Jane Gregory Email & Phone Number

Sydney, New South Wales, Australia

Responsible for the Change Management activities on 2 key projects (Investment Menu Refresh and Admin Fee Cap change), fundamental to the delivery of the "Super simple" business strategy. I manage and execute change activities across multiple initiatives, including change impact assessments, communications, engagements, learning and reinforcement. I am involved in the development of the Organisational Change Management framework including the suite of Change Management templates and tools, and I am supporting the business increase their change management knowledge, skill and competency through active demonstration on projects and participation in the Change Management framework workshops.

Sydney, New South Wales, Australia

Accountable for the change and go to market initiatives for the Wealth Management team, including management of internal and external stakeholders, training and presenting, subject matter expert, responsibility for due diligence sign off of all communications, product and marketing material, and management of high adviser impact incidents.

Supported AMP business partners to deliver quality advice commercially and compliantly through coaching and service excellence. I was involved in implementation and delivery of advice process and tools improvements. Delivery of workshops / webinars and in practice consultation aimed at increasing awareness and usage of advice tools, and advice strategies to support practice growth and advice & business efficiency. I supported advisers to be able to operate with optimum efficiency to enable maximum productivity.

Sydney, Australia

Provided policy development support to the broader initiatives of the Professional Standards team. Activities included analysis of new requirements and creation of policies that supported an efficient advice process and provide clear and comprehensive guidance to advisers on their compliance requirements. I incorporated improvements to the advice process through tools and template enhancements and improved support material. I was required to have well-developed problem-solving skills and the ability to make informed decisions quickly, as well as a high attention to detail and the ability to deliver outputs on time and manage stakeholder expectations.

Sydney, New South Wales, Australia

Provided a critical focus on regulatory, risk and compliance issues impacting AMP Advice Licensees and ensuring the business delivers on the relevant compliance and risk management obligations. My focus was to drive remediation and improvements to the overall Advice process.

Responsible for coaching and developing AMP advisers on their understanding and practical application of compliance and licensee standards.

I was a consultant at the Horizon academy, where trainee financial advisers are taken through a 12-week intensive course to teach them financial planning technical and soft skills. I was responsible for assessing the client initial and presentation meetings, to coach and give feedback, and construct a training plan to develop their skills post the assessment.

Sydney, New South Wales, Australia

Practice manager responsible for managing the office and support team to ensure the highest standard of customer service and to support the senior adviser in servicing clients.

Associate Member, Associate Of The Chartered Insurance Insitute

Education record