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Craig Stephen is listed as Advice Proposition Manager (Bridges Financial Planners) at Insignia Financial, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at amp.com.au and a matched LinkedIn profile for Craig Stephen.
Craig Stephen previously worked as Head of Practice Standards, Advice Regulation and Coaching at Insignia Financial and Senior Advice Specialist at Insignia Financial. Craig Stephen holds Certified Financial Planner (Cfp), Financial Planning from Financial Planning Association.
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AeroLeads found 1 current-domain work email signal for Craig Stephen. Compare company email patterns before reaching out.
With more than 20 years of experience in the financial services industry, I have practical experience in process improvement and re-engineering, legislative analysis, policy development and the implementation of change across advice businesses at all levels.
Listed skills include Strategic Financial Planning, Analysis, Financial Services, Risk Management, and 32 others.
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Sydney, Australia
Supporting the ongoing needs of Bridges Financial Planning, through BAU and project initiatives. Key achievements include the reinvention of the adviser support model and the creation, development and implementation of the 'Bridges Way' of working and associated business processes, tools, reporting.
Sydney, Australia
Developing and maintaining the advice policies and practice standards for the IOOF group's employed and aligned financial advisers. Providing ongoing education, support and coaching to financial advisers to enhance their understanding of their legislative obligations and the standards of practice expected of them.
Sydney, Australia
Providing ongoing maintenance and project support for the financial planning advice templates, tools and policies across the IOOF group of advice businesses.
Contract project role with Commonwealth Financial Planning - Compliance and Risk Management. Reviewing, analysing and remediating clients of Commonwealth Financial Planning who have been disadvantaged by inappropriate advice.
Providing Financial Planning and practice process input into the ongoing prioritisation, development, deployment and communication process for AMP's version of COIN, the advice templates and other projects on an ad hoc basis.
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Craig Stephen works for Insignia Financial.
Craig Stephen is listed as Advice Proposition Manager (Bridges Financial Planners) at Insignia Financial.
AeroLeads has found 1 work email signal at @amp.com.au for Craig Stephen at Insignia Financial.
Craig Stephen is based in Greater Sydney Area, Australia, Australia while working with Insignia Financial.
Craig Stephen has worked for Insignia Financial, Colonial First State, Amp Financial Services, Navwealth Financial Group, and Ubs Private Clients.
You can use AeroLeads to view verified contact signals for Craig Stephen at Insignia Financial, including work email, phone, and LinkedIn data when available.
Craig Stephen holds Certified Financial Planner (Cfp), Financial Planning from Financial Planning Association.
Craig Stephen is listed with skills including Strategic Financial Planning, Analysis, Financial Services, Risk Management, Financial Planners, Process Improvement, Business Analysis, and Xplan.
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