Recruited to pioneer the development of a new client base for Netwealth, a cutting-edge technology company revolutionising the Financial Services Sector platform space.Appointed as State Manager in Queensland, leading a local team of sales professionals and responsible for crafting strategic activity plans and sales campaigns to drive business growth.Key Achievements:* Business Development and Growth: Successfully built a client base from scratch, exceeding agreed-upon budget targets and driving significant revenue growth for Netwealth.* Strategic Leadership: Wore multiple hats, contributing to business development, mentoring and training staff, and providing strategic insights to fuel the continued growth and development of Netwealth.Innovation and Client Acquisition: * Secured the first Managed Account Private Label for a National Licensee client, leveraging Netwealth's innovative technology.* Within the first month, successfully transitioned an independent practice to Netwealth, securing a key client win.* Established trust with an existing client, transitioning their business from a competitor to Netwealth, resulting in over $1.5 billion in assets under management and an additional $100 million+ in Global Specialist Series Products.* Won a presentation contest at an overseas conference, securing $8,000 in cost savings through free sponsorship.*Sales targets exceeded every year.

Business Development and Growth (Panorama, BT Wrap, Asgard)Recruited to drive new business acquisition for the Panorama platform product, while simultaneously growing and supporting existing BT Wrap and Asgard platform products.Successfully segmented the client base, developed and implemented a targeted sales plan, and maintained a high level of activity and client engagement to capture new business and retain and grow the existing client base.Key Achievements:* Client Growth and Retention: Grew a key client account by over $55 million (the largest account in the Financial Year), through an effective client engagement strategy, ensuring the client did not move their business to a competitor.* New Product Success: Exceeded targets for new product sales through effective segmentation and development and implementation of a targeted sales plan.* Landmark Deal: Secured the largest deal for the new product cash component in Queensland, attracting a $20 million+ inflow from a key Financial Adviser.* Regional Growth: Engaged with regional and neglected regions, including Toowoomba, Dalby, Townsville, and Cairns, resulting in the largest uplift in client panel for the State across the region. Successfully registered 23 new Financial Advisers and comfortably exceeded sales targets.

Retained to Drive Business Growth and Compliance (Legacy Product - Wealthfocus Platform)Selected to maintain and expand existing relationships with national dealer groups, boutiques, and independents, while ensuring the successful retention of business within a legacy product.Demonstrated expertise in relationship development and sales processes, exceeding sales budget targets through the acquisition of new supporters and optimization of product profitability.Key Achievements:* Sales Excellence: Consistently exceeded sales budget targets, driving growth and revenue through strategic relationship building and effective sales processes.* Sales Strategy and Metrics: Designed and developed a comprehensive Sales Plan, KPIs, and success metrics for the General Manager, resulting in a new sales and metrics framework that enabled the team to achieve its budgeted target.* FOFA Compliance: Appointed as the expert driving changes to ensure the product met the requirements of the Future of Financial Advice (FOFA) Reforms, successfully meeting mandatory requirements that came into effect on July 1, 2013.

Headhunted to Drive Business Growth in Start-up Unit (Perpetual)Sought out to spearhead business development in a pioneering unit introducing a disruptive market structure, leveraging my expertise to drive growth and innovation.Built and maintained strong relationships with key stakeholders, including dealer principals, researchers, advisers, and support staff at High Net Worth/Mass Affluent (HNWMA) advisory firms.Successfully segmented territory and developed a high-performing team, fostering a collaborative environment to achieve exceptional results.Key Achievements:* Landmark Deal Closure: Secured the largest deal in the distribution team for the Financial Year, successfully navigating complex legal and administrative hurdles to deliver a substantial Dealer Group model allocation into the Diversified Fixed Interest Fund.* Comprehensive Client Database: Developed an extensive client database, incorporating in-depth qualitative and quantitative surveys to inform future campaigns. This market research initiative was arguably the most comprehensive book build completed at Perpetual, demonstrating my commitment to data-driven insights and client-centric approach.

Spearheaded business growth and innovation in a highly competitive market, driving profitable expansion and process improvements.Led a team of 3 staff members (Training & Relationships Managers) and managed sales budgets of $1 billion.Successfully established strong client relationships, secured in-depth knowledge of in-house reporting requirements, and directed the Queensland team to achieve outstanding results.Key Achievements:* Market Share Growth: Increased Queensland market share from 17% to 24%, surpassing state targets.* Client Satisfaction: Consistently achieved the highest client satisfaction ratings (5 out of 6 years) in the Adviser Satisfaction Survey, measuring client engagement, service, and advocacy.* Leadership Recognition: Promoted to Associate Director within 3 years, demonstrating exceptional performance and leadership potential.* Industry Recognition: Awarded the 2010 Money Management BDM of the Year, as nominated by clients and voted on by Financial Planners.* Strategic Contributions: Invited to provide strategic input into the business as a member of the inaugural Divisional Leadership Group.