Sandra Coombs

Regional Sales & Coaching Manager at AMP
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Location
Greater Brisbane Area

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Angus Cooper

Sandra to me is a gem - the quintessential professional. She is a shining example of what I aspire to be as a financial adviser, mixing incredible depth of technical knowledge with extensive experience, unwavering ethics and above all - compassion. It was a real pleasure getting to know Sandra personally and professionally, and I feel privileged to have been taught and guided by her in my time at Horizons. She is an incredible asset to AMP, and I intend to leverage off her professional and personal attributes into the future.

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Experience

    • United Kingdom
    • Financial Services
    • Regional Sales & Coaching Manager
      • Jan 2014 - Present

      Design, develop and deliver sales-based training and coaching to all five Licensees within the AMP network, e.g. AMP Financial Planning, Hillross, Genesys, Charter and iPac.Coach Planners to achieve optimum business outcomesCoach Principals and Planners on effective pricing and packaging to optimise client retention and business profitabilityPresent at major AMP forums, such as Professional Development DaysDeliver key forums in line with AMP strategic imperatives

    • Regional Development Coach
      • Jan 2011 - Present

    • Regional Development Coach
      • Jan 2011 - Present

    • Australia
    • Investment Management
    • Planner Development Coach
      • Feb 2011 - Feb 2014

      Coaching and sales training for AMP Planners in AMPFP and Hillross Facilitation and presentation of the Professional Year for Planners in the Horizons Academy and Practice Design, development and facilitation of Peer Group and Area Practice Meetings for AMPFP Facilitation of various national initiatives, such as the Retirement Education and Debt Education prorams Coaching and sales training for AMP Planners in AMPFP and Hillross Facilitation and presentation of the Professional Year for Planners in the Horizons Academy and Practice Design, development and facilitation of Peer Group and Area Practice Meetings for AMPFP Facilitation of various national initiatives, such as the Retirement Education and Debt Education prorams

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Learning & Development Specialist
      • 2010 - 2011

    • Banking
    • 1 - 100 Employee
    • Senior Wealth Management Leader
      • Jun 2006 - Nov 2009

      Lead a team of financial planners to achieve the No. 1 Wealth Team nationally in consecutive years. This included the team being inducted into the Hall of Fame for Sales and Service Excellence at Suncorp; Trained and developed new Planners, Advisors and Wealth Consultants to become sought-after professionals in the financial services market; Delivered over 25 Seminars to the public on a variety of financial services topics, ranging from technical seminars to behavioural finance; Provided strategic input to the management team in developing and designing the wealth management division within Suncorp.

    • Software Development
    • 1 - 100 Employee
    • Business Development Manager
      • Jan 2003 - Nov 2004

      I worked with key companies such as AMP, ING, Commonwealth Bank, Westpac in discussing their business readiness for the FundConnect project being carried out by ASX. Included was development of strategic business plans and streamlining process to achieve efficiencies. I worked with key companies such as AMP, ING, Commonwealth Bank, Westpac in discussing their business readiness for the FundConnect project being carried out by ASX. Included was development of strategic business plans and streamlining process to achieve efficiencies.

    • United Kingdom
    • Textile Manufacturing
    • 1 - 100 Employee
    • Senior Project Manager
      • Mar 1997 - Apr 2002

Education

  • Kaplan Professional
    Certificate IV in Finance and Mortgage Broking, Finance and Mortgage Broking
    2015 - 2015
  • The University of Queensland
    Graduate Diploma of Applied Law, Law
    2008 - 2012
  • Kaplan Professional
    Advanced Diploma of Financial Services (Financial Planning), Financial Planning
    2006 - 2008
  • Australian Graduate School of Management
    Master of Business Administration (MBA), MBA
    2000 - 2004

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