Experience

AMP

• Australia
• Financial Services
• 700 & Above Employee

• Consultant

  • May 2012 - Present

  AMP’s FOFA & Stronger Super Ready program is designed to deliver solutions to ensure compliance with FoFA and SSR legislations across the AMP business. This role focuses on the impact of FoFA reforms on planning practices and Licensees. Responsibilities include: • Stream lead for conflicted remuneration and opt-in requirements • Provision of a compliant Practice Value Proposition that maintains the competitive position of each of AMP’s licensees • Design and implementation of complying remuneration models and services for each AMP licensee • Ensure businesses ability to provide Annual Fee Disclosure Statements to clients and adhere to FoFA opt-in renewal requirements



BT

• Australia
• Financial Services
• 700 & Above Employee

• Business Operations Manager

  • Jan 2009 - May 2012

  When St George Bank merged with the Westpac Group the bulk of the operations role remained intact, expanding across the Westpac, St George, Bank SA and Bank of Melbourne brands. However, the role had an increased focus on the following strategic business requirements that concentrated on integrating St George Financial Planning into the wider BT group;; • Member of the remuneration working group, designing and implementing a new remuneration structure for BT Advice • Participation in the Future of Financial Advice (FoFA) project, ensuring BT Advice is well equipped to meet any FoFA reform obligations • Design and implementation of a consequence management compliance framework aimed at reducing risk exposure within Advice • Integrating St George Private Clients into the wider SGB Advice business • Transition of St.George Financial Planning in Victoria to the new Bank of Melbourne brand • Participation and implementation of a new planner support and supervision model aimed at increasing business efficiency and planner customer facing time • Design of the national planner footprint, aligning the network to best fit retail branches



St.George Bank

• Australia
• Banking
• 700 & Above Employee

• National Operations Manager - St.George Financial Planning

  • May 2008 - Jan 2009

  This role provided operational support primarily to the SGBFP business across matters of national significance. The role had three direct reports: a commissions manager & two administration support officers.Responsibilities included:• Ensuring group policies relating to risk and compliance, relevant regulations, legislation, industry codes and policies were effectively implemented and followed• Leading the delivery and refinement of SGFP’s reporting needs to ensure the business has the necessary information available to make effective commercial decisions• Project management and analytical support to the SGFP business• Ensuring ad hoc projects aligned to the commercial development of SGFP were effectively executed• Providing support services to the SGFP business that were commercial to provide at a national level. The areas of such support included :• Event coordination for PDDs, conferences and induction programs• IT coordination between SGFP and GTO• Commissions team

• Senior Business Analyst

  • Jan 2006 - Apr 2008

  This role supported St.George Bank’s financial planning business with a major focus on financial modelling, budgeting and implementation of key business initiatives. Through knowledge of the industry and its trends this role provided statistical, analytical and project management expertise to assist the business unit exceed in its role of supporting the national financial planning business.Responsibilities included:• Development of forecasting and budgeting models including operational budgets, costs, revenue, staffing requirements and resources • Feasibility studies, impact assessments, strategic plans and cost/benefit evaluations• Development and maintenance of business diagnostic tools • By understanding business trends, providing business intelligence to key stakeholders• Translating analytical findings and business performance into business reports for Senior Management• Providing analytical and innovative input to projects & business development• Financial modelling / Risk assessment, analysis and management• Management of all financial planner bonus schemes



Brambles

• Australia
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Business Analyst

  • Apr 2003 - Dec 2005

  Responsibilities included: Supporting the Asia-Pacific CFO in the development and review of business acquisitions through commercial reviews and due diligence procedures • Contribution to the successful implementation and operation of PeopleSoft for the Recall Aust-NZ business • Preparation of data for annual budgets, strategic plans & forecasts • Drive the development and continual improvement of the group’s financial reporting and analysis tools/processes • Assist in identifying and addressing inefficiencies in the business and contributing to process improvement initiatives • Design, development and maintenance of the National Sales and Invoice Database for Australia & New Zealand • Preparation of sales management data for key stakeholders • Client contract management - reviews, up-rate analysis and reporting • Completion of client and ad-hoc business requests from source to reports



Arcadia Group Ltd

• United Kingdom
• Retail
• 700 & Above Employee

• Financial Analyst

  • Feb 2002 - Feb 2003



Financial Express, UK

• Financial Data Analyst

  • Jan 2000 - Feb 2002