Mike Browne

Mike Browne Email and Phone Number

Regional Representative @Civitas-services | Financial Planning Practice Consultant | Business Development + Efficiency Expert @ Civitas Services
Mike Browne's Location
Brisbane City, Queensland, Australia, Australia
Mike Browne's Contact Details

Mike Browne personal email

n/a
About Mike Browne

I am a proactive leader who has a proven track record of influencing and empowering employees to exceed. As a strategic thinker, I have the ability to nurture and develop strong relationships with my advice practice clients due to my transparent approach.I am now recruiting and supporting financial planning practices who are self-licensed or considering applying for their AFSL. Civitas Services brings together like minded, high performing businesses and individuals with the desire or common goal of building better advice outcomes for clients and advice businesses alike.I have over 28 years of experience in financial services, strategic planning and creating business efficiencies, as well as facilitating positive change in advice firms.Past experience in: 📍 Advice practice ownership📍 Business development and management📍 Creating business efficiencies📍 Applying for and managing an AFSL📍 Company director responsibilities📍 Financial services product management📍 SMSF practice knowledge📍 Practice risk managementWe also concentrate on connecting members through our Civitas Club, driving a high-performance culture amongst our network of advice professionals and businesses.If you need a dealer services partner and are interested in learning more about what we are doing at Civitas Services, please reach out for a conversation at mike@civser.com or +61429423446.

Mike Browne's Current Company Details
Civitas Services

Civitas Services

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Regional Representative @Civitas-services | Financial Planning Practice Consultant | Business Development + Efficiency Expert
Mike Browne Work Experience Details
  • Civitas Services
    Regional Representative, Qld + Northern Nsw
    Civitas Services Jun 2023 - Present
    Queensland, Australia
    Recruitment and support of financial planning practices who are self-licensed or considering applying for their AFSL. Civitas Services brings together like minded, high performing businesses and individuals with the desire or common goal of building better advice outcomes for clients and advice businesses alike.
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  • Self-Employed
    Financial Planning Consultant
    Self-Employed Jul 2020 - Present
    Australia
    - Working with Startups and existing Financial Planning Practices- Identifying areas of risk and concern for business owners- Identifying any regulatory changes that would need to be implemented- Strategising with Business Owners to increase performance and productivity- Working with junior staff members so they can further develop- Sharing my wealth of knowledge with Financial Planning Professionals
  • Brown & Bird Financial Planning
    Practice Principal
    Brown & Bird Financial Planning Jul 2000 - Jul 2020
    Mackay, Australia
    - Manage operational requirements including strategic planning with other partners. - Conduct regular performance reviews to ensure productivity meets company requirements. - Compliance and risk management- Up to date with regulatory requirements - Adapting and rolling out new procedures where necessary.- Manage relationship with Accountants to ensure cross selling occurs.- Identify and assist advisers with meeting new regulations, including education gaps. - Day to Day running of the business. - Forecasting/Cash Flow Management/Accounts.- 37.5% ownership of the business.
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  • Brown & Bird
    Financial Planner
    Brown & Bird Jul 2000 - Jul 2020
    Mackay, Queensland, Australia
    - Business Development - Building new relationships to grow the portfolio- 30% referrals from existing book - 70% referrals through Accounting business- Implementing the start to end strategic financial planning process- Initial client contact - Client research- Client discovery meeting - Preparation of advice strategies - Plan presentation- Implementation and review
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Mike Browne Skills

Finance Business Development Strategic Financial Planning Smsf Pensions Financial Services Risk Management Investments Shares Funding Retirement Planning Insurance Estate Tax Planning Portfolio Management Loans Financial Planning Superannuation Financial Advisory Wealth Management

Mike Browne Education Details

Frequently Asked Questions about Mike Browne

What company does Mike Browne work for?

Mike Browne works for Civitas Services

What is Mike Browne's role at the current company?

Mike Browne's current role is Regional Representative @Civitas-services | Financial Planning Practice Consultant | Business Development + Efficiency Expert.

What is Mike Browne's email address?

Mike Browne's email address is mi****@****.com.au

What schools did Mike Browne attend?

Mike Browne attended Financial Education Professionals.

What are some of Mike Browne's interests?

Mike Browne has interest in Business Development, Motor Sport, Technology.

What skills is Mike Browne known for?

Mike Browne has skills like Finance, Business Development, Strategic Financial Planning, Smsf, Pensions, Financial Services, Risk Management, Investments, Shares, Funding, Retirement Planning, Insurance.

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