Germana Venturini Email & Phone Number

Australia

Melbourne, Australia, New York City Usa

www.greymattersfilm.com.auwww.facebook.com/greymattersfilm

Melbourne, Victoria, Australia

Supporting own AFS Licencees with their Governance and meeting their obligations

Docklands, Victoria, Australia

Responsible for the management of licensee standards, impacts of regulatory change to the advice process.

Melbourne, Australia

Accountable for the delivery of the Advice Process across Wealth Advice, including developing and managing the training framework to support the process and connecting key stakeholders. Governance and management of advice tools and templates for change. Part of successful team enhancing our xplan framework.

Melbourne, Australia

As a Practice Development Manager, I am responsible for managing a portfolio of advice firms across the various stages of the business cycle, from growth through to succession. I am committed to helping develop and grow quality financial advice businesses that share in the success of their clients, developing & empowering their staff and achieving a return on their business investment.

Melbourne, Australia

My passion is empowing people to understand their options to make the right decisions. This includes ensuring that the business and their clients get the right advice, at the right time from the right trusted adviser.My role is to assist Accounting practices to navigate through the changes impacting their business, their staff and their clients - especially in the area of SMSF. With the Accountant Exemption removal effective as f 1 July 2013, I assist accountants understand their licensing and authorisation options, what training requirements are required such as RG 146, understand the criteria in choosing to partner with the right licensee. I also assist the business to understand the new opportunities available to them under the new licensing regime.My skill sets include:- licensing- business planning - process improvement and efficiency- developing an integrated business

Certified Practising Accountant

Realise & Elevate Programs

Certificate Iv In Workplace Training & Assessment

Bachelor Of Business, Accounting

V.C.E