Caroline Bartlett

Caroline Bartlett Email and Phone Number

Sales Management/Financial Services Professional
Caroline Bartlett's Location
Greater Brisbane Area, Australia
Caroline Bartlett's Contact Details

Caroline Bartlett personal email

n/a
About Caroline Bartlett

An experienced financial services professional. Passionate about ongoing vocational education and business coaching. Thinking outside the box and supporting individuals to reach their full potential.

Caroline Bartlett's Current Company Details

Sales Management/Financial Services Professional
Caroline Bartlett Work Experience Details
  • Ing Australia
    Sales Manager Wealth Queensland - Retail Bank
    Ing Australia Jun 2015 - Apr 2019
    Queensland
    Sales Manager Wealth Managing sales focus and new business activity around ING Direct Wealth products.Coaching and developing effectiveness and performance to increase productivity.Engaging third party distribution partners to ensure they remain up to date with the end to end value proposition offered by ING Direct.
    View
  • Ing Australia
    Business Development Manager Wealth Queensland
    Ing Australia Apr 2015 - Apr 2019
    Brisbane, Queensland
    Business Development Manager Wealth QueenslandING Direct Living Super
    View
  • Association Of Financial Advisers (Afa)
    Afa Committee Member - Qld Chapter - Membership & Education
    Association Of Financial Advisers (Afa) Apr 2018 - Dec 2018
    Queensland
  • Association Of Financial Advisers (Afa)
    Committee Member Inspire Qld Chapter
    Association Of Financial Advisers (Afa) Aug 2017 - Dec 2018
    Queensland
    Inspire is the AFA’s powerhouse for women in advice; inspiring and growing women both seeking and giving financial advice to have an authentic voice in a safe, nurturing environment through collaborating and connecting with other professionals in the financial advice profession.
  • Effective Referral Management
    Consultant
    Effective Referral Management Mar 2013 - Apr 2015
    Brisbane
    Developing Effective Referral Networks for Financial Advisers and their Referral Partners.Business coaching and consulting
    View
  • Caroline Bartlett Consulting
    Owner
    Caroline Bartlett Consulting Jan 2013 - Apr 2015
    Brisbane
    Caroline Bartlett ConsultingSpecialist consultancy - Financial services sector.Effective Referral Management Developing and managing effective third party referral relationships.Business Risk Institute of Australia- National Program DirectorBuilding & facilitating business risk training packages.Caroline Bartlett ConsultingSpecialising in third party outsourced arrangement for financial advisers including web development, app development, campaigns and administration.
  • Business Risk Institute Australia
    National Program Director Sales And Marketing
    Business Risk Institute Australia Dec 2012 - Apr 2015
    Brisbane
    Strategic Consulting, including business plan & sales strategy development.Program management and vocational education.
  • Amp
    Business Development Manager - Strategic Marketing & Sales
    Amp Apr 2005 - Dec 2012
    Brisbane, Australia
    Supporting Financial Advisers throughout Queensland, delivering quality support and training in the distribution of AMP's Products and Financial Services.Specalising in Wealth Protection and Investment Platforms
    View
  • Amp
    Business Development Manager Strategic Marketing & Sales
    Amp Apr 2005 - Dec 2012
    Queensland, Australia
    Business Development in the area of Strategic Marketing and Sales of both AMP & AXA product lines including, AXA Wealth Protection, AXA NORTH, AMP Wealth Protection and Superannuation.Servicing IFA market throughout Queensland
    View
  • Axa Australia
    Business Development Manager
    Axa Australia Apr 2005 - Jan 2012
    Queensland, Australia
    Sales and Business Development training & support to a wide network of Independent Financial Advisers
    View
  • First Mac
    Operations Manager /Alliance Business Development Manager
    First Mac 2001 - Apr 2005
    Brisbane, Australia
    Developed third party relationships for the promotion of lending services to their client base, including white labelled home loans.Accessed large 3 rd party client bases for loan product distribution.
    View

Caroline Bartlett Skills

Microsoft Excel Wealth Management Strategic Financial Planning Pensions Superannuation Insurance Retirement Planning Business Strategy Strategy Business Development Wealth Business Planning Financial Advisory Financial Services Life Insurance Investments Finance Financial Risk Relationship Management Estate Planning Financial Planners Retirement Investment Strategies Wealth Management Services Investment Advisory Asset Allocation Portfolio Management Income Protection Critical Illness Financial Planning Business Relationship Management

Caroline Bartlett Education Details

  • Diploma In Management
    Diploma In Management
    Management
  • Certificate Iv In Training & Assessment
    Certificate Iv In Training & Assessment
    Work Place Training And Assessment
  • Integratec
    Integratec
    Dip Financial Services (Financial Planning) (Fnb50802) - Dfp1 - Dpf 8
  • Deakin University
    Deakin University
    Diploma Financial Planning Dfp1
    View
  • Rogensi
    Rogensi
    Leading A High Performance Culture
  • Rogensi
    Rogensi
    Completed
  • Estrada College
    Estrada College
    Diploma In Life Coaching

Frequently Asked Questions about Caroline Bartlett

What is Caroline Bartlett's role at the current company?

Caroline Bartlett's current role is Sales Management/Financial Services Professional.

What is Caroline Bartlett's email address?

Caroline Bartlett's email address is ca****@****.com.au

What schools did Caroline Bartlett attend?

Caroline Bartlett attended Diploma In Management, Certificate Iv In Training & Assessment, Integratec, Deakin University, Rogensi, Rogensi, Estrada College.

What are some of Caroline Bartlett's interests?

Caroline Bartlett has interest in Poverty Alleviation.

What skills is Caroline Bartlett known for?

Caroline Bartlett has skills like Microsoft Excel, Wealth Management, Strategic Financial Planning, Pensions, Superannuation, Insurance, Retirement Planning, Business Strategy, Strategy, Business Development, Wealth, Business Planning.

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