Experience

Capstone Financial Planning

• Australia
• Financial Services
• 1 - 100 Employee

• Xplan & Technology Development Manager

  • Oct 2022 - Present

• Technology Development Manager

  • Jul 2022 - Oct 2022

• Technology Coach

  • Sep 2019 - Jul 2022



IOOF

• Australia
• Financial Services
• 500 - 600 Employee

• Practice Consultant - fixed term contract

  • Aug 2018 - Aug 2019



Sovereign

• New Zealand
• Insurance
• 200 - 300 Employee

• Practice Development Specialist

  • Sep 2011 - Apr 2018

  • Supporting adviser businesses to adopt and maintain best practice solutions/processes and tools to minimise their business risk and increase their professionalism whilst achieving sales and remaining complaint. • Provide high level consultancy to adviser’s businesses by developing efficient, compliant advice and administrative processes whilst maximising technology in their businesses and boosting sales. • Process analysis and consultation with stakeholders – discovery phase, documentation of the process/procedure and implementation. • Training of Xplan users and identifying opportunities for the use of Xplan to improve their current processes and reduce complexity in their business, one on one based, group session or by virtual classroom ie Cisco WebEx • Working within the constraints of the individual adviser/businesses, technology capabilities and technology spend, enabling them to be confident users meeting their required outcomes. • Build strong adviser relationships and liaise directly to ensure a high standard of service is maintained. • Deliver high standards of documentation and advice recommendations for QFE nominated representatives within the Sovereign QFE environment. (similar to a Licensee under ASIC). Provide remediation support and manage the remediation required to resolve any issues. • Develop training material and programmes to meet the current needs of the individuals and/or groups I work with. • Work effectively in a cross-functional and geographically spread team environment • Responsible for managing key relationships with a number key corporate accounts. • Training and coaching advisers with their National Certificate Level 5 in Financial Services with a 100% success rate on Set B and Set C examinations • Strategic planning for Xplan license uplift within the Sovereign adviser network.



Crombie Lockwood

• New Zealand
• Insurance
• 500 - 600 Employee

• Assistant Relationship Manager in Life and Health

  • Dec 2008 - Aug 2011

  • The creation of and ongoing maintenance of electronic client files on Xplan. • Key contact in the integration/implementation of the Xplan system into the wider Crombie Lockwood group. • Liaising with Sovereign Practice Development Specialists’ to develop the workflow into Xplan threads enabling Crombie Lockwood to standardise its workflow in readiness for compliance. • General office administration such as filing, client letters and the management of the branch computer network • Cold calling prospective clients to facilitate broker appointments to complete the initial steps of the needs analysis. • Liaising with insurers regarding products, policy wordings and case managing clients through the underwriting process. • Being adaptable to meet the changing needs of the business unit and external clients.



IAG

• Australia
• Insurance
• 700 & Above Employee

• Claims Specialist - State and NZI

  • Oct 2005 - Nov 2008

  • Claims specialist serving personal and general clients of State and NZI Direct including the settlement of claims. • Management of claims for successful outcomes for both the company and the client • General administration duties such as processing of accounts payable, free form correspondence, data entry and electronic file maintenance • Providing outstanding customer service and ensuring the focus is customer centric • Building and maintaining strong working relationships with: claims staff and technicians, internal and external customers, service providers, assessors, loss adjustors and repairers. • Up selling products most suited to their requirements ensuring customers have the cover most suited to their lifestyles to avoid further surprises at claim time.