Melanie Galea Email & Phone Number

Australia

Melbourne, Victoria, Australia

As the new Content Production Lead at Iress, I was leading a team to develop engaging materials, resources, and communications to support the community and learning platforms, as well as continuing to be responsible for the delivery and ongoing expansion of the Iress Learning Centre.

Melbourne, Victoria, Australia

While working in the role of National Project Manager and Content Production Lead, I also took on the role of Project Manager for key deliverables of either software or content.I was responsible for resource planning, capacity management, status reporting to internal stakeholders, managing client relationships, risk management, deliverables within budget, co-ordinating schedules, and people management. These key initiatives were global solutions, bringing efficiency to our company and clients.

Melbourne Area, Australia

My role was to manage and lead a team of Training Consultants in the development and delivery of projects nationally related to the provision of all training and ancillary service offerings.In addition, over the past year I have been implementing a global learning management system. As product owner and project manager, I am responsible for strategising and delivering efficiencies, designing user experiences and coordinating product suppliers.My leadership in this team has enabled me to have a positive and driving influence in the industry, introducing new ideas, visions and building a strong and experienced team.

Melbourne, Australia

The Training Executive role at Iress, provided me with experience in developing training material, both face to face and online delivery, creation of training manuals, presentation and content delivery experience (one on one or for a large group), working with clients – from discussing and identifying their requirements to creating and delivering the material.

Melbourne, Victoria, Australia

Commenced as receptionist and PA to the director, then Paraplanner before moving to becoming an Adviser. Responsibilities included;• Meet-and-greets, organising all meetings, and office maintenance and supplies• Specialised in investments, superannuation, gearing and insurance• Maintained all client data, software, and preparation of invoices and reconciliation of commission statements.• Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.• Consulted with clients to assess and meet short- and long-term financial goal.• Developed and deepened relationships with new and existing clients to advance progress and improvebusiness.• Interviewed clients to determine income, expenses, financial objectives, and risk tolerance to developsuccessful financial plans.• Explained advantages and disadvantages of available financial products to customers to maximizesatisfaction.

Melbourne, Victoria, Australia

• Maintained a book of clients, attending to not only their lending requirements but also general banking• Developing and maintaining quality relationships with my clients, providing sales and service• Daily tasks involved the processing of mortgage applications, problem solving, cross-selling and proactiveoutbound calls. These were measured to our targets and reported weekly.• Built long-term relationships with lucrative clients by utilising active listening, effective communication, anddynamic interpersonal skills.• Proposed solutions and leveraged cross-selling opportunities to existing and new clients.