Mark E. Email & Phone Number

Sydney, NSW, AU

Sydney, New South Wales, Australia

Right Click Partners is a global corporate advisory firm helping technology founders in Asia Pacific maximise exit outcomes by leveraging our experience, global relationships and deep domain expertise. We understand the emotional, financial and technical journey of starting, scaling and exiting a technology company. We have experience in the entire process.

Loop Ventures is a blockchain consulting firm that helps startups and new projects to develop and execute the best solution for their business; combined with our blockchain network and community we can take your project to the next level.Through our Loop Ventures platform, investors, VCs, and individuals who are looking for investment opportunities will.

Sydney, New South Wales, Australia

• My key responsibilities included:
• Managing the distribution of Sandhurst wealth products by working closely with non-aligned financial planners across NSW
• Providing virtual and onsite training and education to staff across Bendigo Bank branches within NSW, TAS and ACT
• Working closely with branch managers to drive wealth initiatives and opportunities by conducting presentations as well as sponsoring and running events
• Working with marketing team to create wealth brochures… Show more My key responsibilities included:
• Working with marketing team to create wealth brochures and advertising material which were to be used at branches to drive awareness and customer engagement Show less

• My key responsibilities included:
• Meeting with St George clients and providing them with both general and personal advice through phone, virtual and face to face interactions
• Working alongside paraplanners to create holistic financial plans that cover super, insurance and investments
• Working closely with branch managers to drive wealth initiatives and opportunities by providing training to staff

• My key responsibilities included:
• Prospecting leads through outbound calls
• Conducting fact find meetings to understand the clients and their goals
• Creating financial recommendations and strategies around investments, insurances and superannuation
• Conducting follow up meetings to present the SOA and appropriately implementing the recommendations

• My key responsibilities included:
• Answering all inbound calls
• General administration and filing
• Booking and confirming meetings with clients
• Assisting in the implementation of SOAs