Gary Walker's Location
Greater Sydney Area, Australia
Gary Walker's Contact Details
Gary Walker work email
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Gary Walker personal email
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About Gary Walker
Hello, welcome to my LinkedIn profile. I'm delighted to share a bit about myself and my professional journey with you. Throughout my career, I have had the privilege of working in various facets of the financial services industry, where I have consistently demonstrated my expertise in areas such as risk management, compliance and strategic leadership. My journey began as a Sales Support Manager at BCA IT, a national B2C Information Technology solutions specialist. Here, I oversaw and coordinated Sales Support teams across three states, ensuring efficient collaboration and alignment with organisational goals. Subsequently, I took on the role of Managing Partner and Financial Planner at Southern Cross Financial Planning, a multi-site, multi-partner financial planning practice. In this capacity, I led the management of the practice, overseeing all aspects of operations and ensuring the delivery of exceptional financial services to our clients. In the subsequent phase of my career, I transitioned to BT Financial Group, where I served as an Advice Capability Coach. My responsibilities included conducting comprehensive induction training programs for financial advisers and support teams, equipping them with essential knowledge in systems, processes and technology to enhance their performance. As I progressed, I assumed the role of Regional Manager for Advice at BT Financial Group, where I led and managed a team of 15 financial advisers. I provided guidance, mentorship and support to drive their individual and collective performance, while also delivering first-line risk and compliance oversight to ensure adherence to regulatory requirements My journey culminated in my role as a Senior Manager for Advice at BT Financial Group, where I was recruited to provide subject matter expertise into the establishment of a new business unit, BT Wealth Connect. My passion for excellence, strategic mindset and dedication to achieving outstanding results have been the driving forces behind my career success. I am a firm believer in the power of leadership, innovation and effective risk management to navigate the complexities of the financial services industry. My journey has been defined by a commitment to delivering exceptional value to clients, fostering team development and embracing change to stay ahead in a constantly evolving landscape.
Gary Walker's Current Company Details
Gary Walker
Group General Manager | Financial Services | Risk and Compliance | Distribution | Transformation
Gary Walker Work Experience Details
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Project Manager And ConsultantGary Walker Sep 2019 - PresentNew South Wales, AustraliaAs an Independent Consultant specialising in various facets of financial services, with a particular focus on Risk and Compliance, M&A and practice productivity projects, my role since September 2019 has been dynamic and multifaceted. At the core of my responsibilities is the leadership and oversight of a diverse portfolio of projects and project teams within the financial services sector. A significant aspect of my role involves the precise control and expertise required for Merger and Acquisition (M&A) integration processes. I have been instrumental in ensuring seamless transitions and alignment with strategic objectives during these critical phases of organisational development. My ability to navigate these complexities has been crucial in facilitating smooth transitions.Furthermore, I have been actively involved in the development of comprehensive risk and compliance programs, aligning them with evolving business needs within the 2nd Line of Defence (2LOD) and 3rd Line of Defence (3LOD) functions. My role extends to providing strategic advice and implementing outsourcing and offshoring solutions to enhance efficiency and adapt to changing industry dynamics. Key Achievements:• Led the development of robust Risk and Compliance supervision programs, ensuring regulatory adherence and operational integrity.• Effectively managed advice complaints and remediation programs, safeguarding client interests and maintaining compliance.• Designed comprehensive Risk and Control frameworks, enhancing organisational risk management practices.• Led a project to seamlessly transition SMSF administration responsibilities from the advice practice to a specialist SMSF administrator.• Conducted meticulous financial and due diligence analysis for potential AFSL (Australian Financial Services License) purchase within the context of mergers and acquisitions.
