Colin Williams

Colin Williams Email and Phone Number

Wealth Data Manager @ Padua Solutions
Sydney, NSW, AU
Colin Williams's Location
Greater Sydney Area, Australia
Colin Williams's Contact Details

Colin Williams personal email

n/a
About Colin Williams

I have held senior and general management roles for some of Australia’s leading financial servicesbusinesses including; ANZ, Challenger, Rabobank, Perpetual, AMP and CoreLogic / Compartor Benchmarking. Served a responsible manager for several AFSLs and as a Director for many companies.I produce data driven insights and databases that are primarily used by senior management of wealth management / financial planning firmsProfessional qualifications include a Master of Applied Finance through Macquarie University –Sydney. Diploma of Financial Planning and held CFP designation.

Colin Williams's Current Company Details
Padua Solutions

Padua Solutions

View
Wealth Data Manager
Sydney, NSW, AU
Colin Williams Work Experience Details
  • Padua Solutions
    Wealth Data Manager
    Padua Solutions
    Sydney, Nsw, Au
    View
  • Wealth Data
    Director
    Wealth Data Jul 2011 - Aug 2023
    Australia
    HFS Consulting create opportunities for financial advice firms through data driven strategic insights. We specialise with firms who wish to protect and grow their client base through efficient systems that will drive profitable growth.
  • Fst Media
    Data Insights Manager
    Fst Media Sep 2022 - Jul 2023
    Sydney, New South Wales, Australia
    View
  • Corelogic Australia
    Senior Leader, Comparator Business Benchmarking
    Corelogic Australia Apr 2018 - Apr 2019
    Sydney, Australia
    Lead and manage the Comparator Business Benchmarking team across all of its financial services studies. This includes Financial Planning, Retail Platforms and Superannuation Funds, and the Home Loan and Mortgage sector. As the senior leader, I am responsible for all the studies to produce end-to-end performance diagnostics that help our clients to track, compare and improve their businesses.
    View
  • Corelogic Australia
    Senior Wealth Product Manager, Comparator Business Benchmarking
    Corelogic Australia Apr 2016 - Apr 2018
    Sydney, Australia
    Managing the Financial Advice benchmarking studies for Comparator. The role was to ensure that our participants received maximum value in terms of reporting and presentations of their results against their peers.
    View
  • Perpetual Limited
    Project Leader
    Perpetual Limited Aug 2015 - Oct 2015
    Sydney, Australia
    Review a specific client service offer that is currently limited to a small number of clients. The challenge was to determine how the service offer could be rolled out to a broader client base. The project determined the client target market(s), improved services, revenue and cost expectations.
    View
  • Perpetual Limited
    Subject Matter Expert - Contract Role
    Perpetual Limited Mar 2014 - Jun 2015
    Sydney Cbd
    The project was to integrate The Trust Company Private Clients division into the successful Perpetual Private financial planning model. Working alongside the project leaders and Perpetual general managers, my role was to set and implement the strategy to ensure the clients and staff are transitioned to the new business model with the minimum of fuss and client leakage.
    View
  • Hillross Financial Services
    Head Of Hillross Alliances
    Hillross Financial Services Nov 2009 - Jul 2011
    Managed a team of salaried financial advisers (Hillross Alliances) within Hillross Financial Services. The focus was on building a structure that delivers high quailty financial advice to its clients with systems and processes that can be transferred across the broader group of Hillross.
    View
  • Rabo Financial Advisors
    General Manager
    Rabo Financial Advisors May 2005 - Nov 2009
    To build a team of Financual Advisers to service the clients of Rabobank and the wider communities. The business established itself as a leader in financial services for rural Australia.
  • Ipac
    National Manager Monere
    Ipac Aug 2004 - May 2005
    To market a new dealer group 'monere' that would run alongside the traditional ipac model. The business model was quite unique for its time by providing a range of proven processes and systems that would allow advisers to run a very efficient business.
    View
  • Garrisons Financial Planning
    Regional Manager Nsw/Act
    Garrisons Financial Planning Aug 2002 - Aug 2004
    The role was to lead grow the region in terms of adviser firms, advisers and the profitability of the region.During my time I managed significant growth and implemented new strategic planning for each adviser firm to grow their own franchise.
  • Anz
    State Manager
    Anz 1992 - 2002
    During my carer with ANZ I held numerous roles from Financial Adviser, to a national Marketing role dealing with advisers and the media. My last position was State Manager looking after a vast team of advisers.
    View

Colin Williams Skills

Financial Advisory Financial Services Wealth Management Strategic Financial Planning Wealth Strategy Investment Strategies Superannuation Investments Retirement Planning Pensions Financial Planners Portfolio Management Finance Private Banking Leadership Retirement Investment Advisory Risk Management Insurance Management Estate Planning Marketing Asset Allocation Income Protection Financial Risk Relationship Management Wealth Accumulation Personal Finance Strategic Planning Marketing Strategy Mentoring Strategies Smsf Small Business Funding Asset Managment Asset Management Savings Equities Mortgage Lending Business Planning Competitive Analysis Investment Management Life Insurance Asset Social Media Marketing High Net Worth Individuals Securities Debt Management

Colin Williams Education Details

Frequently Asked Questions about Colin Williams

What company does Colin Williams work for?

Colin Williams works for Padua Solutions

What is Colin Williams's role at the current company?

Colin Williams's current role is Wealth Data Manager.

What is Colin Williams's email address?

Colin Williams's email address is co****@****ers.com

What is Colin Williams's direct phone number?

Colin Williams's direct phone number is +161280*****

What schools did Colin Williams attend?

Colin Williams attended Macquarie University, Deakin University.

What skills is Colin Williams known for?

Colin Williams has skills like Financial Advisory, Financial Services, Wealth Management, Strategic Financial Planning, Wealth, Strategy, Investment Strategies, Superannuation, Investments, Retirement Planning, Pensions, Financial Planners.

Not the Colin Williams you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.