Brad Jackson Email & Phone Number

Melbourne, Australia

Melbourne, Victoria, Australia

Completed a secondment in the Middle Office team.

Melbourne, Australia

- Actively manage a portfolio of Employers and grow value for the Fund by developing relationships with employers- Review employer data and identify scope for increased engagement with employers and their staff- Execute marketing campaigns to help grow the fund and increase member engagement- Collaborate with fellow staff to ensure positive employer/member.

Melbourne, Australia

- Provided holistic advice for clients in various life stages- Held client education seminars for superannuation, insurance and investment- Listened and understood client needs and goals then tailored solutions to suit each individualsituation- Assisted colleagues with advice strategies and client scenarios- Managed compliance requirements- Conducted.

Melbourne, Australia

Worked with external adviser networks to promote AMP products and services, assisted in handling escalated queries from advisers.Trained new advisers both externally and via AMP horizons on AMP products and systems.Assisted the sales function via outbound calls, producing reports and inputting intel gained into salesforce.

Melbourne, Australia

Managed complaints from clients and advisers through to a resolution. Ensured fair and equitable outcomes were achieved. Gain experience in conflict management, prioritisation, investment calculation, and challenging conversations.

Melbourne, Australia

Assisted the business development team in promoting AMP products and services, as well as handling escalated queries and liaising with internal departments to advocate for advisers and customers.Developed training material and assisted in adviser education relating to the North Platform.Generated sales reports and identified opportunities from growth.

Melbourne, Australia

Assisted advisers in how to best utilise the North Platform, an online superannuation and investment platform. Processed a range of administration tasks, and provided help desk support to fellow team members.Acted in an interim leadership role and undertook specialist tasks as appropriate.

British Columbia, Canada

Worked in the Senior Lead role at EB Hi Performance Rentals in one of the busiest rental locations in North America. Gained valuable experience in people management, customer service, staff training, cash handling, financial reporting and inventory management. Primary goal was to ensure visitors had the best mountain experience.

Melbourne, Australia

Provided support to advisers and clients on a range of financial products including superannuation, pension, annuities and unit trusts.

Melbourne, Australia

Worked in a dual capacity as a Competition Manager for the Basketball program and also as a Sport Coordinator assisting other sports prior to, during and after the Southern Uni Games.This was also completed as part of the Practicum unit for my Sports Management course at Deakin University.

Bachelor Of Commerce (Bcom), Marketing And Sports Management

Bachelor Of Commerce (Bcom), Marketing And Sports Management

Semester Abroad at the Isenberg School of Management (UMass, Amherst)

Certifice Iv, Finance And Mortgage Broking

Diploma, Financial Planning

Diploma of Financial Planning