Peter Fitzpatrick Email and Phone Number
With ongoing experience in the delivery of high-level outcomes in the finance industry in prominent organisations, I have been privileged to have been provided with a range of experiences and opportunities that have allowed me to develop a holistic skill-set, as well as a large network of industry professionals and, most importantly, friends.With my top-level accounting and project management experience, I have been able to spearhead financial management tasks including P&L, budget development and administration, competitive analysis, financial modeling, forecasting, reporting, fixed assets, strategic and long-term planning, opportunity analysis, and risk management to drive overall business success. I have developed, implemented, and championed strategic process improvements including standardisation, streamlining, and automation to enhance efficiency and productivity while reducing variances, which positions me to make a significant and positive impact on companies I have worked with.This experience as a professional has ensured that I have been able to drive teams through the development and implementation of strategic financial procedures and systems while establishing effective operational processes and structures to propel business success. I was able to train, coach, and supervise staff comprising financial analysts, financial managers, accounting staff, and administrative support personnel. With my extensive expertise, I mentored and developed staff into progressively responsible roles, including management positions.My time in employment has allowed me to not only succeed professionally, but to expand my personal understandings, expectations of myself, and expectations of those around me. I am hoping to utilise this platform to connect with like-minded individuals - if you think this is you, and you think that we can bring each other mutual value, say hi!
Outback Financial Services
View- Website:
- outbackfinancialservices.com.au
- Employees:
- 4
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DirectorOutback Financial ServicesSouth Brighton, Sa, Au -
Mortgage Lending AdvisorEmpower Wealth Advisory 2022 - PresentWith my sufficient background and expertise, I have been able to maintain high levels of customer service while meeting and exceeding each applicant's and business partner's expectations.Within this role, I have been able to assess and evaluate customers' financial needs in order to build strong relationships with customers on a regular basis.I have been able to effectively manage and follow up on leads generated through various marketing department efforts.I was able to assist as necessary in the closing process with the collection of information and documentation and attend loan closings to ensure a smooth process at all times.This experience has enabled me to review loan agreements to ensure that they are complete and accurate in accordance with policy.This role has allowed me to grow exponentially – furthering my skills and abilities in an organisation, where I have utilised my professional experience in client management, financial analysis, asset allocation and diversification, and marketing skills to provide continuous outcomes with regularity.
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DirectorOutback Financial Services Jan 2001 - PresentThis position allowed me to oversee the financial strategic planning of the company by evaluating its performance and potential risks.With my demonstrated experience and industry background, this allowed me to manage and interpret financial and operational data to measure performance and identify improvement opportunities.This experience allowed me to create project plans and lead the implementation team to enhance the financial systems to reduce non-value steps, whilst reducing costs.I was able to ascertain that all department policies are carried out in a fair and reasonable manner and within all legal guidelines.I have been able to provide collaborative leadership with excellence in problem solving, resource management, and team mentoring and training.This role allowed me to deliver outcomes with an excellent understanding of cost management, risk management, financial planning, design, and analysis, allowing me to achieve extraordinary results that I have carried into other roles. -
Relationship ManagerAnz Jul 1984 - Jan 2004Qld And Alice SpringsWithin this role, I have been able to meet directly with clients to review documents, discuss issues and planning options, and develop strategies for the development of the business and attract new clients.My knowledge and expertise have allowed me to present tailored plans for solving clients' financial crises or assist them in understanding and implementing a proposed solution.This role allowed me to build and maintain strong relationships with clients, helping them to track their progress over time.I was able to provide clients with a high level of individualised customer service and conduct in-depth reviews of clients' financial circumstances and future goals.This position has allowed me to grow both as an individual and as a professional, furthering my excellent personal financial planning, relationship management, communication and interpersonal skills, allowing me to contribute to the overall growth and success of the organisation.
Peter Fitzpatrick Education Details
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Monarch InstituteFinancial Planning -
Finance, General -
Business Administration And Finance -
Emmaus College RockhamptonSenior -
Financial Counselling
Frequently Asked Questions about Peter Fitzpatrick
What company does Peter Fitzpatrick work for?
Peter Fitzpatrick works for Outback Financial Services
What is Peter Fitzpatrick's role at the current company?
Peter Fitzpatrick's current role is Director.
What schools did Peter Fitzpatrick attend?
Peter Fitzpatrick attended Monarch Institute, The National Finance Institute, Southern Cross University, Emmaus College Rockhampton, Australian Institute Of Professional Counsellors.
Who are Peter Fitzpatrick's colleagues?
Peter Fitzpatrick's colleagues are Jenn Maniscarco.
Not the Peter Fitzpatrick you were looking for?
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Peter Fitzpatrick
Sydney, Nsw1bat.com -
1gmail.com
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1stoweaustralia.com.au
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