Fiona Rich
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Fiona Rich Email & Phone Number

Compliance & Remediation Specialist at Big 4 Consultancy Firm
Location: Australia, Australia, Australia 7 work roles 2 schools
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Current company
Big 4 Consultancy Firm
Role
Compliance & Remediation Specialist
Location
Australia, Australia, Australia
Company size
302 employees

Who is Fiona Rich? Overview

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Quick answer

Fiona Rich is listed as Compliance & Remediation Specialist at Big 4 Consultancy Firm, a company with 302 employees, based in Australia, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Fiona Rich.

Fiona Rich previously worked as Quality Assurance - Remediation at Big 4 Consultancy Firm and Financial Advisor at Commonwealth Financial Planning. Fiona Rich holds Bachelor Of Business, Finance And Accounting from Charles Sturt University.

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Big 4 Consultancy Firm

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Profile bio

About Fiona Rich

An experienced and highly motivated finance professional currently specialising in all aspects of financial advice remediation, capable of managing high-volume targets and competing priorities, all with exceptional attention to detail, with the primary professional goal to help rectify poor financial advice. Previously a specialist in Wealth Creation and Retirement Planning including Personal Risk Insurance, Superannuation and Investment, I am passionate about using my education, skills and experience to provide a better financial future for more Australians. Specific skills in compliance, remediation, education and development of others, growth management of portfolios, customer service, general management, problem solving and team leadership.A practical, agile and versatile professional who enjoys new challenges, whilst working within a friendly team environment or autonomously, to achieve goals and exceed company and customer expectations. An individual who is self-driven and a proven high achiever, and who is comfortable to lead by example.

Current workplace

Fiona Rich's current company

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Big 4 Consultancy Firm
Big 4 Consultancy Firm
Compliance & Remediation Specialist
bidston, wirral, united kingdom
Website
transformlearningacademy.com
Employees
302
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7 roles

Fiona Rich work experience

A career timeline built from the work history available for this profile.

Quality Assurance - Remediation

Current
Big 4 Consultancy Firm
  • Senior Analyst in a major financial services provider's remediation program in managing financial planning compliance.
  • Reviewing Case Assessor investigation, analysis and validation of past financial advice against legislative requirements and compliance standards.
Sep 2020 - Present

Financial Advisor

Commonwealth Financial Planning

Gold Coast, Qld

  • Maintaining an exceptional customer experience level
  • Developing tailored wealth strategies and financial modelling to assist clients in growing and protecting their wealth
  • Specialising in retirement planning, superannuation, protection and investments
  • Conducting fact finding, plan presentation and review client meetings
  • Operating within compliant frameworks and regulatory guidelines
  • Preparing insurance analyses and corresponding quotes for clients
Mar 2018 - Aug 2019

Advanced Financial Adviser

Bt Financial Advice
  • Assisting clients in making informed decisions
  • Communicating complex information to clients in an easy to understand manner
  • Educating referral partners on the financial planning process and the benefits to clients
  • Conducting training sessions with referral partners on how to identify quality referrals
  • Working in collaboration with other business units to provide the best outcome for clients
  • Coaching new advisers and assistants
Jul 2015 - Jul 2017

Adviser Associate/Paraplanner

Westpac

Perth, Australia

  • Preparing Statements of Advice, Portfolio Reviews and Record of Advice documents
  • Assessing new advisor’s advice quality and adherence to licensee standards and providing constructive feedback
  • Coaching new advisers and assistants
  • Developing, implementing and conducting a new adviser assistance program
  • Reviewing work of other advisers and assistants
Feb 2013 - Jun 2015

Financial Planner/Paraplanner/Administration Assistant

Westpac Group
  • Maintaining electronic client files and ensuring they meet compliance regulations
  • Researching existing products held by clients
  • Share trading and managed fund transactions
  • Preparing and lodging various applications
  • Handling and resolving client enquiries
  • Operating within compliant frameworks and regulatory guidelines
Sep 2011 - Feb 2013