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Group General ManagerHnw Nexus Oct 2021 - Jul 2023ErinaIn my capacity as Group General Manager at HNW Nexus from October 2021 to August 2023, I had the privilege of directing all aspects of this multifaceted financial services organisation. My role encompassed the oversight of operations, strategic direction and overall performance, allowing me to contribute significantly to the organisation's growth and success. A key responsibility was managing the business's Profit and Loss (P&L) responsibilities, providing detailed performance reports to the Board for well-informed decision-making. Moreover, I assumed leadership of the Risk and Compliance functions, taking ownership of Governance, Risk and Compliance (GRC) systems and processes. This role was pivotal in ensuring the organisation's strict adherence to regulatory compliance and maintaining impeccable standards in line with Australian Financial Services law. In addition to these responsibilities, I provided strategic leadership to multiple teams, including sales, sales support and software development. This multifaceted role allowed me to foster a culture of excellence, innovation and continuous improvement within the organisation. I also chaired the Investment and Risk and Compliance Committee, actively overseeing business transformation and technology programs. Key Achievements:• Implemented an enterprise risk management framework, incorporating risk registers and streamlining ASIC reporting for enhanced risk governance.• Established a dynamic investment committee, transitioning from a single consultant to a multi-specialist consultant model and introduced a new governance regime.• Revamped the external adviser and consultant offering, enhancing service quality and effectiveness.• Achieved a significant increase in direct-to-client business by doubling it through a combination of organic growth, M&A activities and strategic joint ventures.
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Head Of AdviceAnne Street Partners Financial Services Pty Ltd Jan 2018 - Sep 2019Sydney, AustraliaAs the Head of Advice at Anne Street Partners, my role was marked by significant transformational efforts within the organisation. A key responsibility was directing the overhaul of our sales approach, transitioning from a traditional upfront sales model to a strategic focus on establishing and nurturing ongoing revenue streams. This shift in strategy was aligned with the broader goal of preparing the business for a potential sale, ensuring its long-term sustainability and value.In addition to strategic redirection, I was responsible for managing all aspects of distribution, spanning advisers, distribution support and marketing endeavours. My aim was to facilitate a seamless transition from the legacy upfront sales model to one centred on building enduring client relationships. Furthermore, I actively sourced strategic partnerships to facilitate client acquisition, while also overseeing the sales Profit and Loss (P&L) to ensure financial sustainability. Simultaneously, I provided subject matter expertise (SME) to support risk and compliance functions, guaranteeing adherence to industry regulations and mitigating potential risks. Additionally, I invested in coaching and developing our team, with a particular focus on nurturing leadership qualities. Key Achievements:• Orchestrated a strategic shift, transitioning the business from an upfront revenue-centric model to a sustainable ongoing revenue focus.• Expanded the distribution team, enhancing the organisation's capacity to reach and serve a broader client base.• Effectively managed the financial transformation, including recapitalisation efforts, to ensure the business's financial health and stability.• Identified and pursued sales opportunities, presenting the business to potential purchasers and overseeing due diligence response processes, including site visits and inspections.
