Jeff Baldwin Email & Phone Number
Who is Jeff Baldwin? Overview
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Jeff Baldwin is listed as Senior Manager, Advice Services at Cbus Super Fund, a with 865 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Jeff Baldwin.
Jeff Baldwin previously worked as Financial Advice Governance Consultant at Caresuper and Head Of Advice - South East Melbourne at Ioof Holdings Ltd.
Email format at Cbus Super Fund
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About Jeff Baldwin
Experienced Financial Planning Executive with a demonstrated history of working in the financial services industry. Skilled in Financial Services, Practice Management, People Leadership, Risk Management & Business Relationship Management.
Jeff Baldwin's current company
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Jeff Baldwin work experience
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Financial Advice Governance Consultant
CurrentResponsible for developing and implementing an Advice Governance Framework to ensure the Super Trustee can meet oversight obligations in relation to financial advice provided to members.
Head Of Advice - South East Melbourne
Responsibilities include leading a large team of financial advisers to ensure clients were delivered effective and compliant financial advice. Key aspects also include performance management to ensure business outcomes were delivered, compliance obligations met and individual coaching and development was delivered to ensure growth of team members. Further to this, significant organisational change was developed and implemented across this business, which included change of AFSL and embedding new processes post change of business ownership.
Head Of Advice - South East Melbourne
Responsibilities include leading a large team of financial advisers to ensure clients were delivered effective and compliant financial advice. Key aspects also include performance management to ensure business outcomes were delivered, compliance obligations met and individual coaching and development was delivered to ensure growth of team members. Further to this, significant organisational change was developed and implemented across this business, which included change of AFSL and preparing the business for ownership change.
Head Of Advice - Melbourne South East
Responsibilities include leading a large team of financial advisers to ensure clients were delivered effective and compliant financial advice. Key aspects also include performance management to ensure business outcomes were delivered, compliance obligations met and individual coaching and development was delivered to ensure growth of team members. Further to this, significant organisational change was developed and implemented across this business.
Regional Wealth Executive
Responsible to leading a team of advisers to ensure financial advice was provided to clients of the NAB, by managing diverse relationship partner and advice team members.
Business Protection Specialist
Key responsibilities include provision of complex protection strategies and solutions to business owners of all sizes.
Colleagues at Cbus Super Fund
Other employees you can reach at cbussuper.com.au. View company contacts for 865 employees →
Emma Collis
Colleague at Cbus Super FundGreater Melbourne Area, Australia
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Anita Torrance
Colleague at Cbus Super FundGreater Melbourne Area, Australia
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David Marks
Colleague at Cbus Super FundMelbourne, Victoria, Australia
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Alice Tjahja, Cfa
Colleague at Cbus Super FundSydney, New South Wales, Australia
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David Peterson
Colleague at Cbus Super FundMelbourne, Victoria, Australia
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Linda Elliott
Colleague at Cbus Super FundMelbourne, Victoria, Australia
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Julian Chan
Colleague at Cbus Super FundMelbourne, Victoria, Australia
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Salma Sallie
Colleague at Cbus Super FundGreater Perth Area, Australia
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Donna Galletta
Colleague at Cbus Super FundGreater Melbourne Area, Australia
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Glenn Smith
Colleague at Cbus Super FundGreater Sydney Area, Australia
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Frequently asked questions about Jeff Baldwin
Quick answers generated from the profile data available on this page.
What company does Jeff Baldwin work for?
Jeff Baldwin works for Cbus Super Fund.
What is Jeff Baldwin's role at Cbus Super Fund?
Jeff Baldwin is listed as Senior Manager, Advice Services at Cbus Super Fund.
Where is Jeff Baldwin based?
Jeff Baldwin is based in Greater Melbourne Area, Australia while working with Cbus Super Fund.
What companies has Jeff Baldwin worked for?
Jeff Baldwin has worked for Cbus Super Fund, Caresuper, Ioof Holdings Ltd, Mlc Australia, and Nab Financial Planning.
Who are Jeff Baldwin's colleagues at Cbus Super Fund?
Jeff Baldwin's colleagues at Cbus Super Fund include Emma Collis, Anita Torrance, David Marks, Alice Tjahja, Cfa, and David Peterson.
How can I contact Jeff Baldwin?
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