Steve Davison Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Replacing the Midwinter CEO, I was recruited as Chief Commercial Officer to integrate Midwinter Financial Services into Bravura Solutions. I led a team of 70, accountable for Midwinter business unit (GTM, Service and Support, Product, Engineering. Cloud and Infrastructure) and P&L. I owned the product vision and roadmap, Go-to-market, Account Management and Professional Services. I was responsible for client and vendor contracts including new agreements and renewals.

Singapore, Singapore

Introduced to the CEO and founders to assist in validating the product vision, roadmap and team structure, I acted as Chief Product Owner. I assessed the market opportunity and viability to enter the Australian Market, exploring partnerships with complimentary software providers.

Leading a team of ~40 and reporting to the Managing Director Digital and New Ventures, I was appointed to establish and lead a standalone business unit, Goals 360 to deliver digital advice through SaaS, and lead strategy and innovation for AMP Wealth Management. I embedded human-centred-design, Agile software development and Lean-UX deployment principles within the operating model of Goals 360 and led a strategic review of Goals 360.

Reporting to the Group Executive Wealth Solutions and AMP Chief Customer Officer, I built and led a team of ~80 to transform financial advice for the consumer, adviser, and AMP though front and back-end digital technology solutions. I established, mobilised, and led multiple cross functional product teams incorporating service design, product management, architecture, front and back-end development, customer success and compliance. In addition, I was Commercial lead for AMP’s investment and partnership with United Capital – a leading U.S. advice business with proprietary advice platform. The company received 3 Australian Good Design Awards®, with patents pending and our team accomplished staff satisfaction in AMP’s top decile.

Sydney, Australia

I was selected to develop the strategy and business case for AMP’s advice offer including the vision, rationale, channel strategy, and approach to activate AMP’s customers, improve adviser efficiencies and embed compliance by design.

I was responsible for leading the strategic planning process, business and financial reporting for AMP's Advice businesses (AFSL's).

Sydney, New South Wales, Australia

I was selected to lead the Genesys Adviser Relationship, Practice Management, Technology Integration, and Mortgage Broking teams. I improved adviser numbers, and satisfaction and introduced a new adviser value proposition.

I lead Discovery, a turn-key start-up offer to help financial advisers build their own business through cashflow lending. I developed and managed Grow, a succession and acquisition service for financial advisers seeking to grow their practice through acquisition or sale.

Melbourne, Australia

I lead a series of transformation initiatives to modernise AXA's adviser network in response to Financial Services Reform (FSR).

I managed AXA Asia Pacific Holdings Group annual strategic planning process, led strategic projects and supported acquisitions and divestment initiatives.

I was selected as the Financial Advice SME to develop a direct-to-consumer strategy and business model for multi-channel advice.

Funds Management and Insurance BDM

Education record

Executive education

Executive Mba, Business Administration And Management, General

Graduate Diploma Applied Finance, Banking, Corporate, Finance, And Securities Law

Bachelor Of Business (Accounting), Accounting