Irene Worrell

MLC Expand has successfully completed the migration of Grow Wrap, PortfolioOne and Voyage products onto its platform, marking another significant milestone in the simplification of its business and the continued delivery of a more streamlined experience for advisers and their clients.

The migration, completed this month, transitioned more than 18,000 clients onto MLC Expand and is expected to deliver around $4.3 million in annual fee savings for clients. It follows the successful migrations of MLC Wrap in 2024 and MasterKey Investment Service in 2025, reflecting MLC Expand’s proven capability to deliver complex, large-scale transitions with minimal disruption.

Bringing these products onto a single, contemporary platform gives more advisers access to MLC Expand’s technology and service model, backed by a service philosophy consistently recognised as among the best in market.

The added scale reinforces MLC Expand’s position as one of Australia’s largest super and retirement platforms, giving more advisers access to a platform built by advisers, for advisers.

MLC Expand, General Manager – Product Management, Irene Worrell, said the successful delivery reflected the platform’s focus on simplification and service. “Completing the transition of Grow Wrap, PortfolioOne and Voyage is another important step in simplifying our business and bringing more advisers and their clients onto a platform built around the way advisers work.

“Importantly, simplification delivers real value. This migration alone is expected to save clients around $4.3 million in fees each year, which is money that stays invested and working for them.

“Alongside delivery, service is what sets a platform apart. Advisers tell us that responsive, highquality service is what they value most, and that’s where we continue to focus as more advisers and clients join the platform.”

Ms Worrell also said the platform’s in-house development capability allowed MLC Expand to keep advancing at pace.

“Because we build and enhance the platform in-house, we can continue delivering the functionality, service and support advisers need to operate efficiently, so in turn, they can spend more time with their clients. It is a service experience that extends beyond technology and is strengthened by our scale.”

“The migration further simplifies our wrap products and operations while reducing complexity for advisers and unlocking scale benefits and delivering better outcomes for them and their clients.”

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Irene Worrell

MLC Expand has announced the appointment of Irene Worrell as General Manager, Product Management, a pivotal leadership role responsible for driving product strategy, governance and innovation across the MLC Expand platform.

With more than two decades of experience in the wealth management industry, Irene brings extensive expertise spanning product development, distribution, and strategic transformation. Her career includes senior leadership roles at some of Australia’s most respected financial institutions, where she has consistently delivered client-focused solutions and navigated complex regulatory environments.

Ms Worrell takes on the role following more than a year as General Manager, Remediation within Insignia Financial’s Enterprise Services division. Prior to joining Insignia Financial, she served as General Manager Business Delivery, Strategy & Projects and Head of Advice Transformation within AMP Advice. She has also held senior roles at Commonwealth Bank, Perpetual, ING Australia and MLC/NAB, giving her a comprehensive understanding of the competitive landscape and evolving client needs in the Australian wealth sector.

In her new role, Ms Worrell will lead MLC Expand’s Wrap Product Management function where she will be responsible for shaping and executing product strategies that simplify and integrate MLC Expand’s suite of capabilities, ensuring scalability, efficiency and agility.

She commenced in her new role on Monday 19 January.

This appointment adds to MLC Expand’s existing leadership team, which includes: Orla Cowan, General Manager Governance; Imran Khan, General Manager Technology; Nicole Mahan, General Manager Operations, Adviser and Client Services; Heidi Press, General Manager Platform Development; Cable Rickard, General Manager Sales and Adviser Success; Ivan Sadler, Head of Investment Solutions.

MLC Expand CEO Liz McCarthy, said: “Irene is an outstanding leader with a proven track record in delivering innovative product solutions and driving transformational change. Her deep understanding of wealth management – particularly the financial advice industry, combined with her ability to navigate complexity and build trusted partnerships, will be instrumental as we continue to enhance our Wrap platform and deliver exceptional outcomes for advisers and their clients.

“As the largest super and retirement platform, at MLC Expand we’re committed to using our advice expertise and feedback from clients to continue building on our scalable and sustainable product suite to meet the evolving needs of investors and advisers. Irene’s vision and expertise will help us achieve that ambition while maintaining the highest standards of governance and compliance.”

Commenting on her appointment, Irene Worrell said: “I’m passionate about delivering products that empower financial advisers and their clients to achieve their goals. MLC Expand has a strong foundation and a clear vision for the future, and I look forward to working with the team to drive innovation and create value for our clients.”

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