Allira Danese Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Leadership & Team Engagement • Led dispersed relationship management team, fostering operational excellence and a client-centric culture, resulting in consistently high internal satisfaction scores. • Successfully navigated the Victorian Administration Team through the initial phase of Covid-19 pandemic and lockdowns, maintaining high performance and resilience despite significant operational disruptions. • Co-Chair of Reconciliation Action Plan (RAP) Working Group, delivering on reconciliation commitments, promoting key events during National Reconciliation Week and NAIDOC week, leading the design of a new Stretch RAP, and securing the establishment of a new Charitable Endowment. Strategy Development & Implementation • Conducted a comprehensive business review to identify simplification opportunities and reduce risk, delivering a strategy paper with sequenced recommendations. • Played a key role in a major digital blueprint initiative, bridging external consultants and business SMEs to articulate business requirements and facilitate workshops. Process Design, Technology, & Transformation Projects • Identified an approach to provide business reporting by leveraging existing data platforms, resulting in significant cost savings in IT spend. • Played a key role in operationalising a new pricing structure and centralising the provision of updated Financial Services Guide documents, achieving notable time savings and minimal adviser involvement.Regulatory Projects • Successfully turned around an at-risk project to design and implement an Advice Fee Consent & Fee Disclosure Statement process for a newly acquired business within the given timeframe, mitigating potential revenue loss. Continuous Improvement • Spearheaded various unplanned projects, including DocuSign Relaunch and Fraud Prevention & Client Data Collection, ensuring business continuity and risk mitigation.

Melbourne, Victoria, Australia

Provided team leadership in the delivery of high-quality services to clients and stakeholders of the Private Clients team. This role was performed in addition to my BAU role of Business Improvement Analyst. Leadership & Team Engagement • Facilitated the growth and development of team members, supporting them in achieving their professional goals for exposure to different teams and career progression. Risk & Compliance, Process & Operational Excellence • Navigated operational risks and ensured compliance with policies during business process changes and disruptions. • Provided operational risk management support to the Advice business, monitoring adherence to policies and collaborating with internal teams to escalate and resolve issues concerning business processes and policies.

Melbourne, Australia

Led process and technology improvement initiatives to deliver business benefits in the form of increased efficiency, reduced risk, an enhanced client experience, and improved staff engagement. Leadership & Team Engagement • Enhanced client experience and increased employee engagement by leading workshops with SMEs to identify pain points and opportunities. Collaborated with external suppliers to implement system improvements, reducing manual effort and improving system stability. • Served as Manager – Trustee Services (Victoria) in an interim capacity, taking on additional duties including establishing an operational rhythm, effectively managing personnel issues, culture, and business change during the transition period between permanent managers. Strategy Development & Implementation • Delivered a Proof of Concept for a Digital Fact Find & Client Portal, partnering with senior management and external vendors to design and prioritise features, showcasing a comprehensive digital solution for the client journey. Change Management • Significantly improved operational efficiency for associate advisers by redesigning Review Documentation and Workflow. Led change management activities and provided training and support.

Associate Adviser| Perpetual Ltd2013 – 2017 Sales Operations Analyst | Perpetual Asset Management Australia - Perpetual Limited2010 – 2012 Account Management Coordinator | Perpetual Asset Management Australia - Perpetual Limited2007 – 2010

Bachelor Of Business, Banking & Finance

Master’S Degree, Applied Finance

Subjects completed FIN236 Quantitative Applications in Finance FIN234 Strategic Management FIN212 Investment Advice FIN235 Sales &.

Vce 2002 - 2003

Activities and Societies: 2003: * Toastmaster’s International – completion of Public Speaking Course * Future Leaders Seminar, Melbourne.