Marketing Coordinator

• Jan 2021 - Present

Supporting our financial planning adviser community to thrive by building client engagement,"Support & freedom to thrive your way". Supporting our financial planning adviser community to thrive by building client engagement,"Support & freedom to thrive your way".

Marketing Manager, Projects & Communications Manager

• Mar 2019 - Jan 2021

Everyone has the capacity to make smarter financial decisions - and everyone should be empowered to do so. Our mission is building Australian's financial capability and financial wellbeing by developing engaging financial education content & delivering amazing online learning experiences. Celebrating over 15 years experience delivering solutions through Super Funds, Financial Services, Industry Associations and Corporations. Marketing Manager for Financial Wellbeing by Money101, an online subscription based resource for corporates designed to increase the financial literacy of staff and their families, with over 110 modules and games, plus engaging topical articles across 7 life stages. Project Manager for successful development and implementation of Super digital education projects including Australian Ethical, QSuper, EISS Super, Prime Super, LGIA super and VicSuper. Educational module development for MEBank (COVID-19 Support) and ASFA (Working from Home). Develop communications including Engagement Library articles, PowerPoint presentations, webinars, emails, copywriting, landing pages, promotional assets and other marketing communications across multiple channels and audiences. Projects include NGS Super financial education PowerPoints and Health@Work Financial Wellbeing webinar.

Marketing Consultant and Co-owner

• Oct 2017 - Mar 2019

Marketing and Engineering Consultancy Marketing projects include strategic marketing and tactical support to build small to medium business. Clients include: Bellevue Architectural, where I identified and implemented initiatives to reduce direct mail costs by over 30%, created marketing material in InDesign, designed and implemented digital marketing campaigns in MailChimp and managed the company social media Instagram and LinkedIn accounts; volunteering as Markeing Co-ordinator with Space2b Social Design, including successfully managing their 2018 annual fundraising event with Judith Lucy.

Marketing & Adviser Services Manager

• Sep 2012 - Oct 2017

Helping financial planners to deliver practical client-focused solutions. Delivered exceptional customer service, marketing and administration, enabling the organisation to grow from a national network of 60 to over 220 financial planning advisers, during a period of rapid transition across the industry. Recognised in Investor Daily Magazine's Dealer Group of Choice Adviser Satisfaction Survey as number 1 preferred dealer group as rated by advisers in 2015 and 2016 and runner up in 2017. Developed the successful submission to win Dealer Group of the Year ifa Excellence Awards 2017. Developed and implemented communication initiatives including editing and electronically distributing weekly 'Model Monday' Managed Portfolio updates, introducing, writing and editing 'Quarterly Insight' Financial Planning newsletters, writing and editing quarterly InterPrac Accounting & Taxation newsletters, targeted printed promotional materials, and assisting Advisers in the development of their Adviser Profiles, websites and other promotional materials. Assisted in the development of the InterPrac FP WordPress (CMS) website and independently maintained the site including the creation of the online Adviser Resource Centre. Worked with Adviser Logic (SaaS) to tailor cloud based software for use as the dealer group CRM. Undertook market research and analysis to help build the InterPrac Financial Planning brand. Coordinated annual national Professional Development conference days for the InterPrac Financial Planning network.

Administration & Accounts, Co-owner

• Jul 2009 - Sep 2012

Quality & Marketing Manager, Co-Owner

• Jul 2002 - Jun 2009

Established start-up Registered Automotive Workshop (RAWS), ensuring low volume vehicles imported from Japan to Australia comply with all applicable Australian Design Rules. Tailored and implemented a Quality System to attain ISO 9001 certification within 6 weeks and maintained and improved documentation and quality systems to ensure zero non-conformance. Provided customer service, marketing and administrative support including business registration, logo design, branding and development and implementation of strategic business and marketing plans to build a successful small business. Oversaw the successful sale of the business.

Marketing & Communications Manager

• Jul 1997 - Apr 2002

Developed and delivered initiatives to foster a client focussed culture including Client Service and Client Engagement training, Client Feedback and Client Service surveys. Worked closely with the Managing Partner to plan and develop and implement marketing strategies to grow the business. Liaised with technical personnel to prepare winning proposals and presentations, including preparing and presenting a successful bid to establish Discoverie, an on-line title searching company. Managed the position of Marketing Assistant, responsible for co-ordinating seminars, events and merchandise, to ensure the Mills Oakley Group maximised the benefits of its marketing activities. Managed the Mills Oakley brand including co-ordinating the website design and updates, editing written communications including Briefings Newsletter.