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Frank Gomez Email & Phone Number

Head of Financial Planning - Life Insurance | Responsible Manager (DFS) at Avant Mutual
Location: Sydney, New South Wales, Australia 14 work roles 6 schools
1 work email found @deloitte.com.au LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email f****@deloitte.com.au
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Current company
Avant Mutual
Role
Head of Financial Planning - Life Insurance | Responsible Manager (DFS)
Location
Sydney, New South Wales, Australia
Company size
395 employees

Who is Frank Gomez? Overview

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Quick answer

Frank Gomez is listed as Head of Financial Planning - Life Insurance | Responsible Manager (DFS) at Avant Mutual, a company with 395 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at deloitte.com.au and a matched LinkedIn profile for Frank Gomez.

Frank Gomez previously worked as Senior Risk and Compliance Manager | Responsible Manager (DFS) at Avant Mutual and Senior Compliance Manager at Perpetual Limited. Frank Gomez holds Master Of Applied Finance, Equities from Macquarie University.

Company email context

Email format at Avant Mutual

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{first_initial}{last}@deloitte.com.au
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Profile bio

About Frank Gomez

Avant Mutual is Australia's largest medical indemnity provider that also provides a wide range of financial services targeted to medical professionals. My role heading the Line 1 Risk & Compliance function for the Life Insurance division covers the provision of general and personal financial advice to Avant members about life insurance products including life, disability, trauma and income protection.Previously I worked at Perpetual as a senior risk and compliance specialist in the Legal, Audit, Risk, Compliance Team, across all of Perpetual's diversified and global businesses, with a particular focus on Group Compliance functions, Perpetual Private's wealth management divisions, and Perpetual Superannuation. Some business and group level lines supported include: - Perpetual Private Clients (Financial Advice)- Jacaranda Financial Planning (acquired by Perpetual) - Fordham (Taxation and Accountancy) - Fiduciary Services (Estates / Native Title / Philanthropy / Trustee Services) - Perpetual Private Investments (Managed Funds / Model Portfolios) - Perpetual Asset Management Australia - Perpetual Super Limited - Group level policies and frameworksBefore joining Perpetual, Frank worked for Commonwealth Private (ultra-high-wealth division), Deloitte, AMP, Westpac and BT Financial Group in various roles in wealth management, financial advice, insurance and superannuation.Frank holds a Masters of Applied Finance (Macquarie), as well as an Advanced Diploma of Financial Planning and a Bachelor of Communication Arts (UTS). Key Capabilities* Operational risk assessment, controls and uplift programs - managing key risk controls, key risk indicators, complaints reporting and staff training and continuous professional development.* Policies & Frameworks - deep experience in creation and updating of group and business line policies and frameworks* Regulatory Engagement - from parliamentary horizon scanning, distilling key information to divisional leadership, implementing regulatory change and dealing with regulator requests and breach reporting* Stakeholder engagement - proactively engaged with business lines on change and business acquisition projects, reacting to emerging risks, reporting* Leadership - led large and small teams with a focus on teamwork and staff development

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, and 34 others.

Current workplace

Frank Gomez's current company

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Avant Mutual
Avant Mutual
Head of Financial Planning - Life Insurance | Responsible Manager (DFS)
australia
Website
avant.org.au
Employees
395
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Company profile
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14 roles

Frank Gomez work experience

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

Head Of Financial Planning - Life Insurance | Responsible Manager (Dfs)

Avant Mutual

Sydney, NSW, AU

Senior Risk And Compliance Manager | Responsible Manager (Dfs)

Avant Mutual

Sydney, New South Wales, Australia

As Senior Risk and Compliance Manager I support the Doctors Financial Services division of Avant.

Senior Compliance Manager

Perpetual Limited

Sydney, New South Wales, Australia

Nov 2020 - May 2023

Advice Compliance Improvement Manager

Amp

Sydney, Australia

As an Advice and Process Improvement Manager my job is to work with AMP branded and affiliated licensees to improve the efficiency and robustness of their businesses, so they can spend more time providing compliant, quality advice to their customers.

Apr 2018 - Nov 2020

Case Compliance Manager

Deloitte Consulting

Sydney, Australia

As Quality Assurance Manager I managed a team of quality advice assessors working on financial planning & wealth remediation projects for some of the largest financial planning firms in Australia.

Mar 2017 - Mar 2018

Practice Compliance Manager

Commonwealth Bank

Sydney, Australia

CPO is a boutique within Commonwealth Private that provides ultra-high net worth clients and their families investment, structural and overall strategic wealth management advice. As Practice Manager, my role was to provide these clients and the CPO team with strategic and technical advice on areas such as estate planning, superannuation, philanthropy and.

Dec 2015 - Feb 2017

Manager, Insurance (Secondment)

Bt

Sydney, New South Wales, Australia

Manage team of around 20 consultants delivering general advice to clients around new or existing life insurance policies.

