Darren Nash Email & Phone Number

Perth, Wa, Au

Perth, Western Australia, Australia

Perth, Western Australia, Australia

Perth, Australia

As a Practice Development Manager with Financial Wisdom, we established and built relationships with all stakeholders and delivered Practice Management initiatives across the network of WA advisers.A core focus was on the delivery of business coaching to adviser firms. Working through our proven business planning model to achieve desired outcomes.Recruiting new staff/firms to the Licensee, was another focus of the Practice Development Manager role along with risk… Show more As a Practice Development Manager with Financial Wisdom, we established and built relationships with all stakeholders and delivered Practice Management initiatives across the network of WA advisers.A core focus was on the delivery of business coaching to adviser firms. Working through our proven business planning model to achieve desired outcomes.Recruiting new staff/firms to the Licensee, was another focus of the Practice Development Manager role along with risk management/mitigation/remediation responsibilities across the adviser network. Show less

Perth, Australia

Established & worked towards state and panel plans including focus on quality, volume and recruitment.Line mgt, coaching and development of advisers.Established a culture of compliance and awareness of obligations through supervision and coaching of advice and adviser practices.Educated and coached advisers on target customers, CVP and implementing changes to better support customer needs within the bounds of the Licensee and Wealth Management operations. Establish and implement… Show more Established & worked towards state and panel plans including focus on quality, volume and recruitment.Line mgt, coaching and development of advisers.Established a culture of compliance and awareness of obligations through supervision and coaching of advice and adviser practices.Educated and coached advisers on target customers, CVP and implementing changes to better support customer needs within the bounds of the Licensee and Wealth Management operations. Establish and implement practice development and management plans for advisers.Coached advisers to set and achieve performance targets that align with business objectives, including client prospecting, acquisition, and retention. Show less

Perth, Australia

I provided state based advice and strategy support to Charter Advisers and their practices, and assisted Advisers in providing quality financial advice for their clients.

I provided comprehensive Financial Planning Services to a broad range of clients.

Perth, Australia

While in the Head of Practice Optimisation role I reported to the Group Executive of Group Advisory Services and was part of the senior management team, my role covered the following areas:1) Managed a team including 13-15 Technical Advisers (Para planners), management oversight of the administration assistants in the Plan B Wealth Mgt Business with the Team Leader of these 18 staff reporting to myself and Management of the Technical Services Department which was made up of 2 Technical… Show more While in the Head of Practice Optimisation role I reported to the Group Executive of Group Advisory Services and was part of the senior management team, my role covered the following areas:1) Managed a team including 13-15 Technical Advisers (Para planners), management oversight of the administration assistants in the Plan B Wealth Mgt Business with the Team Leader of these 18 staff reporting to myself and Management of the Technical Services Department which was made up of 2 Technical Services Managers who provided Technical services to the Financial Advisers as well as managing the Practice Development Manager of Technology, who implemented relevant software changes to the Financial Planning software that is used.2) Conducted practice development services for external self employed Financial Advisers across Australia and for Perth based Salaried Advisers. This covered advice and assistance to Advisers running their own businesses on HR matters, Sales/Business Development/Marketing, Client Value Propositions, client experience, client segmentation, pricing services, buying, selling and building their business, compliance training, client surveys etc. 3) Was involved in a range of projects that related to training, marketing, communications, implementation of financial planning software, compliance, client segmentation, product development and pricing, process mapping of business unit procedures, business case preparation and presentation for board etc. Excel data analysis of the Wealth Management business Revenue and Expense parameters in consultation with Finance and other Managers. Excel data analysis of Wealth Management clients for various purposes including product development, pricing review and Xplan CRM tailored Client focus development.4) Also managed a small number of medium/high net worth client families and was also a member of the death claims committee for Plan B Trustees for decisions/sign off for Superannuation payments. Show less

Was a Financial Planner and before this role, was in numerous banking roles within NAB.

Commerce, Marketing

Marketing, Management and Retail

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Diploma Of Financial Planning, Financial Planning

Ethics And Professionalism In Financial Advice (Fasea Bridging Course), Financial Planning And Services, Distinction

Diploma Of Frontline Management