Experience

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  StatePlus

  • Australia
  • Financial Services
  • 1 - 100 Employee

  • Financial Planner

    • Aug 2017 - Present

    I moved back to Newcastle to be closer to our adult children and to enjoy the many activities Newcastle has to offer. One thing hasn't changed, seeing people get good advice brings great satisfaction.

  • Senior Financial Planner

    • Aug 2017 - Present

  • Regional Manager

    • Nov 2015 - Present

    StatePlus, formerly State Super Financial Services, underwent a rebrand in 2015 to focus on delivering an even better experience to our clients while we prepare for the future and make sure we move with the times.

  • Senior Financial Planner

    • Apr 2007 - Present

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  State Super Financial Services

  • Regional Manager

    • Jan 2012 - Aug 2017

    Five years of working alongside a team of capable, client loving staff who seek to bridge the gap between fear and empowerment. I enjoyed seeing the team I worked with, grow and bring a better client experience to those they served. I was able to create good working relationships between dozens of employer groups in the Ballina and Tweed Heads area.

  • Financial Planner

    • Apr 2007 - Dec 2011

    Assisting clients achieve financial freedom through needs based planning and a focus on economic solutions.

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  Restored Life, Newcastle

  • Newcastle, Australia

  • Counsellor

    • Jun 2005 - Mar 2007
    • Newcastle, Australia

    Counselling was a great opportunity to help people become more integrated and experience greater joy in their lives. The Advanced Dip of Counselling & Family Therapy helped me improve my empathy skills and understanding of human behaviour. These years were a great investment in building my co...

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  State Super Financial Services

  • Area Manager

    • Oct 2001 - Oct 2003

    Senior Manager for operations across Northern NSW, I was responsible for encouraging and leading a team of regional managers. Client complaint resolution was also part of this role which gave me ample opportunity to build my skills in conciliation and negotiation.

  • Manager, Professional Standards

    • Oct 1998 - Sep 2001

    As Professional Standards Manager, I was responsible for implementing client discovery tools, improving the quality of advice and accreditation all of the new planners. Being able to observe live planner/client interactions was invaluable for developing my awareness of human behaviours and the challenges of communication in an advice environment. I gained many observation and analytical skills from the Company's external compliance consultant at the time.

  • Regional Manager

    • Aug 1992 - Sep 1998

    The first Regional Manager for SSFS in the Hunter Valley was a rewarding and fulfilling time. The funds under advice grew six fold and the my team grew from four to eleven in five years. Many employer contacts were created and I was responsible for the seminar program in the region. I was offered the role of Regional Manager, Clarence Street Sydney in 1997.

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  St George Bank

  • Newcastle and Central Coast, NSW Australia

  • Branch Manager, Financial Planner and Business Development Manager

    • Jun 1984 - Jul 1992
    • Newcastle and Central Coast, NSW Australia

    Three years of responsibility for strategic sales to corporate executives and operations managers to assist adding value for their employees. This time sharpened my interpersonal skills and helped me realise the value of integrity in building trust.

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  Bank Commonwealth

  • Sydney, Australia

  • Various roles

    • 1977 - 1981
    • Sydney, Australia

    A great beginning in the financial services industry and am forever grateful to the Bank's great training regime. I'm a better public speaker today because of the Bank's excellent effective speaking program and focus on client service.