Patrick Egan Email & Phone Number

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.
• 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

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.
• 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.

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.

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

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

Master Of Business Administration (M.B.A.)

Diploma Of Financial Planning

Advanced Diploma Of Financial Planning

Bachelor'S Degree, Business And Commerce (Banking/Finance & Management Majors)