Conrad Travers Email & Phone Number

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 part of it now and for the future. As a team, we are pumped to help licensees and other financial services businesses wade through… Show more 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. As a team, we are pumped to help licensees and other financial services businesses wade through complex issues and deliver solutions quickly and effectively. Show less

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.

Graddipbus, Financial Planning

Received top mark in New Zealand for final paper "Financial Planning Implementation"

Ba (Hons), History

First Class Honours