Experience

Lifespan Financial Planning

• Australia
• Financial Services
• 1 - 100 Employee

• National Dealer Development Manager

  • Mar 2012 - Present

  Lifespan Financial Planning is a long established, privately owned national licensee with a solid reputation as a provider of dealer services to non-aligned financial advice firms. Member of the senior management team and an active promoter and supporter of the business across multiple areas and with numerous key responsibilities. In addition to the recruitment of new practices, my role entails the positioning of new initiatives, developing strategy, and the necessary support services to deliver successful outcomes for our authorised representatives, as well as ensuring our compliance framework is maintained across the group. Charged with the responsibility for the general marketing of our services and in supporting our practices, helping them achieve their individual goals. Show less



NAB

• Australia
• Banking
• 700 & Above Employee

• Adviser Technology Manager

  • Apr 2008 - 2011

  Managed the national team of adviser sales & training staff responsible for the roll out, up take and enhancement of the adviser Wrap platform & retail risk product technologies to IFA and MLC aligned licensees. Oversaw the broader online strategy, usability, enhancement, take to market and training elements of MLC/Aviva’s Wrap and insurance technologies to licensees and their advisers. Managed the national team of adviser sales & training staff responsible for the roll out, up take and enhancement of the adviser Wrap platform & retail risk product technologies to IFA and MLC aligned licensees. Oversaw the broader online strategy, usability, enhancement, take to market and training elements of MLC/Aviva’s Wrap and insurance technologies to licensees and their advisers.



Aviva

• United Kingdom
• Financial Services
• 700 & Above Employee

• Distribution Development Manager

  • Jan 2007 - Apr 2008

  SME for the wider business; charged with developing the strategy, collateral and support services to ensure the successful representation of the wrap platform, insurance stories to the adviser market.

• Senior Business Development Manager

  • May 2000 - 2007

  Investment / Superannuation platform and associated Risk product specialist working within the NSW market to drive the sale of the Navigator platform and Retail Risk products to the IFA market. Finalist in Money Managements BDM of the year, effectively balancing the servicing of adviser business issues against ongoing revenue targets.



Challenger Limited

• Australia
• Financial Services
• 700 & Above Employee

• Business Development Manager

  • Aug 1997 - May 2000