Jun 2014 - Dec 2015

Superannuation Compliance Manager (Secondment)

Bt

Sydney, New South Wales, Australia

Secondment opportunity to work on trustee compliance supervision and monitoring frameworks.

Jul 2013 - May 2014

Senior Advice Disputes Case Director

Bt Financial Group

Sydney, Australia

I investigated and resolved wealth management related complaints and disputes on behalf of BT Financial Group's advice businesses, including Westpac Financial Planning, Magnitude and Securitor.I have represented BT at the Financial Ombudsman Service (FOS) and assisted counsel in litigation matters.

Jun 2009 - Jul 2013

Business Financial Planner

Westpac

Sydney, Australia

Primarily responsible for providing wealth and insurance advice to Westpac Financial Planning business customers.

Aug 2005 - Jul 2009

Senior Technical Analyst (Advice)

Bt Financial Group

Sydney, Australia

I analysed superannuation and taxation legislation to support Westpac and independent external financial planning groups. Specialisations included income streams, SMSF, business insurance, estate planning and superannuation-based wealth strategies.

Apr 2003 - Aug 2005

Client Relations Consultant

Bt Financial Group

Sydney, Australia

Various roles on retail customer, superannuation and adviser hot-lines over a period of 3 years.

Mar 2000 - Mar 2003

Bar Manager (Part-Time While Studying)

Petersham Inn

Sydney, Australia

Managed weekend nightclub and supervised an average of 4 staff. Maintained stock records, and placed orders. Advised licensee on pricing policy. Ensured staff adhered to Responsible Service of Alcohol regulations.

Sep 1996 - Sep 1999

Leasing & Security Officer

Health Insurance Commission

Sydney, Australia

Vetted and recommended tactics for negotiation of commercial leases for Medicare/Medibank Private branches in NSW. Implemented branch security guidelines. Procurement of security equipment. Check validity of rental increases and maintain rental records for department budget. Accomplishments included the drafting of a standard lease document that was later.

Jan 1994 - Sep 1996
Team & coworkers

Colleagues at Avant Mutual

Other employees you can reach at avant.org.au. View company contacts for 395 employees →

VN Vanessa Nicholson Vanessa Nicholson Colleague at Avant MutualGreater Melbourne Area, Australia View → RL Ren Li Ren Li Colleague at Avant MutualSydney, New South Wales, Australia, Australia View → JC Jane Clifford Jane Clifford Colleague at Avant MutualGreater Sydney Area, Australia View → EW Ella Waite Ella Waite Colleague at Avant MutualSydney, New South Wales, Australia, Australia View → KB Kris Brooks Kris Brooks Colleague at Avant MutualGreater Sydney Area, Australia View → KR Katherine Raftesath Katherine Raftesath Colleague at Avant MutualSydney, New South Wales, Australia, Australia View → KJ Kirrily J. Kirrily J. Colleague at Avant MutualGreater Sydney Area, Australia View → MC Michael Chan Michael Chan Colleague at Avant MutualSydney, New South Wales, Australia, Australia View → RL Rick Le Rick Le Colleague at Avant MutualSydney, New South Wales, Australia, Australia View → CW Cheryl Wood Cheryl Wood Colleague at Avant MutualGreater Melbourne Area, Australia View →
6 education records

Frank Gomez education

Master Of Applied Finance, Equities

Macquarie University

I studied a Masters of Applied Finance which included: Corporate Finance Derivatives Legal Risk in Finance Carbon Trading Portfolio.

Ongoing Professional Education, Finance And Financial Management Services, Continuing Education

Kaplan Professional

Required to be able to work in many areas of finance, including financial advice. Competencies adjusted every year in relation to role.

Higher School Certificate

Christian Brothers High School, Lewisham
FAQ

Frequently asked questions about Frank Gomez

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

What company does Frank Gomez work for?

Frank Gomez works for Avant Mutual.

What is Frank Gomez's role at Avant Mutual?

Frank Gomez is listed as Head of Financial Planning - Life Insurance | Responsible Manager (DFS) at Avant Mutual.

What is Frank Gomez's email address?

AeroLeads has found 1 work email signal at @deloitte.com.au for Frank Gomez at Avant Mutual.

Where is Frank Gomez based?

Frank Gomez is based in Sydney, New South Wales, Australia while working with Avant Mutual.

What companies has Frank Gomez worked for?

Frank Gomez has worked for Avant Mutual, Perpetual Limited, Amp, Deloitte Consulting, and Commonwealth Bank.

Who are Frank Gomez's colleagues at Avant Mutual?

Frank Gomez's colleagues at Avant Mutual include Vanessa Nicholson, Ren Li, Jane Clifford, Ella Waite, and Kris Brooks.

How can I contact Frank Gomez?

You can use AeroLeads to view verified contact signals for Frank Gomez at Avant Mutual, including work email, phone, and LinkedIn data when available.

What schools did Frank Gomez attend?

Frank Gomez holds Master Of Applied Finance, Equities from Macquarie University.

What skills is Frank Gomez known for?

Frank Gomez is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Powerpoint, English, Windows, and Research.

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