Kerry Ong Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Industry Advisory Board for the School of Accounting, Information Systems and Supply Chain

Melbourne, Victoria, Australia

Enabling the delivery of market leading advice solutions to build sustainable advice businesses that deliver great outcomes to clients. We believe in the value of advice and enable our businesses through consulting, coaching, training and support to implement business frameworks, innovative tools, processes and systems to build efficient and effective advice businesses that deliver quality advice to their clients.

Melbourne, Australia

The IOOF Advice Academy is all about building better advice businesses and better client outcomes. We build and deliver specialised coaching for financial advice businesses introducing global best practice and advice-led solutions to enable more Australians to receive quality financial advice from our network. Our program is designed to help develop an integrated value driven business model. Each component of the business model is designed to connect and deliver the ultimate measure of success for the business and their clients with a focus on values based, goals-led customer experiences. We focus on three areas of coaching; business coaching, advice coaching and systems/processes coaching all built to be at the forefront of industry standards, client expectations and regulation, delivering on our advice-led strategy.www.ioof.com.au/academy

Melbourne, Australia

Helping more clients receive quality financial advice, from quality financial advisors, enabling them to meet their ultimate measure of success. Advice enablement and process improvement putting our clients first and regulation in mind whilst delivering efficiency and effectiveness to the IOOF advice network.

Melbourne, Australia

Delivering process, procedure and business efficiency solutions to financial advice businesses, utilising financial technology solutions.

Melbourne, Australia

Taking the guess work out of advice technology (XPLAN), enabling efficient and effective processes within our network of practices to allow advisers to spend more time doing what they do best.. Helping clients achieve financial freedom and security.

Melbourne, Australia

At NAB Private Wealth, we partner with you and your family to provide highly personalised private banking and wealth management solutions tailored to your individual needs.

Melbourne, Australia

London, United Kingdom

Career Break: Lived and worked in London gaining European private bank experience.For over 200 years Kleinwort Benson has offered private banking and wealth management services to international private clients, families, business owners and entrepreneurs, and to institutions including pension funds, endowments and charities.

Cfp®, Certified Financial Planner ®

The CERTIFIED FINANCIAL PLANNER® Designation is the highest designation for financial planners globally.

Prince2 - Foundation & Practitioner, Project Management

The project management methodology PRINCE2 (an acronym for Projects In Controlled Environments, version 2) encompasses quality management.

Advanced Diploma Of Financial Services, Financial Planning

Diploma Of Financial Services, Financial Planning

Bachelor Of Business, Accounting, Banking & Finance

Change Management Masterclass (Short Course), Change Management