Joel Ronchi

Joel Ronchi Email and Phone Number

Chief Executive Officer and Head of Enterprise Sales @ Fourth Line
Melbourne, VIC, AU
Joel Ronchi's Location
Melbourne, Victoria, Australia, Australia
Joel Ronchi's Contact Details

Joel Ronchi personal email

n/a
About Joel Ronchi

I help financial advice professionals unlock their exceptional potential and share their unique contributions with the world, elevating their impact, income, and purpose in life.Over the past two decades, I have:* founded & scaled a 7-figure annual turnover accredited education business for a successful exit in 2019;* founded & scaled a 6-figure annual turnover online education & coaching business based on my professional expertise;* help launch another 3 multi-million dollar training companies;* built a successful career as an educator, practitioner, and quality advice expert in financial planning and small business creation.It wasn't always this way though - at one stage in my late 20's I was a "Corporate Captive". The weight of other people's expectations, the well-paid job in a 'respectable' industry, the years of education, and my own misplaced fears of "falling behind" my peers through the achievement of my friends, kept me in a world I hated.I dreaded going to work. I literally felt like my job was"sucking my soul" out of me. I was 29 years old, completely miserable, and directionless in life. I was going through the motions.The financial services industry has changed enormously over recent times. I feel privileged to be involved at a level where I can help influence and improve the quality of financial advice ordinary Australians receive, so they have the confidence and trust that the advice is appropriate and in their best interests.My professional experience highlights my drive to learn and evolve, through a process of continuously challenging myself.I once read "the quality of your life is determined by two things: the quality of your decision-making process and luck." I'll go one step further and say the personal impact one makes comes entirely from within and we all have the ability to create our own L.U.C.K.E through the Living Union of Curiosity, Knowledge and Experience. This means the quality of the life we lead is entirely in our hands - we may not be able to control the external events, but we can control how we react to them and the impact we have with others.

Joel Ronchi's Current Company Details
Fourth Line

Fourth Line

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Chief Executive Officer and Head of Enterprise Sales
Melbourne, VIC, AU
Website:
fourth-line.com.au
Employees:
9
Joel Ronchi Work Experience Details
  • Fourth Line
    Chief Executive Officer And Head Of Enterprise Sales
    Fourth Line
    Melbourne, Vic, Au
    View
  • Fourth Line
    Chief Executive Officer / Head Of Enterprise Sales
    Fourth Line Jan 2023 - Present
    Melbourne, Vic, Au
    View
  • Fourth Line
    Chief Operating Officer
    Fourth Line Jan 2022 - Dec 2022
    Melbourne, Vic, Au
    View
  • Fourth Line
    Head Of Partnerships & Sales
    Fourth Line Aug 2020 - Dec 2021
    Melbourne, Vic, Au
    View
  • Myintegrity In Practice (Myip) - Financial Adviser Exam Programs
    Financial Advice Regulatory Expert (Digital Learning)
    Myintegrity In Practice (Myip) - Financial Adviser Exam Programs Jan 2019 - Present
    I believe the FASEA Standards represent an enormous opportunity to "reset" the Financial Advice industry and the Standards create an ideal ethical platform for the evolution of the industry and a framework for the Next Generation of Financial Advisers. myIntegrity in Practice (myIP) solutions include our high-regarded FASEA EXAM PREPARATION Programs, individual Career Pathway advice to New Financial Advisers, individual Adviser Education Health Checks, tailored Adviser Higher Education Plans, CPD programs, and guidance to Licensees on Professional Year Program requirements for New Financial Advisers.Our Programs are designed to help Financial Advisers, who are often time-poor and overwhelmed by the amount of change currently taking place, “filter out and distill” all the noise and confusion regarding the FASEA Standards so they can focus on the important aspects. The aim is to provide peace of mind that the actions they take will be compliant, worthwhile and not a waste of their time.
  • Myintegrity In Practice (Myip)
    Higher Education Consultant - Subject Matter Expert (Sme)
    Myintegrity In Practice (Myip) Sep 2019 - Dec 2021
    * Create & develop online courses and program solutions to meet the FASEA Higher Education Standards.* Create & develop assessments tools and activities to meet the requirements of the FASEA Standards Curriculum.* Design & deliver workshop training programs to Financial Advice Professionals, which are aligned to the FASEA Higher Education Standards.
  • Integrity Education Group
    Chief Executive Officer
    Integrity Education Group Aug 2010 - Sep 2019
    Melbourne, Vic, Au
    Integrity specialises in helping Financial Professionals (Financial Advisers & Accountants) provide quality advice in a compliance manner through education and training aligned to the FASEA Standards, tailored Adviser Education Plans, FASEA Exam Preparation, CPD content, & Licensee guidance on Professional Year (New Entrant) requirements.Responsibilities* Strategy Development (including Marketing Strategy) - design/create content & implement marketing initiatives across a range of products, targeting specific markets, using digital & offline mediums* Lead Product Design & Development – design and implement innovative financial qualifications at the Certificate IV, Diploma & Advanced Diploma levels and ensure they are suitable for various audiences* Provide strategic advice regarding complex regulatory matters within the Australian financial system and regulatory environment, including a focus on the FASEA Professional Standards for Financial Advisers* Simplify often complex information for delivery to varied audiences using strong communication skills, including presentations at Dealer Group Professional Development Days about FASEA Standards and the Financial Adviser Education & Regulatory environment* Industry & Stakeholder Engagement - build and maintain multiple strategic partnerships with Industry Employers, Skills Councils, Government Departments, and other Stakeholders* Government Tenders - responsible for detailed submissions to win Government Contract to deliver Government Funded Training Programs* Career Coaching & Support - a key function of my role is to utilize my years of professional experience to provide guidance, coaching and support to individual Students as they seek to positively impact their lives in their journey from education to industry* People Management - responsible for new hires, & along with the Operations Manager involved in staff induction, staff training & development, sharing the vision of Integrity's purpose and direction
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  • Education Industry
    Learning & Education Consultant - Financial Planning & Mortgage Broking
    Education Industry 2006 - 2010
    Lead role in the startup / turn around of three Registered Training Organisations:* RG146 Training Australia* Investment Banking Institute * International Institute of Technology I was responsible for:* Product Design & Development - design & deliver/facilitate innovative education programs as Nationally Accredited qualifications at the Certificate IV, Diploma & Advanced Diploma levels.* Marketing Strategy - design, create engaging content & implement marketing initiatives.* Event Management - organise, prepare for, and execute face to face workshops, and information evenings.* Industry & Stakeholder Engagement - build and maintain strategic partnerships with Industry Employers, Skills Councils, Government Departments, and other Stakeholders.* People Management - responsible for new hires, staff induction, staff training and development.* Government Tenders - responsible for detailed submissions to win Government Funded Training Programs.* Compliance and Assurance with the Australian Skills Quality Authority (ASQA), & the Victorian Department of Education and Skills Training.
  • Mentor Education
    Financial Planning Trainer & Assessor
    Mentor Education Jun 2006 - Jul 2007
    Windsor Vic , Victoria, Au
    View
  • Amp
    Financial Planner (Self Employed)
    Amp 2004 - 2006
    Sydney, New South Wales, Au
    View
  • Westpac
    Financial Planner - Executive & Priority
    Westpac 2001 - 2004
    Sydney, Nsw, Au
    View
  • Bank Of Melbourne
    Financial Adviser
    Bank Of Melbourne 1998 - 1999
    Melbourne, Victoria, Au
    View
  • Donnelly Money Management (Dmm)
    Financial Adviser
    Donnelly Money Management (Dmm) 1996 - 1998

