Angela Vincent Email & Phone Number

Sydney, New South Wales, Australia

Coogee

Volunteering to provide a safe community in an outdoor space that has magnificent oceans views and are relatively private. Steps lead from Grant Reserve down the cliff to the pool oasis.

Sydney, Australia

http://www.copiapartners.com.au/

Sydney, Australia

Supporting Dealers to deliver their strategic objectives through providing resources, guidance when requested, insight into Colonial's research, findings and strategic priorities to find where there may be alignment and more in order to deliver a relationship that goes beyond a standard vendor / client experience.

Sydney, Australia

Working in the platform team I aim to provide quality on-going practice and product support to financial advisers in NSW.

Sydney, Nsw

I supported and assisted with strategies in relation to the development of the Commercial Disputes and Workplace Relations practices nationally. Working with the Senior Partners and Lawyers, I was responsible for (but not limited to) driving commitment / implementation to business development plans as well as core and growth client strategies within the firm’s preferred client management framework, primarily within the financial services sector; researching and analysing business… Show more I supported and assisted with strategies in relation to the development of the Commercial Disputes and Workplace Relations practices nationally. Working with the Senior Partners and Lawyers, I was responsible for (but not limited to) driving commitment / implementation to business development plans as well as core and growth client strategies within the firm’s preferred client management framework, primarily within the financial services sector; researching and analysing business, industry, competitive issues and trends; developing tenders (drafting, editing and proofing), proposals and capability statements; monitoring marketing expenditure and ensuring its effectiveness and more. Show less

Brisbane, Australia

My primary focus was to provide support to the QLD, SA and WA Financial Advisers supporting Perpetual’s products as well as establishing relationships with non-supporters; with a view to generating sales. Products covered: Managed funds, platform and SMSF administration support.

Brisbane

At the time of my employment at Next Financial the company was privately owned; since purchased by Wilson Htm; and specialised in investments for high net worth clients.I worked closely with a select group of QLD advisers and dealer groups, providing a wide range of support and client solutions to them. Products included individual investment accounts (IMA and SMA) and structured solutions.

Lutwyche, Brisbane

Note: Not the Count firm - this was licensed with AFG.I primarily assisted the Principal in developing the financial planning and salary packaging administration businesses. This included marketing; sourcing new business; and general FP support: research funds, draft SOA’s, liaise with clients, manage client files, and other general tasks. I was also responsible for the reconciliation of the salary packaging administration client accounts.

Townsville Area, Australia;

In this role I successfully worked across all aspects of brand management, marketing and promotions for the property.Further I developed self – regularity guidelines; as well as systems and procedures for Tabcorp marketing to implement and ensure these guidelines were adhered to across other QLD properties. Another responsibility included co-ordinating corporate and sponsor events for brand enhancement within the community.

Company Directors Course

Foundations of Directorship: Governance, Finance and Strategy & Risk for Directors.

Master Of Applied Finance, Major: Corporate Advice

Certificate Smsf, Self Managed Superannuation Funds

Diploma Of Financial Services, Risk, Investment And Superannuation