Patrick Egan

Patrick Egan Email and Phone Number

Senior Business Leader
Patrick Egan's Location
Greater Sydney Area, Australia
Patrick Egan's Contact Details

Patrick Egan work email

Patrick Egan personal email

n/a
About Patrick Egan

Experienced Financial Services Senior Leader with proven results driving high performing teams providing life changing outcomes for clients.A creative and growth orientated leader with the capability to influence and negotiate through excellent communication skills. Capable of delivering key financial metrics under pressure and in line with tight time frames and competing business priorities. Dedicated to leading in challenging conditions and empowering team members to improve the lives of more Australians, in the pursuit of their goals, through the provision of quality advice and wealth product solutions.A true advocate for the client and a flexible leader responsible for running a multi-channel business where the core function is built around understanding client needs, putting their interests first and delivering the right help, guidance and advice. Responsible and experienced in running high touch, complex operations without compromising on providing memorable client experiences. Excels in senior stakeholder management, strategy formulation and collaboration with Executive Leaders and 'subject matter experts' across multiple divisions. A strategic thinker and trusted professional capable of synthesising complex information and creating sound strategic solutions through 'systems thinking'.

Patrick Egan's Current Company Details

Senior Business Leader
Patrick Egan Work Experience Details
  • Insignia Financial
    Senior Manager, Direct Services
    Insignia Financial Oct 2021 - Mar 2024
    Sydney, New South Wales, Australia
    Responsible for the leadership of the Direct Services business.Including: Direct oversight and responsibility for four teams, People Leaders and Staff providing Help, Guidance and Advice (Inc. wealth products) to create confidence and greater financial wellbeing in members. In addition to operational supervision, this role also included:● Creating a high performance, member obsessed culture. With keen focus on the development of staff and leaders.● Leading the creation of new strategic initiatives and oversight of implementation and execution. Including: Uplifting core capabilities, continuous improvements.● The management and strengthening of key partnerships to promote awareness of the value of Advice and Wealth Products. (i.e. channel development)● Coordinating the reporting obligations and management of escalations of risks relating to monitoring and supervision of advice● Proactively managing risk: meeting all policy and compliance requirements, Including performing controls and control ownership● Act as an advocate and figurehead for the licensee including representing the business unit across the enterprise and externally.
  • Mlc Australia
    Manager, Direct Advice
    Mlc Australia 2017 - 2021
    105-153 Miller Street North Sydney
    Responsible for the leadership of Financial Advisers providing a combination of personal and general advice to members of the MLC/Plum superannuation fund across multiple delivery channels.(Help, Guidance, Advice)● Responsible for the coaching and development of Advisers to enable the provision of the best possible client experience and outcome● Responsible for compliance and legal obligations being met and consistently upheld in the team (TASA supervisory requirements, BID, record keeping, file checks etc)● Responsible for leading the development of phone/video based personal advice capabilities (comprehensive and scaled). Including managing stakeholder and senior leader relationships (legal, risk, management assurance, senior leadership and boards)● Responsible for the management and leadership of Advisers based in Queensland, New South Wales and Victoria● Responsible for stakeholder management and change initiative implementation with a view to ensuring client centricity is at the heart of all decisions and execution.
  • Mlc Limited
    Consultant, Practice Implementation
    Mlc Limited Nov 2015 - 2017
    105-153 Miller Street, North Sydney Nsw
    Responsible for the implementation of practice management solutions into self-employed advice businesses (MLC aligned practices). ● Responsible for collaborating and working with business owners to design, implement and execute on strategies to support the achievement of business goals. (client value proposition, pricing, operations, revenue creation, advice provision and back office)
  • Mlc Limited
    Adviser Development Consultant
    Mlc Limited 2014 - Nov 2015
    105 Miller Street North Sydney
    Responsible for the development and coaching of aspiring and tenured financial services professionals. ● One on One and One to Many coaching focused on the development of advanced soft skills, client engagement, communicating with influence and building and maintaining trust/credibility. ● One on One and One to Many coaching focused on building technical skills and compliance● Delivery of Financial Adviser Induction programs (6 weeks in length)● Creation of coaching and induction materials
  • Nab
    Wealth Adviser, Nab Financial Planning
    Nab 2012 - 2014
    Sydney, New South Wales, Australia
    Responsible for delivering the Financial Planning process to NAB bank retail clients. ● Analyse client needs, develop and deliver appropriate planning strategies and product solutions. Preparing quality, compliant Advice documents and implement the agreed recommendations. ● Deliver a high quality client experience through friendly engagement, keeping promises and the delivery of understanding & great outcomes

Patrick Egan Skills

Financial Services Finance Financial Advisory Wealth Wealth Management Retirement Planning Portfolio Management Financial Planning Relationship Management Investments Superannuation Insurance Banking Financial Risk Risk Management Business Relationship Management

Patrick Egan Education Details

  • Macquarie Graduate School Of Management (Mgsm)
    Macquarie Graduate School Of Management (Mgsm)
    Master Of Business Administration (M.B.A.)
  • Kaplan Professional Education
    Kaplan Professional Education
    Diploma Of Financial Planning
  • Kaplan Professional Education
    Kaplan Professional Education
    Advanced Diploma Of Financial Planning
  • Univeristy Of Western Sydney
    Univeristy Of Western Sydney
    Business And Commerce (Banking/Finance & Management Majors)

Frequently Asked Questions about Patrick Egan

What is Patrick Egan's role at the current company?

Patrick Egan's current role is Senior Business Leader.

What is Patrick Egan's email address?

Patrick Egan's email address is pa****@****.com.au

What schools did Patrick Egan attend?

Patrick Egan attended Macquarie Graduate School Of Management (Mgsm), Kaplan Professional Education, Kaplan Professional Education, Univeristy Of Western Sydney.

What skills is Patrick Egan known for?

Patrick Egan has skills like Financial Services, Finance, Financial Advisory, Wealth, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Relationship Management, Investments, Superannuation, Insurance.

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