Phillip Ambrose Email & Phone Number

Brisbane City, Qld, Au

Brisbane, Queensland, Australia

I thrive on delivering exceptional client service and empowering individuals to achieve their financial goals. In my role, I seamlessly support both clients and financial planners to create a positive and impactful experience.Key ResponsibilitiesClient Support- Provide initial and ongoing guidance, ensuring clients feel informed and supported throughout their financial journey- Proactively communicate plan updates, fostering trust and transparency- Manage client… Show more I thrive on delivering exceptional client service and empowering individuals to achieve their financial goals. In my role, I seamlessly support both clients and financial planners to create a positive and impactful experience.Key ResponsibilitiesClient Support- Provide initial and ongoing guidance, ensuring clients feel informed and supported throughout their financial journey- Proactively communicate plan updates, fostering trust and transparency- Manage client interactions, ensuring accurate information and timely responsesOperational Efficiency- Streamline team workflow, anticipating and addressing potential roadblocks- Track tasks and deadlines across teams, guaranteeing smooth client onboarding and service delivery- Maintain a reliable and organised client database for seamless information accessTeamwork & Collaboration- Partner with advisors and internal/external teams to ensure a holistic client experience- Facilitate seamless collaboration, fostering a dynamic and productive work environmentQuality & Compliance- Uphold compliance with legal, regulatory and Invest Blue standards, ensuring client protection and peace of mind- Meticulously review and complete tasks with accuracy, delivering a consistently high-quality serviceInitiative & Leadership- Proactively identify and implement improvements to enhance the client experience- Take ownership in the Team Manager's absence, ensuring smooth office operations and brand representationAdditional Highlights- Resolve client issues promptly and professionally, fostering trust and satisfaction- Manage administrative tasks efficiently, contributing to a well-organised and supportive work environment- Remain adaptable and proactive, continually seeking new ways to add value to the client experienceBy combining my passion for client service and my dedication to operational excellence, I contribute to Invest Blue's mission of empowering individuals to achieve their financial dreams. Show less

Brisbane, Queensland, Australia

I facilitated initiatives to connect Griffith students and graduates with top industry employers, fostering successful career outcomes. Through strategic relationship building, marketing, and event organization, I:Promoted student and graduate talent- Cultivated relationships with industry partners, employers, and internal stakeholders- Conceptualised and executed marketing campaigns and promotional events (on and off campus)- Delivered engaging presentations showcasing… Show more I facilitated initiatives to connect Griffith students and graduates with top industry employers, fostering successful career outcomes. Through strategic relationship building, marketing, and event organization, I:Promoted student and graduate talent- Cultivated relationships with industry partners, employers, and internal stakeholders- Conceptualised and executed marketing campaigns and promotional events (on and off campus)- Delivered engaging presentations showcasing student and graduate capabilitiesNurtured strategic partnerships- Managed key relationships with internal and external stakeholders- Optimised communication channels to maximise collaboration opportunities- Facilitated effective implementation of Careers and Employment strategiesMeasured impact and provided insights- Tracked and reported on key employment outcomes (e.g., job placements, internship opportunities)- Conducted thorough activity evaluations and presented findings to Senior Management- Authored comprehensive reports analysing student & graduate employment trends, industry engagement metrics and virtual/on-campus employer presentation effectivenessEnsured operational efficiency- Oversaw the smooth operation of CareerHub, optimising workflows, forms and CRM processes- Promoted compliance with relevant legislation, University policies and best practices (equity, health & safety)Beyond these responsibilities, I exemplified the University's Code of Conduct values, prioritising fairness, ethics and professionalism in all interactions. This role enabled me to make a significant contribution to Griffith's mission of empowering students and graduates for successful careers. Show less

Brisbane, Queensland, Australia

I thrived in connecting top accounting & finance talent with thriving firms across Queensland. By building genuine relationships and understanding individual aspirations, I ensured successful career matches for both candidates and clients.Key Responsibilities- Sourced and placed outstanding accounting professionals in diverse specialties:- Audit (Internal & External)- Business Services & Tax- Tax Consulting- Insolvency- Forensic Accounting- Partner… Show more I thrived in connecting top accounting & finance talent with thriving firms across Queensland. By building genuine relationships and understanding individual aspirations, I ensured successful career matches for both candidates and clients.Key Responsibilities- Sourced and placed outstanding accounting professionals in diverse specialties:- Audit (Internal & External)- Business Services & Tax- Tax Consulting- Insolvency- Forensic Accounting- Partner Roles- SMSF SpecialistsDelivered exceptional service throughout the recruitment journey, prioritising transparency and trust.Cultivated deep relationships with clients, understanding their specific needs and desired candidate profiles.Matched candidates with ideal roles aligned with their career goals and long-term aspirations.Beyond placements, I was recognised for:- Strong candidate relationships: Built trust and advocated for my candidates' career success- In-depth industry knowledge: Provided expert guidance and advice throughout the process- Negotiation skills: Secured competitive job offers that met both candidate and client expectationsThis role allowed me to leverage my passion for people and talent to empower individuals and fuel the growth of Queensland's accounting firms. Show less

