Anne Voursoukis Email & Phone Number

Melbourne, Vic, Au

Responsible for a number of projects and BAU;- managing and implementing a WHS Safety Management System in Confluence- updating and creating content (incl. policies and procedures) in Confluence- updating the compliance & risk registers and related documents with the key stakeholders of the business- attending, presenting and taking minutes at the Audit & Risk Committee meetings- managing the development and implementation of the Voyages Reconciliation Action Plan (RAP)-… Show more Responsible for a number of projects and BAU;- managing and implementing a WHS Safety Management System in Confluence- updating and creating content (incl. policies and procedures) in Confluence- updating the compliance & risk registers and related documents with the key stakeholders of the business- attending, presenting and taking minutes at the Audit & Risk Committee meetings- managing the development and implementation of the Voyages Reconciliation Action Plan (RAP)- project manager for Wintjiri Wiru, Ayers Rock Resort Ecotourism certification and National Indigenous Training Academy (NITA) as they become an RTO- ongoing involvement in Cultural Reference Group Show less

Remediation Program - OAS for deceased customers

Privacy obligations across the Advice & Insurance business unit

Sydney, Australia

Managed three streams of work that covered Risk, Compliance and Contract Management whilst fulfilling the role of the Compliance & Risk Manager.

Sydney, Australia

Controls Environment Regulatory Program for the Advice business

Ongoing Services Future State Project for the Advice business

Sydney

Responsible for creating a compliance framework to meet obligations under the Education and Care Services National Law and Regulations, Child Protection and WHS legislation and regulations (Laws).- Map existing systems and processes which currently deliver on compliance with the Laws.- Identify gaps and areas for improvement- Work with key stakeholders and the business, including the child care centres- Support communication to business around review, development and… Show more Responsible for creating a compliance framework to meet obligations under the Education and Care Services National Law and Regulations, Child Protection and WHS legislation and regulations (Laws).- Map existing systems and processes which currently deliver on compliance with the Laws.- Identify gaps and areas for improvement- Work with key stakeholders and the business, including the child care centres- Support communication to business around review, development and implementation Show less

Sydney, Australia

Perform business analysis activities across two projects (one Superannuation and one advice project).- Prepare business case- Collect and document business requirements from stakeholders - Document 'as is' and 'to be' processes- Provide input into test cases and resolve system defects during the testing- Facilitate regular meetings and provide weekly status reports- Update intranet site and develop change documentation

Sydney

Perform business analysis activities across two projects (one platforms and one advice)- Facilitate regular meetings with lawyers, product managers and external custodians to ensure changes are made to the agreements- Provide weekly status reports- Document business requirements- Develop business process guides and provide training to the business- Review and update operational risks and controls

Sydney, Australia

Responsible for ensuring the advice policies, documents and tools applying to the BT Advice business are updated for FOFA and delivered within agreed project timelines.. Implement the operational procedures with all required stakeholders/owners for all policy changes.. Work with policy managers, advice documentation team, technology, business experts and FOFA project team to update existing and develop new advice policies, documents and tools.. Understand the impacts to supporting… Show more Responsible for ensuring the advice policies, documents and tools applying to the BT Advice business are updated for FOFA and delivered within agreed project timelines.. Implement the operational procedures with all required stakeholders/owners for all policy changes.. Work with policy managers, advice documentation team, technology, business experts and FOFA project team to update existing and develop new advice policies, documents and tools.. Understand the impacts to supporting tools and make the appropriate changes.. Co-ordinate workshops for major policy changes.. Identify major gaps/risks within the policies and liaise with relevant stakeholders to embed a solution.. Organise stakeholder sign off of changes to policies including business owner, risk, legal and compliance.. Support the implementation of FoFA to the business by responding to queries from the business pre and post FoFA.. Managed the introduction of a FoFA compliant Wrap account for one of the dealer groups. Show less

Sydney

Responsible for ensuring CommSec Advisory complies with the Future of Financial Advice (FoFA) reforms, including; the impacts of the various parts of the FoFA reforms, analysing and making changes to existing advice processes and tools, and preparing training for members of the CommSec Advisory team.. Scope the changes required to the CommSec Advisory business from FoFA.. Agree changes required across existing processes for delivering personal advice to retail clients, to enable… Show more Responsible for ensuring CommSec Advisory complies with the Future of Financial Advice (FoFA) reforms, including; the impacts of the various parts of the FoFA reforms, analysing and making changes to existing advice processes and tools, and preparing training for members of the CommSec Advisory team.. Scope the changes required to the CommSec Advisory business from FoFA.. Agree changes required across existing processes for delivering personal advice to retail clients, to enable compliance with the FOFA reforms.. Lead a working group of relevant people from CommSec Advisory and EML FOFA project team and work collaboratively to agree all changes.. Support communication and training to all CommSec Advisory staff. Show less

Sydney

Responsible for servicing existing and potential philanthropic clients, sourcing and assessing applications from charities (NFPs) to match the needs of philanthropists, creating and updating policies and procedures and developing training material on Philanthropy.Partially completed Cert IV in Financial Services (Personal Trust Administration) - Administer Complex and Non-Complex Trusts.

Sydney

Developed and implemented national initiatives to enhance the skills and knowledge of the staff across the full range of products and services offered by Private Clients. Continually reviewed and improved advice documents.Performed RG146 compliance checks and annual training plans for all advisers and support staff. Developed and facilitated conferences, PD Training Days and Orientation programs. Actively trained and supported advisors and support staff.

Sydney

Managed and supported training activities for the Client Relationship Managers and their staff, continually improved business processes by looking at current 'As-Is' and future 'To-Be' processes, reviewing and addressing any business risks and therefore implementing change, co-ordinating and conducting User Acceptance Testing (UAT), developing a CRM Advanced Success Program and co-ordinating the execution of communication strategies.

Sydney

Streamlined the business by establishing and training a team of paraplanners in Sydney where previously the function was done in each state office.Managed a team of 14. Analysed and developed business procedures which resulted in a significant reduction in the turnaround time as well as an improvement in the quality and accuracy of these documents.Managed the corporate actions team who were responsible for the communication and then implementing client instructions.

Melbourne And Sydney

Managed a team of up to 5 staff, managed a book of HNW clients, prepared and presented investment recommendations to new and existing clients.

Graduate Diploma In Applied Finance And Investments

Diploma, Financial Planning

Ba, Applied Mathematics, Statistics

Short Course, Cyber Security