Kate Graham Email & Phone Number

Brisbane, Australia

I am delighted to continue to service my client base in Qld subsequent to the merger of QIEC Super with NGS Super on 6 May 2019.

Brisbane

In a role filled with variety every day, I proudly support QIEC Super members to become more engaged with their superannuation and achieve better retirement outcomes.In addition to conducting workplace appointments with members, including high account balance members, I also support and engage with employers to optimise account management and employee benefit programs.With a focus on business development and membership growth, our team of Client Service Managers continually deliver high quality and personalised services that are integral to QIEC Super's competitive product and service offering.

Brisbane

Added subject matter expertise to Superannuation organisation during 2 contract rolesUndertook high level of governance services, engaging with key stakeholdersOversaw critical governance documentation, such as Charters, Policies and Board submissionsPrepared APRA lodgement forms Coordinated Corporate Insurance program and led Broker re-tender for increased services Developed new governance intranet site to build coherent governance frameworkTook on newly-created Product Manager role, centred on rating agencies, employers and advisersContributed to employer-centric Product Roadmap, supporting QSuper’s strategic directionManaged internal stakeholders to implement product and service solutionsLed implementation of external financial adviser strategy initiativesIdentified opportunities to leverage scale and improve efficiencyImplemented initiative delivering substantial annual cost savings Managed QSuper’s relationships with industry benchmarking and rating agenciesRan Superannuation Awards submission dealing with many stakeholders across the business

Brisbane, Australia

Founded and established new Corporate Superannuation practiceBuilt niche business, by maintaining quality multilevel relationships between personnelDesigned B2B product solutions for corporate superannuation advice and servicesLiaised with industry representatives, including conducting tenders and subsequent negotiationsDeepened relationships with businesses, delivering innovative client services and reportingCreated and delivered engaging Member Education programsProvided limited personal advice within scope of practice to individual Members at employer sitesGrew the business interstate, with offices in Brisbane and Sydney, servicing clients nationallyPositioned the business as a top corporate super advisory practice in QLD

Brisbane, Australia

Account managed corporate clients (Employers and Policy Committees) for Corporate standalone funds, Master Trust plans and standalone Group Life policiesOversaw administration processes and key documentation for Policy Committee meetingsLed annual reviews and tenders for corporate Group Life policiesOversaw claim applications, liaising with Employers and Member / Estate representativesSignificantly increased Master Trust portfolio through lead conversionBecame main Australian Master Trust Consultant for Aon, thanks to exceptional client liaison

Brisbane, Australia

Led improvements in business commercial and operational performanceOversaw Superannuation practice, managing and mentoring personnel Provided administration and governance to Self-Managed Superannuation Fund processes

Diploma Of Superannuation Management, Superannuation

Rg146 Revisited

Skills gap course specific to superannuation and retirement.

Diploma Of Financial Services Completed, Advanced Diploma Partially Completed

Acs Accredited Aged Care Professional Program, Financial Planning And Services

Program covered aged care advice, specifically building financial strategies and solutions for clients during the journey through the aged.