Brisbane, Queensland, Australia

I ignited sales excellence in a team of nine cruise and product experts, empowering them to convert inquiries and exceed targets. Through collaborative consultation with retail travel agents, we:- Boosted upselling and packaging: Increased revenue through strategic cruise offers and tailored packages- Skyrocketed conversion rates: Guided agents to close deals effectively, maximising sales opportunities- Delivered impeccable customer support: Prioritised client satisfaction… Show more I ignited sales excellence in a team of nine cruise and product experts, empowering them to convert inquiries and exceed targets. Through collaborative consultation with retail travel agents, we:- Boosted upselling and packaging: Increased revenue through strategic cruise offers and tailored packages- Skyrocketed conversion rates: Guided agents to close deals effectively, maximising sales opportunities- Delivered impeccable customer support: Prioritised client satisfaction, ensuring a seamless purchase journey- Achieved record-breaking profit growth: Optimised both front-end and back-end sales strategies.Beyond salesmanship, I championed team development- Nurtured talent: Cultivated individual strengths and coached each member to achieve personal bests- Led by example: Exceeded personal sales targets, setting a high standard for the team- Fostered a winning culture: Promoted a collaborative environment built on recognition, reward and successKey contributions- Developed and implemented quarterly sales plans, exceeding area goals- Coached and mentored team members, driving consistent sales excellence- Contributed to brand evolution and ensured strategic alignment across departments- Elevated partner and customer experience through continuous improvement initiativesThis role allowed me to combine my passion for sales and leadership, empowering my team and exceeding Infinity Cruise's expectations. Show less

Thrived as a versatile performer and leader on Royal Caribbean's dazzling stage, captivating audiences and fostering teamwork during my exciting journey.Dancer- Captivated guests in nightly Production Shows, igniting emotions and transporting them through diverse theatrical experiences- Immersed myself in the intrigue of Mystery Theatre performances, adding to the interactive entertainment experience- Shared my passion with guests through engaging dance classes, fostering… Show more Thrived as a versatile performer and leader on Royal Caribbean's dazzling stage, captivating audiences and fostering teamwork during my exciting journey.Dancer- Captivated guests in nightly Production Shows, igniting emotions and transporting them through diverse theatrical experiences- Immersed myself in the intrigue of Mystery Theatre performances, adding to the interactive entertainment experience- Shared my passion with guests through engaging dance classes, fostering creativity and joyDance Captain- Led the Production Cast with dedication and enthusiasm, ensuring smooth operations and high performance standards- Maintained show quality through meticulous review and refinement, exceeding expectations- Efficiently managed administrative tasks and scheduling, contributing to a seamless running of productions- Advocated for the Production Cast, representing their concerns and fostering a positive working environmentThis role allowed me to combine my love for performance with leadership skills, creating lasting memories for audiences and building a strong sense of community within the cast. Show less

For years, I graced the stage with Queensland Ballet, captivating audiences in both local and international productions. Embodying diverse roles and narratives, I performed in approximately 120 exhilarating shows annually.Beyond the Studio Walls- National & International Tours: Toured across Australia, weaving magic in Singapore, Germany and Switzerland, sharing the beauty of ballet with diverse audiences- Collaborative Spirit: Flourished within a team of talented dancers… Show more For years, I graced the stage with Queensland Ballet, captivating audiences in both local and international productions. Embodying diverse roles and narratives, I performed in approximately 120 exhilarating shows annually.Beyond the Studio Walls- National & International Tours: Toured across Australia, weaving magic in Singapore, Germany and Switzerland, sharing the beauty of ballet with diverse audiences- Collaborative Spirit: Flourished within a team of talented dancers, fostering camaraderie and striving for artistic excellence together- Rigorous Rehearsal: Dedicated myself to daily training and rehearsals, pushing my boundaries and refining my technical skills- Artistic Expression: Explored the depths of human emotion through movement, connecting with audiences on a powerful level.This experience instilled in me invaluable discipline, teamwork and the ability to perform under pressure. It also cultivated a deep appreciation for the power of storytelling through dance and the profound impact it can have on audiences. Show less

Bachelor'S Degree, Financial Planning And Services, Distinction

Understanding of financial markets and products - This includes knowledge of investment vehicles, risk management strategies and tax.

Diploma, Leadership And Management

Certificate 4, Business, Management, Marketing, And Related Support Services, Cert 4

Advanced Diploma, Dance

Education record

Education record