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Conrad Travers is listed as Principal Consultant at Tangelo Advice Consulting at Tangelo Advice Consulting, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at anz.com and a matched LinkedIn profile for Conrad Travers.
Conrad Travers previously worked as Principal Consultant at Tangelo Advice Consulting and Head of Paraplanning & Managed Accounts Services (Acting) at Ioof Holdings Ltd. Conrad Travers holds Graddipbus, Financial Planning from Massey University.
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I founded Tangelo in 2019 with Selin Ertac. We wanted to create a fresh kind of consultancy, a hybrid model with a focus on expertise and practical solutions for clients of all sizes. Our consultants are passionate about the the financial advice and wealth industry - it’s crucial to the financial health and well-being of Australians, and we want to be a part of it now and for the future.I'm a strategic leader with international experience in both strategic and operational roles in the financial services industry. I have a 15 year history of designing and delivering complex transformational change for major organisations and licensees. Before starting Tangelo, I worked for 10 years for ANZ Advice and IOOF, managing teams of 20-40 staff as part of head office and shared services functions for both salaried and aligned advisor networks.During this time, I managed compliance standards, projects, paraplanning, complaints, incident management and ANZ’s Line 1 Risk Team. Substantial projects delivered include training to lift compliance standards, and multiple projects designed to respond to regulatory change. As a team, we are pumped to help licensees and other financial services businesses wade through complex issues and deliver solutions quickly and effectively.
Listed skills include Leadership, Business Strategy, Stakeholder Management, Business Transformation, and 5 others.
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Melbourne, Australia
I founded Tangelo in 2019 with Selin Ertac. We wanted to create a fresh kind of consultancy, a hybrid model with a focus on expertise and practical solutions for clients of all sizes. Our consultants are passionate about the the financial advice and wealth industry - it’s crucial to the financial health and well-being of Australians, and we want to be a.
Melbourne, Australia
I managed a team of ~20 who provide paraplanning and managed accounts services to the IOOF network and open market IFAs
Melbourne, Victoria, Australia
Leading a large team of 47 FTE across all of IOOF to support the “forward looking” areas of advice shared services including paraplanning, managed accounts administration, professional standards, technical, advice coaching, adviser development and regulatory change.
Melbourne, Australia
The role includes managing a team of ~25 across Australia who support the ANZ FP and Aligned licensees of ANZ (M3, FSP & RI Advice) to deliver advice coaching, professional standards, advice technical, regulatory change and technical advice expertise to help empower our network of ~1,000 advisers to give great advice to clients
Melbourne, Australia
Managing a team of ~15 FTE with broad responsibility to manage 1st line risk function for the Advice & Open Market business (1,500 licensees across salaried and aligned dealer groups) including managing and improving the operational risk framework, complaints, incidents and control testing for a business unit with ~800 FTE
Melbourne, Australia
I led a team of 23 financial services professionals and had broad responsibility for delivering the ANZ Financial Planning operating plan. This included oversight of licensee obligations, driving business and sales strategy and managing reporting and incentives in order to deliver continual improvement.
Sydney, Australia
Reporting directly to the Managing Director of ANZ Wealth, I played a central role in in the complex change management task of bringing together diverse and complex businesses; OnePath, ANZ Private Bank and E*TRADE; to create ANZ Wealth with ~$45bn FUM, $1.3bn in-force premium, 2.5 million customers, ~$350m NPAT and 2,500 staff.
Amsterdam Area, Netherlands
I was employed directly by the CEO of Insurance Europe to manage strategic projects during a period of significant financial volatility in INGs Global Head Office in Amsterdam. To succeed in this role I had to build strong relationships with colleagues from the diverse business units, cultures and brands across the continent that comprised Insurance Europe.
Provided best practice advice and guidance for all ING aligned Independent Financial Advisers in New Zealand.
Received top mark in New Zealand for final paper "Financial Planning Implementation"
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Conrad Travers works for Tangelo Advice Consulting.
Conrad Travers is listed as Principal Consultant at Tangelo Advice Consulting at Tangelo Advice Consulting.
AeroLeads has found 1 work email signal at @anz.com for Conrad Travers at Tangelo Advice Consulting.
Conrad Travers is based in Melbourne, Victoria, Australia while working with Tangelo Advice Consulting.
Conrad Travers has worked for Tangelo Advice Consulting, Ioof Holdings Ltd, Anz, Ing, and Ing New Zealand.
You can use AeroLeads to view verified contact signals for Conrad Travers at Tangelo Advice Consulting, including work email, phone, and LinkedIn data when available.
Conrad Travers holds Graddipbus, Financial Planning from Massey University.
Conrad Travers is listed with skills including Leadership, Business Strategy, Stakeholder Management, Business Transformation, Management, Financial Services, Wealth Management, and Change Management.
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