Peter Doukas Email & Phone Number

Sydney, New South Wales, Australia

WayAhead is a non-government organisation with the mission to work in partnership with others to address stigma and to promote mental health and wellbeing through education, support, and advocacy.

Sydney, New South Wales, Australia

EWM Group is a multi-Family Office. In my role as Portfolio Manager, I am responsible for:- Managing client relationships- Developing investment strategies- Preparing financial advice- Due diligence on new investment opportunities- Liaising with fund managers and other investment professionals- Building cash flow forecasts

Sydney, New South Wales, Australia

I am responsible for the sales strategy and distribution of the Proteum Edge superannuation registry system. A key component of my role is building relationships with customers (superannuation funds) and other key partners. I have also developed the Business Plan, Business Model and Financial Modelling for Proteum, as well as a comprehensive competitor.

Sydney, Australia

I managed the separation of the Digital team (4 direct reports) within the Contact Centre into two separate teams: one for Insurance and another for Pension & Investments, following the sale of ANZ Wealth to different parties. Throughout the Secondment I managed multiple priorities simultaneously; including the project side of the separation, leading the.

Sydney, Australia

I managed a team of 10 direct reports (up to 16 at times) and was responsible for inbound cancellation calls and making outbound lapse calls. I coached phone staff on retention strategies and developed strategies to drive revenue and customer experience. While in the role, I increased the inbound save rate 225% (from 16% to 36%) and in under 2 years.

I managed the Sales Implementation Team (5 reports nationally) who were responsible for training financial advisers on the ANZ Wealth systems. I was also responsible for training my own panel of financial advisers (Aligned, IFA & Bank). I successfully rolled out three major projects within a two-month period, which included contacting and training over two.

I was responsible for building relationships and training a panel of financial advisers on the ANZ Wealth systems, thereby increasing their online usage. I developed several campaigns to roll out and promote new systems such as the introduction of online confirmations & alerts (almost 1,000 advisers registered) and the introduction of a new insurance.

I seconded as BDM for an ANZ Practice (1 day per week) while still working in the Adviser eBusiness Training Consultant role. I presented to and trained branch staff to drive referrals to the ANZ financial advisers and coached the financial advisers with respect to investment strategies.

Sydney, Australia

I supported four Business Development Managers to increase Pension and Investment sales (3 platform and 1 funds management). I developed a new report for managed fund inflows and a new process for collecting and recording feedback from events. I was the team 2IC; responsible for the team in the manager’s absence.

Sydney, Australia

I prepared Statements of Advice (SOAs), liaised with clients and transacted on client accounts. A key project I managed was the transition of the team's filing from hard to soft copy.

Master Of Business Administration - Mba

Received the Dean's Merit Award 1st in subject for Management Consulting 1st in subject for Economic Context of Management

Diploma Of Financial Services (Financial Planning)

Bachelor Of Business Administration (Bba), Finance & Business Law

Education record