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.

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

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 analysis.

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 team through change and the day to day functioning of the Digital team. I also successfully built three Business Reports which were presented… Show more 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 team through change and the day to day functioning of the Digital team. I also successfully built three Business Reports which were presented at the Executive level; covering Retention, Financial Adviser Support and Customer Service. Show less

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 increased NPS (from 16% to 31%). A key strategy I implemented was to bring the targeted outbound (lapse) campaign in house, increasing conversion… Show more 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 increased NPS (from 16% to 31%). A key strategy I implemented was to bring the targeted outbound (lapse) campaign in house, increasing conversion rates by 30%. Similarly I introduced an automatic dialler for outbound calls which increased the team’s capacity by approximately 30%. Other notable achievements included cross-skilling the team to new products to drive efficiencies, playing a pivotal role in in progressing 6 staff into new roles internally and introducing direct email communication with customers by building 35 email templates which reduced turnaround times by up to 5 business days. Show less

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 thousand advisers nationally. I also developed a suite of online training videos.

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 portal. I presented at induction programs and workshops and most notably played an integral part in the successful Mortgage Choice tender and… Show more 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 portal. I presented at induction programs and workshops and most notably played an integral part in the successful Mortgage Choice tender and pitch. Show less

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.

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.

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.