David Haslehurst

David Haslehurst Email and Phone Number

Senior Manager, Business Controls, Projects and Change @ Westpac
new york, new york, united states
David Haslehurst's Location
Greater Sydney Area, Australia
David Haslehurst's Contact Details

David Haslehurst work email

David Haslehurst personal email

n/a
About David Haslehurst

A collaborative and reliable specialist who has delivered a range of large projects (includes DDO and Anti-hawking) to support the impact of legislative, compliance and business initiated changes. Extensive experience in managing multiple tasks simultaneously, involving Policy, financial advice documentation, complexity and multiple stakeholders. Core strength in attention to detail, identifying shortfalls in Policies and procedures and identifying potential solutions. Strong stakeholder management skills, with an ability to develop and upskill others. David Haslehurst Areas of ExpertisePolicy | Licensee Standards | Compliance | Analyst | Attention to Detail | Stakeholder Management | Advice and Guidance | Productivity Improvement

David Haslehurst's Current Company Details
Westpac

Westpac

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Senior Manager, Business Controls, Projects and Change
new york, new york, united states
Employees:
15038
David Haslehurst Work Experience Details
  • Westpac
    Senior Manager, Controls Oversight
    Westpac May 2020 - Present
    Sydney, New South Wales, Australia
    Risk Lead on large projects including Design and Distribution Obligations (DDO), Anti-hawking and Power of Attorney.
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  • Bt Financial Group
    Policy Manager
    Bt Financial Group Apr 2018 - May 2020
    Create and maintain Policies for Securitor and Magnitude Licensees. This helps the businesses minimise risk and provides guidance to the Advisers to assist them in providing great outcomes for their clients. Provide guidance to Managing Directors on Policy issues. Assess one-off Policy approval requests. Analyse outstanding Compliance Action Plans for Advisers that have left the business and make recommendations to assist the business in closing them. Analyse client information and make determination as to whether personal advice has been provided which includes recommendations on the potential refund of ongoing advice fees.
  • Commonwealth Bank
    Licensee Standards Manager | Advice Documentation Analyst
    Commonwealth Bank Nov 2016 - Mar 2018
    Create and maintain licensee standards and financial advice documents for advice businesses. This helps the businesses minimise risk and provides guidance to the Advisers to assist them in providing great outcomes for their clients. Provided timely advice and guidance to Advisers to assist them meeting their obligations and their client’s needs. Provide training and guidance to team members on how to maintain financial advice documents.
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  • Commonwealth Bank
    Advice Documentation Analyst
    Commonwealth Bank Jan 2008 - Nov 2016
    Create and maintain financial advice documents for CBAs 5 x advice businesses. Subject matter expert on how legislative, compliance and business initiated changes will affect current suite of advice documents. Provide telephone and email assistance to advisers regarding the advice process, which advice documents to use, strategies to consider, the client’s best interest and additional requirements for the adviser or client to confirm.

David Haslehurst Education Details

Frequently Asked Questions about David Haslehurst

What company does David Haslehurst work for?

David Haslehurst works for Westpac

What is David Haslehurst's role at the current company?

David Haslehurst's current role is Senior Manager, Business Controls, Projects and Change.

What is David Haslehurst's email address?

David Haslehurst's email address is da****@****.com.au

What schools did David Haslehurst attend?

David Haslehurst attended Deakin University, Financial Planning Association.

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