Allison Dunn Email & Phone Number

Gold Coast, Qld, Au

Gold Coast

Gold Coast, Queensland, Australia

Lead, manage and coach Client Services employees within the Advice Implementation space (Team of 48) and aligning to the organisation and division’s mission and vision, Facilitating Findex’s employee development program and coaching plans. Responsible for conducting or coordinate training and providing mentoring and coaching in order to achieve KPI’s . Responsible for identify process efficiencies and building a high performance culture. Key Achievements:• Successful management and recruitment of 15 Offshore Hires and coordination of new hire matrix and training• Successfully hired over 12 onshore Client Service Staff • Build and maintain a team culture and empowering staff to feel valuable and appreciated. Done through quarterly rewards system, continuous feedback sessions, quarterly focus groups, allowing staff to take mental health breaks • Part of the Finflex working group for Wealth• Written process improvements papers for Centric client onboarding• Client Service contact and coordinator for the MDA Deloitte Audit• Built strong internal relationships with stakeholders including Advisers, Talent Acquisition and VCOE

Gold Coast, Queensland, Australia

Responsibility for the leadership and coaching of the Account Managers (team of 13) within the DIY Master Plan business which was purchased by HUB24 in 2017 and will be SFT across to Hub in October 2022. The DIY Master business is responsible for the superannuation administration of 7 superannuation funds, the main focus of the Account Managers includes account set up, maintenance, pension commencements, payments, claims. More specifically complaints resolution, management of external relationships with trustees and super fund main points of contact, performance reviews, coaching, training recruitment, SFT preparation. Key Achievements:• Management of team who are responsible for super fund management with FUM between $20m-$950M • Successfully recruited and trained over 9 staff• Build strong and credible relationships with all external stakeholders• Responsibility for building procedures to support staff• Part of SFT Working groups• Part of office relocation working groups• Management of complaints process with trustees

Gold Coast, Queensland, Australia

Primarily responsible for performing tasks that comprise the implementation and ongoing administration of clients’ financial strategies. These tasks include managing the implementations of new investments and insurance policies, maintaining accurate data and records, producing correspondence and reports and providing non-advice related customer service. The main focus of the role is to provide quality service and maximise customer retention and referrals. Key Achievements:• Successful on boarding of clients with portfolio valuations ranging between $20,000-$2,000,000• Identifying opportunities for financial planners to upsell or provide advice to family members • Positive feedback received from clients on successfully resolving ongoing centrelink issues. • Managing a fulltime workload on a part time schedule. • Responsibility for hiring Part time receptionist and devising appropriate training plan• Responsibility for implementing a marketing calendar to maximise appropriate content that should be sent to clients• Responsibility for weekly marketing blog• Updating and maintaining the business website

Sydney, Australia

Manager- Relationship Management March 2017 – May 2017Responsibility for the training, development and performance of the 4 Relationship Managers based in Sydney. Undertaking the Relationship Managers role as well as team managementKey Achievements:• Coaching and guidance of Relationship Management staff to achieve targets, develop relationships and identify opportunities for new business• Positive feedback received by staff on handling of difficult customer compliant and resolution

Sydney, Australia

• Building and strengthening relationships with Investment managers, stockbrokers and financial planning clients of the Powerwrap platform. Client included Peloton Capital, Kelly & Partners, Valant Capital and Shaw Partners• Provide training and follow up support on the suite of products offered• Cross and up sell were applicable most successfully in SMA, and International share selling• Built sole relationship with International Margin Lending provider to Powerwrap, acted as the conduit between provider and Relationship Managers/back office• Liaised with share registries where applicable in relation to Corporate Actions and outstanding payments• Acted as conduit between back office and client to ensure smooth service and positive experiences • On boarding of new clients to the platform, involving initial meeting, fact finding, training and service reviewsKey Achievements:• Successfully on boarded over $600m in FUM• Successfully campaigned for a client to be able to use the Powerwrap retail licence which allowed them to grow their business and pass over new Financial Planning clients to Powerwrap• Positive feedback received during service reviews conducted by Head of Relationship Management• Conducted client training session after first week in the job

Sydney

Providing leadership and direction a team of Margin Lending Account Managers.Strong focus on training, development and coaching.

Sydney

Continued service of stockbrokers and their client portfolios along with coaching, mentoring and developing staff.

Sydney

Was responsible for servicing a portfolio of stockbrokers in the day to day management of their client portfolios. Strong goal focus with aggressive KPI’s in order to achieve organic growth within portfolio and retention of existing customers.

London And Edinburgh

Responsible for the recruitment of temporary and permanent staff within the Investment Banking and Fund Management industries

Sydney

Diploma Of Financial Services (Financial Planning), Rg146 Compliance

Education record

Education record