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Grace Bacon 高小芬 is listed as Helping you navigate financial decisions through significant life changes | Wealth Management | Financial Advice |EMBA | MAICD at RSM Australia, a company with 1120 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Grace Bacon 高小芬.
Grace Bacon 高小芬 previously worked as Partner, Financial Services at Rsm Australia and Business Performance Lead (Acting) at Anz. Grace Bacon 高小芬 holds Dr John Yu Fellowship, Cultural Diversity And Leadership from The University Of Sydney Business School.
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I am a highly experienced Business Leader with expertise in profitably growing financial services and wealth management businesses, client relationship management, and leading high performing teams.I am a Certified Financial Planner (CFP) with over +25 years’ experience across the banking and financial services sector, specializing in financial planning, wealth management, private client advisory, and private banking. I also have extensive expertise in advising international clients on cross-border financial matters. I am also passionate about helping women navigate and understand managing their financial affairs.In addition, I have broad strategic and commercial skills include strategy, business management, compliance and risk management, business development, client relationship management, leadership, and change management.The focus of my career has been building relationships with business partners and stakeholders to provide the best possible service to high-net-worth clients in areas of financial advisory and wealth management. I’m particularly passionate about helping clients solve for financial and non-financial complexities and help them grow, protect, and transfer their wealth to the next generation.In terms of the way I operate, I’m respectfully collaborative, competently dependable and innovatively curious. I’m able to identify issues and take a pragmatic approach to problem solving. I lead with authenticity and inclusivity and have an empowering leadership style to get people to perform at their best. Inquisitive in nature, determined, responsible, and able to overcome obstacles. What's important to me is expanding my leadership impact to promote cultural diversity and inclusion in the workplace and help others succeed in their career aspirations. I am also a mentor for university students and aspiring leaders across my network. If you are interested in connecting to see how I can help you in this area, please feel free to message me.
Listed skills include Wealth Management, Wealth, Financial Advisory, Financial Planning, and 31 others.
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A career timeline built from the work history available for this profile.
Sydney, New South Wales, Australia
Grace has experience working with high-net-worth clients with family succession planning and providing strategic plans to grow, protect, and transfer their assets to the next generation. She helps clients simplify financial and non-financial complexities so they can focus their energy on what they enjoy most in life.
Sydney, New South Wales, Australia
Project management, change management, execution and implementation of key business initiatives.SME input for key initiatives that impacted bankers and customers, including DDO regulatory changes, KYC Transformation project, complaints recording framework, remediation projects and process improvements.Support to GM, Private Bank & Advice for key.
Sydney, New South Wales, Australia
National Director of ANZ Private's International Private Banking business. As the Business Director in this rapidly growing and changing market, the responsibilities included strategy development, business development, client relationship management, people coaching and development, risk and compliance oversight, process improvement and leadership.A major.
Sydney, Australia
ANZ Financial Planning is part of ANZ Bank and is responsible for delivering financial advice solutions to retail customers. Reporting to the National Head of Financial Planning, as the Acting NSW State Manager, my responsibilities include supervision and coaching of team of Practice Managers, business operations management, business strategy and growth.
NSW
ANZ Private strives to be a trusted adviser to HNW clients across their banking, investment and wealth needs. It manages ANZ Bank's most important clients and their families. Reporting to the Head of Advice Solutions, my responsibilities include coaching and development of Financial Advisers in the delivery of quality financial advice solutions.
Sydney, Australia
Commonwealth Private manages HNW clients' private banking and investment needs.Reporting to GM Financial Advisory and Investments, my responsibilities include development of internal business rules for the delivery of quality financial advice, business management, people coaching and development, Xplan platform design and investment platform development.
Sydney, Australia
Reporting to the Head of Strategic Private Wealth, my responsibilities included growing and managing a portfolio of HNW clients sourced from business development activities and my own network.A career highlight was pioneering a partnership model with Macquarie Equities Ltd stockbrokers to provide strategic financial advice solutions and business.
Sydney, Australia
Started my professional career as Westpac Bank's first Para-planner in 1997 then shortly became a Senior Financial Planner delivering financial planning advice to the bank's affluent and private banking clients across NSW and ACT.Some of my career highlights was pioneering the offering of strategic financial advice to migrant customers working across the.
Other employees you can reach at rsm.com.au. View company contacts for 1120 employees →
Madalyn Roberts
Colleague at Rsm Australia
Springvale, New South Wales, Australia, Australia
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John Macculloch
Colleague at Rsm Australia
Canberra, Australian Capital Territory, Australia, Australia
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Siwon Kim
Colleague at Rsm Australia
Hampstead Gardens, South Australia, Australia, Australia
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Richard Martin
Colleague at Rsm Australia
Greater Melbourne Area, Australia
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Hyacinth Sharman
Colleague at Rsm Australia
Western Australia, Australia, Australia
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Lucy Ransley
Colleague at Rsm Australia
Greater Melbourne Area, Australia
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ME
Mitchell Every
Colleague at Rsm Australia
Cherrybrook, New South Wales, Australia, Australia
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Frank Lo Pilato
Colleague at Rsm Australia
Canberra, Australian Capital Territory, Australia, Australia
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MC
Miles Costley
Colleague at Rsm Australia
Mandurah, Western Australia, Australia, Australia
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PR
Paul Rogan
Colleague at Rsm Australia
Ballarat Central, Victoria, Australia, Australia
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Quick answers generated from the profile data available on this page.
Grace Bacon 高小芬 works for RSM Australia.
Grace Bacon 高小芬 is listed as Helping you navigate financial decisions through significant life changes | Wealth Management | Financial Advice |EMBA | MAICD at RSM Australia.
Grace Bacon 高小芬 is based in Sydney, New South Wales, Australia while working with RSM Australia.
Grace Bacon 高小芬 has worked for Rsm Australia, Anz, Anz Private, Commonwealth Bank Of Australia, and Macquarie Bank.
Grace Bacon 高小芬's colleagues at RSM Australia include Madalyn Roberts, John Macculloch, Siwon Kim, Richard Martin, and Hyacinth Sharman.
You can use AeroLeads to view verified contact signals for Grace Bacon 高小芬 at RSM Australia, including work email, phone, and LinkedIn data when available.
Grace Bacon 高小芬 holds Dr John Yu Fellowship, Cultural Diversity And Leadership from The University Of Sydney Business School.
Grace Bacon 高小芬 is listed with skills including Wealth Management, Wealth, Financial Advisory, Financial Planning, Investments, Risk Management, Retirement Planning, and Strategic Financial Planning.
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