Aaron Tunks Email & Phone Number

Australia

A team of >60 professionals taking care of clients who lack capacity, acting as estate executor or trustee and fulfilling tax obligations

Melbourne, Australia

Melbourne, Australia

Accountable for helping clients with the financial and emotional challenges arising from the preservation, growth and inter-generational transfer of their wealth. Responsible for leading the teams which;1) administer deceased estates in accordance with the will and law, upholding our fiduciary duties, in a professional, efficient and empathetic manner, for their beneficiaries to give them peace of mind and a sense of significance.2) serve beneficiaries and protected clients by acting… Show more Accountable for helping clients with the financial and emotional challenges arising from the preservation, growth and inter-generational transfer of their wealth. Responsible for leading the teams which;1) administer deceased estates in accordance with the will and law, upholding our fiduciary duties, in a professional, efficient and empathetic manner, for their beneficiaries to give them peace of mind and a sense of significance.2) serve beneficiaries and protected clients by acting as financial administrator to help them feel secure, valued and cared for3) manage the sale and maintenance of properties and their contents to ensure asset values are maximised and risks mitigated as part of the administration of personal estates and trusts.Team size of approximately 25. Show less

Melbourne, Australia

Accountable for servicing NAB Wealth's Top 250 Advice Practices across Insurance, Superannuation and Investments. A team of around 60 people across Melbourne, Sydney and Brisbane, the key purpose was to retain the business of valued Financial Planners and increase inflows through a relationship management model offering superior service and issue resolution. In addition, the role was accountable for MLC Resolve, the centralised and highly regulated Complaints Division for NAB Wealth.

Melbourne, Australia

Accountable for the administration of the Retail Insurance business, covering insurance policy maintenance, reinsurance, retention, medical administration, regulatory reporting, Trustee claims and 3rd party relationships. Team size approximately 120 people.

Melbourne, Australia

Accountable for the management and remediation of all process, system and training break downs across the Insurance business. A team of 11 analysts, the role also managed the implementation of regulatory change and continuous improvement initiatives

Melbourne, Australia

Strategic implementation role supporting the Director of Operations, accountable for implementing strategic initiatives that deliver competitive advantage and an enhanced customer experience, through efficiencies or differentiation. A specialist role that grew to create 5 direct reports.

Melbourne, Australia

Accountable for the software development life cycle for a number of key administration platforms across Insurance and Superannuation. Led, coached and mentored teams of Business Analysts and System Testers to ensure greater business engagement and improved customer solutions. Scope included complex project deliverables and daily production support.

Melbourne, Australia

Leading service teams of 15-35 administrators to deliver accurate and timely data entry activities with commensurate customer empathy. A key front line leadership role responsible for staff engagement, performance management, professional development and service escalations.Developed a strong reputation for achievement, through effective communication, absolute diligence, deliberate performance management and strong staff engagement

London, United Kingdom

Primarily responsible for audit and classification of the annual fringe benefits tax process, working closely with both the Head of Tax and Head of Operations

Melbourne, Australia

Sale and distribution of Colgate-Palmolive products in the S.E Metropolitan region and specific country regions, in the pharmaceutical division.

Commerce, Economics, Management

Activities and Societies: Intercollegiate Sports Council Secretary 1995 | Trinity College Sports Representative 1996 | Athletics Captain.

Bachelor Of Commerce - Bcom

Vce, Business/Commerce, General

Deputy Senior Prefect | Senior Cadet Under Officer | House Vice-Captain & Sports Captain | Captain of Athletics | Full Colours Re-Award.

Diploma Of Financial Planning, Diploma Of Financial Services (Financial Planning)