Experience

Empire Financial Group
• Australia
• Financial Services
• 1 - 100 Employee
• Account Manager

  • Feb 2023 - Present


KLI Accountants and Wealth Managers

• Paraplanner

  • May 2021 - Sep 2022

  Client Meetings, Paraplanning, Financial Planning Strategy, Implementation, Statements of Advice. Completed 50% PY and passed FASEA Exam. Client Meetings, Paraplanning, Financial Planning Strategy, Implementation, Statements of Advice. Completed 50% PY and passed FASEA Exam.



Colonial First State

• Australia
• Financial Services
• 700 & Above Employee

• Senior Manager, Business Solutions & Change Management

  • Apr 2015 - Aug 2021

   Manage Business to Business relationships with Dealer Groups/Advisors/Industry entities/Service Providers and identify, build, and implement business/customer solutions.  Manage business unit-based projects through to key person engagement in large CBA group project solutions to meet customer/business/risk management and legislative requirements.  Business unit administration tasks – reporting and analysis, financial reconciliations, forms & design, website, interest rate changes, commission/ASF processing, interaction with key areas in Bankwest (Risk, IT, Product, Personal and Business Banking) with a focus on operational efficiency, risk management and customer service in all activities. Significant business administration skills with strengths being compliance, risk management, problem solving and solution design. Show less

• Project Manager/Business Solutions Manager/Operations Manager

  • Feb 2007 - Mar 2015

   Project Manager role (1.5 years) included defining deliverables, goals/targets/objectives and communicating to project team, managing Project Steering Group meetings with executive bank management. Directing financial costing, budgeting, quality and compliance requirements, design meetings, resource requirements, timeline, risk and other project administrative activities.  Business Solutions Manager role (3.5 years) developed enhanced problem-solving skills and interaction capabilities to achieve customer goals and solutions requiring clear and concise communication and understanding of requirements.  Operations Manager role (3 years) valuable experience in customer service management and management of a client services team covering a call centre, administration processing and complaint management. Show less



BankWest

• Australia
• Financial Services
• 700 & Above Employee

• Customer Service, Personal/Business/Commercial lending, Credit/Operational Risk and Compliance Mgmt

  • Aug 1985 - Feb 2007

   Serviced all types of customers from individuals to corporates, opened basic savings accounts, insurance products through to complex lending facilities. Building strong customer service skills.  Managed simple account applications through to complex lending agreements, 3rd party agreements and other legal and compliance documentation.  Completed various complex analytical tasks for executive management strategy papers, complex lending assessments and risk management.  Communicated throughout the bank, customers, and 3rd parties at all levels. Show less