Patrick Egan work email
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Patrick Egan personal email
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'.
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Senior Manager, Direct ServicesInsignia Financial Oct 2021 - Mar 2024Sydney, New South Wales, AustraliaResponsible 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. -
Manager, Direct AdviceMlc Australia 2017 - 2021105-153 Miller Street North SydneyResponsible 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. -
Consultant, Practice ImplementationMlc Limited Nov 2015 - 2017105-153 Miller Street, North Sydney NswResponsible 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) -
Adviser Development ConsultantMlc Limited 2014 - Nov 2015105 Miller Street North SydneyResponsible 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 -
Wealth Adviser, Nab Financial PlanningNab 2012 - 2014Sydney, New South Wales, AustraliaResponsible 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
Patrick Egan Education Details
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Macquarie Graduate School Of Management (Mgsm)Master Of Business Administration (M.B.A.) -
Kaplan Professional EducationDiploma Of Financial Planning -
Kaplan Professional EducationAdvanced Diploma Of Financial Planning -
Univeristy Of Western SydneyBusiness 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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