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 management and service approach provides clients with the peace of mind knowing that their wealth is professionally managed in line with their best interests.By Taking a long term approach we aim to build strong, long term, relationships reinforced on mutual respect, trust and understanding.We achieve these outcomes for our clients by being different from our peers and developing our team.

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

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 improve retention- Customer centric initiatives to improve persistency- Monthly lapse reporting and analysis - Reprice portfolio management- Cross team collaboration to achieve retention outcomes

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 Asteron seminar and conference presentations to financial planners and clientsAchievement of sales targets

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 the increase of fee for service within the business. The new business model also includes the implementation of a new remuneration model for the planners.Responsibilities:• 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• Member of the RI Advice Group senior leadership teamAchievements:• Successful launch of the new business and remuneration model within OnePath Financial Planning• Implemented the first Limited Scope Advice model within OnePath• Rolled out new financial planning performance scorecards to entire business• Delivered $1m in Risk premium sales 2010-2011• Delivered $3.4m in total revenue for 2010-2011• Delivered $65m in FUM flow to OnePath in 2010-2011.

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 growthComply with ASIC and Industry laws to monitor and maintain Mercers Australian Financial Services LicenseImplementation of Mercers strategic direction within Financial AdviceImplement Financial Advice model into the Non Government Schools Superannuation FundCommercialise large corporate mandates where financial advice is implemented and widely offered to its membership base resulting in increase revenue and advice feesRelationship manage large corporate mandates for the financial advice teamMember of the Mercer Wealth Solutions leadership team and operating committee which drives the strategic direction of the businessImplement change and process efficiencies where neededConduct seminars and presentations internally and externally to promote the Mercer brand and financial adviceMercer relationship with FPA and response to the current financial crisis

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 systems within NAB BrokerCoach and mentor sales staff to achieve their targetsSegmentation and focused initiatives to maximise sales performance and profit to NABPartner with Brokers businesses to help them diversify income and provide value added services to their clients that drive revenue and profit for their businessAchievementsSuccessfully turned sales team into a one of the best in the countryHelp 2 BDM's into the top 5 in the countryImproved the sales and distribution process and spread across the broker network for NAB BrokerFastest growing team in the country, with lending sales growth of 15%pa.

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 QueenslandMember of the Leadership team for National Australia Financial PlanningManage relationships with the Heads of the NAB in Queensland and improve referrals to the planner teamsStrategic implementation of the National Australia Financial Planning business model in QueenslandImprove the quality of advice given to NAB clients in Queensland through the NAB Quality Advice Accreditation programsCoach and mentor staff members to achieve their performance targetsPresentation delivery at client and industry seminars/forumsChange Management of new advice model within QueenslandMember of the NAB Queensland State Leadership Team to drive the strategic direction of the bank in the stateAchievements:Successful integration of Business Wealth Management and NAFP-Business into one single advice channelRebuild and improve relationship with Business Financial Services to open referral relationships with wider NAFP teamSales achievements of 100% single premium, 90% regular, 90% GI and 110% Loan Cover YTDSuccessful integration of NAFP agenda into the State Leadership Team for the NABLeading State in increase in referrals to the planner and specialist teamsLeading State in sales revenue, ongoing advice based client services, and planner retention

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 PlanningManage relationships with the Heads of the NAB in Queensland and improve referrals to the planner teamsStrategic implementation of the National Australia Financial Planning business model in QueenslandImprove the quality of advice given to NAB clients in Queensland through the NAB Quality Advice Accreditation programsCoach and mentor staff members to achieve their performance targetsPresentation delivery at client and industry seminars/forums.Change Management of new advice model within QueenslandMember of the NAB Queensland State Leadership Team to drive the strategic direction of the bank in the stateAchievements:Number 1 state for sales performance 2002-2003 and 2003-2004Successful implementation of the new advice based business model for NAFPSuccessfully transitioned and change manage of the NAFP business model from a transaction model to an advice based modelSuccessfully segmented the NAFP advisers in Queensland into 3 segments and delivery of a revenue based remuneration systemLeading state for the take up of the new business modelLeading state for Quality Advice accredited plannersLeading state for the number of bank referrals to the plannersCoached and mentored the number 1 sales/practice development manager in Australia

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 the compliance requirements for NAFP within panel of plannersDevelop relationships with the banks area managers to help improve referrals to the planner team

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 the MLC Investment philosophy to financial plannersDelivery of MLC seminar and conference presentations to financial planners and clientsAchievement of sales targets for single premium and regular premium MLC productsAchievements:Helped managed the successful transition of Deutsche Bank financial planners with Godfrey Pembroke into the MLC distribution channelAchieved 200% of regular premium sales target

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