line 2 teams. Led cross-functional teams on Project Edison.
Collaboration & influencing across functions Strong
Project Edison: banking, super, insurance divisions, onshore + offshore. Coordinated remediation across legal, compliance, and business teams for financial crime incidents.

Desirable Requirements

AI & technology in risk/compliance Address
Cybersecurity diploma shows tech fluency. Automated controls experience at BT. Frame: "I see AI as the next evolution of automated controls — I have built the foundation, and I bring the governance lens that technologists lack."
ESG and conduct risk Strong
CV explicitly mentions ESG monitoring. Conduct risk through financial crime investigations. ASIC greenwashing enforcement makes this very current.
Industry benchmarking Strong
Worked at ANZ Wealth AND BT/Westpac — you have literally benchmarked two approaches to the same regulatory challenges. Natural comparative perspective.
Change leadership & continuous improvement Strong
Lean Six Sigma Green Belt. 50% operational efficiency uplift. Project Edison. This is a standout differentiator — most risk professionals cannot point to quantified improvement outcomes.

The Line 1 to Line 2 Pivot — Your Key Narrative

Your pitch: "Having spent 12 years as the business's risk partner, I deeply understand what Line 1 needs from Line 2 — and what Line 2 misses when it does not have that perspective. I have collaborated extensively with Line 2 teams at both ANZ and BT, and I have experienced first-hand what effective challenge looks like versus what feels like box-ticking. I know where the real risks hide in the business, not just the ones that show up in frameworks. I am ready to move to the other side of the table because I can ask the questions that actually matter."

Overall Fit Score

Experience (years)
Regulatory knowledge
Super value chain
Stakeholder mgmt
Change leadership
Adviser models
Line 2 experience
AI / technology
5 of 8 dimensions are green. The 3 yellow areas all have clear narratives prepared. No candidate will be 100% on every dimension — what matters is self-awareness and a credible plan to close gaps. You have both.

17 likely questions with STAR answers from your actual experience. Click to expand. Practice out loud — aim for 90-120 seconds per answer. Do not memorise words; understand the story.

Must-Nail 1. Tell us about yourself and why CFS?

"I am a Senior Risk and Compliance Manager with 12+ years in wealth management across ANZ and BT Financial Group — so the super value chain is my domain.

At BT, I have led first-line risk for 8+ regulatory programs simultaneously — CPS 230, DDO, AML/CTF, FATCA/CRS, Retirement Income Covenant. Before that, at ANZ, I led risk on Project Edison, one of the largest wealth divestments in Australian banking history.

Why CFS? Three reasons. First, CFS is at an exciting inflection point — post-demerger, KKR backing, technology transformation, building independent risk culture. That is the kind of environment where a risk professional can have real impact. Second, Anthony Lane as Group CRO brings a perspective from Westpac and BT that I respect and can build on. Third, I am ready to move from Line 1 execution to Line 2 strategic oversight — and I bring the deep business understanding that makes Line 2 challenge genuinely valuable."

90 seconds max. Practice with a timer. End on your enthusiasm for the Line 2 step — it is your narrative arc.
Must-Nail 2. How would you approach "respectful challenge" as Line 2?

"Having been on the receiving end of Line 2 challenge for 12 years, I know what works and what does not.

What does not work: checklist mentality, questions that show you do not understand the business, flagging theoretical risks with no practical relevance.

What works: understanding the business deeply enough to ask questions the business has not thought of. At BT during CPS 230 implementation, I could see operational resilience requirements interacting with outsourcing arrangements in ways the project team had not considered. That is the kind of insight only someone with deep business experience can bring to Line 2.

My approach: invest heavily upfront in understanding CFS's business model, products, and distribution. Build trust through genuine insight. Then challenge from a place of understanding — 'have you considered how this affects your adviser distribution?' is more powerful than 'does this comply with paragraph 4.2?'"

This is your pivot answer. It directly addresses the Line 1 to Line 2 concern. Use it early.
Likely 3. Tell us about a complex regulatory project under tight deadlines

Situation

ASIC mandated DDO implementation with firm deadlines. Every superannuation and platform product at BT needed Target Market Determinations, distribution controls, and review triggers.

Task

First-line risk representative — ensure all risks identified, mapped to BT Level 3 Risk Taxonomy, controls designed and tested before go-live.

Action

Developed comprehensive RCM for DDO. Mapped every risk to specific Level 3 Risk IDs. Designed clear, testable controls for medium and high-rated risks. Ran risk workshops with stakeholders. When gaps in distribution monitoring emerged, I worked with technology to design automated controls rather than manual checks.

