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I am experienced in helping financial planning licensees and their practices survive through the constant regulatory change and thrive in the new age advice environment. My key skills are in the effective use of technology to help businesses implement best practice solutions to achieve growth, efficiency and profitability.
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Practice Development ManagerCountSydney, Nsw, Au -
Practice Development ManagerCount Mar 2024 - PresentSydney, New South Wales, Australia -
Practice Development ManagerDiverger Limited (Asx: Dvr) Aug 2022 - Mar 2024Sydney, New South Wales, Australia -
Digital Embedment ManagerAmp Jan 2022 - Aug 2022 -
Advice Technology Practice Development ManagerCentrepoint Alliance Jun 2021 - Oct 2021Sydney, New South Wales, Australia -
Manager - Advice SolutionsFinchoice May 2020 - Jun 2021Sydney, New South Wales, AustraliaManaging a team responsible for designing, developing and optimising end-to-end advice processes used by all practices within FinChoice. The focus is on achieving efficiencies by supporting the use of XPLAN, CommPay and other advice applications.
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Manager - Advice Solutions (Financial Planning)Mortgage Choice Jul 2019 - May 2020Sydney, AustraliaManaging a team responsible for designing, developing and optimising end-to-end advice processes used by all practices within Mortgage Choice Financial Planning. The focus is on achieving efficiencies by supporting the use of XPLAN, CommPay and other advice applications. -
Practice Development Manager (Financial Planning)Mortgage Choice Jul 2016 - Jul 2019Providing training and coaching support to the practices across the franchise network in order to drive revenue growth and help them in building better businesses. This is achieved by helping them streamline their processes across the different components associated with running a financial planning business – i.e. operations, compliance, marketing and HR. Ultimately, my aim is to have the adviser spending less time working behind the scenes and more time building quality relationships with their clients.Using our management reporting framework, I can analyse each business and gain an understanding of their current position. From there I work with the practice to identify key focus areas and help to develop a practical strategy to achieve success.
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Associate Practice Development Manager (Financial Planning)Mortgage Choice Aug 2013 - Jul 2016Sydney, Australia
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Training & Relationship Manager - National Team LeaderMacquarie Bank (Coin) Jan 2013 - May 2013Sydney, AustraliaI was responsible for managing a team of 5 Training and Relationship Managers across Australia. In managing this team my responsibilities included conducting regular coaching and mentoring sessions to ensure activity levels are maximised in line with agreed KPIs and also making sure that agreed sales targets were met.Implementing initiatives to improve process and overall client satisfaction was another of my responsibilities, as was liaising with the internal product and development teams to drive business improvement. -
Training & Relationship ManagerMacquarie Bank (Coin) Nov 2011 - Jan 2013Sydney, AustraliaI was responsible for managing a portfolio of client relationships, which consisted of larger dealer groups and also smaller IFAs. In addition to training clients on the use of the software, I would also spend time developing a considerable understanding of each client’s business and their processes, so that I could implement process improvements to help drive efficiencies and create successful businesses.
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Senior Paraplanner / Account ManagerMacquarie Bank (Outplan) Apr 2007 - Nov 2011Sydney, AustraliaOutplan are an outsourced paraplanning provider and in this role I was responsible for the preparation of accurate and compliant SoAs for a range of different financial planning institutions and IFA practices. The SoAs spanned across a wide variety of advice areas including; retirement planning, taxation planning, SMSFs, Age Pension and risk management. My role also saw me train and mentor the junior paraplanners in the team by making sure they had the technical knowledge and also the skills in the systems and processes required to prepare SoAs.
Joseph Raad Skills
Joseph Raad Education Details
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University Of Western SydneyGraduated With Distinction -
Financial Services (Financial Planning) -
Margin Lending And Geared Investments
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Self Managed Super Funds (Smsf)
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Institute Of Strategic Management (Ism)Advanced Diploma Of Management
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Institute Of Strategic Management (Ism)Diploma Of Banking Services
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Institute Of Executive Coaching & LeadershipOrganizational Leadership
Frequently Asked Questions about Joseph Raad
What company does Joseph Raad work for?
Joseph Raad works for Count
What is Joseph Raad's role at the current company?
Joseph Raad's current role is Practice Development Manager.
What is Joseph Raad's email address?
Joseph Raad's email address is jo****@****.com.au
What is Joseph Raad's direct phone number?
Joseph Raad's direct phone number is +614383*****
What schools did Joseph Raad attend?
Joseph Raad attended University Of Western Sydney, Kaplan Professional, Kaplan Professional, Kaplan Professional, Institute Of Strategic Management (Ism), Institute Of Strategic Management (Ism), Institute Of Executive Coaching & Leadership.
What are some of Joseph Raad's interests?
Joseph Raad has interest in Music, Fishing, Sport.
What skills is Joseph Raad known for?
Joseph Raad has skills like Leadership, Financial Advisory, Pensions, Retirement Planning, Financial Planning, Wealth Management Services, Portfolio Management, Superannuation, Investments, Relationship Management, Team Management, Investment Advisory.
Not the Joseph Raad you were looking for?
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Joseph Raad
Transforming Customer Loyalty With Innovative Promotional Currency At GratitudesSydney, Nsw -
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1barclaypearce.com.au -
Joseph Raad
Millers Point, Nsw
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