David Sheppard Email & Phone Number

Caringbah South, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Circular Quay, Sydney

St Leonards

Working with Advisers to learn about their practice and the challenges in todays advice network and implement, Debt and Cash Flow Management strategies, Education and Training through the use of Diagnostics and Insights.

JOB ROLELeading a team of Business Managers, with three Direct Reports and twenty Indirect Reports across Australia to achieve Mortgage and Direct Sales Growth targets, Delivery of Premier Banking Service to High Net Worth customers and management of Planner Assist model to accredited Financial Planners.In addition, I have taken on a secondment to also manage Specialised Distribution which includes strategic management of AMP Bank's Deposit Portfolio, Retention and Affinity Program.Key responsibilities:• Management and Leadership of Premier Banking Team Strategic direction, management and leadership of Premier Banking team to achieve the Mortgage and Deposit growth targets.• Formulation of Business & Marketing Plans Strategic analysis and negotiation of Marketing Plans, creation of Marketing Videos and implementation and engagement of Business Plans.• Implementation and Sustainability of Planner Assist Model – working with Financial Planners to deliver sustainable referral model for mortgages and deposits.Key achievements:• Developed and implemented highly successful Planner Assist Model - increasing mortgage settlements by 178% YTD July 2012 through targeted marketing and educational campaigns.• Strategic Lead Analysis - Analysis of lead volumes and sources to ensure achievement of mortgage targets. Identification and negotiation of contractual terms for new Lead sources (Rates Direct, Info choice)• Presentation and Management of National Road-show – Co-Ordination, Logistical Management and Presenting at annual Road-show and AMP Expo promoting Employee Benefits and Premier Banking service offer to staff and third party originators.• Mentor and Leadership – mentoring and leading RMI projects and formulation of Bank Forum to share intellectual property throughout AMP Bank and group services.

Parramatta

Management of Affinity & Alliances Portfolio (Relationship Management and Portfolio Value of $2.2bn) and leadership and management of Premier Banking Team.Key achievements:• Relationship Management of Affinity & Alliances program – managed external relationships with thirty three Affinity Partners (CPA, ICAA, LAWNSW, American Express).• Contract Re-negotiation and Retention – Successful renewal of all Top 10 Affinity Associations over two year period and reduction of commissions payable to increase ROIC on portfolio.• Restructure of Premier Banking Team formulation and implementation of strategy to merge Direct Sales and Premier Banking Relationship Managers to reduce fixed costs and increase mortgage and deposit sales. Increased mortgage sales from64% to plan to 89% to plan within first six months.• Management and Co-Ordination of Annual Sales Conference for AMP Bank Sales team.

Parramatta

Managed the relationship with Affinity Partners, Institute of Chartered Accountants, CPA, The Law Society of NSW, American Express, Engineers Australia and twenty four further assocations. Responsible for Annual Marketing Plans, Relationship Management, Contract Renewals and Acquistion of Mortgages.

Leadership of Sales and Relationship ManagementStrategic direction, planning, marketing and relationship with Affinity PartnersContractual negotiations and renewals with Affinity PartnersFormulation and implementation of Business PlansManagement of High Net Worth customersKEY ACHIEVEMENTSFormulation and implementation of Marketing Plan to achieve mortgage targets for Affinity ProgramManaged Sales and Relationship with twenty eight Affinity PartnersManaged Relationship with Kessler Financial ServicesSuccessful renewal of contracts with key Affinity Partners (ICAA, Law Society of NSW, American Express)Increased acquisition of mortgages by 40% in 2009 ($120m to $168m) and 10% in 2010 ($168m to $185m) for Affinity ProgramStrategic direction of acquisition of mortgages for new and existing customers within Direct Sales TeamManagement and Leadership of Sales and Relationship ManagersEstablished referral partnership with AMP Private Wealth ManagementFormulation and adherence to Guiding Principles

Sales and Relationship Management with twenty eight Affinity Partners, including The Institute of Chartered Accountants in Australia, American Express, Law Society of NSW, Engineers Australia, APESMA and CPA Australia.

Managed High Net Worth client portfolios of up $250m with reationship management, referrals to financial planning and mortgage and deposit sales.

Managed escalations and complex scenarios from Mortgage Brokers.

Reviewed all mortgage applications, settlements and loan documents and assisted Team Leader with running team.

Managed Relationships with Third Party Originators (Brokers, Aggregators)

Diploma Of Finance And Mortgage Broking, Finance And Financial Management Services, Accredited

Mba, Business Management Commenced 2011

Mba, Business Management

studying Masters in Business Management

Diploma, Financial Services - Banking

Higher School Certificate

Higher School Certificate, 1990

Diploma Of

FINANCIAL SERVICES - BANKING 2007-2008 KAPLAN (FINSIA)