Cameron Cogle Email & Phone Number

Sydney, Australia

In my role as Management Consultant, I work with our high-performing clients in NSW, Victoria and Tasmania, helping them reach greater levels of success. An inclusive and direct leader, I provide the advisers that I work with a deep understanding of ‘the business of advice’ and the challenges associated with running a modern day financial planning firm.

Sydney, Australia

The Brooklyn Group is Australia's leading relationship driven recruitment provider and we pride ourselves on bringing the right people together to foster long-term, mutually beneficial relationships.Our specialist consultants share a wealth of recruitment experience and a thorough understanding of domestic and worldwide market conditions.

• Responsibilities:Responsible to lead a wealth team within St.George Private Clients nationally.
• Drive wealth/advice strategy consistent with St.George Bank client value proposition
• Achieve team revenue and expense targets
• Through annual planning process, forecast and plan the future needs of private clients financial planning
• Build and develop a high performing team with clear goals, objectives and accountabilities
• Manage relationships across different channels within St.George and wider Westpac Group

• Responsibilities:Responsible for leading a team of Practice Managers across the Consumer Advice Business - Greater Sydney Area.
• Facilitate the implementation of Advice strategy within the business
• Lead, engage and solicit support from the wider bank on advice customer strategy
• Establish and monitor sales targets, drive sales productivity, revenue, lead conversion, expense management, recruitment and retention and joint field work with Practice Managers and planners
• Manage operational activities across region including compliance, recruitment, performance management and development and advice support roles
• Manage internal business partner relationships

• Responsibilities:Responsible for leading a team of Practice Managers within the Private Bank, Premium Financial Service and Business Financial Service segments.
• Achieve Practice Business/Sales Plan.
• Manage revenue growth and expense budget of the business.
• Continue to build and maintain great relationships with business partners.
• Proactively manage business leaders through objective setting, performance appraisals, development planning and provide coaching when required.

• Responsibilities:To build and lead a team of Financial Planners with key accountabilities being:
• Drive sales activity, revenue and expense performance.
• Build and maintain the most effective sales team in order to best serve the client and deliver on revenue targets.
• Build and sustain a great working relationship with business partners within Premium Financial Services.
• Implement and communicate Advice strategy with the business.
• Lead the team effectively in alignment with BT values, overseeing the professional development of the team and building a strong compliance culture within the team.

Responsibilities:Managed a team nationally with the objective of providing exceptional service to clients and increased profitability for the business. The team consisted of financial planners, support staff, portfolio manager, practice manager and product manager.

Certified Financial Planner (Cfp) Qualification

Diploma Of Financial Planning