Experience

Netwealth - See Wealth Differently (ASX:NWL)

• Australia
• Financial Services
• 300 - 400 Employee

• Senior Manager - Training & Relationship Management

  • Sep 2022 - Present



Insignia Financial

• Australia
• Financial Services
• 700 & Above Employee

• National Platform Specialist

  • Sep 2021 - Sep 2022

  • Cultivated trust-based relationships with key stakeholders, building rapport and expanding networks via excellent relationship-building skills. • Delivered change initiatives to improve compliance, regulatory, or product-driven product performance via leading and embedding change policies • Expanded knowledge of industry trends, particularly those relating to administration platforms and the financial planning industry. • Cultivated trust-based relationships with key stakeholders, building rapport and expanding networks via excellent relationship-building skills. • Delivered change initiatives to improve compliance, regulatory, or product-driven product performance via leading and embedding change policies • Expanded knowledge of industry trends, particularly those relating to administration platforms and the financial planning industry.



MLC Australia

• Australia
• Financial Services
• 400 - 500 Employee

• Senior Consultant, Distribution Enablement

  • Jul 2019 - Sep 2021

  • Delivered support to the MLC Wealth Advice and IFA distribution channels aimed to increase product sales across MLC’s platform offerings.• Contributed to the design and delivery of platform product sales training, including upskilling on MasterKey, Navigator, and MLC Wrap. • Supported the coordination of Adviser engagement initiatives such as webinars and focus groups.

• Consultant, Platform Strategy and Implementation

  • Nov 2015 - Jul 2019

  • Improved engagement across key relationships in MLC/NAB and ensuring the consistent delivery of initiatives and messaging by leading collaboration plans and commitments.• Integrated an effective segmentation modelling approach to ensure Advisor-specific needs were met.• Serviced the most appropriate clients by working with internal stakeholders to revise the client serving model and client panel.



MLC Australia

• Australia
• Financial Services
• 400 - 500 Employee

• Sales Development Consultant

  • Jul 2014 - Dec 2014

  Responsible for the upskilling of the NAB Wealth adviser network on a range of software solutions aimed at ensuring the ease of doing business with MLC and increasing sales.

• State Relationship Manager VIC/TAS

  • Jul 2012 - Jul 2014

  Accountable for the servicing of NAB Wealth’s Top advice practices across Superannuation and Investments through a relationship management model aimed at maintaining current business and increasing inflows.



MLC Australia

• Australia
• Financial Services
• 400 - 500 Employee

• Team Leader - Platinum Administration

  • Dec 2010 - Jan 2012

  Actively managed the workflow activity for 15 administration professionals who were responsible for completion of all operational tasks for NAB Wealth’s top advice practices. Actively managed the workflow activity for 15 administration professionals who were responsible for completion of all operational tasks for NAB Wealth’s top advice practices.



Aviva

• United Kingdom
• Financial Services
• 700 & Above Employee

• Platinum Service Manager

  • Jul 2009 - Dec 2010

  Deliver highest quality issue resolution and support to panel of NAB Wealth’s top adviser network from Victoria/Tasmania on all matters across Operations, Compliance, Technology and Product.

• Business Development Associate

  • Dec 2007 - Jul 2009

  Source and supply referrals to distribution network and act as a point of contact for product queries and issue resolution for all Aviva Superannuation, Investments & Insurance products.



Alexander Robertson & Co. Pty. Ltd.

• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Accounts and Administration Manager

  • Jun 2005 - Dec 2007