Duncan Mcpherson

Duncan Mcpherson Email and Phone Number

Founder and Principal @ Sydney, NSW, AU
Sydney, NSW, AU
Duncan Mcpherson's Location
Greater Sydney Area, Australia
Duncan Mcpherson's Contact Details

Duncan Mcpherson personal email

n/a

Duncan Mcpherson phone numbers

About Duncan Mcpherson

I’ve developed a deep experience and interest in bringing affordable advice to everyday Australians. Throughout my career I’ve worked with superannuation funds, financial advisers and leaders that share the same goal as me, making advice more available to all that need and/or want it.Driven by the fact that too many Australians have been excluded for accessing advice for too long, I have led businesses and teams of people that deliver relevant advice to tens of thousands of everyday Australians every year. The documented and direct outcomes of this advice have proven that it can be made accessible, with thousands of members making the transition into retirement and many more making informed decisions about their financial future as a result.I have focused my attention on building commercial customer centric businesses that provide positive outcomes to employees, customers and shareholders. My areas of expertise include. - Strategic Development and Implementation: developing executable strategy that is shaped by the

Duncan Mcpherson's Current Company Details
Borromean Consulting

Borromean Consulting

Founder and Principal
Sydney, NSW, AU
Duncan Mcpherson Work Experience Details
  • Borromean Consulting
    Founder And Principal
    Borromean Consulting
    Sydney, Nsw, Au
  • Borromean Consulting
    Founder & Principal
    Borromean Consulting Sep 2024 - Present
    Sydney, New South Wales, Australia
    Borromean Consulting's mission is clear: to help superannuation funds build the capabilities needed to improve the retirement outcomes of everyday Australians through relevant, accessible and affordable advice.Borromean Consulting specialises in:- Scaled and Simple Retirement Advice: Strategy development, implementation, and continuous improvement of retirement advice services tailored for everyday Australians.- Digital Advice: Practical planning, design, and execution of scalable digital advice services that meet the needs of members.- Adviser Capability Model: Building strong, mutually beneficial relationships between super funds and advisers to enhance member retirement outcomes.Here’s what we offer:1. Strategy Development: Partnering with executives and advice teams to design strategies that enhance member retirement outcomes.2. Digital and Scaled Advice Strategy: Collaborating with leadership teams and businesses to create scalable advice models that effectively integrate technology and people, while managing costs.3. Personal Advisory Board: Offering one-on-one advisory support to executives, providing a confidential space to discuss opportunities, refine strategies, and prepare for board presentations.
  • Link Advice Pty Limited
    Ceo
    Link Advice Pty Limited Apr 2018 - Apr 2024
    Sydney, Australia
    Link Advice works with corporate and industry superannuation funds to help their members get access to affordable and accessible advice. Bringing Adviser Network and Link Advice together into one team, we now the vision and capability to create a connected member journey across all engagement points digital advice to telephone advice and face to face advice to truely create an experience centred around the member and their needs.
  • Link Advice Pty Limited
    Director
    Link Advice Pty Limited Apr 2018 - Apr 2024
    Sydney, New South Wales, Australia
    As the Managing Director of Link Advice Pty Limited, I was responsible to the CEO of Link Retirement and Superannuation Solutions and the Board of Link Advice Pty Limited for the ongoing operation ofLink Advice including;- Developing the business purpose, vision and strategy- Monitoring and managing Link Advice Pty Limited's financial performance- Overseeing and monitoring Link Advice's compliance obligations set by the boards of the Link Group and Link Advice Pty Limited- Ensuring Link Advice Pty Limited's ongoing compliance with our obligations as a regulated entity.- Managing our people to ensure they were provided with the appropriate tools and resources optimally to perform their roles whilst adhering to Link's HR policies.
  • Link Advice Pty Ltd
    Responsible Manager
    Link Advice Pty Ltd Apr 2018 - Apr 2024
    Sydney, New South Wales, Australia
    Responsible Manager for the Adviser Network Australian Financial Services Licensee #258145. As the RM for the AFSL I was responsible for the ongoing compliance of the advice business of Link Advice. This included ensuring that the quality of the advice services provided by our Authorised Representatives is adequate and that Link Advice is meeting its regulatory obligations. The Link Advice AFSL authorised;- Employed telephone financial advisers- Authorised Representatives providing comprehensive advice- General Advice provided in Contact Centres- Digital Advice through both Link Advice's proprietary software, Super Blueprint, and 3rd party software providers.
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  • Adviser Network Pty Ltd
    Ceo
    Adviser Network Pty Ltd Aug 2015 - Apr 2018
    Sydney, Australia
    Adviser Network is an non-institutionally aligned provider of financial advice services and technology to the Australian Superannuation Industry. With clients across Australia’s financial centres, Adviser Network delivers tailored, efficient and scalable solutions through both an integrated direct and online capability.Through both our core and satellite service offerings we deliver a clear, coordinated approach to the full spectrum of member engagement, delivery, satisfaction, retention and growth within an advice and technology perspective.As CEO my role will be to continue the sustained growth of Adviser Network whilst also looking for new ways to meet the demand for advice by superannuation members, advisers and consumers. This will be involve the combined the strengths of both face to face advice and technology.
  • Adviser Network Pty Limited
    Responsible Manager
    Adviser Network Pty Limited Apr 2015 - Apr 2018
    Sydney, New South Wales, Australia
    Responsible Manager for the Adviser Network Australian Financial Services Licensee #232729. As the RM for the AFSL I was responsible for the ongoing compliance of the advice business of Adviser Network. This included ensuring that the quality of the advice services provided by our Authorised Representatives is adequate and that Adviser Network is meeting its regulatory obligations. The Adviser Network AFSL authorised both Financial Advisers and our digital advice service, Super Blueprint.
  • Mlc
    Head Of Licensee Productivity And Development
    Mlc Sep 2013 - May 2015
    Sydney, Australia
    As Head of Licensee Productivity and Development with MLC Advice Partnerships in Sydney, I will be leading a talented team in; - Mobilising our Licensee and the Value Propositions - Building our Practice Management capability - Delivering on our Service Proposition to our Advisers and network - Capturing and understanding the value creationSome of the areas I have been focusing on include;Developing the education standard for our self employed licensees to meet the changing demand of consumers and the industry;Contributing to industry work groups on the roll out of the Adviser Register as well as Adviser Competency;Leading the implementation of TASA and the Adviser Register into our self employed Licensees.
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  • Social Innovation In Western Australia
    Director
    Social Innovation In Western Australia Jun 2011 - Sep 2013
    Perth, Australia
  • Mlc Advice Solutions
    State Manager
    Mlc Advice Solutions Jun 2003 - Sep 2013
    Perth
    Working with a number of small businesses aligned to our Australian Financial Services License to assist them in planning their business and providing advice to clients.
  • Nab
    State Manager Mlc Advice Solutions Wa
    Nab 2003 - Sep 2013
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  • Hillross Financial
    State Manager
    Hillross Financial Mar 2000 - Jun 2003
    Looking after the network of Financial Planners under the Hillross Licensee
  • Gio Financial
    State Manager
    Gio Financial Mar 1998 - Mar 2000
  • Gio Australia
    Financial Planner
    Gio Australia Jun 1995 - Mar 1998

