Nicole Ott Email & Phone Number

Brisbane, QLD, AU

Level 26, 10 Eagle Street, Brisbane

• Trilogy Funds has a strong background in structuring and managing property investments and its core investment offerings are its mortgage and property trusts. As National Manager - Dealer Groups & Platforms, my role.
• The promotion of Trilogy Funds products to Dealer Groups, IFAs, Advisers & Platforms Australia wide
• Making submissions to Dealer Groups, IFAs and Platforms to have our Funds added to APLs & Platforms
• Managing relationships with Heads of Dealer Groups, Platforms & Research Houses
• Helping to manage and grow our adviser network throughout Australia
• Regular attendance and speaking opportunities at Dealer Group PD Days and Conferences

Over 5 years, helped to create and run outsourcing businesses with staff located in Philippines & India.Focused on providing Australian Financial Services businesses with staff such as paraplanners and support staff.

Queensland

• Coached senior managers, leaders & teams in Industries such as Financial Services, Accounting & Mining
• Delivered customised solutions to Boards and CEOs to provide exceptional outcomes in business performance
• Designed & implemented Talent Development & Change Management programs

Queensland, Australia

• Successfully and significantly increased the level of sales and clients throughout Qld & Northern NSW
• Managed the State Budget and day to day operations of the Qld office and its staff members
• Regular attendance and speaking opportunities at Advisor Functions, PD Days and Conferences
• Presentations at Client seminars, boardroom functions
• Successfully delivered and exceeded Business Goals, State Financial Targets & KPIs
• Helped to get products onto Dealer Group Approved Product Lists (APLs)

• Responsible for the design, development and implementation across Australia and New Zealand to accountants and financial planners in the areas:
• Strategic and business planning
• Client business development facilitation
• Systems design and implementation (including HR manuals, KPIs)
• Marketing campaigns, newsletters and templates
• Hosting networking meetings for Accountants and Financial Planners

Bachelor Of Business, Double Major Of Marketing & Human Resource Management

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