Peter Bryant Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

• In this role, I led Morningstar's Business Development team across Australia and New Zealand. Achievements:
• 129% of target for FY22 for sales of Morningstar’s licensed solutions (data and research); second best performing region globally.
• Record quarter sales in Q4-FY22 and Q1-FY23 for AdviserLogic financial planning software through disciplined ‘go to market’ strategy and strong coordination with marketing, product and service.
• FUM in Morningstar’s Managed Accounts on CFS First Choice and BT Panorama grew to $550m in FY22.
• Lifted employee engagement from 76% to 83% in FY22.
• Created Morningstar’s ‘AdviceTech Advisory Council'; a customer-council with an NPS of +95.

Sydney, Australia

• As ‘product owner’ of advice I was accountable for distributing advice through Bank channels, leading all operational aspects (800+ FTE) with accountability for determining go to market strategy.CFP was part of the.
• Lifted employee engagement by 19 points to 82% between October 2019 and September 2020.
• Designed and implemented a new financial planner remuneration model to meet increased regulator and community expectations which succeeded in maintaining revenue whilst ensuring focus moved to meeting customer needs.
• Maintained oversight of Research function and expanded approved product list to provide improved choice of investment options for financial planners.
• Designed and presented highly rated keynote presentation to team development events across Australia for professionalism in planning which led to a greater awareness amongst the planner community of the need to embrace.
• Led resolution of Enforceable Undertaking from CFP to regulator regarding ongoing service fee remediation which enabled CFP to maintain its financial services licence and satisfy regulator, and community expectations.

Sydney, Australia

• I led a team of 100+ financial planners servicing NSW and ACT in the area of financial planning. My role was to identify, develop and retain Financial Planning professionals in Financial Planning, Management and.
• Delivered sales of financial plans at 103% to budget for FY18; up 12% compared with prior period through targeted sales coaching, disciplined pipeline management and connecting our planners to the purpose of CFP
• Improved Net Promoter Score by 20 points to +81 in FY18 and reduced cost to income ratio by 3% to 63% for FY18.
• Improved employee engagement by 13 points to 81% in FY18 (91% for direct reports).
• Successfully merged two operational teams and saved $5m in annual cost.
• Championed a focus on Aged Care advice to customers which helped contribute to an 17% increase in customer needs met for two geographies

Sydney, Australia

As 'Chief of Staff' to the Group Executive, Wealth Management, this role involved working closely and collaboratively with the Group Executive and other members of the Wealth Management Leadership Team. Responsibilities included drafting papers to the Group CEO, Board and Executive Committee and providing strategic advice to the Group Executive on.

Sydney, New South Wales, Australia

• Responsible for the provision of legal, risk and governance advice to The Trust Company throughout Australia, New Zealand and Singapore and to The Trust Company in its role as Corporate Trustee and Funds Manager in.
• Defended two large class actions against the Company (Banksia and Australian Capital Reserve).
• Redesigned risk and governance framework for superannuation trustee function supporting ING Direct and Virgin Super funds.
• Performing risk assessments for corporate trust deals and working closely with the business development team.
• Legal Practitioner Director of the incorporated legal practice, responsible for all wills, powers of attorney and other documents.
• Settled an outstanding claim with a large financial institution which increased EBITDA by $1.6m.

Sydney, Australia

Partnering with each business unit to achieve their business goals by providing legal advice in a commercial context

Company Directors Course, Governance

Graduate Diploma Of Applied Corporate Governance

Diploma Of Financial Planning 1-4, Financial Planning And Services

Bbus/Llb (Hons), Accounting