Non Executive Director - Policy, Regulations, Governance, Remuneration

• Nov 2022 - Present

Current roles include: Chair Policy and Regulations Committee Member Governance and Remuneration Committee Member of Steering Committee for merged entity Current roles include: Chair Policy and Regulations Committee Member Governance and Remuneration Committee Member of Steering Committee for merged entity

Senior Adviser

• Oct 2022 - Present

President

• Sep 2019 - Oct 2022

The BFP is an association supporting and connecting privately owned boutique financial planning businesses operating under their own Australian Financial Services License. It was formed in 2002 and has members across Australia. Key aims are to encourage collaboration and friendship across our membership, foster sharing of ideas and information between members, promoting the value of advice and the independent advisory option, and to provide a cohesive voice in relation to issues affecting this sector of the financial planning industry. BFP website: www.bfp.asn.au Show less

Director, Responsible Officer and Principal Financial Advisor

• Sep 2001 - Oct 2022

Angela established Personal Financial Planning in 2001 which subsequently became Personal Financial Services in 2003, a privately owned company operating under its own Australian Financial Services Licence. We specialize in providing comprehensive financial advice to individuals, business owners, associations and superannuation trustees on a fee for advice basis. A full range of integrated financial services is available covering: - financial planning strategies - asset allocation advice - investment recommendations - wealth creation and management - cash flow planning - investment recommendations - superannuation/rollovers - self managed superannuation funds - retirement planning - personal insurance - estate planning - residential age care funding You can take advantage of our services individually or in combination as part of a fully integrated strategic plan. We are relationship driven as we believe working together leads to better outcomes. contact@yourpfs.com.au https://yourpfs.com.au +61 3 9620 1642 Show less

Director: KPMG Financial Services

• Jan 1998 - Aug 2001

KPMG Financial Services provided personal financial advice to clients of the firm, our referral partners and staff. As the Director of KPMG Financial Services in Victoria my achievements included: - Developing and managing the strategic and operational plan to ensure a profitable business operation. - Managing and growing the financial services division through continuous improvement, development of additional services and client growth. - Improving functionality, systems, billing methodology and support services to streamline service delivery and reduce overall business costs. - Developing centres of influence and referral partners as well as marketing tools to grow business opportunities. - Manage staff, their developement and on-going training - Manage compliance aspects for the practice in line with both regulatory requirements and professional standards - Member of KPMGs National Financial Sevices Committee - Undertaking interoffice audits - Providing financial planning advice to Partners of KPMG and to KPMG clients. Show less

Senior Financial Adviser

• Aug 1991 - Dec 1997

Operated a financial planning practice based in Collins Street, Melbourne which specialised in providing financial advice and services to individuals and corporate superannuation plans. Advice included: - developing strategies with consideration to investor objectives and risk profiles, current legislation, tax costs, estate plans , - determination of investment portfolio structures required - asset allocation - investment recommendations - cash flow management - insurance needs Seconded to work with McKinsey & Co to undertake a 12 month strategy project to develop a total financial planning advice and banking service platform, product range and delivery channel for the National Australia Bank's “Premium” and "Private" customer base. Regular presenter to NAB Financial Planners on how to operate and manage their financial planning business as well as providing technical training at the induction program. Also presented to university graduates joining NAB to provide an outline of financial planning and its operation within the NAB Group. Show less