Result

Met ASIC deadline with full compliance. RCM framework adopted as standard template. Automated controls provided better coverage with less effort.

Your strongest story. Shows regulatory depth, proactive control design, and technology thinking. Use early.
Likely 4. Experience with CPS 230?

Cover: mapped critical operations across super value chain, conducted business impact analysis for tolerance levels, reviewed all material service provider arrangements, updated RCMs for CPS 230 requirements. Mention awareness of the non-traditional service provider challenge (APRA consulting on amendments for non-negotiable contracts).

CPS 230 is live and critical. Show practical application. Mention the July 2026 contract transition deadline — shows you are across the detail.
Likely 5. Tell us about leading a large-scale transformation

Project Edison at ANZ — one of the largest wealth divestments in Australian banking history. Cross-functional onshore/offshore teams across banking, super, and insurance. Conducted regular risk assessments, developed mitigation strategies, coordinated UAT/BVT, delivered executive risk reports. Successfully completed with no material incidents.

Draw the parallel: "CFS went through its own demerger from CBA — I understand the complexity of separating wealth businesses. The risk management challenges are intense: data migration, customer communications, regulatory notifications, service continuity."
Likely 6. How do you build risk culture?

"Risk culture is built through behaviour, not policies. At BT, I designed targeted training — not generic compliance modules, but sessions specific to each team's context. When a business analyst understands why their process step is a control, they own it differently. I also delivered tailored risk reporting so GMs saw their department-specific risks in plain language. For CFS, I would focus on the 'speak-up culture' — that comes from leaders responding positively when issues are raised, not from posters."

Link to CFS "Own It" value. Also mention FAR (Financial Accountability Regime) — individual accountability makes risk culture a personal imperative for named executives.
Likely 7. Technology and AI in risk and compliance?

Three layers: (1) AI for our own compliance — automated obligation monitoring, predictive risk indicators, regulatory change scanning. CFS's Oracle and Microsoft investments create the infrastructure. (2) Governing the organisation's AI use — model bias, explainability, data quality, third-party AI vendor risk. My cybersecurity diploma gives technical foundation. (3) Data analytics for risk reporting — moving from manual to automated monitoring, spotting patterns humans miss.

Also mention: APRA's cyber resilience focus in 2025-26, with targeted assessments of super trustees. Your cybersecurity diploma is directly relevant.

Do not oversell. Say: "I have the technical foundation and I am actively building this capability. What I bring that technologists lack is the governance and regulatory lens."
Likely 8. Managing multiple regulatory projects simultaneously?

At BT: 8+ concurrent projects. Implemented standardised RCM methodology, same taxonomy mapping, same escalation protocols. Prioritised by regulatory deadline and risk severity. When I identified common themes, I bundled controls to avoid duplication. All met deadlines. Framework adopted by multiple business units.

Likely 9. Financial crime or compliance incident?

Approach-level only: identified sanctions screening gap, coordinated remediation across legal/compliance/business, designed preventive + detective controls, built training programs. Key lesson: every incident reveals control environment health. "I can discuss my methodology in detail but the specific matters are confidential."

Never share specifics. Confidentiality shows professionalism — they will respect this.
Likely 10. Board and executive risk reporting?

"Board reporting is about decision-relevance. Lead with the 'so what', show trends not point-in-time, highlight emerging risks, connect to strategic priorities. For CFS: frame risks against the 5 strategic priorities — a risk to 'Win with Advisers' should be reported differently than a risk to 'Transform CX'. The JD mentions compliance dashboards and reporting packs — I see these as strategic tools, not compliance obligations."

Likely 11. Obligations management approach?

Three pillars: map obligations to processes/controls, horizon scanning for regulatory change, compliance plan review as regular rhythm. For CFS: focus on CFSIL and AIL overlap — two regulated entities with different but intersecting obligations. Mention Payday Super (July 2026) as an example of upcoming obligation that needs proactive preparation.

Likely 12. Lean Six Sigma process improvement?

ANZ: mapped current-state processes in Visio, DMAIC methodology, designed future-state with built-in risk controls, KPIs to measure success. 50% operational efficiency uplift. Key insight: simpler processes have fewer failure points. Process improvement and risk management reinforce each other.

The 50% stat is gold. Use it. The JD values "simplification" and "continuous improvement."
Likely 13. ESG integration into compliance frameworks?

ESG is moving from voluntary to enforcement. ASIC pursuing greenwashing penalties ($11M, $12.9M). Map ESG obligations into existing framework, include in risk taxonomy. For CFS: ensure CFSIL Responsible Investment Policy has active compliance monitoring — verify ESG claims are substantiated. ESG is a conduct risk issue.

