Michael Woolley Email & Phone Number

Australia

Over the past seven years, OnTrack has developed digital financial planning solutions for providers of financial advice, engagement and education. Our mission is to be a leader in delivering innovative digital platform solutions that empower financial planners and financial service providers to meet their client’s wealth planning goals while providing an exceptional user experience. Our solution is cost-effective and places our client's brand and strategy at the forefront of a fully integrated client journey facilitating the delivery from one to many.In recent years, financial advice providers have been orphaning mass market clients from retirement advice because increased regulations make the provision of advice unprofitable. Providers are struggling to deliver good advice under an increasing regulatory oversight burden alongside unsustainable cost structures. But this is where OnTrack can help.Our solution includes a digital, automated retirement advice platform consisting of a Know Your Client (KYC) and Financial Needs Analysis (FNA) process along with goals, motivators and Client Journey Lifecycle analysis to build better plans. A sophisticated, best-in-class calculation engine provides probability-based analysis linked to a behaviourally nuanced communication approach that provides just-in-time analysis and education to ensure a better understanding of the benefits of the plan they are building.The end client gains access to a user-friendly and intuitive retirement planning application that enables them to dynamically plan, adapt and monitor their retirement to ensure they remain on track to achieving their retirement goals according to their unique circumstances, needs and goals. Financial planners also gain the ability to service these clients and provide appropriate advice at scale. Please visit our website for more information www.ontrack.com.sg

Singapore

As the Head of Sustainability, I lead on initiatives that bring transparency to Eastspring’s sustainability journey, ranging from our investment capabilities to our Group-wide policy development and governance. Over the past six years, I have increasingly assumed a leadership role in our Responsible Investment journey.The evolution of my role is in part the recognition of the need to lead sustainability in a centralised and coordinated manner across the firm to complement our strategic growth ambitions. The pathway involves engagement and education across business functions, including senior management, as part of our firms ongoing improvement.It also involves partnering with investment and distribution teams to review opportunities to build and augment our investment capabilities to meet our client requirements. This has been a natural progression from my role as a Client Portfolio Manager for Equities, where I was the senior point of contact representing the investment business as a thought leader and technical communication bridge, responsible for articulating all aspects relating our investment edge to our clients and stakeholders. I have been an integral member a high performing team that built a diverse institutional and wholesale client base over the past 13 years.

I represent the fund manager by acting as a thought leader and technical communication bridge between our investment capability, our internal stakeholders and our clients.My role has been central to forming and developing long-term client relationships to become a trusted partner. I have been instrumental in building of a successful franchise as an equity investment capability and to the growth of the business in new markets, including being the first in our firm to develop client relationships in Europe, US, Latin America and South East Asia.

Singapore

Institutional Marketing and Relationship ManagementPromoted Schroders as a leading global fund manager to potential institutional clients in Singapore and Malaysia. In addition, I acted as product specialist for Asia ex Japan Equity capability, and was part of the team that introduced the firm’s Multi-Asset Solutions approach as a flagship offering to Singapore Institutions. As a senior point of contact for Schroders’ clients in South East Asia, I actively managed Schroders’ relationship with existing institutional client base and identified opportunities to further promote Schroders’ broader investment capabilities.

Sydney, New South Wales, Australia

As the senior point of contact within ING’s National Sales and Distribution team, my role focused on retaining and growing a portfolio of corporate pension fund clients in Australia. Actively sought potential new corporate wholesale clients and managed the process for winning new business

Sydney, New South Wales, Australia

I managed a client service team of 12 for a managed-funds administrator, providing an outsource function for master trust and corporate investment products. I reported to the General Manager, Administration. Our clients included AMP, Royal & SunAlliance, and Templeton.

Bsocsci, Economics

Graduate Diploma, Applied Finance & Investment