Michael Bickerdike Cfp® Email & Phone Number

Melbourne, Vic, Au

As leader of Advice & Retention at MLC Insurance, I lead a team of over 30 dedicated to driving customer retention and enhancing customer experiences. With a proven track record in developing and implementing effective retention strategies, I've successfully led teams to optimise operations, leverage data analytics, and achieve significant improvements in customer satisfaction and retention rates.

Melbourne, Victoria, Australia

Led the Victorian practice of Mercer Financial Advice (MFA) – managed a team of strategic advisers, associates and support staff to successfully achieve revenue, client satisfaction, quality and compliance requirements as well as broader strategic business objectives.• Member of the MFA Leadership Team • Monitoring and Supervision• Business Development and Relationship Management • MFA Investment and Product Committee member• Training and Development

Led MFA’s national insurance strategy, in addition to providing comprehensive strategic risk advice to both private and corporate clients. Key responsibilities included:• Act as the technical subject matter expert for insurance advice and adviser training within the business.• Represent Mercer on a national level at risk forums, with external insurers and corporate clients.• Business Development – including improvement to the scope of our corporate insurance advice offering, improving profitability and client retention.• Managed a team of client support officers responsible for the end-to-end management of new business applications, underwriting and claims monitoring.

Dual role providing both Financial Advice and Project/Product Management for MFA’s ‘Scaled’ (Intra-fund) Advice business.• Acting Team Leader and People Manager (during periods of manager leave).• Project Delivery and Management • Relationship Management • Training and Development • Business Reporting and Analysis• Compliance and Quality assurance

Bachelor Of Commerce (B.Com.), Finance And Financial Planning

Fasea Exam

Certified Financial Planner (Cfp)

Advanced Diploma Of Financial Services, Financial Planning And Services

Vce