๐ŸŒผ Marigold Botton

๐ŸŒผ Marigold Botton Email and Phone Number

I provide licensee solutions to Financial Advisers Australia wide @ Switch Mortgage Brokers
๐ŸŒผ Marigold Botton's Location
Melbourne, Victoria, Australia, Australia
About ๐ŸŒผ Marigold Botton

๐ŸŒผ Marigold Botton is a I provide licensee solutions to Financial Advisers Australia wide at Switch Mortgage Brokers. She possess expertise in marketing management, direct marketing, banking, stakeholder management, financial planning and 19 more skills. She is proficient in Tagalog. Colleagues describe her as "Marigold really knows what she is talking about. Also if you are a person who is clueless about for example superannuation, she will make sure to take the time to go over what it all means and find the right products for you. She personally wants people to learn about money management. I happily recommend my friends, family and work colleagues to her." and "I have had the pleasure of knowing Marigold for quite some time and in the past few years she has played an imperative role in helping me plan for my future. The whole concept of Superannuation, Life Insurance etc was gibberish to me, but Marigold made it so much easier for me to understand. She also demonstrates a passion for helping people and made me feel 100% confident that my future goals and financial needs are in good hands. I would recommend Marigold Advisory for anyoneโ€ฆ Show more"

๐ŸŒผ Marigold Botton's Current Company Details
Switch Mortgage Brokers

Switch Mortgage Brokers

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I provide licensee solutions to Financial Advisers Australia wide
๐ŸŒผ Marigold Botton Work Experience Details
  • Switch Mortgage Brokers
    Managing Partner & General Manager
    Switch Mortgage Brokers Mar 2024 - Present
    Melbourne, Victoria, Australia
  • Advocate Advisory
    Director & Business Partnerships Manager
    Advocate Advisory Jul 2023 - Present
    Melbourne, Victoria, Australia
  • Marigold Advisory
    Director & Financial Adviser
    Marigold Advisory Mar 2023 - Present
    Melbourne, Victoria, Australia
  • Avana Financial Solutions
    Director & Business Partnerships Manager
    Avana Financial Solutions Jan 2023 - Present
    Melbourne, Victoria, Australia
  • Avana Financial Solutions
    Business Partnerships Consultant
    Avana Financial Solutions Jan 2022 - Jan 2023
    Australia
    Leading the growth of the licensee, I help self-employed financial advisers and small-medium financial planning practices secure a new home by understanding the needs of their business to best tailor their experience with Avana.
  • Ioof Holdings Ltd
    Business Development Manager
    Ioof Holdings Ltd Dec 2019 - Dec 2021
    Melbourne, Victoria, Australia
    Maintained and grew relationships within the VIC adviser network including IOOF aligned advisers and IFA's.Delivered a broad suite of retail platform solutions to advisers to help them meet the needs of their clients, whilst keeping advisers regularly informed and updated on regulatory and legislative changes and requirements.
  • Ioof Holdings Ltd
    Relationship Manager Vic/Sa
    Ioof Holdings Ltd Jan 2017 - Dec 2019
    Melbourne, Victoria, Australia
    Maintained and grew relationships with employer superannuation clients in VIC & SA. Developed and delivered service proposition to employers, members and advisers and delivered education programs to employers and members, whilst increasing IOOFโ€™s profile in the employer and adviser market.
  • Marigold Advisory
    Director & Financial Planner
    Marigold Advisory Nov 2014 - Jan 2017
    Sydney, New South Wales, Australia
    A lifestyle planning business that focused on empowering the financial wellbeing of female wealth accumulators with respect to cash flow analysis, debt strategy, superannuation, life insurance and long-term savings.
  • Amp
    Financial Planner
    Amp Oct 2013 - Oct 2014
    Sydney, New South Wales, Australia
    A successful AMP Horizons Academy Intake 24 candidate with a clear vision of moving into a self-employed position upon completion of the intensive 12 month program.
  • Financial Services
    Temp Work
    Financial Services Mar 2013 - Oct 2013
    Sydney, New South Wales, Australia
  • Travel
    Career Break
    Travel Feb 2012 - Feb 2013
    Europe, United Kingdom
  • Nanosonics Ltd.
    Marketing & Client Relations Executive
    Nanosonics Ltd. Mar 2010 - Jan 2012
    Sydney, New South Wales, Australia
    Represented Marketing department for Nanosonics Limited with regards to international projects, new product launches, product enhancements, marketing strategy, development of educational and training content, website maintenance and enhancements, packaging and labelling, marketing communications and corporate branding. Managed relationships with internal stakeholders, clients, partners, company suppliers, providers, and other business affiliates.
  • St.George Bank
    Project Co-Ordinator
    St.George Bank Apr 2005 - Mar 2010
    Sydney, New South Wales, Australia
    Co-ordination and implementation of branch infrastructure projects, represented and supported branch network (271 branches nationwide), Customer Acceptance Testing, development of software release communications, and monitoring of network compliance with policy and procedures.
  • St.George Bank
    Campaign Manager (Secondment)
    St.George Bank Aug 2008 - Feb 2009
    Sydney, New South Wales, Australia
    Execution of promotional/compliance direct marketing campaigns for Home Loans and Deposits products including in-branch posters, ticketing screens, inbound blitzes; stakeholder management, and liaising with external print houses, mail houses and agencies.
  • St.George Bank
    Personal Lender
    St.George Bank Aug 2003 - Apr 2005
    Sydney, New South Wales, Australia
    Assessment of personal lending applications in the form of credit, personal loans and overdrafts.
  • St.George Bank
    Personal Banker
    St.George Bank Sep 2001 - Aug 2003
    Sydney, New South Wales, Australia
    Provision of banking services to personal and small business customers.

๐ŸŒผ Marigold Botton Skills

Marketing Management Direct Marketing Banking Stakeholder Management Financial Planning Superannuation Investments Relationship Management International Marketing Digital Marketing Finance Strategic Planning Strategy Financial Services Wealth Management Insurance Risk Risk Management Marketing Product Management Campaign Management Email Marketing Management Marketing Communications Marketing Strategy

๐ŸŒผ Marigold Botton Education Details

Frequently Asked Questions about ๐ŸŒผ Marigold Botton

What company does ๐ŸŒผ Marigold Botton work for?

๐ŸŒผ Marigold Botton works for Switch Mortgage Brokers

What is ๐ŸŒผ Marigold Botton's role at the current company?

๐ŸŒผ Marigold Botton's current role is I provide licensee solutions to Financial Advisers Australia wide.

What schools did ๐ŸŒผ Marigold Botton attend?

๐ŸŒผ Marigold Botton attended Kaplan Professional, University Of Technology Sydney, Kaplan Professional.

What skills is ๐ŸŒผ Marigold Botton known for?

๐ŸŒผ Marigold Botton has skills like Marketing Management, Direct Marketing, Banking, Stakeholder Management, Financial Planning, Superannuation, Investments, Relationship Management, International Marketing, Digital Marketing, Finance, Strategic Planning.

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