Joel Ronchi Skills

Financial Planning Superannuation Portfolio Management Business Strategy Strategic Planning Financial Modeling Strategic Financial Planning Wealth Risk Management Investments Mortgage Lending Loans Financial Services Banking Business Relationship Management Finance Financial Advisory

Joel Ronchi Education Details

  • University Of Melbourne
    University Of Melbourne
    Finance
  • Chisholm Institute
    Chisholm Institute
    Training & Assessment
  • Mentor Education Group
    Mentor Education Group
    Financial Planning
  • Kaplan Professional
    Kaplan Professional
    Financial Planning
  • Aamc Training Group
    Aamc Training Group
    Mortgage Broking
  • Kaplan Professional
    Kaplan Professional
    Self-Managed Superannuation Fund (Smsf) Specialist
  • Aamc
    Aamc
    Certificate Iv In Financial Services (Finance / Mortgage Broking)
  • Mount Waverley Secondary College
    Mount Waverley Secondary College
    Victorian Certificate Of Education (V.C.E)
  • University Of Melbourne
    University Of Melbourne
    Finance & Econometrics

Frequently Asked Questions about Joel Ronchi

What company does Joel Ronchi work for?

Joel Ronchi works for Fourth Line

What is Joel Ronchi's role at the current company?

Joel Ronchi's current role is Chief Executive Officer and Head of Enterprise Sales.

What is Joel Ronchi's email address?

Joel Ronchi's email address is j.****@****.com.au

What schools did Joel Ronchi attend?

Joel Ronchi attended University Of Melbourne, Chisholm Institute, Mentor Education Group, Kaplan Professional, Aamc Training Group, Kaplan Professional, Aamc, Mount Waverley Secondary College, University Of Melbourne.

What skills is Joel Ronchi known for?

Joel Ronchi has skills like Financial Planning, Superannuation, Portfolio Management, Business Strategy, Strategic Planning, Financial Modeling, Strategic Financial Planning, Wealth, Risk Management, Investments, Mortgage Lending, Loans.

Who are Joel Ronchi's colleagues?

Joel Ronchi's colleagues are Seamus O'brien, Michael Sparks, Licia Yao, Angus Elliott, Tony Mcdonald.

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