Paraplanner/Administration Assistant

Whk Accountants & Advisors

Bathurst, New South Wales

  • Preparing Statement of Advice, Portfolio Review and Record of Advice documents
  • Creating projections and graphs for client presentations
  • Handling and resolving client enquiries
  • Making client appointments and organising advisers’ diaries
  • Planning and running client seminars
  • Reviewing work of junior staff
Mar 2008 - Jul 2010

Auditor

Morse Group
  • Highly detailed assurance of all sections of financial statements for small not-for-profit organisations to large councils and credit unions
  • Prevention and minimisation of risk in clients’ businesses
  • Designing and applying internal control tests
  • Preparing audit tenders, financial statements and audit and grant reports
  • Maintaining fixed assets registers and preparing bank reconciliations
  • Understanding and applying AIFRS and accounting standards
Jul 2006 - Mar 2008
Team & coworkers

Colleagues at Big 4 Consultancy Firm

Other employees you can reach at transformlearningacademy.com. View company contacts for 302 employees →

AG Ashish Gupta Ashish Gupta Colleague at Big 4 Consultancy FirmGurgaon, Haryana, India, India View → AC Arvind C. Arvind C. Colleague at Big 4 Consultancy FirmSingapore, Singapore View → MA Mehraj Ahmed Mehraj Ahmed Colleague at Big 4 Consultancy FirmLondon, England, United Kingdom, United Kingdom View → RS Raushan Sah Raushan Sah Colleague at Big 4 Consultancy FirmMadhav Narayan, Nepal, Nepal View → AP Arun Pushparaj Arun Pushparaj Colleague at Big 4 Consultancy FirmLondon Area, United Kingdom, United Kingdom View → PT Prince Thakur Prince Thakur Colleague at Big 4 Consultancy FirmDelhi, India, India View → PH Patrick Hargan Patrick Hargan Colleague at Big 4 Consultancy FirmGreater London, England, United Kingdom, United Kingdom View → NK Navdeep Kaur Navdeep Kaur Colleague at Big 4 Consultancy FirmWolverhampton, England, United Kingdom, United Kingdom View → JP Jude Perera Jude Perera Colleague at Big 4 Consultancy FirmGreater Sydney Area, Australia View → SH Shai Hay Shai Hay Colleague at Big 4 Consultancy FirmRamla, Center District, Israel, Israel View →
2 education records

Fiona Rich education

Advanced Diploma Of Financial Services, Financial Planning

Kaplan Professional

Activities and Societies:Self-Managed Superannuation Funds Advanced Diploma of Financial Services Diploma of Financial Services

FAQ

Frequently asked questions about Fiona Rich

Quick answers generated from the profile data available on this page.

What company does Fiona Rich work for?

Fiona Rich works for Big 4 Consultancy Firm.

What is Fiona Rich's role at Big 4 Consultancy Firm?

Fiona Rich is listed as Compliance & Remediation Specialist at Big 4 Consultancy Firm.

Where is Fiona Rich based?

Fiona Rich is based in Australia, Australia, Australia while working with Big 4 Consultancy Firm.

What companies has Fiona Rich worked for?

Fiona Rich has worked for Big 4 Consultancy Firm, Commonwealth Financial Planning, Bt Financial Advice, Westpac, and Westpac Group.

Who are Fiona Rich's colleagues at Big 4 Consultancy Firm?

Fiona Rich's colleagues at Big 4 Consultancy Firm include Ashish Gupta, Arvind C., Mehraj Ahmed, Raushan Sah, and Arun Pushparaj.

How can I contact Fiona Rich?

You can use AeroLeads to view verified contact signals for Fiona Rich at Big 4 Consultancy Firm, including work email, phone, and LinkedIn data when available.

What schools did Fiona Rich attend?

Fiona Rich holds Bachelor Of Business, Finance And Accounting from Charles Sturt University.

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