Peter Tanner Email and Phone Number
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
Visis Private Wealth
View- Website:
- visis.com.au
- Employees:
- 39
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Practice ManagerVisis Private WealthBrisbane City, Qld, Au
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Senior Manager Business Performance And OperationsAia Financial Wellbeing Jun 2024 - Sep 2024AustraliaReported 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 -
Manager- Advice Enablement And ExperienceAia Financial Wellbeing Dec 2022 - Jun 2024AustraliaReported to General Manager-Direct and Advice Distribution. Responsible for performance outcomes across 3 business streams, which included insights and data analysis to focus resources.
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Executive Manager Advice @Aia Financial WellbeingAia Financial Wellbeing Dec 2021 - Dec 2022NorthReported 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.
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Advice ManagerCommonwealth Bank 2015 - Nov 2021Brisbane NorthReported 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. -
Senior Financial PlannerCommonwealth Bank 2014 - 2015Brisbane South
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Financial PlannerCommonwealth Bank 2004 - 2014Brisbane South
Peter Tanner Education Details
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Financial Planning And Services -
Financial Planning And Services
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Financial Planning And Services
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Financial Planning And Services
Frequently Asked Questions about Peter Tanner
What company does Peter Tanner work for?
Peter Tanner works for Visis Private Wealth
What is Peter Tanner's role at the current company?
Peter Tanner's current role is Practice Manager.
What schools did Peter Tanner attend?
Peter Tanner attended Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional.
Who are Peter Tanner's colleagues?
Peter Tanner's colleagues are Simon Davis, Cfp, Grant Dougan, Adam Callinan, Lewis Ballard, Paul Travis, Oscar Smith, Ashleigh B..
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Peter Tanner
4Th Year Electronic Engineering (Honours) And Computer Science Student At UwaPerth, Wa -
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