Leader and coach for the team of 24 staff. Proactively builds trust and effectively collaborates with a diverse group and all stakeholders.Designed the business operations processes and procedures. Expertly managed and delivered on a number of key projects, including the successful application and implementation of becoming a self licensed advice practice. Implemented the business strategy.Developed a growth mindset culture and actively promoted staff in to leadership roles. Anticipates, analyses and manages emerging issues. Results Orientated. Works confidently and independently and manages own work deliverables. Proactively collaborates with others to achieve results.Strong personal integrity and self awareness. Displays judgement, initiative and professionalism. Continually develops self and others.Communicates and influences effectively.

Proactive business partner to aligned financial planning practices.Accountable for the Development and implementation of business plans, identifying strategies to meet specific growth targets, profitability, client and shareholders expectations. Initiate B2B Mergers & Acquisitions involving negotiations on commercial terms.Lead Change Management for key compliance initiatives.Lead project management delivering resources and expertise. Exceptional communicator with all levels of personnel. Client centric approach to Channel development and growth. Effective monitoring and tracking of business growth and sales.Key Accomplishments:Endorsed the strategic business planning offering and engaged over 90% of my channel in creating effective, challenging business growth targets, helping advice practices become more sustainable and profitable. Delivered on key Change Management initiatives, which helped create fee transparency, increased compliance standards and stronger cash flows for advice practices. Led and drove the uptake of new business levels with AMP Bank in the WA aligned practices channel, settling over $72m in lend deals in 2014, supporting the growth plans of AMP Bank. Achieved 134% of plan target in insurance product sales in 2014, through relationship management and collaboration.

Created successful, profitable financial planning arm of the business. Aligned successful mortgage brokers with financial planners. Delivered practice management to drive coaching, mentoring and strategic business planning. Targeted and increased new financial planners numbers. Increased new business and trail revenue to the company. Fostered strong customer relationships throughout WA; kept abreast of trends, competitive products and industry developments.Key Accomplishments:Practice Development Manager of the Year 2012 – National Award of Excellence for New Business Development Developed the financial planning model for WA, which was then distributed nationally.Conducted regional seminars for new product, with WA becoming one of the company’s most lucrative revenue generators. Built trust and loyalty within the advice community.

Built a successful advisory business from scratch. Created a professional network of mortgage professionals/businesses to align my advisory business with. Delivered personal, retail insurance advice to clients. Tracked mortgage sales to generate insurance new business. Key Accomplishments:Insurance Specialist of the Year 2009 for New Business Revenue Maintained an A Grade Compliance audit

Commenced and grew the Annuity arm of the business. Networked and engaged professionals to deliver personal advice, as an outsourced service of the business. Enhanced the business client value offerings, engaged new business clients and increasing new business revenue.

A driven sales adviser career in Financial Services. Good career decisions have enabled me to work in small, medium and large corporate businesses, always with the opportunity to enhance my professionalism and client centricity. Starting from a call centre for CGU, cold calling and door knocking with Britannic Assurance, channel development and growth within regional building societies, working for the largest Independent Financial Adviser on the UK High Street, Bradford & Bingley, as well as running my own successful advisory business in the UKKey Accomplishments:Successfully ran my own Financial Planning & Debt Advice Practice in the UK