At Vanguard our core purpose is to take a stand for all investors, treat them fairly, and to give them the best chance for investment success. I partner with Australian advisors to help them optimize their business, whether that be for growth or to simply give them time back in their day. Along with having a knack for investments and financial planning I'm passionate about all aspects of running a business and appreciate sharing ideas and experiences. Views expressed on LinkedIn are my own.

Offering various personal and business services including strategic planning, gap analysis, optimization, ad hoc project management and distribution.

Worked directly with Retirement Plan advisors at LPL Financial to help them increase sales and improve business efficiency. Managed a territory spanning 33% of the United States focussing on improving the experience of offering a 401(k) plan to businesses.

Marketing and sales support for the firm's distribution of advisory investment platforms including both centrally managed and open architecture models. Acts as a key resource for the Advisory Consultants working with advanced market scenarios, platform best practices and sponsor opportunities. Maintains strong relationships with LPL partner firms to collaboratively deliver the necessary tools and resources that help LPL advisors remain competitive in managed account platforms. Relationship Manager for investment strategists that serve on the advisory platforms.

Drove technology adoption, product platform utilization and Advisor satisfaction through consulting. Created and delivered effective programs to teach and consult with client constituencies about LPL technologies, transactional processes and product platforms. Topics ranged from basics (on-boarding) to advanced (practice management) for productivity, efficiency and best practices. Actively contributed to success of LPL including cross-team project participation and providing technology demonstrations to prospects.

Financial Planning support and project manager for supporting 12,000 advisors financial planning needs. Provided education and curriculum for proprietary financial planning software WealthVision, in conjunction with eMoneyAdvisor.

Served as para planner and office manager. Worked with client base to provide due diligence, financial planning support, providing recommendations, implementing and monitoring the financial plan to ensure it was relevant to client's evolving needs.