Nathan Winch Email & Phone Number

Brisbane, Qld, Au

Brisbane, Qld, Au

Brisbane, Queensland, Australia

Brisbane, Queensland, Australia

Responsible for contributing to and leading engagements and pursuits across a range of propositions including growth strategy, cost reduction, enterprise wide strategy and deals. These engagements involved various industries including government, healthcare, utilities, mining and financial services.

Brisbane, Australia

de Jonge Read offers a unique service where they provide advice and project management to directors and individuals in financial distress. They help clients determine the optimal approach to their situation and support them throughout implementation. My role was to lead the advisory and operations teams with full responsibility for P&L. My aim was to ready the business for the next stage, to scale. This involved forging a stronger culture, building capability and designing the appropriate… Show more de Jonge Read offers a unique service where they provide advice and project management to directors and individuals in financial distress. They help clients determine the optimal approach to their situation and support them throughout implementation. My role was to lead the advisory and operations teams with full responsibility for P&L. My aim was to ready the business for the next stage, to scale. This involved forging a stronger culture, building capability and designing the appropriate operating model, right sizing the workforce, improving the performance management framework and instilling data-driven decisions. The key to success was formulating and executing the strategy. Show less

Brisbane, Australia

Responsible for the overall management of the QLD team, including financial planners, mortgage brokers, realty consultants and support staff. Having moved to QLD and being tasked with rebuilding the team after a period of change and staff turnover, we managed to turn the state into one of the strongest performers nationally. During this period, we grew and delighted our client base.My key responsibilities were:-Managing financial performance of the state to achieve budgeted… Show more Responsible for the overall management of the QLD team, including financial planners, mortgage brokers, realty consultants and support staff. Having moved to QLD and being tasked with rebuilding the team after a period of change and staff turnover, we managed to turn the state into one of the strongest performers nationally. During this period, we grew and delighted our client base.My key responsibilities were:-Managing financial performance of the state to achieve budgeted targets-Working closely with the executive team to devise state based sales strategies-Developing and managing relationships with referral partners, fund managers, platforms and insurers-Coaching and developing a team to enable the team to achieve their objectives-Recruiting and retaining employees by advocating an engaged and inspired culture-Fostering a risk conscious ethos across the state ensuring the delivery of high quality compliant advice Show less

Sydney, Australia

This role involved providing holistic advice to new and existing clients, my main focus being to grow a book of satisfied and engaged clients through strong relationship management and quality adviceTo help clients achieve their financial goals I provided advice on:-Investments including property, shares, managed funds etc-Superannuation-Self Managed Super Funds-Retirement Planning-Gearing-Personal Insurance-Business Insurance-Budgeting-Tax Planning

East Anglia, United Kingdom

This role involved providing financial planning advice to retail customers in a branch network. Some of the main responsibilities involved:- Providing technically strong holistic financial advice- Ensuring that advisory standards, process and controls are adhered to- Conducting interviews with clients and documenting advice according to compliance requirements- Coaching and developing branch colleagues to maximise referrals- Meeting sales targets including referring… Show more This role involved providing financial planning advice to retail customers in a branch network. Some of the main responsibilities involved:- Providing technically strong holistic financial advice- Ensuring that advisory standards, process and controls are adhered to- Conducting interviews with clients and documenting advice according to compliance requirements- Coaching and developing branch colleagues to maximise referrals- Meeting sales targets including referring clients for estate planning, private banking and lending advice Show less

Sydney, Australia

This role involved leading a motor claims team of 25 including three team leaders in Sydney and Melbourne. Some of the key responsibilities involved:- Overall management of the Sydney Motor Claims and Investigation Departments- Reviewing large loss claims, denials, legal matters escalated complaints- Delivering P&L outcomes within targets- Providing direction for handling claims from three insurers with 15 policy wordings- Managing a supplier panel of investigators and… Show more This role involved leading a motor claims team of 25 including three team leaders in Sydney and Melbourne. Some of the key responsibilities involved:- Overall management of the Sydney Motor Claims and Investigation Departments- Reviewing large loss claims, denials, legal matters escalated complaints- Delivering P&L outcomes within targets- Providing direction for handling claims from three insurers with 15 policy wordings- Managing a supplier panel of investigators and solicitors- Improving and leading the fraud detection framework- Attending industry events and remaining abreast of regulatory changes Show less

Master Of Business Administration - Mba, Gpa 6.75

Received the Dr Margaret Mittelheuser AM and Morgans Prize for Accounting and Finance, for achieving the highest combined mark.

Bachelor'S Degree, Commerce- Major In Finance, Minor In Management And International Studies, Distinction

Activities and Societies: Dean's Scholars Class I was named on the Dean's Merit List three times and achieved a weighted average mark.

Certificate In Financial Advice And Planning (Cefap), Finance, Distinction