The Holla at Me Foundation strives to transform the lives of children and adults by finding strength through vulnerability, improving mental and physical health. By fostering connection, purpose and community, we hope to bring awareness to and provide education to communities to rethink depression and anxiety. By challenging the status quo approach so that no one feels like they have to face these challenges alone.We work to achieve our mission in these two ways:1)… Show more The Holla at Me Foundation strives to transform the lives of children and adults by finding strength through vulnerability, improving mental and physical health. By fostering connection, purpose and community, we hope to bring awareness to and provide education to communities to rethink depression and anxiety. By challenging the status quo approach so that no one feels like they have to face these challenges alone.We work to achieve our mission in these two ways:1) Depression and Anxiety education through workshops, online resources and professional development events.These workshops will be delivered through schools, workplaces and sport clubs aimed at opening up the conversation about depression and anxiety and creating lasting change in the way depression and anxiety is talked about, cared for, and valued.2) Hold large community events that will educate on the holistic approach to depression and anxiety management by bringing together subject matter experts for the purpose of educating and leading movement, breathing, and nutrition workshops.http://hollafoundation.com/ Show less

Based within the Financial Intelligence Operations team my role consists of, investigating potential money laundering and fraudulent activities undertaken by customers, as well as a number of administrative duties to assist with the management of the team. Additional accountabilities include discreet discussions with customers to progress money laundering investigations, the training of analysts including new staff and ongoing investigation advise to all analysts.The key focus is the… Show more Based within the Financial Intelligence Operations team my role consists of, investigating potential money laundering and fraudulent activities undertaken by customers, as well as a number of administrative duties to assist with the management of the team. Additional accountabilities include discreet discussions with customers to progress money laundering investigations, the training of analysts including new staff and ongoing investigation advise to all analysts.The key focus is the investigation of transactional activity identified by the Transaction Monitoring System. Investigations include identifying transactional typologies, which indicate fraudulent activity, searching ANZ and external source systems and utilising my extensive banking knowledge to identify suspicious activity. Another key aspect is the investigation of suspicious behaviour identified by banking staff. When investigations identify suspicious activity/behaviour a detailed investigative report is compiled and submitted to Austrac. Show less

Based within the financial planning team this position focused on providing specialised structured personal insurance for business owners. Working closely with the Business Banking managers and their customers my role was to understand the customers needs to then recommend insurance options to protect the business, business owners and the business owner’s families from the loss of a key person or owner due to death, critical illness or TPD. Key activities:• Meeting with clients to… Show more Based within the financial planning team this position focused on providing specialised structured personal insurance for business owners. Working closely with the Business Banking managers and their customers my role was to understand the customers needs to then recommend insurance options to protect the business, business owners and the business owner’s families from the loss of a key person or owner due to death, critical illness or TPD. Key activities:• Meeting with clients to understand their business, risks and personal needs• Preparing and presenting insurance recommendations (Statement of Advice) for clients• Manage the insurance through underwriting• Meeting with Business Banking managers, to understand their client portfolio and identify potential business protection opportunities Show less

As Private Client Manager, my key objective was to grow my portfolio further through a focus on business development of High Net Worth clients. Client origination resulted from my business and personal networks, and through various strategies I implemented across other segments within BankWest. Client solutions focused primarily on lending products, however also included more sophisticated solutions where required, for instance through our financial planning partners. Key… Show more As Private Client Manager, my key objective was to grow my portfolio further through a focus on business development of High Net Worth clients. Client origination resulted from my business and personal networks, and through various strategies I implemented across other segments within BankWest. Client solutions focused primarily on lending products, however also included more sophisticated solutions where required, for instance through our financial planning partners. Key activities:• Establish relationships with both existing and potential clients to understand their financial needs and continue to win new business• Sales management achieved through maintaining strong focus on the sales process, including close focus on sales pipeline and prospecting the marketplace for new opportunities • People management through coaching and developing my Private Client Assistant to drive results and build capability• Financial Analysis of customers financials to asses their strengths and weaknesses in order to best meet their needs• Submissions of detailed Credit papers to our Credit departments for deal approvals.• Stakeholder management achieved through consistent contact with key stakeholders to help facilitate outcomes, IE: Credit manager, Corporate Banking referrals, Financial Planners Show less