Peter Boston Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Provided project and program management leadership across a range of strategic transformation projects for the Australian & New Zealand business.WTW (NASDAQ: WTW), is a global business serving 140 countries and markets with services including: Risk management, Insurance, Reinsurance, Financial services & Human Resources Consulting & Institutional Investment.

Sydney, Australia

Performed consulting and management roles in the Risk, Strategy and Technology Division, delivering key programs of work for KPMG’s clients, who are Tier 1 Banks and Wealth Managers including:• Project lead to build, launch and deliver compliance & remediation programs;• Leadership of Compliance Audit Teams - Subject Matter Expert (SME), Quality Assurance and Quality Control to deliver operational and compliance quality outcomes;• Building Assessment frameworks and… Show more Performed consulting and management roles in the Risk, Strategy and Technology Division, delivering key programs of work for KPMG’s clients, who are Tier 1 Banks and Wealth Managers including:• Project lead to build, launch and deliver compliance & remediation programs;• Leadership of Compliance Audit Teams - Subject Matter Expert (SME), Quality Assurance and Quality Control to deliver operational and compliance quality outcomes;• Building Assessment frameworks and process’, compliance review methodologies, performing data analytics and providing managed consulting services to support ASIC Assurance;• Providing Compliance (SME, QA and file) Review services;• Management consulting services;• Process Re-engineering. Show less

Sydney, Australia

Program Lead for Best Interests Duty transformation program, delivering:• Changes to the advice framework (policies, procedures, XPLAN and other systems) supporting its AFSL’s, and advice supervision and monitoring Framework governing over 1200 advisers;• An intensive training, coaching and change program to embed changes and obtain uplift in BID compliance, and supervision and monitoring of such; and• A pre-vet advice program with over 120 specialist audit and compliance staff.

Sydney, Australia

• Lead the Pathway Licensee Services consulting business with fifteen staff providing AFSL compliance advice & audit reviews, XPLAN & in-house software support, development and customisation, and ongoing CPD education & training. • Key Account and Third Party provider management; • Project lead for business transformation and divestment programs. • AFSL Responsible Manager & Executive; • Responsible for Business Development & Sales .

Sydney, Australia

• Lead the Jigsaw Support Services business providing AFSL compliance advice, audit, education & back-office support; • Ongoing operational management; • Project lead for business enhancement programs;• Sales & Account management.

Sydney, Australia

• Business development to attract quality financial advice practices and licensees from the IFA market to utilise the licensing and business services of one of AXA's five advice licensee (AFSL) offerings – AXA FP, Charter FP, Genesys, Ipac and Jigsaw Support Services;• Grew the Advice network through facilitating book and practice buys.

Melbourne & Sydney

As Corporate Marketing Manager, I led a team of marketing professionals to design and implement marketing and communication programs that promoted Centro and its investment funds to its customers, intermediaries, shareholders and the broader community. As NSW State Sales Manager I built and led a sales team responsible for achieving sales and capital raising targets from financial advice intermediaries, including providing leadership and coaching in the areas of sales & account… Show more As Corporate Marketing Manager, I led a team of marketing professionals to design and implement marketing and communication programs that promoted Centro and its investment funds to its customers, intermediaries, shareholders and the broader community. As NSW State Sales Manager I built and led a sales team responsible for achieving sales and capital raising targets from financial advice intermediaries, including providing leadership and coaching in the areas of sales & account management. Show less

Melbourne, Australia

XSCAPE Exterior Design (now BOSTON DESIGN) specialises in exclusive residential design and construction predominantly in Melbourne and the nearby Mornington Peninsula. As a business start up, I was responsible for the establishing, maintaining and growing core business operations including all marketing, sales, accounting, finance and project management functions.

Melbourne, Australia

State Trustees provides clients with financial and legal assistance for every stage of their life – offering products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Service, Financial Products and Services and Personal Financial Administration for more than 9500 Victorians who, due to mental illness or disability, are unable to fully manage their own affairs.I established and implemented a systematic product development and review process for STL’s… Show more State Trustees provides clients with financial and legal assistance for every stage of their life – offering products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Service, Financial Products and Services and Personal Financial Administration for more than 9500 Victorians who, due to mental illness or disability, are unable to fully manage their own affairs.I established and implemented a systematic product development and review process for STL’s Financial and products, including, conducting regular market research, and pricing and legislative reviews to achieve market competitiveness. I managed several projects to update and enhance the product suite. In addition, I ensured sales targets were achieved through the promotion of STL’s financial products to intermediary channels. Show less

Melbourne, Australia

Melbourne, Australia

Melbourne, Australia

Bachelor Of Commerce (B.Com.)

Diploma Of Financial Markets

Diploma Of Financial Planning