Duncan Mcpherson Skills

Financial Services Wealth Management Financial Planning Superannuation Investments Portfolio Management Risk Management Wealth Financial Advisory Retirement Planning Small Business Business Strategy Performance Improvement Relationship Management Finance Investment Strategies Income Protection Strategic Financial Planning Project Planning Investment Advisory Insurance Executive Coaching Marketing Strategy Strategy

Duncan Mcpherson Education Details

Frequently Asked Questions about Duncan Mcpherson

What company does Duncan Mcpherson work for?

Duncan Mcpherson works for Borromean Consulting

What is Duncan Mcpherson's role at the current company?

Duncan Mcpherson's current role is Founder and Principal.

What is Duncan Mcpherson's email address?

Duncan Mcpherson's email address is du****@****.com.au

What is Duncan Mcpherson's direct phone number?

Duncan Mcpherson's direct phone number is +614110*****

What schools did Duncan Mcpherson attend?

Duncan Mcpherson attended Harvard Business School Online, Stanford University Graduate School Of Business, Murdoch University, Australian Institute Of Company Directors, Agsm @ Unsw Business School, Deakin University, Edith Cowan University, Applecross High School.

What skills is Duncan Mcpherson known for?

Duncan Mcpherson has skills like Financial Services, Wealth Management, Financial Planning, Superannuation, Investments, Portfolio Management, Risk Management, Wealth, Financial Advisory, Retirement Planning, Small Business, Business Strategy.

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