Must-Nail 14. Biggest risks facing wealth/super right now?

1. CPS 230 operational resilience — third-party provider risk, particularly for platform-dependent funds. Contract transition deadline July 2026.

2. Payday Super (July 2026) — dramatic increase in transaction volume, processing error tolerance drops. ATO reports many trustees unprepared. SuperStream 3.0 same date.

3. Technology transformation risk — CFS migrating platforms, adopting AI, moving to cloud. Each creates operational risk needing Line 2 oversight.

4. Retirement Income Covenant enforcement — ASIC-APRA joint Pulse Check found a widening gap. 1.5M members already in retirement phase. By 2045, two in five trustees will have majority of members in or approaching retirement.

5. AI governance — as CFS adopts Copilot and Azure OpenAI, frameworks needed for bias, explainability, data privacy.

6. FAR individual accountability — named executives now carry personal liability. Changes the risk equation for everyone in leadership.

This answer will blow them away. Most candidates will give generic answers. You are citing specific deadlines, enforcement actions, and connecting each to CFS. This shows you are already thinking about the job.
Likely 15. Why are you leaving BT?

"Incredible 4+ years at BT. But I am ready for the next step — from executing risk management to providing strategic oversight and challenge. This Line 2 role at CFS is exactly that progression. I am also excited by where CFS is — post-demerger, KKR investment, technology transformation, building something new. That is where I want to contribute."

Never badmouth BT. Forward-looking only. Growth narrative, not escape.
Likely 16. How would you handle a disagreement with a senior stakeholder?

"In risk, you will inevitably tell people things they do not want to hear. My approach: always come with data and options, not just 'no.' At BT, when business teams wanted to accelerate timelines on regulatory projects, I did not just flag the risk — I presented the risk implications of each option and let leadership make an informed decision. My job was to ensure they understood what they were accepting. That is respectful challenge: making the consequences visible, then respecting the decision while ensuring it is documented."

Likely 17. Tell us about a time you failed or made a mistake

Choose something real but not damaging. Example: "Early in my risk career, I focused too much on the technical quality of Risk and Control Matrices and not enough on whether business teams actually understood and used them. I had perfect documentation that nobody read. That taught me risk management is not about the artefact — it is about the conversation. Since then, I invest as much time in stakeholder communication as I do in framework design. My training programs at BT were a direct result of that lesson."

Shows self-awareness and growth. The "lesson learned" is also a strength statement.

Key messages to weave through your answers. Pick the ones that feel natural.

Your 3 Killer Differentiators

  1. "I have lived the super value chain for 12+ years across two of Australia's biggest wealth managers."
    Depth in the exact domain AND breadth across two institutions. Rare combination.
  2. "I bring the Line 1 perspective to Line 2 — I know where the real risks hide."
    You are not a theorist. You have built controls, tested them, trained people. You know what works on paper vs in practice.
  3. "I combine risk rigour with continuous improvement — I do not just find risks, I make processes better."
    Lean Six Sigma + Risk = unusual. Most risk people identify problems; you also fix them. 50% efficiency uplift proves it.

CFS Values — Threading

Own It

"I take end-to-end accountability. When DDO was assigned to me, I owned it from risk assessment through to control testing and Board reporting."

Customer Obsessed

"These regulations exist because members deserve better outcomes. Compliance is how we protect the people who trust us with their retirement savings."

Make a Difference

"I built training programs because I wanted every person to understand why risk matters, not just what the rules are."

Landmines to Avoid

  • Do not mention CFS class actions or APRA licence conditions directly. If they raise it, say: "I understand CFS has been on a journey, and that is partly why this role excites me — the opportunity to strengthen the risk culture."
  • Do not oversell AI. Say: "Building this capability" not "expert."
  • Do not say "only Line 1." Say: "I have been the business's risk partner."
  • Do not badmouth BT.
  • Be honest about adviser models. "My experience is from the product and platform side."
  • Remember it is a leadership role. Mention coaching, building capability in others.

Power Phrases

  • "In a Line 2 context, I would approach this by..."
  • "From a member outcomes perspective..."
  • "Connecting this to CFS's strategy of [priority]..."
  • "At both ANZ and BT, I have seen that..."
  • "The regulatory intent behind this is..."
  • "This is where respectful challenge adds value..."
  • "Under the Financial Accountability Regime..."
  • "Given the APRA focus on [topic] in 2025-26..."

Smart questions show strategic thinking. Pick 3-4. The best ones reference something they said during the interview.

