Daniel Zacharjak (Graddippsych, Bcom, Bbus, Dippospsych) Email & Phone Number

Adelaide, South Australia, Australia

Reporting to the Managing Director, the Chief Operating Officer is responsible for-- Managing all business operations- Implementation of business strategies- Increasing operational efficiencies- Enhancing client and key stakeholder relationships- Managing quality and risk

Adelaide, South Australia, Australia

Reporting to the CEO, the Head of Advice Operations & Client Engagement is responsible for leading, developing and coordinating the Advice Operations Team to deliver optimal performance and effective business outcomes. The role is also responsible for driving and overseeing business transformation.Key Responsibilities-- Day-to-day management and recruitment of all Advice Operations team members.- Operationalise the business strategy.- Collaborate with the Partners in establishing and driving organisational vision, operational strategy and hiring needs.- Translate strategy into actionable goals for organisational growth and performance.- Design and manage all major business projects- Lead and drive the business operational improvement function.- Manage the Advice Operations team to a pre-determined budget.- AFSL Compliance Committee and IT Committee membership and duties.- Oversee the workflow of the Advice Operations team to ensure strategic advice and service is delivered in a timely manner and that resources are distributed appropriately.- Develop and maintain line-of-sight to cost-to-serve, resourcing and FTE capacity data across the firm.

Adelaide, Australia

As Head of Innovation and Implementation, the CEO engages me directly for a range of senior management duties related to operations and transformation.My role is to two-fold. I am responsible for identifying opportunities that will help improve business profitability, business process, client outcomes, staff performance and team well-being directly attributable to the ongoing growth of the firm. I am also responsible for the execution and implementation of these ideas in an innovative, effective and efficient manner. With a background in business operations and transformation of financial advice and SMSF compliance administration firms, combined with my passion and skillset within the space of psychology, I bring to my role a unique, relevant and valuable perspective that is focussed on successful outcomes for all key stake holders.Key responsibilities-Maintaining oversight of general operational activity-Leadership coaching and mentoring of key personnel that focusses on enhancing their skill sets in both the leadership of others as well as the leadership of themselves-Identifying opportunities for systems and technology improvements-Staff training and development manager duties-Development and implementation of: -Business transformation initiatives -New business models within the organisation -Strategic business plans -New business opportunities -New capabilities with external partners

Financial Services Operational Analysis and Redesign - Full Firm Operational review, analysis and improvement implementations of services offered across all aspects of the operating model. Operational advisory duties, acting as an in-house management consultant.Financial Services Cultural Analysis and Redesign - Full Firm review, analysis and improvement implementations of how our people interact and achieve in our business.Cost-to-Serve & Resourcing Analysis - developing and maintaining line of sight to Cost-to-Serve, Resourcing and Capacity data across the Firm.SMSF Operating Model - development and implementation of the SMSF service offered by the FirmPeople Leadership - coaching and developing capabilities, establishing KPIs, performance management.Staff Training - SMSF Technical Knowledge, Process and Procedure, Managing Clients.Management and Development of external business relationships.Review and Development of process tied to external business relationships.

Adelaide, Australia

Responsible for driving acquisition activity from a cultural and operational standpoint as a result of AMP acquiring Cavendish Superannuation, while also leading 14 customer focussed professionals providing SMSF administration processing for clients.- Design, implement and oversee operating model to launch national online, live SMSF administration service.-People leadership – coaching and developing capabilities, establishing KPIs, performance management.-Managing the day to day Fund Administration team, ensuring the team meets its quality and productivity requirements, allocation of tasks and workforce planning. -Managing the prioritisation and coordination of tasks through effective internal stakeholder management.-Managing complex matters and escalations, including client issues, complaints and immediate needs to resolution.-Collaborating with Team Leaders across functions to manage overall client deliverables.-Basic cost management / budget management.

Adelaide, Australia

Having developed a strong compliance background from my initial role as a compliance administrator, I was promoted to lead a team of 6 staff. This team was responsible for the compliance administration of a select 300+ SMSFs that were under certain time frame constraints, as well as a standard book of SMSF accounts. This role required leadership, influence, efficiency, strategic planning and process improvement practices. Key leadership role points are as below--Managing a team of 6 responsible for the compliance administration SMSF accounts-Providing training for the Compliance Administrator role on both compliance and client management-Reviewing all preparation of Financial Statements and Tax ReturnsKey compliance administrator role points are as below--Administration and compliance Reviewing of a large client portfolio of SMSFs -Client management – Direct SMSF Trustee’s-Client management– Accountants/Financial Advisors-Preparation of Financial Statements and Tax Returns-Monitoring fund legislative compliance

Graduate Diploma, Psychology, Gpa 7.0

Postgraduate psychology program through the University of Adelaide, accredited by the Australian Psychological Accreditation Council (APAC).

Diploma Of Positive Psychology And Wellbeing, Psychology

The Diploma of Positive Psychology and Wellbeing covers comprehensive, practical, and accredited training in applied positive psychology.

Mental Health First Aid Accreditation, Mental Health Counseling/Counselor

Evidence-based program covering knowledge and skills required to offer first aid for a mental health problem.

Smsf Specialist Accreditation, Self-Managed Superannuation

Comprehensive Self-Managed Superannuation Fund (SMSF) program reflective of the latest legislation.

Bachelor Of Commerce (Acc), Accounting, Marketing, Finance

Industry-accredited degree covering knowledge in accounting combined with business, taxation, auditing, finance and sustainability.

Bachelor Of Business (Cmllaw), Business Law

Multifaceted degree covering knowledge in strategic management, budget management, international business, economics, entrepreneurship.