Responsible for the recruitment of new practices into the MLC Advice network. Also responsible for the ongoing practice management of financial advisers in the network across New South Wales.

As part of the Business Growth Team in NSW, I am responsible for working with financial advisers who want to realise their entrepreneurial and aspirational goals in becoming self employed.I represent all of MLC's financial planning licensee groups, eg Godfrey Pembroke, Garvan, Apogee & MLC FP and MLC Advice Centre.SpecialtiesStart Up Financial Planning Businesses, Revenue Growth & Development, Developing COI Relationships

Working with financial advisers to understand their existing client base and referral relationships in order to drive new revenue into their business.This is achieved by identifying advice opportunities and facilitating the delivery of advice to their existing clients via a structured framework.Increasingly much of the time is spent working with COI's (accountants/mortgage brokers) influencing and educating them on the value of advice, skilling them in advice conversations, and… Show more Working with financial advisers to understand their existing client base and referral relationships in order to drive new revenue into their business.This is achieved by identifying advice opportunities and facilitating the delivery of advice to their existing clients via a structured framework.Increasingly much of the time is spent working with COI's (accountants/mortgage brokers) influencing and educating them on the value of advice, skilling them in advice conversations, and implementing a sustainable and repeatable referral process. Show less