David Barnett Email & Phone Number

Sunshine Coast, Queensland, Australia

• Ensure the integrity, upkeep, and continuous improvement of the organisation's BPMS architecture and metamodel.• Lead efforts to refine process modelling standards, ensuring alignment with Youi's strategic goals and scalable growth.• Collaborate with cross-functional teams to integrate new processes and improvements into the BPMS platform.• Develop and maintain process architecture frameworks that guide process design across Youi.• Design and map out end-to-end processes across multiple functions or departments, ensuring they align with the Youi's strategic goals and are reflected accurately in the metamodel.• Oversee and guide process architecture efforts, ensuring consistency and adherence to organisational standards.• Drive strategic continuous improvement initiatives at an organisational level, influencing or leading cross-functional transformation programs.

Sunshine Coast, Queensland, Australia

Brisbane, Queensland, Australia

• Conduct process mapping and requirements gathering with non-technical stakeholders.• Requirements gathering and documentation, business process modelling, user story creation, functional analysis, and business case development.• Supporting key stakeholders across various clients in the design and development of a global operating model to support the client’s strategic direction into the future.• Supporting the creation of a vision and value proposition, design principles and operating model options assessment.• Collaborated with the team to agree on a preferred option and then detailed the end-to-end processes, governance, organisation, and capability requirements

Australia

• Ensure compliance with licensee standards, industry legislation and regulations.• Maintain, monitor and reporting of adherence to compliance obligations. Undertaking periodic audits, remediation, and planning.• Build valued relationships and conduct meetings with prospective clients, ensuring meetings adhere to compliance standards and agreed business processes.• Develop the most appropriate strategies and advice according to the clients’ current situation and guide them towards their goals.• Develop and review advice documents to ensure that the strategies developed are appropriate and compliant with legislation.• Supervise and take responsibility for the implementation of all advice in a compliant manner.• Educate clients and answer questions about investment options and potential risks.• Provide support and mentoring to all roles within the business.• Show a high level of leadership and support a positive working environment.

Maroochydore

• Support the senior adviser to ensure meetings adhere to compliance standards and agreed business processes.• Strong understanding and adherence to financial advice policies, legislation and regulations.• Undertake independent research to identify appropriate planning strategies to meet a client’s financial and personal objectives.• Responsible for the development of financial strategies, as well as driving a culture of preparing quality and compliant advice documents; with a focus on superannuation, investment, insurance, cash flow analysis, budgeting, and forecast modelling.• Acted as the primary lead for the implementation of the Microsoft 365 rollout. Including the planning, deployment, implementation and ongoing administration and training.• Provide ongoing education for financial technical knowledge and business process improvement.

Maroochydore

• Preparation of client reviews process, along with drafting client progress reports and correspondence post-review meeting.• Liaise with clients ensuring requests are met whilst providing necessary information.• Driving force behind the continual improvement of administrative, compliance and advice processes.• Maintaining efficient workflow for compliance purposes and improving everyday communication and office processes. Being the driving force for the implementation of the SCRUM methodology (AGILE) for management of office workflow.• Responsible for completion of Superannuation, investment and insurance applications with clients. Along with the implementation of advice recommendations, including the action of switches, withdrawals, rebalances and trades. Additional responsibilities include the management of insurance claims, ensuring the efficient and successful payment of claims.• Provide ongoing education for financial technical knowledge and business process improvement. Due to my former experience, I am regularly called upon to identify, analyse and provide Information Technology solutions.

• Ensure the successful and continual running of critical business systems at Sunshine Coast Institute of TAFE; including the Institute’s SharePoint environment, Dynamics CRM, ancillary legacy applications and databases.• Maintain relationships with internal and external clients on an ongoing basis, enabling them to make informed decisions.

• Responsible for the direction of project staff that design, develop, and test programs and information systems delivered via the Web.• Planned and managed activities that support web services. Provide leadership and direction in planning, developing, and maintaining the web environment.• Research, select, implement and maintain Web-based applications integrated with a variety of data sources. Provided strategic direction and leadership for project management, customer service processes, and software selection and support.

Lean Six Sigma Green Belt

I completed the Lean Six Sigma Green Belt course at Queensland University of Technology (QUTex), a comprehensive four-day program focused.

Bachelor Of Commerce (B.Com.), Financial Planning

Major in Financial Planning (FP) Minor in Small Business Management (SBM)

Certificate Iv, Project Management

Web Administration