Catherine Chivers Email & Phone Number

Sydney, Nsw, Au

Responsible for leading and contributing to the development, review and evaluation of learning and assessment materials for financial advice courses with Kaplan Professional across Higher Education (HE), Vocational Education (VE),) and Continuing Education (CE), International, Non-award and bespoke programs. This includes writing and updating educational content and assessments to facilitate an optimal learning experience for students. Additionally, the role contributes to researching, writing, governance requirements, conducting in-field interviews, working with external subject matter experts, editing and working with instructional designers and multimedia producers to create multimedia content including videos and motion graphics.

A one-year fixed term part-time role, allowing me to further progress my formal legal studies whilst also applying concepts previously studied on the job, working as part of CCNSWs amazingly talented and award-winning legal team. It was an absolute privilege and honour to be working in a role aligned to a mission and with an organisation which is very meaningful for my family; whilst also allowing me time to travel and take some time to re-charge the batteries.

Sydney Based, Travels Nationally

Provides strategic advice expertise nationally to the Perpetual Private advisory team in the areas of tax, superannuation, asset protection, estate planning, succession planning, insurance, aged care, and social security.Provides policy analysis/insights to the Perpetual Private Leadership team, plus other key Perpetual Limited stakeholders on proposed advice-related legislative and regulatory change.Develops curriculums and is key presenter at Perpetual Private Clients training programmes, plus PD Days.Develops content and deploys all regular technical communications to advisers/staff.Designs, deploys and reports the outcomes of the National Technical Competency Assessment - Perpetual Private's annual advice health snapshot, and designs and deploys strategies to remedy/rectify strategic advice misunderstandings in order to prevent systemic risks emerging.Experienced strategic advice coach, especially managing advice change management activities and ensuring appropriate outcomes within a complex high net worth advisory business.Stakeholder management across Perpetual Private on activities relating to Strategic Advice.Provides subject matter expertise to other teams within the business (Compliance, Product, Operations).Presenter on strategic advice concepts at client and alliance partner functions, focussing on providing informative and yet thought-provoking advice content specifically tailored to meet the unique needs of each audience.Writer for the financial planning and retail client media (including Money Management and CCH) Guest presenter at sessions held by industry bodies and consumer organisations.Current member of the Financial Planning Association Technical Working Group committee, and a previous CFP Programme marker.Current member of a number of taskforces and working groups: FSC & ATO.

Key responsibility was to conceptualise and lead policy discussion, negotiation and advocacy on topics related to funds management and global markets. Involved identifying relevant and emerging regulatory, policy and industry issues and developing/implementing persuasive submissions to either facilitate awareness of legislative shortcomings and/or effect positive change. The role involved regular interaction with and successful management of key stakeholders including global partners (eg. UN agencies, CFA Institute), Federal Ministers (and their offices/staff), Federal agencies (including ASIC, Treasury and DFAT), Australian asset managers/owners, wealth management C-suite executives plus other industry participants. Key policy areas I've led advocacy projects on are: Asian Region Funds Passport (including the Australian scheme pilot), modern slavery, ESG, productivity within the Australian financial services sector, Significant Investor Visa (Complying Investment Framework), various jurisdictional Free Trade Agreement (FTA) negotiations as they relate to the financial services sector, various post-Brexit matters (eg. development of a UK/AU FTA), and contributing to the EU/AU FTA's negotiation process (financial services sector only).

Works with key clients in the financial planning industry writing technical articles, white papers, economic and investment updates as well as client newsletters. Prepares strategy and copy to enable practices to resposition their service menu and overall value proposition. Advises practice principals on communication strategies which will attract new centres of influence and/or new client segments.

Assisting recruitment team protocols to ensure appropriate candidates were identified, targeted and selected.Interviewed candidates applying for the AMP Horizons programme.Provided advice coaching to AMP Horizons planners.Stakeholder management and advice subject matter expertise.

The scope of the engagement was to develop a completely new approach to adviser training and learning & development. My role was to work in the conceptual phase of the program by developing the initial programme concept, develop the inaugural AMP Horizons Learning and Development curriculum and then facilitate the execution/launch of the Learning and Development program successfully - on time and within budget.

Managing a national team of high-net worth advisers and support staff. A maternity leave coverage role

Advising high net worth business owners as well as family groups on a range of superannuation, tax, estate planning, succession planning and insurance matters

Sydney, Australia

National role where I was a technical resource for Arrive (ex PwC Financial Planning) advisers and Hillross advisers handling complex advice issues. Coached advisers on technical advice issues and worked with State Managers where advice remediation was involved. Wrote and presented regularly on technical advice areas.

Sydney, Australia

Started as an Associate then progressed to Senior Adviser. Responsible for developing advice and presenting this to ultra high-net worth clients of the firm. AMP purchased the PwC financial planning team, and on 1 July 2002 the business was re-branded as Arrive Wealth Management

Certified Financial Planner

Cfp Certification Program

First in class in CFP4 (final subject of the CFP Certification Program)

Master Of Financial Planning, Financial Planning And Services

Graduated with a High Distinction average

Ethics And Professionalism In Financial Advice, Fasea Bridging Course, Distinction

Diploma In Law

Partially completed. Anticipated finish by 2025

Smsf Specialist Advisor

Graduate Diploma In Financial Planning

Graduated first in class for my cohort Presently hold Fellow member status

Bachelor Of Economics, Majoring In Financial/Mathematical Economics And A Dual-Minor In Economic Development And Ir