Key Responsibility: To translate strategy, designing and delivering exceptional service experiences for our customers underpinned by a culture of continuous improvement, risk management, and strong governance.Directing operational advice and licensee functions servicing the aligned and external network of advisers, delivering a broad remit of services including: - Processing significant revenue, deductions and fee for service payments, reconciliations and reporting- ASIC licensing & onboarding experience for Financial Advisers, PY candidates and Mortgage Brokers- Contact centre service team to manage enquiries, escalations, complaints and complete reference checks- Mergers and Acquisitions (M&A) and Vendor Finance Portfolio- Regulatory obligations & risk control ownerALT Executive responsible for the Advice Transformation Service and Operational Excellence Project focused on uplifting service delivery: - Cross functional collaboration to deploy a single work management platform (Salesforce)- Design & embed service governance framework and customer feedback loops; Chair Service Excellence Forum - Lean process review to simplify operations and boost productivity

Member of Advice Leadership Team.Leadership of 70+ team (onshore and offshore) delivering a complete suite of frontline and back office operational functions to support aligned, employed and external networks of financial advisers and mortgage brokers. Scaled efficiency with ownership of key transformation projects including process improvement, technology migrations and regulatory obligations.

Member of AMP Assist Leadership Team.Leadership of 110+ team (onshore and offshore) delivering frontline and back office operations supporting remote advice delivery, compliance & quality assurance, practice due diligence, client file review, policy, process and technology. Responsible for defining, implementing and managing high volume, regulated client transition strategy including due diligence, onboarding and post transition experience.Managed risk governance framework and introduced change management framework ensuring successful deployment of high volumes of change initiatives.

Partnered with start-up financial planning practices to develop and execute strategy. Coaching on operational execution, marketing, activity pipelines and client service.

Operational management of financial planning centres to support 40 financial planning practices across Sydney & Melbourne. Policy & procedure development & implemention; monitoring regulatory compliance, financial forecasting & reporting.

Consulting and coaching for financial planning practices. Developed plans and strategies for finance, marketing, operations, HR. Ongoing coaching on operational oversight of people, processes, systems, compliance and risk management. Implemented marketing strategies, including client service packages, marketing collateral, campaigns, and events