Peter Nichols Email & Phone Number

Sydney, Australia

Responsible for Operations, Compliance and Finance functions, including oversight of fund administration, custody and unit registry providers.

Sydney, Australia

Macquarie Specialist Investments offers a range of structured products to retail investors. Products offered include a combination of loans, managed funds, shares and options. Responsible for leading all aspects of client service in a business which has experienced high growth rates. Annual volumes are concentrated in short offer periods and the management of considerable spikes in activity has been a key feature of this role. Changing the operating model to focus on the cost effective delivery of bespoke products has brought material cost savings to the business. As the client advocate, have delivered cultural change, using discipline of process and detailed management to deliver consistency and quality to the client experienceDriven operational strategy as a member of the Executive Committee of the business.

Sydney, Australia

The focus in this role was the establishment of processes and systems for a young but rapidly growing business; providing leadership and direction to improve delivery against the client service charter from 60% success to 99% by:-• Consolidating teams into a single location and establishing specialist functional teams resulting in an improved operational risk framework and a scalable delivery of client service.• Development of a credit decision system, with automated account opening processes• Migration of clients onto new loan administration system• Led change to create a service culture including daily reporting of performance against published client service standards,

Sydney, Australia

AM Corporation offered an investment product range primarily within the superannuation regime, through independent financial planners. The company served 185,000 investors.The primary focus of this role was to lead the delivery of consistent, high quality client service while preparing the company for a change of ownership. Following the sale of the business, the focus was on staff retention and engagement as functions were integrated with the purchaser's existing structure.Oversight and direction of the client service and technology teams, comprising 180 staff.

Perpetual Investments is the funds management division of Perpetual. Providing oversight and direction of all unit registry functions and contact centre operations, this rapidly growing business required a total overhaul of systems from order execution and mandate monitoring through to registry and fund accounting.As the commercial manager, monitoring the performance of specialist suppliers of custody, portfolio administration, and investment accounting services;Oversight of the compliance function responsible for due diligence and production of offer documents as well as mandate and compliance plan monitoring;Financial management of the division; negotiating contracts, budgeting, forecasting, and management accounting.

Sydney, Australia

Oversight and direction of this division of the Perpetual Group, providing custody and investment administration services to clients of all lines of business of the Perpetual Group.Transition of the business from a federation structure into a national business, analysing processes across 18 independent teams, and development of standardised processes for each of the functions together with a risk control framework;Delivery of consistent, quality service during a period of structural redesign.

Sydney, Australia

Responsible for financial reporting and controls for corporate trust clients. Member of the project team that redesigned the structure of the Corporate Trust business, transforming from a federation of 6 state based businesses into a single national business.

Brisbane, Australia

Responsible for all company secretarial functions for the Qld group of companies. Also responsible for the finance and administration fuctions for offices in Brisbane, Toowoomba, Townsville and Gold Coast.

Sydney, Australia

Responsible for the production of all statutory reporting and management accounts.

Sydney, Australia

Sydney, Australia

Remote help desk for integrated small business software; consultancy support to small and medium sized businesses

Sydney, Australia

Financial management of privately held group of companies including management of debtors, creditors, payroll, semi-precious metal stocks, hedging of commodity exposures.

Sydney, Australia

Chartered accounting practice; bookkeeping, preparation of tax returns, external audits.

Mba, General Management

Bachelor Of Business, Accounting

Education record