James Scott Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

33 Alfred Street, Sydney, Nsw, 2000

Transaction Strategy Manager QLD, SA, WA (November 2017 - November 2018)National Manager, Transaction Strategy (November 2018 - present)The Transaction Strategy team are responsible for supporting the advice licensees and AMP adviser network with M&A activity for growth and exit requirements. This typically includes where an advice practice buys or sells a client register, internal succession, entity restructures, and buyer of last resort schemes.Since becoming the National Manager, the team has grown to 12 employees from the start of 2020. The extra resources have been required to support increased M&A activity as AMP undertakes a reshape program of the adviser network. This has resulted in an increased number of BOLR sales with the team negotiating commercial terms for onsells of client registers and executing purchase agreements for the transfer of close to 15,000 serviced client relationships in 2020. The role involves broad M&A skills, project management, complex change management, negotiation and supporting advice practices end to end through an acquisition via acquisition readiness, cashflow management, and client service obligations post transaction.

Sydney, Australia

Primary finance contact for Advice licensees working closely with senior management to drive performance and achieve strategic objectives. Built high value, trusted and influential relationships with senior management and across the business.I sat on the Leadership teams and presented to the Boards. In addition the role required management reporting and building out financials for complex initiatives including changes to buyer of last resort schemes, adviser remuneration, and changing business models to support advisers.Business Performance Partner - Advice Channel Services (June 2015 - November 2017)Business Performance Partner - iPac and Genesys (June 2014 - June 2015)Finance Manager - iPac (May 2013 - June 2014)Finance Business Partner - AMP Financial Planning (June 2012 - May 2013)

Sydney, Australia

Finance Manager for a boutique advice licensee that was owned by iPac Securities and ultimately by AXA Australia. I had end to end ownership of the financials and operational analysis following the acquisition of the business in late 2016.The role required building high value, trusted and influential relationships with senior management and advisers across the business. I was part of the Leadership Team and presented financials and analysis to the Executive Committee and the Board.Some key responsibilities included building financial models and managing complex adviser remuneration schemes. In addition I prepared year end balance sheet reconciliations, KPI reporting, management reporting, and dealing with external parties such as BT Wrap.

Chartered Management Accountant, Associate Member Since 2005

Bachelor'S Degree, Geography, 2Nd Class