James Perry Email & Phone Number

Australia

Responsible for driving the delivery of engaging educational content and tools to help our members plan for their tomorrow.

Sydney, Australia

Partnering with community-focused organisations to improve the long-term financial wellbeing of their employees through education and advice.Supporting employers in meeting their super obligations.

Sydney, Australia

At ANZ, I managed a portfolio of employer super plans ranging in size from $5m to $100m, across various industries including financial services, logistics, education and health care, partnering with employers to deliver a range of value-add services including: - Engaging members through educational seminars and 1-on-1 consultations- Helping employers to.

Sydney, Australia

Standard Pacific was a wholly owned subsidiary of the Suncorp Group, managing more than one billion dollars in corporate super funds for clients across a range of industries and providing highly personalised financial solutions for senior executives and high net worth individuals.Responsibilities included managing relationships with corporate clients.

Sydney, Australia

Responsibilities included delivering workplace education, preparing reports for policy committee meetings, provided general advice to members including Defined Benefit members and assisting the Private Client Adviser with administration and process improvement.

Sydney, Australia

- Designed and delivered training to a department of 120 superannuation administrators and customer service officers, covering admin processes, product knowledge and soft skills.- Rolled out a new product suite, including new processing rules, system enhancements and new writing style

Sydney, Australia

Coached and mentored an award-winning team of 30 life insurance customer service representatives. Improved quality and consistency of customer experience by introducing standards and competency testing for inbound call centre staff.

Sydney, Australia

Assisted life insurance customers and financial advisers with enquiries and transactions on existing policies. Mentored new employees to deliver outstanding customer service.

Hangzhou, Zhejiang, China

Taught English as a foreign language and travelled throughout China, learning the language and culture.

Bachelor Of Science (Advanced), Ecology And Evolutionary Biology, Statistics, Honours

Activities and Societies: President, Sydney University Biological Society

Graduate Diploma, Financial Planning

Advanced Diploma Financial Planning

Diploma In Financial Services (Financial Planning)