Strategic Questions High Impact

  • "CFS has made significant technology investments — Oracle Cloud, Microsoft AI. How is the risk function evolving to keep pace with that transformation?"
  • "With Payday Super starting July 2026 and the CPS 230 contract transition deadline the same month, how is CFS prioritising across these concurrent regulatory programs?"
  • "Post-demerger from CBA, how would you describe CFS's risk culture journey? What does the next phase look like?"
  • "The JD mentions the role could be allocated to any portfolio. What portfolio would this initially focus on, and what are the key risk themes?"

Team and Role Questions

  • "What does success look like in this role in the first 6-12 months?"
  • "Can you tell me about the team? How are Risk and Compliance functions structured within it?"
  • "How does the Director define the balance between proactive advisory and reactive compliance?"

Culture Questions

  • "CFS talks about a 'speak-up culture.' What mechanisms support that, and where is there room to strengthen it?"
  • "What professional development is available? I am particularly interested in deepening AI governance capability."
Pro tip: Write down 2-3 things the interviewer says. Reference one in your questions: "You mentioned earlier that [X] — I would love to understand more about how..."

Flashcard practice with timer. Read the question, say your answer OUT LOUD (this is critical), then reveal key points. Track confidence.

Question 1 of 17

Say your answer out loud. Aim for 90-120 seconds. Timer turns orange at 60s, red at 90s.

0:00

One-page quick reference. Review this in the car park or waiting room. Everything you need in 2 minutes.

Quick Cheat Sheet

3 Differentiators:
1. 12+ years super value chain across ANZ + BT
2. Line 1 perspective for Line 2 role — know where real risks hide
3. Risk rigour + Lean Six Sigma = I find AND fix (50% efficiency uplift)
CFS Quick Facts:
KKR 55% / CBA 45% | $181B AUM | ~1,100 people | ~1M members
Group CRO: Anthony Lane (ex-MLC/Westpac/BT/Mercer)
Regulated entities: CFSIL and AIL
Values: Own It | Customer Obsessed | Make a Difference
5 Strategic Priorities:
Win with Advisers | Engage Direct Customers | Grow through Partners | Leading Retirement Solutions | Transform CX and Technology
Hot Regulatory Topics:
CPS 230 (live, contract deadline Jul 2026) | Payday Super (Jul 2026) | FAR (individual accountability, live) | Governance reforms (draft Q2 2026) | Greenwashing enforcement | Cyber resilience | RIC enforcement signals
Line 1 to Line 2 Pitch:
"12 years as the business's risk partner means I know where real risks hide. I am ready to move to the oversight seat because I can ask the questions that actually matter."
My Questions (pick 3):
1. How is risk function evolving with tech transformation?
2. What portfolio does this role initially focus on?
3. What does success look like in first 6-12 months?
4. How is CFS preparing for Payday Super + CPS 230 contract deadline?

Everything to do before and on the day. Checkboxes save automatically.

Night Before

  • Review Cheat Sheet tab
  • Pick outfit — professional, polished, comfortable
  • Print 2 copies of your CV (CFS version)
  • Check interview location / video link, plan route
  • Prepare notepad and pen
  • Practice "Tell us about yourself" once (90 seconds)
  • Sleep well — you are ready

Morning Of

  • Re-read Cheat Sheet (2 minutes)
  • Review your 3 killer differentiators
  • Review your 3-4 questions to ask
  • Quick check CFS website for breaking news
  • Arrive 10-15 min early / log in 5 min early
  • Deep breath — you belong here

During

  • Smile, eye contact, firm handshake
  • Use the interviewer's name naturally
  • Take brief notes when they speak
  • Use STAR format for behavioural questions
  • Reference CFS specifically (values, priorities, news)
  • Address Line 1 to Line 2 pivot proactively
  • Ask your prepared questions
  • Thank them, ask about next steps

After

  • Send thank-you email within 24 hours
  • Reference something specific from conversation
  • Reiterate enthusiasm and key differentiator
  • Keep it to 3-4 sentences

Thank-You Email Template

"Hi [Name],

Thank you for taking the time to speak with me today about the Senior Manager, Risk & Compliance role. I enjoyed learning about [something specific they mentioned] and it reinforced my enthusiasm for the opportunity.

Our conversation about [specific topic] particularly resonated — it aligns closely with my experience in [relevant area]. I am excited about the prospect of contributing to CFS's risk culture as the organisation continues to grow.

I look forward to hearing about next steps.

Best regards,
Homaya"

Your scratchpad. Everything saves automatically in your browser.

Practice Notes

Things I Want to Mention

My Questions for Them

Post-Interview Reflection