With a career spanning almost three decades in the financial advice sector, I have extensive industry experience in advice innovation and transformation, regulatory compliance, project and change management, advice operations, and business coaching.Most recently I have served in roles pivotal to the success of major institutional and licensee initiatives and large scale projects, including digital advice transformation, regulatory reform initiatives, operating model design and the development of innovative advice technology. Throughout my career I have gained extensive experience in:• Project management• Risk and insights analytics• Business requirements and change impact analysis• Stakeholder management• Team management and leadership of key business function streams• Process and systems review (using LEAN methodology)• Technology implementation and automation• Organisational change management, planning, and execution• Business benefit realisation • Strategic business analysis, future state design, business case development• Workshop Creation and Facilitation
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Advice Improvement ManagerInsignia Financial Jan 2022 - PresentA strategic role focused on the development of an efficient, client focussed, end to end digital experience to facilitate the client journey between general and personal advice. Responsibilities include digital advice transformation, managing regulatory reform initiatives, operating model design, and the development of Insignia Financials' innovative proprietary advice technology. -
Manager Debt Advice & Cashflow SolutionsAmp Apr 2020 - Apr 2021A subject matter expert responsible for developing AMP’s debt capability in support its strategic priorities, the operation of the licensee controls for the provision of debt and cashflow services, the development of best practice processes, and to ensure that the overall monitoring and supervision framework for these services is operating effectively and remains fit for purpose. -
Advice Process Analyst / Subject Matter ExpertAmp Jul 2016 - Apr 2020Working within the Project Management Office, this role ensures that initiatives and other key changes for AMP’s advice business and adviser network are deployed in consideration of advice policy and process implications.Primarily involved in AMP’s large scale transformation and growth projects to manage the change, implementation and adoption of new business models and software solutions aimed at improving the quality and reach of financial advice. -
Advice & Process Improvement ManagerAmp May 2011 - Jul 2016Actively supported the development and capability of the adviser network by developing programs and best practice methodology to support the advice process, policy compliance, capability improvement, and to ensure that advisers are able to operate with optimal efficiency enabling maximum productivity. -
Business Systems Consultant (Qld / Nsw)Genesys Wealth Advisers Aug 2007 - May 2011A subject matter expert driving the implementation of business management and advice process optimisation strategies into Advice Businesses via the integration of financial planning technology.
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Account Executive (Qld / Wa)Iress Nov 2006 - Aug 2007 -
Compliance & Technical ManagerMlc Limited May 2006 - Nov 2006 -
Senior ParaplannerGenesys Wealth Advisers Feb 2005 - May 2006
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Financial Adviser / ParaplannerSuncorp Sep 2002 - Feb 2005 -
Financial AdviserCommonwealth Bank Mar 1998 - Sep 2002
David Buckley Education Details
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Advanced Diploma Of Financial Services (Financial Planning) -
Diploma Of Financial Services (Financial Planning) -
Moreton InstituteDiploma Of Business Management
Frequently Asked Questions about David Buckley
What company does David Buckley work for?
David Buckley works for Insignia Financial
What is David Buckley's role at the current company?
David Buckley's current role is Advice Improvement Manager.
What schools did David Buckley attend?
David Buckley attended Kaplan Professional, Kaplan Professional, Moreton Institute.
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David Buckley
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David Buckley
General Manager - Operations At Coté Software & Solutions | Virsaic™Greater Melbourne Area3iag.com.au, iag.com, cote.com.au2 +614110XXXXX
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David Buckley
Principal Consultant At Freshtracks Digital Consultingservice Management | Business Value | Lean It | ServicenowCanberra1fujitsu.com.au -
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David Buckley
University Lecturer, Business Manager, Technology & People SkillsNew South Wales, Australia
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