Cathy Robinson Email & Phone Number

Melbourne, Vic, Au

Australia

Melbourne, Victoria, Australia

Melbourne, Australia

Managed large scale Agile project to deliver new ongoing service operating model across self-employed network (3 Licensees, 800+ self-employed advisers across Australia)

Melbourne, Australia

Delivery of Wealth Management projects efficiently and within budgetProject and change managed numerous legislative projects across the Advice Wealth Division of CBA including AML 2 & 3, Sanction screening, Privacy Act, FATCA, TASA, Deeming and account based pensions, ASIC 515 and led the Performance Management stream for the CFS Institute of Advice project.Designed and delivered the Change management strategy for numerous projects across the Advice business including FATCA, AML and the new Remuneration Model for Count Financial

Melbourne, Florida Area

Established business fit program for the Licensee Whittaker Macnaught to ensure viability of the business and preparation for expansion

Melbourne, Australia

Re-engineering investor statements. Process required complete overhaul of statements and close stakeholder engagement across, IT, Operations, product, technical and marketing. Developed strategy and product requirements for integrated margin lending solutionDeveloped and implemented campaigns for the independent financial advice market

Melbourne, Australia

Managed relationships for the Navigator platform across SA, WA and select accounts in Victoria