Ben Willard
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Ben Willard Email & Phone Number

Senior Executive ♦ General Manager ♦ Whole-of-Business Oversight ♦ Strategic Leader ♦ Change Agent ♦ Customer-Focused ♦ Large Team Leadership ♦ Financial Advice & Wealth Management at Certe
Location: Sydney, New South Wales, Australia 9 work roles 4 schools
1 work email found @ssfs.com.au LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email b****@ssfs.com.au
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Current company
Role
Senior Executive ♦ General Manager ♦ Whole-of-Business Oversight ♦ Strategic Leader ♦ Change Agent ♦ Customer-Focused ♦ Large Team Leadership ♦ Financial Advice & Wealth Management
Location
Sydney, New South Wales, Australia

Who is Ben Willard? Overview

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Quick answer

Ben Willard is listed as Senior Executive ♦ General Manager ♦ Whole-of-Business Oversight ♦ Strategic Leader ♦ Change Agent ♦ Customer-Focused ♦ Large Team Leadership ♦ Financial Advice & Wealth Management at Certe, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at ssfs.com.au and a matched LinkedIn profile for Ben Willard.

Ben Willard previously worked as Chief Operating Officer at Certe and Head of Private Clients at Certe. Ben Willard holds Exam Passed from Fasea (Financial Adviser Standards And Ethics Authority).

Company email context

Email format at Certe

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*@ssfs.com.au
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Profile bio

About Ben Willard

With over two decades of executive leadership success, I'm passionate about driving growth, navigating complexity, and delivering unparalleled results. My track record speaks volumes: I've excelled in providing strategic guidance, fostering collaboration, driving significant and transformative change, and generating actionable insights to propel organisations forward.AREAS OF EXPERTISE & SUCCESS:✦ Executive leadership: extensive experience overseeing entire business units and leading large and diverse teams, I have consistently fuelled growth and innovation across multiple domains.✦ Strategic Advisor: known for my ability to set and execute company strategies, while providing invaluable insights to executives and steering organisations through complex challenges.✦ Stakeholder Engagement: I thrive on building meaningful relationships and driving stakeholder engagement at all levels, earning trust and credibility through a relentless focus on service excellence.✦ Change Management: whether it's orchestrating large-scale restructures, facilitating business transformations, and leading the integration of new businesses, I excel in navigating change and maximising operational efficiency.✦ Large Team Leadership: building, training, coaching and mentoring - includes those located in disparate locations (rural and metropolitan) all over Australia fostering an inclusive, trustworthy and highly engaged environment to help people reach their full potential. ✦ Industry Specialist: a deep understanding of financial services, financial planning, superannuation, and risk management.✦ Mergers & Acquisitions: leadership of several successful mergers & acquisitions with a best-of-both approach integrating all aspects of people, technology, business processes, systems, and business rules.✦ Business Development: B2B and B2C environments with accountability for achieving targets and new business goals. ✦ Innovative Communicator: ability to simplify complexity, clarify ambiguity, and deliver impactful presentations to diverse audiences.✦ Customer-Centricity: dedicated to revolutionising the customer experience, driving innovation, and ensuring high-quality engagement at every touchpoint.✦ Analytical thinking: exceptional analytical and problem-solving skills, I leverage data insights to inform decision-making and drive business success.

Listed skills include Retirement Planning, Financial Planning, Management, Incentive Programs, and 21 others.

Current workplace

Ben Willard's current company

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Certe
Certe
Senior Executive ♦ General Manager ♦ Whole-of-Business Oversight ♦ Strategic Leader ♦ Change Agent ♦ Customer-Focused ♦ Large Team Leadership ♦ Financial Advice & Wealth Management
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9 roles

Ben Willard work experience

A career timeline built from the work history available for this profile.

Chief Operating Officer

Current

Sydney, New South Wales, AU

This role encompasses oversight and leadership over all of Certe’s operations and service delivery to our growing client base. I am in the privileged position of leading a dynamic and innovative team that deliver a high quality offering in employee benefits, group risk, retail insurance, comprehensive financial planning, strategy, modelling and investment.

Nov 2024 - Present

Head Of Private Clients

Sydney, New South Wales, AU

I lead a team of qualified and dedicated professionals that serve our clients through wealth protection to prosperity. Certe is a specialised financial advisory group focused on partnering with professionals to deliver the best possible outcomes through life’s great adventures, decisions and risks. Our clients are at the centre of everything we do and we.

