Selin Ertac
Principal Consultant/Director at Tangelo Advice Consulting- Claim this Profile
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Bio
Andy Marshall
Selin, as a business partner contact between our two organisations has contributed immeasurably to our mutually defined partnership outcomes. It is not inconceivable that the strong business outcomes would not have been achieved without her involvement. This has occurred to her focus on the smallest details whilst not losing the concept of what is required from a holistic helicopter long term vision and viewpoint. This skill of being able to spiral up and down and contribute at all levels of the partnership mechanisms is invaluable. Organised and focussed but with a sense of fun and energy Selin is able to lift, energise and focus those immediately around her and across companies via the contacts she deals with. She is without doubt one of the most professional contacts I have been fortunate enough to make and I would have no hesitation in recommending Selin.
Andy Marshall
Selin, as a business partner contact between our two organisations has contributed immeasurably to our mutually defined partnership outcomes. It is not inconceivable that the strong business outcomes would not have been achieved without her involvement. This has occurred to her focus on the smallest details whilst not losing the concept of what is required from a holistic helicopter long term vision and viewpoint. This skill of being able to spiral up and down and contribute at all levels of the partnership mechanisms is invaluable. Organised and focussed but with a sense of fun and energy Selin is able to lift, energise and focus those immediately around her and across companies via the contacts she deals with. She is without doubt one of the most professional contacts I have been fortunate enough to make and I would have no hesitation in recommending Selin.
Andy Marshall
Selin, as a business partner contact between our two organisations has contributed immeasurably to our mutually defined partnership outcomes. It is not inconceivable that the strong business outcomes would not have been achieved without her involvement. This has occurred to her focus on the smallest details whilst not losing the concept of what is required from a holistic helicopter long term vision and viewpoint. This skill of being able to spiral up and down and contribute at all levels of the partnership mechanisms is invaluable. Organised and focussed but with a sense of fun and energy Selin is able to lift, energise and focus those immediately around her and across companies via the contacts she deals with. She is without doubt one of the most professional contacts I have been fortunate enough to make and I would have no hesitation in recommending Selin.
Andy Marshall
Selin, as a business partner contact between our two organisations has contributed immeasurably to our mutually defined partnership outcomes. It is not inconceivable that the strong business outcomes would not have been achieved without her involvement. This has occurred to her focus on the smallest details whilst not losing the concept of what is required from a holistic helicopter long term vision and viewpoint. This skill of being able to spiral up and down and contribute at all levels of the partnership mechanisms is invaluable. Organised and focussed but with a sense of fun and energy Selin is able to lift, energise and focus those immediately around her and across companies via the contacts she deals with. She is without doubt one of the most professional contacts I have been fortunate enough to make and I would have no hesitation in recommending Selin.
Experience
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Tangelo Advice Consulting
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Australia
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Financial Services
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1 - 100 Employee
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Principal Consultant/Director
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Oct 2019 - Present
I founded Tangelo in 2019 with Conrad Travers. We wanted to create a fresh kind of consultancy, a hybrid model with a focus on expertise and practical solutions for clients of all sizes. Our consultants are passionate about the the financial advice and wealth industry - it’s crucial to the financial health and well-being of Australians, and we want to be a part of it now and for the future. We support licensee and wealth management firms, who need help with operational support, project delivery or extra resourcing. Show less
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Business Consulting
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Mar 2019 - Oct 2019
Specialise in providing consulting services to boutique financial services licensees, with a focus on: - Change and project management - Business Process improvement - Proactive and strategic responses and solutions to regulatory and business requirements Specialise in providing consulting services to boutique financial services licensees, with a focus on: - Change and project management - Business Process improvement - Proactive and strategic responses and solutions to regulatory and business requirements
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IOOF
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Australia
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Financial Services
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500 - 600 Employee
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Head of Advice Development
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Feb 2015 - Feb 2019
Responsible for leading the alignment and optimization of the key advice capabilities that supported IOOF's various advice propositions - with the goal of improving the quality and efficiency of advice. Highlights: - Achieved the goal of improving the processes and regulatory controls and streamlining a range of common activities across IOOF's licensees. - Effectively managed and delivered various key strategic projects across the advice division, inclusive of project and change management, communication and program delivery and vendor and stakeholder management. - Represented IOOF Advice in a senior leadership capacity across various industry regulatory forums, consultation processes and public relations and media response projects. - Worked as the project stream lead to transition and integrate ANZ Aligned Dealer Groups and shared services functions to IOOF, contributing to IOOF becoming the second largest financial advice provider. Show less
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Consultum Financial Advisers
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Australia
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Financial Services
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1 - 100 Employee
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Senior Operations & Training Manager
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2010 - Jan 2018
Responsible for developing and implementing robust processes and systems for Consultum, to ensure the licensee back-office services were delivered in an efficient, effective and professional manner.Highlights:- Project and change management leader and contributor to the transition of a number of external advice groups to Consultum, inclusive of establishment of communication plans and training and development frameworks.- Developed and implemented a number of new initiatives (including Cadetship Program, Business Owners Forums and Authorisation Frameworks) to further promote the business and support its advisers.- Established and continually improved licensee policies, procedures and programs to keep up to date with changing regulatory and business requirements.- Successfully managed and delivered numerous adviser and support staff professional development programs and on-shore and off-shore national conferences. - Led, managed and mentored a team who were responsible for the back-office servicing and support needs for advisers. Show less
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Operations & Training Manager
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2006 - 2010
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Operations & Adviser Support Manager
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2002 - 2006
Provided efficient and effective support to the Directors and advisers and managed the back-office operations. Highlights: - Established and delivered licensees' policies and group governance protocols to ensure both the business and its advisers were adhering to compliance standards. - Led the change management process of transitioning between financial planning software (including project and change management, communication plans and training materials). - Project leader and manager in integrating the advice businesses of Financial Partnership and Consultum Financial Advisers following their merger. Show less
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