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Peter Tanner Email & Phone Number
Practice Manager
at
VISIS Private Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Practice Manager
Location
Greater Brisbane Area, Australia, Australia
Company size
Who is Peter Tanner? Overview
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Quick answer
Peter Tanner is listed as Practice Manager at VISIS Private Wealth, a company with 39 employees, based in Greater Brisbane Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Peter Tanner.
Peter Tanner previously worked as Senior Manager Business Performance and Operations at Aia Financial Wellbeing and Manager- Advice Enablement and Experience at Aia Financial Wellbeing. Peter Tanner holds Graduate Diploma Of Financial Services, Financial Planning And Services from Kaplan Professional.
Company email context
Email format at VISIS Private Wealth
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VISIS Private Wealth
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Profile bio
About Peter Tanner
Highly experienced leader, holding senior roles in financial services with expertise across Strategy, Advice and Enablement, Operations, Risk and Regulatory, Transformation and Cultural change.Proven track record of success in building high performing teams and delivering outstanding results in rapidly changing, challenging business environments. Key words associated with Peter Tanner:Financial Services Expert, Executive Leader, Head Of, Leadership and Coaching, Strategy, Risk and Regulatory, Enablement, Operations, Operational Management, Operational Excellence, Advice Enablement, Financial Advice expertise, Technical expertise, Process Improvement, Cultural Change, Transformation, Voice of Customer, Business Performance
Current workplace
Peter Tanner's current company
Company context helps verify the profile and gives searchers a useful next step.
Visis Private Wealth
7 roles · 22 years
Peter Tanner work experience
A career timeline built from the work history available for this profile.
Senior Manager Business Performance And Operations
Reported to General Manager-Advice Capability and Research, expanded responsibilities to include direct management of data and analytics team, operations-finance/revenue/expenses, education partners and retention of existing customers. Continued focus on maximising performance outcomes across business. Direct Reports: 5
Jun 2024 - Sep 2024
Manager- Advice Enablement And Experience
Reported to General Manager-Direct and Advice Distribution. Responsible for performance outcomes across 3 business streams, which included insights and data analysis to focus resources.
Dec 2022 - Jun 2024
Executive Manager Advice @Aia Financial Wellbeing
Reported to General Manager-Direct and Advice Distribution, led 4+ Advice Managers and 40+ Financial Planners for North region. Responsible for overall people management, key stakeholder engagement internal and external, business performance, key business decisioning and advice quality outcomes.
Dec 2021 - Dec 2022
Advice Manager
Reported to Executive Manager Advice and led a team of 18 Financial Advisers and Servicing Planners who provided advice to personal retail customers. Responsible for people management, stakeholder engagement, performance as well as managing compliance.
2015 - Nov 2021
Senior Financial Planner
2014 - 2015
~1 yr
Financial Planner
2004 - 2014
~10 yrs
Team & coworkers
Colleagues at VISIS Private Wealth
Other employees you can reach at visis.com.au. View company contacts for 39 employees →
CJ
Chris Jimenez
Colleague at Visis Private WealthQueensland, Australia, Australia
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AG
Ashley Garner
Colleague at Visis Private WealthHamilton, Queensland, Australia, Australia
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AC
Adam Callinan
Colleague at Visis Private WealthGreater Brisbane Area, Australia
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AB
Ashleigh B.
Colleague at Visis Private WealthGreater Brisbane Area, Australia
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EW
Emily Webb
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
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JT
Jo Thomas
Colleague at Visis Private WealthBrisbane City, Queensland, Australia, Australia
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BS
Bimal Sharma
Colleague at Visis Private WealthGreater Brisbane Area, Australia
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DC
Denise Croy
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
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SG
Scott Gynther
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
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RM
Reed Margaret
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
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Chris Jimenez
Colleague at Visis Private WealthQueensland, Australia, Australia
View →
AG
Ashley Garner
Colleague at Visis Private WealthHamilton, Queensland, Australia, Australia
View →
AC
Adam Callinan
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
AB
Ashleigh B.
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
EW
Emily Webb
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
View →
JT
Jo Thomas
Colleague at Visis Private WealthBrisbane City, Queensland, Australia, Australia
View →
BS
Bimal Sharma
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
DC
Denise Croy
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
View →
SG
Scott Gynther
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
View →
RM
Reed Margaret
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
View →
4 education records
Peter Tanner education
Graduate Diploma Of Financial Services, Financial Planning And Services
Advanced Diploma Of Financial Planning, Financial Planning And Services
Diploma Of Financial Planning, Financial Planning And Services
Margin Lending And Gearing Investments, Financial Planning And Services
FAQ
Frequently asked questions about Peter Tanner
Quick answers generated from the profile data available on this page.
What company does Peter Tanner work for?
Peter Tanner works for VISIS Private Wealth.
What is Peter Tanner's role at VISIS Private Wealth?
Peter Tanner is listed as Practice Manager at VISIS Private Wealth.
Where is Peter Tanner based?
Peter Tanner is based in Greater Brisbane Area, Australia, Australia while working with VISIS Private Wealth.
What companies has Peter Tanner worked for?
Peter Tanner has worked for Visis Private Wealth, Aia Financial Wellbeing, and Commonwealth Bank.
Who are Peter Tanner's colleagues at VISIS Private Wealth?
Peter Tanner's colleagues at VISIS Private Wealth include Chris Jimenez, Ashley Garner, Adam Callinan, Ashleigh B., and Emily Webb.
How can I contact Peter Tanner?
You can use AeroLeads to view verified contact signals for Peter Tanner at VISIS Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Peter Tanner attend?
Peter Tanner holds Graduate Diploma Of Financial Services, Financial Planning And Services from Kaplan Professional.
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