NeoWealth Management is a boutique, privately owned financial planning practice that assists clients to unravel complexities, evaluate choices, and establish plans that lead to better financial outcomes. My decision to establish NeoWealth Management was driven by a desire to apply my expertise and knowledge within an advisory framework that surpasses industry peers and adds substantial value to clients. At its heart NeoWealth Management is about being modern, being different, and bringing an innovative approach to advice. We are tremendously passionate about our autonomy from large financial institutions and product providers, our fee-for-service pricing structure and our unwavering commitment to our clients. We serve as the trusted adviser for individuals, families and small business owners who seek to: » Develop a financial strategy or plan to reach their lifestyle goals» Ensure at all times their financial position is protected, maximised and prudently managed» Understand how they are tracking, year in year out, relative to their forecast strategy For more information on our approach and professional capabilities, please refer to our website ☛ www.neowm.com.au

This role, situated in the specialist advisory team, focused on providing insightful financial and investment advice to ANZ’s high net worth clientele. Responsibilities included:» Meeting with prospective clients to determine their advice requirements and engagement preferences. » Providing full, and scoped advice, across a range of strategies involving retirement planning, superannuation (principally SMSFs), portfolio construction, investment management, intergenerational wealth transfer and philanthropy. » Managing the advice and compliance requirements of a client base consisting of senior executives, business owners, and leading legal and medical practitioners. » Maintaining close relationships with a range of internal specialists including private bankers, protected equity specialists, foreign currency traders, and economists.

As a member of the senior leadership team, I was responsible for providing end-to-end financial and investment advice to a wide cross section of clients including first home owners, young professionals, small business owners, and pre & post retirees. Accountabilities included:» Holding introductory meetings with prospective clients to identify their needs and explain the businesses’ approach to delivering financial planning advice.» Providing integrated solutions designed to fulfill a client’s financial and lifestyle goals - typically incorporated a full suite of recommendations including budgeting, debt optimisation, asset structuring, equity investing, superannuation, risk mitigation strategies, estate planning and social security. » Delivering a regular, comprehensive and scheduled review service, focused on revisiting the client’s goals and objectives, providing a legislative and economic update, and discussing any necessary variations to their strategic framework. » Chairing the investment committee and overseeing the firm’s direct equity portfolios – including devising sector weightings, reviewing individual equities and determining the suitability of corporate actions announced by ASX listed companies. » Ensuring all compliance requirements were strictly adhered to. » Liaising with relevant third party professionals including accountants, solicitors, and estate planning specialists. » Presenting at regular onsite and offsite educational seminars.Group Awards & Recognition:» 2011 Securitor Practice of the Year - National» 2011 Securitor Practice of the Year – Victoria/Tasmania» 2012 Securitor Practice of the Year – Victoria/Tasmania

As a key member of the advisory team in Melbourne, this role incorporated the provision of quality strategic advice to individuals seeking to strengthen their financial position. Accountabilities included:» Providing personalised advice to clients across a range of federal and state based defined benefit superannuation schemes including the CSS, PSS, and ESSSuper.» Guiding trustees through establishing SMSFs, investing within super and structuring appropriate retirement income streams. » Assisting clients analyse the effects and entitlements of accepting a voluntary redundancy payment. » Proactively managing a book of ongoing advice clients such that their financial strategy is optimised and remained consistent with legislative and market developments. » Working closely with internal estate planning lawyers to ensure clients testamentary wishes are accurately and tax effectively structured. » Delivering monthly onsite and offsite SMSF educational seminars to the general public.

In this role I was responsible for supporting and delivering work across the Change Enablement workstream with a particular focus on communications, workforce transition and learning and performance support. Accountabilities included:» Developing detailed business impact statements. » Undertaking workforce assessments to identify and assess existing workforce capabilities, skills and assets. » Mapping role to system security profiles. » Designing and developing a range of learning materials including work instructions, presentation materials and online support material.» Coordinating a series of training programs to transition system users to the new environment.