Experience

Financial Simplicity

• Australia
• Financial Services
• 1 - 100 Employee

• Operations And Customer Support Manager

  • Apr 2020 - Present

  Provide effective operations and customer service management to support clients in delivery of Financial Simplicity portfolio service to their clients. Provide effective operations and customer service management to support clients in delivery of Financial Simplicity portfolio service to their clients.



Self-employed

• Real Estate
• 1 - 100 Employee

• Operations and Administration Specialist

  • Jul 2019 - Present

  Provide operational support to principals in 1 x creative industry and 1 x educational support industry via private services company. Provide operational support to principals in 1 x creative industry and 1 x educational support industry via private services company.



Trading Pursuits Group

• Brand Operations Manager

  • Dec 2008 - Jun 2019

  Trading Pursuits Group (TPG) are an Australian Financial Services Licence (AFSL: 340955) holder offering share market education training, a live trading platform and ongoing support report products to over 3000 retail clients per year. I provided client engagement and operational management for all business units within TPG stable of 9 companies. Key responsibilities; lead operations management for operations team of 42 and stable of 9 companies; leadership, staff coaching and team mentoring of customer service, events and administration staff; management of key stakeholder relationships including appointed HNW Client Engagement Officer; development and delivery of compliance reporting training programs, recruitment, lead corporate culture engagement, performance management and team coaching, project management of product delivery across the group, policy and process development and implementation, relevant statutory and compliance reporting to support efficient product delivery. I held HR manager responsibility and held management responsibility for administrative, customer service and events departments and was key in operational budget forecasting. I held operational responsibility for the occupation and security of our commercial premises in Sydney and television studio on the Gold Coast, including lease negotiation, security, WHS and all facilities management requirements. Additionally, I was accountable for the negotiation, management and ongoing deliverables of operational contracts, managed key stakeholder and HNW client relationships and held responsibility for extensive client databases management. On successful accreditation, I became the company secretary across the group in 2016, overseeing all statutory and AFSL compliance management. Reason for leaving: I accepted redundancy on 30 June 2019 in line with the company restructure and relocation of principles and remaining operations to New Zealand.



JV ACNO

• Administration & Property Manager / CEO Support

  • Nov 2007 - Aug 2008

  Reporting to the CEO, in line with the acquisitions outlined, I provided operations management and administrative support to the Publisher of magazine publication house Next Media. Responsible for the management of advertising revenue and budgetary requirements for editorial components for all titles – increasing revenue returns – I implemented and developed all compliance policy and procedures relating to WH&S. Managing all staff and building requirements in support of publisher, I was responsible for the staff and process management of the finance department. Coordinating and delivering due diligence documentation for sale processes, I oversaw the management of all HR and payroll processing functions. Next Media was acquired by the Wolseley Media Group in May 2008, with ACP acquiring the rights for the distribution of Rolling Stone Australia



Fox Studios Australia

• Australia
• Facilities Services
• 1 - 100 Employee

• Tenant Communications Manager / CEO Support

  • Mar 2001 - Jul 2007

  The studio was made up of both production stages and permanent tenant facilities for businesses related to the film and television industry. An integral part of the senior management team, I held the position of Tenant Communications Manager, managing the permanent tenant facilities and provided direct leadership across leasing, negotiations, debt recovery, relocations, and bump-in & outs. I was also employed as the Administration, HR and Event Manager, managing all tasks as required by those roles. Prior to advancement to this role I was employed as EA to the CEO and diligently completed all tasks as required.