David Plant Email & Phone Number

Sydney, Nsw, Au

Australia

I help Financial Services business owners identify, protect, maximise, and unlock the value in their businesses at any stage of the business cycle, through to sale or succession. I've worked in the financial services industry for over 30 years. I am a fully accredited adviser with Succession Plus, trained and licensed to use the market-leading Succession Plus and Capitaliz tools. Succession Plus is also known for its expertise in guiding companies wishing to implement ESOPs (Employee… Show more I help Financial Services business owners identify, protect, maximise, and unlock the value in their businesses at any stage of the business cycle, through to sale or succession. I've worked in the financial services industry for over 30 years. I am a fully accredited adviser with Succession Plus, trained and licensed to use the market-leading Succession Plus and Capitaliz tools. Succession Plus is also known for its expertise in guiding companies wishing to implement ESOPs (Employee Share Ownership Plans).In operation for ten years, Succession Plus is the largest Business Succession and Exit planning consulting firm in Australia and is entirely focused on designing and implementing successful exit strategies that achieve the owners' goals, release them from the business they have been so heavily invested in and provide the financial reward that they deserve. Succession Plus has a team of highly skilled experts who bring a wealth of experience and passion to help clients maximise the value of their business, and achieve a successful exit. Show less

Oceania

HFL assists medium to large organisations accelerate the growth of their leadership capabilities. Operating from Sydney, Singapore, Melbourne, our programs elevate business performance through elevated leadership execution. I act as an accredited coach to people who participate in the leadership program. It's very satisfying work to see people reach more of their potential.

Australia

Mastering Expertship is a market-leading professional growth program for top technical experts in a wide range of domain fields. Its been described by participants and their managers as the MBA for experts. More than 1000 experts have attended this program.I am an accredited and experienced coaching in the program, and I act as a navigator, trusted adviser, and sounding board for participants. Experts tell me that they love working with a coach who understands what it is to be an… Show more Mastering Expertship is a market-leading professional growth program for top technical experts in a wide range of domain fields. Its been described by participants and their managers as the MBA for experts. More than 1000 experts have attended this program.I am an accredited and experienced coaching in the program, and I act as a navigator, trusted adviser, and sounding board for participants. Experts tell me that they love working with a coach who understands what it is to be an expert, and I love working with them as they are such amazing people. I'm constantly learning as I am coaching. Show less

Sydney, New South Wales, Australia

I work with people and businesses who want to get things done. We all know that there are things that we need to improve, but so many things get in the way - business, life, people, ourselves. We get clear on what it is you and/or your business needs to get done, then set priorities and set actions in place. It's my job to facilitate those priorities, to keep people accountable, and to move them forward. This may happen with individuals, small businesses or larger… Show more I work with people and businesses who want to get things done. We all know that there are things that we need to improve, but so many things get in the way - business, life, people, ourselves. We get clear on what it is you and/or your business needs to get done, then set priorities and set actions in place. It's my job to facilitate those priorities, to keep people accountable, and to move them forward. This may happen with individuals, small businesses or larger corporates.I do this through facilitation of Peer Groups, Board of Advice, business diagnostics, business coaching, conferences, workshops, change management, business planning, project planning and oversight, and operational reviews.Importantly, I work closely with clients to deliver their desired outcome - not a standard or packaged one-size-fits-all solution. It's your business, so it needs to be your solution.I have presented keynotes and other presentations at many professional development days and courses over the years, both in Australia and overseas. Rather than death by Powerpoint (although we all use a bit of that!), I feel you get your best results with audience interaction, clear and implementable takeaways, and wherever possible, a bit of fun.As a Master of Ceremonies, I have run conferences of up to 3 days. I believe it is important to ensure that one gets to know the business, and to stay invested in all of the sessions to provide continuity and relevance throughout the program. It’s also critical to keep to the agenda, and to ensure that the delegates know where they have to be and when they have to be there. Personally, I’ve also MC’d 4 weddings - but not a funeral. Show less

Australia

Working with Doctors to improve services to patients

Sydney, New South Wales, Australia

I work with financial advisory and professional services businesses to build and consolidate business success. I deliver the “Build for the Future” program to businesses moving into a larger scale operation, and I provide regular coaching and feedback. I also work with the “Focus on Growth” businesses that are large scale, challenging their thinking and operations with a view to improved results, and providing access to experts in related disciplines.

Sydney, Australia

Responsible for management and driving of core functional areas across Adviser Distribution, which includes Dealer Operations, Events & Communication, Research, Technical Services & Training, in addition to driving key strategy implementation in the Adviser Distribution team to move towards industry leadership.Towards the end of my tenure, I worked on the response to the ASIC Licence Conditions and the resultant remediationWith a background in business development and sales… Show more Responsible for management and driving of core functional areas across Adviser Distribution, which includes Dealer Operations, Events & Communication, Research, Technical Services & Training, in addition to driving key strategy implementation in the Adviser Distribution team to move towards industry leadership.Towards the end of my tenure, I worked on the response to the ASIC Licence Conditions and the resultant remediationWith a background in business development and sales training, I understand the challenges of running advisory businesses and my teams build operational support accordingly, with both the Advisers and our AFSLs at top of mind.I believe that professional advice is critical in the areas of life insurance and financial services, and I am proud to work in the Financial Advisory profession. Show less

Sydney, Australia

Responsible for the operations of the Aon Hewitt Financial Advice AFSL (Australian Financial Service License). This includes management of compliance, risk management, remuneration, management reporting, approved product list, advice documentations Xplan support and complaint management.During my time at Aon, I was part of the team that reengineered the business. We consolidated two AFSLs into one for greater efficiencies. We also took heed of the changing market and regulatory… Show more Responsible for the operations of the Aon Hewitt Financial Advice AFSL (Australian Financial Service License). This includes management of compliance, risk management, remuneration, management reporting, approved product list, advice documentations Xplan support and complaint management.During my time at Aon, I was part of the team that reengineered the business. We consolidated two AFSLs into one for greater efficiencies. We also took heed of the changing market and regulatory framework to build a business where compliance was taken as a priority, but also being cognisant of the fact that running an advisory business is challenging. As such, we worked hard to build tools to make it easier to do business.I worked regularly in consultation with ASIC and FOS.I MC'd the 3-day Aon National Conference at Kingscliff in 2013, rated 5 out of 5 by all but one delegate.In addition, I was regularly involved in charity activities, as one of the team who drove the Aon City2Surf initiative that has raised over $100,000 for various charities over the last few years. I was also thrilled to be appointed as a Board member of the Aon Charitable Foundation in 2013. Show less

Working with a fantastic team, I provided sales training and business coaching in this role. The sales training was interactive and targeted to specific results, and relied heavily on understanding and then responding to client psychology.Ths business coaching involved personal consultation and a diagnostic process for a range of businesses. Focusing on bringing out the entrepreneurial side of the financial services professionals, this was an effective process with clear… Show more Working with a fantastic team, I provided sales training and business coaching in this role. The sales training was interactive and targeted to specific results, and relied heavily on understanding and then responding to client psychology.Ths business coaching involved personal consultation and a diagnostic process for a range of businesses. Focusing on bringing out the entrepreneurial side of the financial services professionals, this was an effective process with clear results.As a part of the role I presented at many PD Days and workshops around Australia.I gained my qualification as a Certified Practitioner of Neuro Linguistic Programming Business Communications while in this role. Show less

Bachelor Of Business, Management

Activities and Societies: Open Learning Students Association Bachelor of Business Studies, major in Management

Thought Leadership

Higher School Certificate, Higher School Certificate

HSC