My role varies in Platform and Fund distribution alongside acquisitions to grow the Fiducian Business Services vertical. I work alongside my capable team to deliver growth within the AFSL, distribute our Multi-Manager funds and in-house platform offering to the IFA market. - Developing new business opportunities - Strategic partnership implementation

In a leadership capacity within the distribution team, I have worked on multiple large tech and operations projects to drive engagement from advisers and clients to increase FUM and client base. Within these projects, my focus has been on process design, distribution strategy, scoping and delivering training, and overall project delivery.Key Projects• Delivering new commercial terms for intermediaries and revised terms for internal distribution agencies• Implementing funds on Platforms• Business sponsor for various product related projects• Implementing strategy across distribution channels • TOM Design (leads management and adviser experience) • Design and delivery of multiple customer and adviser tools

Providing financial advice in KiwiSaver (NZ Superannuation Scheme) and Managed Funds.Achievements:- Adviser MVP 2022- Rookie Adviser of the Year 2021

Engaging potential KiwiSaver clients into Generate's KiwiSaver offerings by assisting with general enquiries and encouraging the offer of our advice services. • Sales Development Adviser Nomination Award 2020

I was tasked with envisioning and inception of a new supplementing sales model (Total Sales) for our dealer network. This involved mapping key areas of focus and setting metrics for improvements in these areas. My role involved pitching this model to dealer principals and sales managers in order for my team to gain access to the dealerships lead and dealer management systems. We would then assist in managing the sales funnel, ultimately with the goal of increasing unit sales and enhancing customer experience