Anthony Simpson Email & Phone Number

Manly, New South Wales, Australia

Manly NSW

We are a financial advisory firm that provides clients with wealth management advice and service tailored to achieve their financial and lifestyle goals and aspirationsOur approach addresses all areas of a client’s financial situation ensuring that all facets of their wealth plan are working cohesively towards their financial goals. Our pro-active ongoing.

Sydney, Australia

Consulting to clients of big 4 accounting firm in Advice Remediation. Specialising in Quality Assessment and Adviser Engagement.

Sydney, Australia

TAL Life is one of Australia's leading life insurance companies, helping Australians sleep better at night for over 145 years. My role is to manage and improve TAL Life's retention rates within the retail business by implementing retention and client centric initiatives. Responsible for:- Retail Life retention plan- High level strategy implementation to.

Sydney, Australia

Marketing Asteron Life products to the external financial planning market placeInfluence financial planners in the use of Asteron products with their clientsProduct training delivery to financial plannersRelationship and sales account management Communication of the Asteron Life product, service and claims philosophy to financial plannersDelivery of.

Sydney, Australia

• My role is to drive a national sales team of financial planners to achieve their new business sales targets and profit and loss targets within the plan year. It is also to implement the new business model and to drive.
• Responsible Manager to the RI Australian Credit License
• Lead and manage the salaried financial planning business for OnePath Financial Planning and RI Advice Group (RetireInvest)
• Drive the revenue and sales growth for the business
• Deliver on the Platform and Risk business targets
• Drive the sales culture within the salaried financial planning group

Manage 16 financial planners, 2 team leaders, lending and risk specialists to achieve sale targetsAchieve revenue targets of $2.8m, sales targets of $40m in lending $350m in new FUA.Help develop and implement the Mercer Self Employed ChannelCoach and practice manage self employed advisersCoach and mentor the planning team to drive sales and revenue.

Responsibilities:Achieve sales targets of $1.75bn in new loan mortgages to Homeside Manage 8 Business Development Managers, 4 support staffMember of the NAB Broker Leadership Team Design, set and implement the strategic direction of NAB BrokerStrategic implementation of the change program "Good to Great", which involves the full review of all processes and.

Responsibilities:Achieve sales targets of $616m in single premium, $4.08m in regular risk premium, $7.5m in loan cover and $12.02m general insuranceManage 5 practice development staff, 4 administration staff and 4 GI/Loan Cover sales staffComply with ASIC and industry laws and manage the National Australia Banks Australian Financial Services Licence in.

Responsibilities:Achieve sales targets of $425m in single premium and $1.32m in regular premiumManage 4 sales/practice development staff and 2 administration staffComply with ASIC and industry laws and manage the National Australia Banks Australian Financial Services Licence in QueenslandMember of the Leadership team for National Australia Financial.

Responsibilities:Achieve group product and platform sales targets from a panel of NAFP plannersManage 26 financial planners in the Western Suburbs and North Coast of NSWCoach planners in provision of quality financial planning adviceDevelop and improve the NAFP practice within my designated panel of plannersDo quarterly quality checking of plannersMonitor.

Responsibilities:Marketing MLC products to the external financial planning market placeInfluence financial planners in the use of MLC products with their clientsProduct training delivery to financial plannersRelationship and sales account management Manage Retireinvest, Westpac, ANZ, Godfrey Pembroke and AMP/Hillross national sales accountsCommunication of.

Consistently grew business by 20% each yearDeveloped strong relationships with advisersPlayed significant role in the transition of the MLC distribution strategy from product sales to platform/business system sales.; Lend Lease Financial Planning, NSW

Higher School Certificate

Adfs, Financial Planning

Activities and Societies: Advanced Diploma in Financial Services - specialising in Superannuation Fund Trustees and Self Managed.

Advanced Diploma, Financial Services

Activities and Societies: SIA (Aff)

2009 Advanced Diploma; Diploma, Financial Services; Financial Markets

Superannuation) - ASFA 2006 Advanced Diploma in Financial Services (1-3) - MLC Adviser Campus 2004 Diploma in Financial Services (1-4).