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Senior Manager - AdviceBt Financial Group Mar 2016 - Jan 2018SydneyDuring my tenure as a Senior Manager for Advice at BT Financial Group, I had the remarkable opportunity to lead the development of a new business unit known as BT Wealth Connect. My role was instrumental in shaping this innovative unit, providing subject matter expertise and overseeing its entire lifecycle. From its inception to successful launch and ongoing operations, I played a pivotal role in bringing this transformative venture to fruition.One of the most rewarding aspects of my role was managing a diverse team of 70 professionals, comprising leaders, financial advisers and Business Development Managers. I was deeply committed to fostering their professional growth and development, fostering a culture of continuous learning and excellence within the organisation. Through strategic leadership and mentorship, I guided our team toward collective success, ensuring they were well-equipped to meet and exceed our clients' expectations.Additionally, I took on the vital role of being a key Project Subject Matter Expert (SME) for technology development within the organisation. This involved contributing to project management and program design, ensuring that our technological initiatives aligned seamlessly with our business objectives. Moreover, I provided second-line Risk and Compliance oversight, a critical function in guaranteeing our adherence to regulatory requirements and upholding the highest standards of compliance throughout our operations.Key Achievements:• Orchestrated a significant turnaround of an underperforming team, utilising performance management strategies to drive improved results.• Pioneered the implementation of innovative VC technology to establish new business channels with remote branches, enhancing connectivity and operational efficiency.• Successfully built the team's capabilities through targeted performance management efforts, ultimately achieving set targets. -
Regional Manager - AdviceBt Financial Group Sep 2014 - Mar 2016As the Regional Manager for Advice at BT Financial Group, my role was centred around leading and managing a team of 15 dedicated financial advisers. My primary focus was on providing them with guidance, mentorship and unwavering support to enhance their individual and collective performance. Through strategic coaching and support, I helped them excel in their roles and meet their professional goals, contributing to the overall success of the team.In addition to guiding the team, I held the critical responsibility of delivering first-line risk and compliance oversight. This involved ensuring strict adherence to regulatory requirements and company policies, mitigating potential risks and maintaining the highest standards of compliance. By overseeing these aspects, I ensured that our operations ran smoothly and our clients received services that met the most stringent industry standards.Furthermore, I spearheaded change management initiatives that were instrumental in relocating the team to a new business location. This transition was a significant endeavor and my role was pivotal in ensuring its success. By facilitating a seamless transition, I helped the team adapt quickly to the new environment while maintaining operational efficiency, allowing us to continue providing exceptional financial advice to our Westpac retail, business and commercial clients.Key Achievements:• Revitalised an underperforming team through effective performance management strategies.• Pioneered the establishment of innovative business channels with remote branches using cutting-edge VC technology.• Successfully rebuilt the team's capabilities through performance management, resulting in the consistent achievement of targets.• Orchestrated a seamless change management process during the team's relocation, implementing a new partnership model.
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Capability CoachBt Financial Group Nov 2012 - Sep 2014In my role as an Advice Capability Coach at BT Financial Group, I played a pivotal role in equipping financial advisers and support teams with the knowledge and tools necessary to excel in their roles. Central to my responsibilities was conducting comprehensive induction training programs that provided essential insights into our systems, processes and technology. These programs were instrumental in enhancing their performance and ensuring they were well-prepared to navigate the complexities of financial advisory services.Another significant aspect of my role involved the design and development of BT Financial Group's Future of Financial Advice (FoFA) training materials. My aim was to ensure that these materials not only met compliance standards but also aligned seamlessly with industry regulations. By implementing this compliance-driven approach, I helped empower our teams with the latest industry knowledge, ultimately contributing to the provision of high-quality financial advice.Furthermore, I managed and delivered training for technology transformation initiatives, an essential component of adapting to the evolving financial landscape. Beyond group training, I provided personalised one-on-one coaching to financial advisers and support teams. This individualised approach facilitated their professional growth and development, allowing them to better serve our clients and stay at the forefront of the financial services industry.
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Owner And Financial PlannerBluefin Group Jul 2010 - Oct 2012As the Practice Owner and Financial Planner at Bluefin Group, my role was centred around directing and managing all aspects of the Financial Planning Practice. It was my responsibility to ensure that our clients received top-notch financial services and solutions and I took great pride in upholding the highest standards of excellence in our operations. By overseeing and optimising our processes, I was able to maintain a client-centric approach that consistently met and exceeded their expectations.Client acquisition was a critical aspect of my role and I successfully expanded our client base through strategic networking, marketing and relationship-building initiatives. By leveraging these methods, I effectively sourced new clients who sought our expertise in financial planning. This not only contributed to the growth of our practice but also allowed us to extend our personalised financial advice and guidance to a broader audience.At the core of my responsibilities was providing tailored and comprehensive financial advice to our retail clients. Leveraging my expertise in financial planning, I worked closely with each client to understand their unique financial goals and objectives. This approach allowed me to offer customised solutions that aligned with their aspirations, ensuring their financial well-being and fostering lasting client relationships built on trust and expertise.
