Ha-Dieu Ford
Business Manager, Wealth Management Solutions at North Platform- Claim this Profile
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Vietnamese -
Topline Score
Bio
Vicki Macdermid - 𝙼𝙴 𝙿𝚘𝚠𝚎𝚛 𝙲𝚘𝚊𝚌𝚑
I met Ha-Dieu through her work in Women in Finance where she was a dynamo! Her enthusiasm and ability to get people on board was an inspiration - not to mention her genuine conviction to the mission of promoting the work of Women in Finance. She is an accomplished and entertaining public speaker with broad knowledge of the finance world and can also think on her feet!
Kelly Magowan
I had the pleasure of meeting Ha-Dieu when she was the newly appointed President of Women in Finance (WIF). From this time, I witnessed a committed, energetic and passionate person go on to create and execute a successful vision for this not for profit that provided value to so many women. Ha-Dieu is highly motivated and genuine in her desire to help other women develop themselves and their careers. She serves as a wonderful role model with her passion for learning and challenging herself and her ability to build authentic relationships with those she meets. Ha-Dieu is an inspiring person and leader.
Vicki Macdermid - 𝙼𝙴 𝙿𝚘𝚠𝚎𝚛 𝙲𝚘𝚊𝚌𝚑
I met Ha-Dieu through her work in Women in Finance where she was a dynamo! Her enthusiasm and ability to get people on board was an inspiration - not to mention her genuine conviction to the mission of promoting the work of Women in Finance. She is an accomplished and entertaining public speaker with broad knowledge of the finance world and can also think on her feet!
Kelly Magowan
I had the pleasure of meeting Ha-Dieu when she was the newly appointed President of Women in Finance (WIF). From this time, I witnessed a committed, energetic and passionate person go on to create and execute a successful vision for this not for profit that provided value to so many women. Ha-Dieu is highly motivated and genuine in her desire to help other women develop themselves and their careers. She serves as a wonderful role model with her passion for learning and challenging herself and her ability to build authentic relationships with those she meets. Ha-Dieu is an inspiring person and leader.
Vicki Macdermid - 𝙼𝙴 𝙿𝚘𝚠𝚎𝚛 𝙲𝚘𝚊𝚌𝚑
I met Ha-Dieu through her work in Women in Finance where she was a dynamo! Her enthusiasm and ability to get people on board was an inspiration - not to mention her genuine conviction to the mission of promoting the work of Women in Finance. She is an accomplished and entertaining public speaker with broad knowledge of the finance world and can also think on her feet!
Kelly Magowan
I had the pleasure of meeting Ha-Dieu when she was the newly appointed President of Women in Finance (WIF). From this time, I witnessed a committed, energetic and passionate person go on to create and execute a successful vision for this not for profit that provided value to so many women. Ha-Dieu is highly motivated and genuine in her desire to help other women develop themselves and their careers. She serves as a wonderful role model with her passion for learning and challenging herself and her ability to build authentic relationships with those she meets. Ha-Dieu is an inspiring person and leader.
Vicki Macdermid - 𝙼𝙴 𝙿𝚘𝚠𝚎𝚛 𝙲𝚘𝚊𝚌𝚑
I met Ha-Dieu through her work in Women in Finance where she was a dynamo! Her enthusiasm and ability to get people on board was an inspiration - not to mention her genuine conviction to the mission of promoting the work of Women in Finance. She is an accomplished and entertaining public speaker with broad knowledge of the finance world and can also think on her feet!
Kelly Magowan
I had the pleasure of meeting Ha-Dieu when she was the newly appointed President of Women in Finance (WIF). From this time, I witnessed a committed, energetic and passionate person go on to create and execute a successful vision for this not for profit that provided value to so many women. Ha-Dieu is highly motivated and genuine in her desire to help other women develop themselves and their careers. She serves as a wonderful role model with her passion for learning and challenging herself and her ability to build authentic relationships with those she meets. Ha-Dieu is an inspiring person and leader.
Credentials
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Inclusive Leadership
LinkedInMay, 2020- Nov, 2024 -
The Six Morning Habits of High Performers
LinkedInMay, 2020- Nov, 2024 -
Self Managed Superfund Specialist Adviser
SMSF AssociationJan, 2018- Nov, 2024
Experience
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North
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Australia
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Financial Services
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1 - 100 Employee
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Business Manager, Wealth Management Solutions
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Jun 2022 - Present
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Vietnamese Museum Australia
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Australia
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Museums, Historical Sites, and Zoos
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1 - 100 Employee
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Marketing Lead, Voluntary
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Dec 2021 - Present
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SMSF Association
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Australia
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Financial Services
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1 - 100 Employee
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Victorian State Committee
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Nov 2021 - Present
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Six Park
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Australia
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Investment Management
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1 - 100 Employee
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Head of Advice Partnerships
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Jul 2020 - Jun 2022
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AustralianSuper
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Australia
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Financial Services
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700 & Above Employee
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Manager, Education Development
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Jan 2020 - Jun 2020
Extensive research and strategic review to identify needs of internal Fund stakeholders, Members and Employer Segments and developed strategic plan for an improved Education Framework incorporating best practice methods and customer centred experience. Extensive research and strategic review to identify needs of internal Fund stakeholders, Members and Employer Segments and developed strategic plan for an improved Education Framework incorporating best practice methods and customer centred experience.
