Experience

Hyland Financial Planning

• Australia
• Financial Services
• 1 - 100 Employee

• Director/Financial Adviser

  • Dec 2010 - Present

  Justin Hyland commenced his career in Financial services in 1997 at Australia's largest independently owned financial planning practice. Justin has since become a highly qualified Financial Adviser with extensive experience in working with clients to create secure financial futures. Justin specialises in developing strategic financial plans for clients who are: • Seeking to educate themselves • Looking to accumulate wealth• About to retire• Looking to manage debt efficiently• Wanting to protect their estate• Investing a lump sum• Wishing to reduce their tax liability• Wanting to protect their business estate• Selling their business• Facing redundancy Justin's financial advisory expertise include, self managed superannuation funds, investments, superannuation, taxation, retirement planning, debt management, personal estate planning, business estate planning, centrelink eligibility, personal and business risk insurance.



Australian Unity

• Australia
• Wellness and Fitness Services
• 700 & Above Employee

• Practice Development Manager (NSW & QLD)

  • Oct 2009 - Dec 2011

  A specialist role to provide strategic consulting services to the Australian Unity Financial Planning network in NSW & QLD to improve the profitability, scalability, productivity and valuation of their financial planning businesses. To research and develop best practice advice solutions to employ the characteristics of Australia’s most successful, high profit firms in their key performance areas across our advisory network.Project manage and lead the deployment of a practice development program which assists advisers build industry leading, advice-led financial planning practices. Provide customised analysis and advice to our financial planners who seek to transform their business to a best practice model.• To be instrumental in the recruitment of accountants, financial planners, risk insurance specialists, and finance brokers (i.e. business partners) nationally• To assist business partners where appropriate to profitably build their practices and increase the profitability of AUFP• Develop and explore a number of business models for strengthening the role of accountants in the AUFP network• Help financial planners acquire and integrate accounting businesses to form Integrated Advisory businesses.• Oversee all aspects of the Practice Development project including business planning (currently underway), target identification and selection, negotiation, acquisition, integration and ongoing operation of the businesses.• To research and understand the principles of practice management, and be the primary advocate and trainer for practice management.

• Advisory Services Manager (VIC, NSW & QLD)

  • Oct 2006 - Oct 2009

  The primary objective was to build an advisory services support team through national recruitment of middle and back office operational staff, whilst implementing a strategic plan to build a robust financial planning dealer group offering to attract top tier self employed Financial Planners. With reporting lines for the new Paraplanning, Advisory Services, Brokerage and Channel Co Ordination teams leading to me, I was nationally responsible and recognised for building the Australian Unity Financial Planning middle and back office operational team.Responsibilities also included facilitating and project managing a tender and due diligence project to partner with preferred service providers, such as, Investment Platforms, Research Houses and Share Trading Brokers. My role was then to integrate the service providers offering to the Financial Adviser network and dealer group staff within it.• Extensive interaction and communication with decision makers and divisional heads, Financial Planners, staff, technical, financial and business specialists and various external service providers• Provide ad hoc advice to Financial Planners, Staff & AUFP Management Team on systems & processes, support and other issues relevant to the AUFP business and contribute to the development and implementation of AUFP’s yearly strategic plan.• Manage AUFP relationships with key national business partners and integrate their service offering to PFS financial planning businesses• Manage the induction process of financial advisers to PFS & provide all new financial advisers and financial planning support staff with the initial and going practice training required to perform their job, and the skills & tools to develop within their position. • Develop, manage and host Professional Development Days in Victoria and New South Wales ensuring informative and educational sessions that are valuable to attendees.



IWL

• Financial Services
• 1 - 100 Employee

• Business Partnership Manager

  • 2003 - 2006



Bongiorno Financial Advisers

• Paraplanner

  • Oct 1997 - Dec 2003

  In this role I was part of an experienced team of Paraplanners who worked closely with self employed Financial Advisers in Australia's largest independently owned Accounting and Financial Planning practice. Key responsibilities of the role included:- Working closely with financial advisers to build and maintain successful client relationships- Preparing complex Statements of Advice across a wide range of financial strategies- Peer reviewing SoA’s including dealing with technical queries and follow-up outstanding matters- Performing detailed financial modelling and scenario analysis- Maintaining a thorough technical knowledge and understanding of compliance with licensing and professional standards under which the advice industry operates.