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Ivan Middleton

Quality Advice Manager at IOOF Holdings Ltd
Intro Book
Ivan Middleton, a seasoned finance professional with 2 years of experience in Risk Management and Financial Planning, holds a CPA and Advanced Diploma in Financial Planning, with a strong background in corporate governance and stakeholder management.
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Location
Greater Sydney Area, AU
Skills
  • Risk Management
  • Financial Services
  • Finance
  • Financial Risk
  • Stakeholder Management
  • Show all
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Bio

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Experience

  • IOOF Holdings Ltd
    • Sydney, New South Wales, Australia
    • Quality Advice Manager
      • Oct 2021 - Present
      • Sydney, New South Wales, Australia

  • BT
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Senior Manager, Advice Investigations
      • Jul 2018 - Sep 2021

    • Advice Investigations Manager
      • Oct 2016 - Jul 2018

  • Commonwealth Bank
    • Sydney
    • Senior Manager - Operational Risk
      • Sep 2012 - Oct 2016
      • Sydney

  • AMP Financial Services
    • Sydney, Australia
    • Manager - Planner Supervision
      • Jul 2011 - Sep 2012
      • Sydney, Australia

  • Financial Planning Association
    • Sydney, Australia
    • Investigations Manager
      • May 2008 - Jul 2011
      • Sydney, Australia

  • ASIC
    • Sydney, Australia
    • Senior Investigator
      • Apr 2001 - May 2008
      • Sydney, Australia

  • NSW Police
    • Sydney, Australia
    • Investigator & General Duties officer
      • Aug 1995 - May 2001
      • Sydney, Australia

  • Wizard Home Loans
    • Sydney, Australia
    • Mortgage Consultant
      • Jun 2000 - Feb 2001
      • Sydney, Australia

  • Commonwealth Bank
    • Sydney, Australia
    • Accounting Officer, Staff Home Loans
      • Jul 1994 - Aug 1995
      • Sydney, Australia

Education

  • 1991 - 1993
    University of New England (AU)
    Bachelor of Business
  • 2005 - 2008
    CPA Australia
    CPA Program
  • 2016 - 2017
    Kaplan Australia
    Advanced Diploma of Financial Planning
  • 2002 - 2005
    Deakin University
    Diploma of Financial Planning (Foundation)
  • 1999 - 2001
    Charles Sturt University
    Graduate Certificate of Fraud Investigation
  • 1996 - 1999
    Charles Sturt University
    Associate Diploma of Policing (Investigation)

Suggested Services

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Industry Focus. “Financial Services”

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