Within the Retirement Division, I lead a team that support the onboarding process for our team of Financial Advisers through a formal induction program. Provide initial and ongoing training and competency based coaching with a focus on providing quality advice so members can retire well with confidence. Encouraging and supporting new entrants into Financial Advice we provide and facilitate a structured Professional Year program enabling candidates to experience and to develop skills… Show more Within the Retirement Division, I lead a team that support the onboarding process for our team of Financial Advisers through a formal induction program. Provide initial and ongoing training and competency based coaching with a focus on providing quality advice so members can retire well with confidence. Encouraging and supporting new entrants into Financial Advice we provide and facilitate a structured Professional Year program enabling candidates to experience and to develop skills benefiting from a broad range of opportunities within ART. Show less

Having overall responsibility for managing a team of 42 Financial Advisers including both self employed and employed, coaching and supporting the advisers and advice firms for positive development and growth while ensuring their operations are optimised, sustainable and compliant.

Provided initial and ongoing training and coaching support to Financial Planners within the Suncorp Group.Designed and developed training material and programs including the facilitation of the induction program consisting of sales strategies, compliance requirements, technical, and product training.

Provide Risk Insurance analysis and advice to clients