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BT
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Australia
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Financial Services
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700 & Above Employee
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Partnership Manager - BT Open
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Nov 2018 - Jan 2020
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Partnership & SMSF Manager
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Jan 2017 - Jan 2020
Reporting to Head of Institutional Growth, I developed, reviewed and implemented sales, educational presentations, and business strategies in order to increase Advice and Accounting Practice adoption of BT Panorama and it’s Self Management Super Fund solution. I am committed to evolving our service leadership through learning from our clients, provide education, and training to different stakeholder's of a Wealth Advisory Practices to support the uptake of BT Panorama - Pension, Super… Show more Reporting to Head of Institutional Growth, I developed, reviewed and implemented sales, educational presentations, and business strategies in order to increase Advice and Accounting Practice adoption of BT Panorama and it’s Self Management Super Fund solution. I am committed to evolving our service leadership through learning from our clients, provide education, and training to different stakeholder's of a Wealth Advisory Practices to support the uptake of BT Panorama - Pension, Super, Investment and SMSF solutions.
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Westpac
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Australia
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Banking
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700 & Above Employee
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Senior Relationship Manager
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Nov 2011 - Dec 2016
Reporting to State General Manager, I lead the Victorian Employees first team in Melbourne where I developed and implemented an entire business re-positioning, educational and engagement strategy for our Employees First customer business to grow new to bank customers and take up of banking, financial services and strategic advice. I also managed a $4B Portfolio for High net worth clients. Reporting to State General Manager, I lead the Victorian Employees first team in Melbourne where I developed and implemented an entire business re-positioning, educational and engagement strategy for our Employees First customer business to grow new to bank customers and take up of banking, financial services and strategic advice. I also managed a $4B Portfolio for High net worth clients.
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Women in Finance, Victoria
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Australia
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Non-profit Organizations
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President - Victoria
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Apr 2008 - Nov 2011
This is a voluntary role providing leadership and direction to a not-for-profit organisation’s executive committee in strategic development of member/community related programs promoting business stewardship and enriching corporate culture through the professional development of women. This is a voluntary role providing leadership and direction to a not-for-profit organisation’s executive committee in strategic development of member/community related programs promoting business stewardship and enriching corporate culture through the professional development of women.
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Industry Fund Services
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Australia
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Financial Services
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1 - 100 Employee
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Project Executive - Contract
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Jun 2010 - Jun 2011
Twelve-month contract reporting to senior executives providing insights on Super and Investment Platforms, industry trends, competitor strengths & weaknesses. Also supported Industry Fund's strategic client campaigns (Australian Super and Hostplus). Twelve-month contract reporting to senior executives providing insights on Super and Investment Platforms, industry trends, competitor strengths & weaknesses. Also supported Industry Fund's strategic client campaigns (Australian Super and Hostplus).
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Mariner Financial
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Financial Services
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1 - 100 Employee
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Business Manager - Retirement & Investments
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May 2007 - Jan 2009
Reporting directly to the Executive Partner as the key retirement Business Manager, responsibilities included managing portfolio of clients, planning, developing & implementation of sales, marketing and communication activities to successfully achieve product sales and development targets. Reporting directly to the Executive Partner as the key retirement Business Manager, responsibilities included managing portfolio of clients, planning, developing & implementation of sales, marketing and communication activities to successfully achieve product sales and development targets.
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Business Development Manager - Alternate Distribution Channel
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Oct 2005 - Mar 2007
Reporting to the Southern Regional Manager, developed and implemented sales, business strategies and training programs to generate sales growth and expand intermediary referrals for HSBC products and services. Reporting to the Southern Regional Manager, developed and implemented sales, business strategies and training programs to generate sales growth and expand intermediary referrals for HSBC products and services.
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Education
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2018 - 2018
SMSF Association
Self Managed Super Fund Specialist Adviser (SSA), Self Managed Super Funds -
2008 - 2009
Kaplan Professional
Post Graduate Diploma, Applied Finance & Investments -
2004 - 2005
FINSIA
Post Graduate Certificate, Financial Planning (RG146) -
1998 - 2001
Curtin University
Bachelor of Commerce, Finance & Marketing
Community
