Providing advice, support and design services to executives in retail financial services for distribution, product and sales across Oceania and S.E Asia. Require outside input or senior assistance on an issue facing your business that requires proven know-how? Then contact me for a confidential discussion.Current roles performed: Board of Advice formation Confidential sounding board for senior executives Strategy formulation and implementation Sales + Advice system and process delivery New business initiatives (Leadership and problem solving) Adviser skill training, mentoring key staff Robo Advice design and implementationInvestment product design Investment committee representationConsumer communications on money Innovative public and industry seminars and presentations on investing Coaching and constructing high impact presentations.

Reported to CEO and Executive Chairman. Responsible for Wealth P&L, 230+ branch wealth proposition and creating a range of product offerings from super funds to Managed Discretionary Accounts. Start up over 4 years. Investment Committee Chair. 50%+ Y.O.Y top line growth, steady margins. Wealth revenues exceed 28% of total network revenue experiencing exponential growth of 50%+p.a. growth. Developed and implemented a world first Robo-advice offer called 'Guru'. Hybrid on-line goal based service with personal assistance bypassing traditional financial planners. Fast, easy, low cost- and disruptive!

Assignments involved working extensively with the Board, senior executives and management within each group. All assignments were completed to expectation and within timeframe. I held the following roles: - Listed Wealth/Life Manager - I was in charge with devising group strategy & platform development- Global Stock Broker & Investment Bank – Established a coherent distribution strategy gaining buy-in from key executives.- Global Fund Manager/ Research Institution – Formulated an entirely new retail proposition for the Australian market, and constructed full financial modelling and change management approach for implementation of the new retail business proposition.- Global Fund Manager /Senior Strategy Manager – Constructed an insight based impact analysis of the GFC on the Australian and New Zealand businesses for the Board and an assessment of merger/expansion opportunities- Australian Retail Financial Services Group – I advised the Board on business expansion and goal realization, and set out the strategic pathway for change, including a detailed change program.- Australian Retail Advice business $2+Bn FUM – I aligned all shareholders for a successful sale to institutional buyer in the midst of the GFC

I was charged with designing, developing and deploying innovative industry ‘break through’ advice solutions. I have delivered 3 major ‘7 figure’ revenue projects in AMPFP’s transformation generating substantial additional revenue and decrease FUM outflow. I provided leadership support of 4 national teams of senior managers and staff (60+).My key achievements also included being awarded the highest rating executive in the Leadership team for leadership behaviour (attaining top quintile rating in a global survey). I also devised a rapid implementation and capability up-skilling process for 1400 advisers, which improved advice and sales in given advice segments covering in excess of $37Bn FUM.

I was responsible for all retail product sales for the major advice channels across the group, as well as the successful attainment of key KPIs and the rebuilding of relations with the major ‘owned’ advice channel critical to the group.

I was responsible for all investment platform sales for 3rd party and ‘owned’ advice channels with Westpac's major 3rd party distribution division-Sealcorp, as well as the management of the Securitor Advice Dealership (300+ advisers) and the PDM and BDM teams within. I was a key member of the design team of the industry’s first e-wrap investment platform.

Leading 65+ Stock Brokers, the Resources Research Team, SEATS and back office operations. I have delivered revenue and sales budgets at/above KPIs, and awarded the highest management rating across Australasia- meaning having the ability to be posted to any office globally. My achievements included reducing operating risk profile of daily trading and instigation of a quality client program.Utilised in New York for devising a hybrid private wealth model to non-HNW clients globally.