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Michael Lee personal email
An adaptable, dedicated and versatile Regional Client Manager with over 20 years’ experience in financial planning practice development, financial advice, insurance and wealth management.Demonstrated achievements in developing and maintaining successful and lucrative working relationships with financial advisers, business owners of financial planning practices, compliance as well as external product and service providers across Melbourne, Sydney, Perth and Brisbane.Proven track record of successfully coaching and training teams, ensuring high standard of service levels, customer experiences and following processes to achieve business outcomes. Thorough understanding of the business needs and objectives, proven track records optimising processes and able to identify and manage lucrative opportunities. Always maintain a detailed and high level of current knowledge in relation to compliance matters and business rules.
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Regional Client ManagerAon Hewitt Financial Advice Jul 2016 - Jul 2019Melbourne, AustraliaAon Hewitt Financial Advice, is a licensee tailored for independently minded, self-employed financial advisers and accountants. Aon offers a broad non-institutional APSL, high-quality compliance support and flexible advice solutions. Financial advisers, accountants and their clients are backed by Aon, a global leader in risk management and consulting. My key role and responsibilities are: Continuously build solid relationships with financial planning practices to maintain their loyalty.Acting as a key contact for financial planning practices. Assist advisers set business goals and implement marketing plans, financials, systems, documents and processes. Identify opportunities and provide solutions to increase practice"s revenues.Ensure practices receive the appropriate level of services. Co-ordinate the work of internal and external services providers that deal directly or indirectly with financial advisers on changes within the legislation, learning and development, product, advice strategy, technology and compliance. -
Practice Development ManagerAon Hewitt Financial Advice Oct 2010 - Jul 2016Melbourne, Australia -
National Practice And Business Improvement ConsultantAia Australia Jun 2006 - Oct 2010Melbourne, AustraliaAIA Australia is a leading life insurer offering a comprehensive range of products that protect the financial health and welfare of more than three million people. It is backed by AIA Group, the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets around the Asia-Pacific region.Purpose of the role was to review compliance and best practice policies and procedures and identify any gaps in meeting the ASIC regulatory requirements with the following responsibilities: Development and Implementation of monitoring tools, surveys and reports to measure adherence to Best Practice procedures and reduce the financial costs to the business from regulatory risk and customer complaints.Proactively looked at methods to increase production and persistence through securing quality business in a compliant manner.Continual development of knowledge and expertise to improve understanding of compliance within the industry.Identified and developed new market opportunities in line with growth objectives. -
Financial ControllerAusea Shipping & Aegis Shipping Corporation 2004 - 2006Melbourne, Australia
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Financial AdviserHsbc Bank 2002 - 2004Melbourne, Australia
Michael Lee Skills
Michael Lee Education Details
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Kaplan Professional EducationAdvance Dfp & Self Managed Super Fund -
Accounting
Frequently Asked Questions about Michael Lee
What is Michael Lee's role at the current company?
Michael Lee's current role is Regional Client Manager Ι Senior Consultant Ι Mentor Ι Coach.
What is Michael Lee's email address?
Michael Lee's email address is mi****@****itt.com
What schools did Michael Lee attend?
Michael Lee attended Kaplan Professional Education, Swinburne University Of Technology.
What are some of Michael Lee's interests?
Michael Lee has interest in Animal Welfare, Social Services, Environment, Disaster And Humanitarian Relief.
What skills is Michael Lee known for?
Michael Lee has skills like Practice Development, Business Process Improvement, Business Planning, Financial Planners, Business Coaching, Financial Analysis, Small Business, Training, Strategy, Financial Planning, Risk Management, Income Protection.
Not the Michael Lee you were looking for?
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Michael Lee
Timber Professional @ Lee Timber Tech, | Consultancy And Contract |Cpp, Project ManagementLaunceston, Tas -
4blackrock.com, mercer.com, quoniam.com, yahoo.co.uk
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Michael Lee
Millers Point, Nsw -
Michael Lee
Greater Brisbane Area1deloitte.com.au -
Michael Lee
Greater Brisbane Area1accbeef.net.au
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