Judith Brown Email & Phone Number

Cairns, Queensland, Australia

• Effectively manage the relationship between the client and PSK Advice, deliver experiences that clients value, and always prioritise the needs of the client• Maintain and cultivate existing client relationships, and achieve agreed business targets with respect to client retention and advocacy, new clients, new client advice fees, ongoing fees • Focus on the ability to drive new client relationships by aligning to business systems and processes, and contributing to continuous productivity gains by identifying and communicating improvements to current processes through the appropriate channels Lead Generation: • Grow new business in agreed target markets through various networking activities including managing and enhancing the relationships between PSK Advice and referral sources (including self developed sources) • Identify opportunities for seminars, sponsorship and other promotional activities to leverage new business generation activity

Cairns, Australia

• Lead and support 20 direct reports across the Cairns and Townsville offices;• Deliver strong leadership supporting strategic initiatives, sharing knowledge and insight to grow overall business;• Support and manage all facets of the practice(s) management including but not limited to people, processes, new client acquisitions, existing client servicing and retention, growth, cost management, profitability, compliance culture and ad-hoc projects; • Expand advice, offering and services to new clients and demographics;• Manage all risk, corporate governance and compliance issues effectively and efficiently; • Report to the remote-based General Manager in Sydney;• Lead transformational activities in alignment with organisational strategies and objectives; • Ensure advice is delivered in accordance with standards, ensuring adherence to compliance and client service standards supporting a strong compliance culture;• Manage Profit & Loss growth of the practice; • Drive new client and practice growth by working closely with internal and external stakeholders identifying needs and targeted solutions;• Formulate and implement strategies and operating plans that flow from the overall business planning process;• Engage and motivate team members enhancing performance through clearly communicated visions and strategies of the organisation; • Ensure effective and efficient processes are in place across all parts of the practice, ensuring consistency and standardisation across the business.

Cairns, Australia

• Lead and support 20 direct reports across the Cairns and Townsville offices;• Develop and enhance the quality reputation of the business as the premier financial planning organisation in North Queensland with consistent and outstanding delivery of customer service;• Establish and imbed the strategic direction and initiatives of the business;• Manage all P&L growth of the business;• Champion professional excellence in the administration team through leading and mentoring staff;• Manage compliance processes, policies and procedures ensuring adherence by all team members;• Lead, coach and develop staff to become high performing team members and achieve their own performance development plans;• Facilitate the development and maintenance of skills appropriate to staff roles aligning with current and future state business needs; • Effectively manage resources and workload to achieve optimum efficiency and quality service delivery;• Maintain a detailed knowledge of relevant policy and legislation and how this impacts business and the provision of financial advice;• Manage the business to achieve the goals and objectives set out in the business plan including customer satisfaction and service standards, budget and management reporting, and compliance and corporate governance.

Cairns, Australia

• Ensure smooth operations of the organisation, including financial control, overseeing reception, computer systems, and all other administration tasks required by the company;• Conduct compliance audits to ensure the entire office complies with regulations required by the ASIC and Financial Providers Association, as well as internal company policies and standards; • Provide regular compliance reports to the management team; • Ensure the initial and ongoing training of all staff and that training registers are maintained, and representatives meet minimum training requires per Australian Financial Services Licensing requirements;• Assist management with recruitment of new staff (from initial interviews to placement). Welcome and settle new staff;• Complete weekly payroll & maintain payroll register; • Maintain staff annual leave schedule and annual leave/sick leave register;• Effectively manage additional personnel to achieve optimal levels of productivity; • Ensure that systems and procedures are performed in accordance with the firm’s policies and guidelines;• Oversee and assist in the development of systems to improve the efficiency of workflow in all areas of the office, and other development work as required by the company;• Manage and maintain all procedures manuals;• Support the company to achieve its objectives through effective management, monitoring and improving of administrative systems.

Margin Lending And Geared Investments, Financial Planning And Services

Bachelor Of Commerce - Bcom, Accounting

Diploma, Financial Planniing

Certified Practicing Accountant