David Grey Email & Phone Number

Brisbane, Qld, Au

Brisbane, Queensland, Australia

I am responsible for leading, coaching and motivating a team of 16 phone based Financial Advisers to provide high quality and compliant financial advice to QSuper members.The role requires specialist knowledge in the superannuation and financial planning industry with a strong market and industry awareness. I'm accountable for the provision of accurate and expert information to support and develop the team and to ensure that they maintain current product and legislative knowledge… Show more I am responsible for leading, coaching and motivating a team of 16 phone based Financial Advisers to provide high quality and compliant financial advice to QSuper members.The role requires specialist knowledge in the superannuation and financial planning industry with a strong market and industry awareness. I'm accountable for the provision of accurate and expert information to support and develop the team and to ensure that they maintain current product and legislative knowledge, skills and experience to deliver an enhanced service and financial advice offering to QSuper members.My key accountabilities include:- Maintaining a understanding of the Group, Divisional and Business Unit vision, purpose and strategy, sharing this with team members and ensuring alignment of all activities to the strategy. - Lead, coach, develop, motivate and manage performance to ensure team goals and objectives are met;- Ensure team outputs are delivered on time and within budget while managing all aspects of Advice quality, volume, efficiency and compliance;- Create a culture of innovation and continuous improvement in relation to service, quality and productivity leading to the identification and initiation of ‘best practice’ strategies and processes; Show less

Brisbane, Australia

As an Intra-Fund Adviser with QSuper, I provided personal advice on superannuation products which focused on strategies that brought together taxation, centrelink, investments and estate planning to assist clients across a range of issues including retirement planning, super optimisation, transitioning to retirement, pension setup and external insurances.In this role I was responsible for the end to end advice process, after the appointment was booked. The role required me to manage… Show more As an Intra-Fund Adviser with QSuper, I provided personal advice on superannuation products which focused on strategies that brought together taxation, centrelink, investments and estate planning to assist clients across a range of issues including retirement planning, super optimisation, transitioning to retirement, pension setup and external insurances.In this role I was responsible for the end to end advice process, after the appointment was booked. The role required me to manage high-volume workflow, quickly build rapport and trust with clients, and identify and meet client needs in an efficient and professional manner. My key accountabilities included:- Providing quality personal advice and guidance to clients utilising a range of approved superannuation specific products and services across a range of superannuation strategies that include taxation, Centrelink, investment direction and estate planning issues to meet individual client needs; - Ensuring superior client service by actively responding to and providing education, support and advice to clients in assisting them to understand various aspects of their financial situation;- Demonstrating a proactive team approach to achieve business outcomes by sharing knowledge and experience within the team and across the advice division. Show less

Brisbane, Queensland, Australia

This role enabled me to engage with prospective and current QSuper members to educate, guide, influence and provide them with a deeper understanding of the value that QSuper can offer their individual needs. I provided needs-based solutions and relationship building techniques tailored to sales activity. I engaged in tailored member needs conversations and was proactive in educating them on achieving better retirement outcomes. A significant part of this role was having members understand the… Show more This role enabled me to engage with prospective and current QSuper members to educate, guide, influence and provide them with a deeper understanding of the value that QSuper can offer their individual needs. I provided needs-based solutions and relationship building techniques tailored to sales activity. I engaged in tailored member needs conversations and was proactive in educating them on achieving better retirement outcomes. A significant part of this role was having members understand the value of Financial Advice and how it can impact their retirement outcomes. Show less

Brisbane, Australia

Dfp, Financial Planning

Bachelor'S Degree, Organizational Leadership

Graduate Diploma, Financial Planning