Gary Slavin Email & Phone Number

Sydney, New South Wales, Australia

Australia

• Large scale remediation program reviewing financial advice provided by licensed advisers. Where inappropriate, recommend appropriate remediation. Project overseen by independent consultants, licensee, and industry.
• Applied extensive methodology and guidelines to complex advice provided on superannuation, personal insurance, and retirement: multiple product platforms.
• Technical knowledge of compliance standards and Corporations Law and other legislative requirements.
• Specialised areas of work requiring high level of attention to detail, accuracy of analytical outcome, and reporting skill.
• Collaborate with Subject Matter Experts (SMEs), present possible alternatives to assessment approach, then progress case to completion with optimal outcome.
• Stay abreast of project direction with particular attention to applying critical methodology updates.

Australia

• Financial services company in Australia and New Zealand providing superannuation and investment products, financial advice, and banking products including home loans and savings accounts.
• Provided personal advice and product solutions to individual clients and Employer superannuation plans - including Defined Benefit Plans (DBPs).
• Processed transactions on member accounts including contributions (concessional and non-concessional), withdrawals, investment switches, and maintenance of individual and company level insurance arrangements.
• Monitored and reported on account/fund activity on a monthly, quarterly, and annual frequency.
• Main point of contact for complex client and employer enquiries (including inception of super plans and general ongoing requirements).
• Prepared and presented superannuation proposals at individual and employer levels (including product fees, features, and insurance costs/options).

Australia

• One of the largest custodian banks, asset managers, in the world. Provides investment servicing, data and analytics, investment research and investment management to institutional client.
• Responsible for managing a team of 12 Account Administrator staff providing daily valuations and unit pricing to internal and external stakeholders.
• Coached and developed Account Administrators to achieve team productivity and quality targets.
• Oversight of trade settlements, corporate actions, applications, and redemptions.
• Proactive management of service issues, resolution of all client and internal initiated queries, and escalation of any unresolved matters to Operations Management.
• Ensure operational and risk compliance frameworks are appropriately identified and embedded into the business operation.

London, England, United Kingdom

• Global asset manager across fixed income, equities, listed real estate, listed infrastructure, hedge funds, and multi-asset solutions.
• Responsible for reconciling and reporting on foreign exchange positions in a high-pressure environment.
• Forecast currency requirements based on trade settlements, applications, and redemptions.
• Collaborated with foreign exchange dealer to buy/sell currency as required.

Australia

• Provided administrative support to portfolio managers on the International Dealers Desk.
• Developed spreadsheets to analyse portfolio market exposures at country, asset class, industry, and individual security levels.
• Prepared ad-hoc reporting for fund managers to present their findings and recommendations to senior management panels.

Bachelor'S Degree, Economics

Diploma Of Financial Planning, Financial Planning And Services