Responsible for dealing with financial complaints from clients and AFCA. With ownership of the Alternative Dispute Resolution Process my role is to investigate client complaints and take to these to completion including negotiated settlements to declines. Dealing with AFCA on a regular basis and formulating responses, leading conciliations, and negotiating outcomes are all part of the role. Reporting to Stakeholders including Directors, Compliance Managers, Lawyers, Insurers, and Regulatory… Show more Responsible for dealing with financial complaints from clients and AFCA. With ownership of the Alternative Dispute Resolution Process my role is to investigate client complaints and take to these to completion including negotiated settlements to declines. Dealing with AFCA on a regular basis and formulating responses, leading conciliations, and negotiating outcomes are all part of the role. Reporting to Stakeholders including Directors, Compliance Managers, Lawyers, Insurers, and Regulatory Authorities is vital. Show less

Practical Legal Training at Prudentia Legal allowed me to assist in litigation matters.

Providing solutions for Commercial clients including Corporate Superannuation, Risk, Investments and Retirement.

Advising on Corporate Superannuation, Risk, Investment and Retirement

Providing NABs Major Clients with Plum and MLC Masterkey Corporate Super solutions suit.

Sales for Mercer's Mastertrust, Consulting Services and Actuarial Services.Direct sales and working with tender consultants