Bio
Credentials
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Trusted Adviser
Financial Advice New ZealandMar, 2020- Apr, 2026
Experience
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Quantum Finance NZ Ltd
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Bay of Plenty, New Zealand
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Chief Operating Officer-BOP & Financial Adviser-Risk Insurance Specialist
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May 2022 - Present
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Bay of Plenty, New Zealand
Excited to join the newly established Quantum-BOP as Chief Operating Officer. There really is no other offering like this in the region. The Quantum Group offers a full suite of free financial wellbeing services and solutions for families, professionals, and small businesses alike.Talks about #financialadvice, #financialadvisor, #insurancebrokers, #businessinsurance, and #insuranceindustry
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Bay of Plenty, New Zealand
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Financial Adviser - Principal
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Jan 2018 - May 2022
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Bay of Plenty, New Zealand
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New Zealand Preferred Insurance
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Tauranga
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Senior Financial Advisor
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Oct 2013 - Jan 2018
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Tauranga
I can help protect your lifestyle, health, income and even your mortgage repayments... so if the unexpected occurs you and your family can be provided for.
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Westpac Bank New Zealand
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Auckland
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Business Banking Sales Specialist
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Apr 2010 - May 2013
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Auckland
Westpac is New Zealand's largest bank. Based at Auckland HQ, part of a new team specializing in high level customer care providing business advice to the bank's SME customers.
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Account Manager
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May 2009 - Mar 2010
Selling advertising across 10 major radio brands.
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Consultant - Strategic Projects and Business Development
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Jul 2006 - Dec 2009
Leading listed multi-media organisation in South Africa that owns and operates 6 market leading media brands throughout the countryResponsibilities Reporting to Group Director of Broadcasting Formalizing strategic documents with objectives and goals for each unit – via planning sessions with senior managers Business development by identifying new business opportunities locally and internationally – acquired 3 stations in SA and set up a unit in India – measured in new revenue Project managing operations – measured in operational effectiveness to set deadlines Training and developing teams and managers – in workshops following a tailored graduated curriculum – measured in performance improvement
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Sales Manager
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1996 - 2005
Responsibilities- Strategic planning to set objectives and goals - Driving revenue growth measured in dollars and rate of growth - Enhancing performance of the individual sales reps by coaching- measured in dollars and learning - Managing operating budgets of the sales department - Increasing Customer service levels measured in customer satisfaction - Relationship building measured in customer retention Strategic Driving revenue generation by developing strategies to ensure customer retention, new business development & sound relationships with key stakeholders Cognizant of key competition, industry changes and market trends Reporting to Board, regarding strategic intent and performance Diversity and Equity portfolio committee memberFinancial Target setting Budget planning and sales projections Manage the P&L of the sales department Analysis of customer spend patternsOperations Implementing best practice sales processes Human Resources – training, recruitmentCustomer Service Assessing clients needs and recommending win-win solutions Conduct post campaign reviews with clients Networking at a senior levelLearning and Development Coaching Sales team of 26, on being profit driven, focused on consultative/partnership Performance Reviews Developing career paths
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Student
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1977 - 1984
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Education
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2005 - 2005University of Cape Town
MBA, Business -
2010 - 2010University of Auckland
Certificate in Coaching and Mentoring -
2002 - 2002University of KwaZulu-Natal
Management Diploma -
1976 - 1983WK
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Cornell- SC Johnson College of Business
Executive Education, Business
Suggested Services
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