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Managing Partner And Financial PlannerSouthern Cross Financial Planning Jan 2002 - Jun 2010During my tenure as Managing Partner and Financial Planner at Southern Cross Financial Planning, I had the distinct privilege of leading and managing the Financial Planning Practice. My role encompassed overseeing all facets of operations, ensuring that we delivered exceptional financial services to our valued clients. This included implementing strategic initiatives to enhance the overall client experience, from tailored financial advice to comprehensive financial planning solutions.One of my core responsibilities was the development and nurturing of our financial planners and support teams. I played a pivotal role in coaching and fostering their professional growth, fostering a culture of continuous development and excellence within the organisation. This commitment to investing in our team's capabilities was crucial in consistently delivering high-quality services and maintaining our reputation as trusted financial advisors.In addition to our commitment to client satisfaction, I took the lead in sourcing new clients through effective marketing and business development strategies. By tailoring our approach to meet the unique financial goals of our retail clients, I successfully expanded our client base while delivering personalised financial advice. This multifaceted role allowed us to not only meet but exceed client expectations while achieving sustainable business growth.
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Nsw / Act / Qld Sales Support ManagerBca It Jun 1999 - Dec 2001Starting my professional career as Sales Support Manager at BCA IT, I had the privilege of overseeing and coordinating Sales Support teams across three states. My primary focus was on ensuring the efficient collaboration of these teams while aligning their efforts with the overarching organisational goals. This involved the strategic deployment of resources and the implementation of effective communication channels to facilitate a seamless workflow.My role also encompassed providing subject matter expertise to facilitate solution design. By leveraging my deep understanding of Information Technology solutions, I played a crucial part in enhancing the quality and effectiveness of the proposed sales solutions. This not only bolstered our ability to meet client needs more precisely but also positioned us as trusted advisors in the eyes of our clientele.Furthermore, I was responsible for managing sales pipeline activities and ensuring the timely response to Request for Tender (RFT) submissions. These efforts were instrumental in optimising our competitive positioning within the market, enabling us to secure valuable contracts and maintain a robust foothold in the highly competitive B2C Information Technology solutions sector.
Gary Walker Skills
Retirement Planning
Wealth Management
Investments
Strategic Financial Planning
Retirement
Estate Planning
Investment Advisory
Asset Allocation
Fixed Annuities
Financial Advisory
Investment Strategies
Insurance
Instructor Led Training
Crisis Management
Cross Functional Team Leadership
Management
Educational Leadership
Leadership
People Development
People Skills
Business Development
Integration
Training
Finance
Financial Planning
Financial Services
Gary Walker Education Details
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Executive Leadership -
Fortress LearningTraining Design And Development -
Fortress LearningVocational Education And Training
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Fortress LearningBusiness Administration And Management, General
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FinsiaFinancial Services; Financial Planning
Frequently Asked Questions about Gary Walker
What company does Gary Walker work for?
Gary Walker works for Gary Walker
What is Gary Walker's role at the current company?
Gary Walker's current role is Group General Manager | Financial Services | Risk and Compliance | Distribution | Transformation.
What is Gary Walker's email address?
Gary Walker's email address is ga****@****.com.au
What schools did Gary Walker attend?
Gary Walker attended Agsm @ Unsw Business School, Fortress Learning, Fortress Learning, Fortress Learning, Finsia.
What skills is Gary Walker known for?
Gary Walker has skills like Retirement Planning, Wealth Management, Investments, Strategic Financial Planning, Retirement, Estate Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Strategies, Insurance.
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Gary Walker
Independent Workshop Lead & Key Account Manager For Shell Lubricants At Viva Energy AustraliaGreater Brisbane Area3shell.com, enscoplc.com, vivaenergy.com.au -
Gary Walker
Regional Manager (Southern & Western) Equipment Finance At Bank Of QueenslandGreater Melbourne Area
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