Jun 2024 - Nov 2024

Director Of Financial Advice

Melbourne, VIC, AU

  • In this role, I reported to the Chief Operating Officer of Superannuation Services and the MFA Board, responsible for strategy development, business transformation, performance, service delivery, governance and.
  • Leading a major business restructure to reduce overheads and achieve net operating incomeIntroducing new technology (advice software) to the Intrafund team with call listening for best practice approaches and.
  • Driving significant improvements to process efficiencies, call wait and call handling times
Jun 2022 - Jul 2023

Head Of Phone And Virtual Advice (Seconded To Retirement Product And Solutions)

Sydney, NSW, AU

  • In this role, I reported to the Group Executive of Advice with responsibility for retirement advice, business strategy, large team leadership, adviser engagement, service standards, and P&L.Role included:► Strategic.
  • Leading a significant business transformation to increase client access to advice and ancillary member services through new technology, a digital-first approach, and face-to-face (F2F) solutions
  • Transforming the business from a geographically spread F2F business to a centralised business delivering services via phone, webchat, and other online tools
  • Designing and leading implementation of new product and service offerings for pre-retirees and retirees, and introducing a new service (Estate Planning and Insurance)
  • Business process improvements that helped reduce wait times, remove friction points for members, significantly improve adviser engagement, and made Aware Super simpler to do business with
  • Improving compliance standards (measured by audit results) by almost one third with better onboarding, adviser training and tailored adviser plans
Oct 2019 - May 2022

Head Of Financial Planning

Sydney, NSW, AU

  • In this role, I led the provision of professional financial planning services and products, including advice, superannuation, managed investments and retirement income streams across over 400 staff serving > 50k.
  • Initiating and leading several major business change projects to achieve whole-of-business transformation aligned with company strategy
  • Leading a merger project (people, technology, business processes, systems, and business rules) to achieve BoB - Best of Both – bringing together two businesses to become Australia's largest superannuation fund advice.
Nov 2017 - Oct 2019

Regional Head

Sydney, NSW, AU

  • In this role, I provided corporate leadership, direction, support and guidance to a regional division with approximately 100 Regional Managers, Financial Planners, and Client Service Officers distributed across.
  • Developing and implementing the Financial Planning Strategy in line with StatePlus business goals
  • Initiating, developing and leading quick win projects to improve performance, efficiencies, and customer service
  • Advice Lead on the sale of StatePlus to First State Super for >A$1b
Oct 2014 - Nov 2017

Operations Manager

Sydney, NSW, AU

  • In this role, I oversaw the delivery of financial advice to current and former public sector employees. I managed a regional division with accountability for the P&L, team leadership, coaching and mentoring for.
  • Leading a major business change and transformation project to prepare for the Future of Financial Advice reforms
  • Doubling the product offerings and significantly improving service standards
  • Leading substantial organisational change in support of FOFA compliance
Oct 2011 - Oct 2014

Regional Manager

Sydney, NSW, AU

I was responsible for managing teams across our Tamworth, Canberra, and Parramatta offices. This meant working closely with client-facing staff and senior management.

Aug 2006 - Oct 2011

Financial Planner

Sydney, NSW, AU

My main responsibilities were delivering holistic financial advice to current and former members of the public service and their families. I found learning from highly skilled professionals, and managing a diverse client base, a fantastic entry into the world of financial advice.

Apr 2001 - Aug 2006
4 education records

Ben Willard education

Exam Passed

Fasea (Financial Adviser Standards And Ethics Authority)

Certified Financial Planner, Financial Planning And Services

Deakin University

Diploma Of Financial Planning, Financial Planning

Deakin University

Commerce, Management

Western Sydney University
FAQ

Frequently asked questions about Ben Willard

Quick answers generated from the profile data available on this page.

What company does Ben Willard work for?

Ben Willard works for Certe.

What is Ben Willard's role at Certe?

Ben Willard is listed as Senior Executive ♦ General Manager ♦ Whole-of-Business Oversight ♦ Strategic Leader ♦ Change Agent ♦ Customer-Focused ♦ Large Team Leadership ♦ Financial Advice & Wealth Management at Certe.

What is Ben Willard's email address?

AeroLeads has found 1 work email signal at @ssfs.com.au for Ben Willard at Certe.

Where is Ben Willard based?

Ben Willard is based in Sydney, New South Wales, Australia while working with Certe.

What companies has Ben Willard worked for?

Ben Willard has worked for Certe, Mercer Australia, Aware Super, and Stateplus.

How can I contact Ben Willard?

You can use AeroLeads to view verified contact signals for Ben Willard at Certe, including work email, phone, and LinkedIn data when available.

What schools did Ben Willard attend?

Ben Willard holds Exam Passed from Fasea (Financial Adviser Standards And Ethics Authority).

What skills is Ben Willard known for?

Ben Willard is listed with skills including Retirement Planning, Financial Planning, Management, Incentive Programs, Operations Management, Leading Change, Coaching, and Strategy.

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