As part of the IOOF specialist Advice Academy, I am responsible for the design, development & delivery of business improvement & growth strategies across 7 separate & distinct financial planning Licensees.

Working alongside the new CEO, responsible for the overall management of FSP financial planning practices throughout Australia. The role is responsible for the development (design & build), implementation and supervision of an alignment & growth strategy for the business which includes appropriate commercial value for FSP practices, FSP as a Licensee and IOOF Holdings. Managing a team of PDMs, this role is responsible for recruiting new practices, relationship management, retention and growth of the panel of affiliated practices. The role is responsible for conducting Line 1 supervision & monitoring to ensure advisers and their staff operate within the agreed FSP & ANZ Wealth compliance framework. The role will also play a proactive part of the FSP Leadership Team.

Appointed to the CEO role for the transition to new owners IOOF in October, 2018. I was responsible for all operational & strategic aspects of the business & the leadership of 10 staff and 125 aligned (self employed) financial advisers within the network.

Responsible for the overall management of FSP financial planning practices throughout Australia. The role is responsible for the development (design & build), implementation and supervision of an alignment & growth strategy for the business which includes appropriate commercial value for FSP practices, FSP as a Licensee and the ANZ Advice & Open Market division. Managing a team of PDMs, this role is responsible for recruiting new practices, relationship management, retention and growth of the panel of affiliated practices. The role is responsible for conducting Line 1 supervision & monitoring to ensure advisers and their staff operate within the agreed FSP & ANZ Wealth compliance framework. The role will also play a proactive part of the FSP Leadership Team.

Responsible for the design & implementation of Marketing and Practice Development solutions at both Adviser / Practice level, & at Licensee level across 3 IFA (self employed) channels within the ANZ Advice & Open Market (Wealth) divison.

Responsible for the implementation of projects & initiatives into the Commonwealth Financial Planning (CFP) Licensee, & for the Practice Development skills set for frontline managers & advisers, within CFP.

Responsible for the development & delivery of Business Acumen (Practice Development) frameworks & coaching methodologies across 4 Licensees (employed & self employed) within the CFS Advice business. This involved the leadership & coordination of 5 specialist Business Coaches.