John Jeffery F Fin Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

TCorp provides best-in-class investment management, financial management, solutions and advice to the New South Wales (NSW) public sector. With A$113 billion of assets under management, TCorp is a top 5 Australian investment manager and is the central borrowing authority of the state of NSW, with a balance sheet of A$132 billion. It is rated Aaa (Stable) by Moody’s and AA+ (Stable) by S&P

Rnswr

Sydney, Australia

FINSIA's new mission is to help deepen trust in financial services by raising standards of professionalism. My team and I collaborate with financial service professionals who recognise that trust is earned through integrity, ethics and by demonstrating ongoing professional competence. We provide a capability framework, vocational support and shared experiences to ensure that members and member firms can grow their careers, serve their clients and our communities, whilst ensuring sustainable and enduring value for everyone.

As a Partnership Manager my primary goal is to co-create value with accountants offering, or considering, wealth solutions for their clients. I consult with public practitioners to ensure they have the potential to improve business efficiencies, margins and provide exceptional client experiences. By leveraging BT's significant access to market intelligence, compliance insights and unrivalled digital capability, accountants can explore ways to develop additional revenue streams or optimise existing ones, whilst remaining relevant and integral to their client’s needs.

Sydney, Australia

CPA Australia is one of the world's largest accounting bodies with a membership of more than 155,000 finance, accounting and business professionals across the globe. Our core services to members include education, training, technical support and advocacy. Staff and members work together with local and international bodies to represent the views and concerns of the profession to governments, regulators, industries, academia and the general public.As a Relationship Manager (Employer) and Banking and Finance Sector Lead I hold dual responsibilities. For a portfolio of large corporate accounts, I am accountable for initiating, managing and developing key stakeholder relationships. Key stakeholders include senior finance personnel, from Group Finance Manager, Finance Director to CFO as well as HR and L&D managers. As Banking and Finance Sector Lead, I have a national role to understand the competitive environment, identify our product’s comparative advantages and communicate these as an effective value proposition. I work closely with marketing teams to design and assist the execution of go to market strategies and ensure the national sales teams have appropriate collateral and knowledge for implementation.

Sydney, Australia

Mineral Wealth was a business designed to provide retail investors access to exclusive opportunities in the mining and exploration industries, previously restricted to HNW individuals.As MD and SME, I acted as consultant on every phase of the project; from conception through to conclusion. The role supported executive decision making, including contributing to the initial business plan, establishing a financial structure and then revenue and cost forecasting and models. Following project initiation, ongoing support and advice was provided on operational matters, content, sales and marketing strategies as well as liaising with digital insights team to develop on-line strategy.

Sydney, Australia

optionsXpress is the derivative broking arm of Charles Schwab. Regularly awarded Barron's highest rating for service, OX is one of the most innovative and technologically advanced brokers in the world.Responsible for managing and monitoring the brand's portfolio of software and associated education products within an autonomous business unit. This included developing, recommending and implementing product strategy, product policy and pricing initiatives as well as monitoring and reporting on performance. All activities were driven and controlled within the constraints of an independent budget which included sales and efficiency targets as well as staff, marketing and manufacturing costs. Supplementing the business management role, I had oversight of marketing strategies, identifying sales and retention initiatives, preparing business cases and conducting campaign reviews and recommendations. This role has three direct reports and involves daily liaison with external and internal sales executives as well as development teams.

Sydney, Australia

HUBB Financial provides innovative investment tools and leading edge investor software programs for traders and investors.The role was accountable for maintaining the quality of face to face and online educational content as well as the direction of courses and development of software products. Reporting to the BU manager, responsibilities included overseeing quality assurance and strict adherence to sales targets and KPIs through active management and coaching of the national network of speakers and support crews. Content creation and technical reviews of material produced and sold at workshops designed to educate retail investors in trading strategies, accounted for approximately 20% of the remainder of the role.

Sydney, Australia

Responsible for organising and executing seminars with the combined goal of educating retail investors interested in financial market participation and encouraging progression through a hierarchal product series through sales. Either through the use of technical or fundamental analysis techniques to improve returns, clients are exposed to and taught trading and investing methodologies. Educating clients across Asia Pacific region, USA and India with the additional focus of implementing and executing result driven processes designed to meet education and software unit sales targets.

London, United Kingdom

Invesco Ltd. (Invesco) is an investment firm, which operates in Australia, China, Hong Kong, India, Japan, Singapore, South Korea and Taiwan. In addition, the Company operates in China, Invesco Great Wall. The Company provides retail and institutional clients with a range of global investment management capabilities. The company operates globally, and its sole business is investment management.Primarily responsible for best execution of investment grade government debt, corporate bonds and emerging market instruments by monitoring market movements and flows to ensure sufficient intelligence to facilitate this goal. Using market perspectives, aid fund managers in optimum asset allocation across currency and fixed income positions. Supplementing this role, the involvement in macro strategic decisions with a specific focus on alpha generation for peripheral $-bloc countries; namely Canada, Australia and, to a lesser extent, New Zealand

London, United Kingdom

Solely Responsible for daily equity trade confirmation in ETC and manual processing. Ensuring broker information is consistently updated to reduce exceptions to the automatic matching process. Bond settlement and confirmation, including accrued interest calculation. Daily liaison with brokers and traders to ensure smooth confirmation and settlements.

London, United Kingdom

Schroders manages £574.4 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world.Part of a team dedicated to automating equity ETC (and later ETD) and establish STP within SLAs. Personally responsible for maintaining standard settlement instruction databases, data capture and broker performance analysis for executive management. In addition, introduce STP concept and embed through training to staff and management.

Master Of Science (M.Sc.), Strategy And Planning

In a world of rapid change, organisations that can identify the need for change, design the changes needed and implement these more.

Professional Banking Fundamentals, Banking And Financial Support Services, Pass

Specialization In Design Thinking And Innovation, Business Administration And Management, General

Darden’s new Specialization in Design Thinking and Innovation program empowers you to become a creative catalyst with a systemic approach.

Foreign Exchange, Derivatives And Securities, Retirement And Superannuation, Financial Advice, Financial Planning And Services, Passed

Regulatory requirement for personal advice across different instruments.

Investment Management Certificate, Investments And Securities

IMC Pass- Investment Management Regulatory Organisation (IMRO) benchmark examination for those engaged in discretionary or advisory.

Fsa, Finance, General

Bsc (Hons), Geography