Experience

Spirit Super

• Australia
• Financial Services
• 100 - 200 Employee

• Superannuation Advisor

  • Feb 2018 - Present



MTAA Super

• Australia
• Financial Services
• 1 - 100 Employee

• Superannuation Adviser

  • Feb 2018 - Present

  The Superannuation Adviser is responsible for supporting the growth and retention of the membership base (employer and employee) within a set region through the provision of general and limited personal advice and increasing access to financial education. The Superannuation Adviser is responsible for supporting the growth and retention of the membership base (employer and employee) within a set region through the provision of general and limited personal advice and increasing access to financial education.



Link Group (LNK)

• Australia
• Financial Services
• 700 & Above Employee

• Senior Manager, Sales & Marketing / Client Partnerships

  • Aug 2012 - Jan 2018

  Link Advice (formerly known as Money Solutions) is a dynamic financial planning company that offer market leading scalable advice solutions ranging from single issue advice to the full financial planning experience. Their main customer bases are industry and retail superannuation funds. Link Advice is part of the Link Group of companies. Link Advice (formerly known as Money Solutions) is a dynamic financial planning company that offer market leading scalable advice solutions ranging from single issue advice to the full financial planning experience. Their main customer bases are industry and retail superannuation funds. Link Advice is part of the Link Group of companies.



BT

• Australia
• Financial Services
• 700 & Above Employee

• Manager, Sales Operations | Scaled Advice

  • Mar 2010 - Aug 2012

  Joseph worked in a dynamic work environment which aimed to make financial planning services available to more Westpac Group customer base through Scalable Advice solutions. Joseph played an integral role in providing excellent internal and external customer value through his business development, sales, operations and campaign management. Joseph worked in a dynamic work environment which aimed to make financial planning services available to more Westpac Group customer base through Scalable Advice solutions. Joseph played an integral role in providing excellent internal and external customer value through his business development, sales, operations and campaign management.



Franciscans OFM Cap

• Sabbatical

  • May 2007 - Oct 2009

  The main responsibilities of this period of formation were the building of foundational character and skill of the seminarian/student to be effective in serving the disadvantaged of society. Achievements Personal fulfilment and growth Gained invaluable insight into the human condition Fuller appreciation for those on the fringes of society The main responsibilities of this period of formation were the building of foundational character and skill of the seminarian/student to be effective in serving the disadvantaged of society. Achievements Personal fulfilment and growth Gained invaluable insight into the human condition Fuller appreciation for those on the fringes of society



St.George Bank

• Australia
• Banking
• 700 & Above Employee

• Senior Business Development Manager

  • Jan 2003 - May 2007

  ResponsibilitiesThe main focus of this role was to develop marketing strategies that would attract the right customers to the St George and Securitor Financial Planners. This was done nation/state wide seminars, workshops, call centre campaigns, direct marketing, brochures, flyers, internal and external lead generation promotions, staff trainingAchievementsConsistently achieved 100% of role Key performance indicatorsKey liason for any financial planning related activity by Financial Planning Regional Managers and Financial PlannersHand picked as the key Business Unit Advocate by the Learning and Development Division for driving marketing, sales and service training for both Financial Planner and Branch Inductees Show less

• GOLD Team Leader, Wealth Management

  • Dec 2001 - Jan 2003

  Awarded best Contact Centre in the World)ResponsibilitiesManaging over 20 Senior Contact Centre Bankers, the focus of the role was to lead the GOLD team to meet Retention, Service and Sales Key Performance Indicators. This was measured by increasing both the GOLD customer deposit and lending books and providing a second to none service delivery that would retain customer satisfaction.AchievementsIncrease in Funds Under Management through Marketing CampaignsCustomer sales, service and retention targets met consistentlyScored highly with customer satisfaction reportingScored highly with Gallop staff satisfaction surveys Show less

• Centre Sales/Service Consultant

  • Aug 1998 - Dec 2001

  Various roles, progressing through the Contact CentreResponsibilitiesThe main focus of these roles was to give customers excellent service over the phone and sell/cross sell bank products. The departments worked in were: (Sales) Financial Advice, Investments, Consumer Lending, (Service) Lending, Customer Service, Customer Retention



Kmart

• Hurstville Store Assistant

  • Dec 1993 - Dec 1998