Experience

Centrepoint Alliance

• Australia
• Financial Services
• 1 - 100 Employee

• Group Executive Advice

  • Apr 2016 - Present



IOOF

• Australia
• Financial Services
• 500 - 600 Employee

• Head of Best Advice

  • Apr 2015 - Mar 2016

  Responsible for Licensee Services for IOOF's aligned AFSL's - Bridges, Lonsdale, Consultum, Shadforth and Western Pacific. Service mandate covers Technical Support via the IOOF TechConnect team, Advice policy, Advice process, Advice Technology and Group Paraplanning services. Responsible for Licensee Services for IOOF's aligned AFSL's - Bridges, Lonsdale, Consultum, Shadforth and Western Pacific. Service mandate covers Technical Support via the IOOF TechConnect team, Advice policy, Advice process, Advice Technology and Group Paraplanning services.



Shadforth Financial Group Ltd

• Australia
• Financial Services
• 200 - 300 Employee

• Head of Cortex Advice Solutions

  • Nov 2012 - Mar 2015

  Cortex provides licensee services to aligned financial planning businesses in the SFG Australia group. Licensees include Shadforth, Western Pacific and Outlook Financial Services. My role includes responsibilities for Advice policy, process and procedures, Technical Support, Research, Paraplanning and implementation services for the Groups Model Portfolios and MDA offers. Cortex provides licensee services to aligned financial planning businesses in the SFG Australia group. Licensees include Shadforth, Western Pacific and Outlook Financial Services. My role includes responsibilities for Advice policy, process and procedures, Technical Support, Research, Paraplanning and implementation services for the Groups Model Portfolios and MDA offers.



WHK

• Contractor

  • May 2012 - Nov 2012

  I am currently on a fixed term employment contract assisting WHK with FOFA, Adviser Remuneration and other strategic initiatives. I am currently on a fixed term employment contract assisting WHK with FOFA, Adviser Remuneration and other strategic initiatives.



Colonial First State

• Australia
• Financial Services
• 700 & Above Employee

• Head of Advice Delivery

  • Feb 2008 - Apr 2012

  I am responsible for a range of dealership support functions for the CFS Advice Licensees including Commonwealth Financial Planning, Financial Wisdom, Whittaker Macnaught and BW Financial Advice. Responsibilities include Paraplanning, Advice Technology, Insurance Administration, Adviser Call Centre, Advice Documentation and Advice Quality Assurance. I am responsible for a range of dealership support functions for the CFS Advice Licensees including Commonwealth Financial Planning, Financial Wisdom, Whittaker Macnaught and BW Financial Advice. Responsibilities include Paraplanning, Advice Technology, Insurance Administration, Adviser Call Centre, Advice Documentation and Advice Quality Assurance.



St.George Bank Limited

• Head of Financial Planning

  • Jun 1994 - Dec 2007