• Led a team of 42 to achieve organizational goals.• Initiated and lead process automation for consistency, transparency, and compliance, reducing timeframes and boosting productivity.• Implemented CDM Solutions, reducing reporting time by 40% and enhancing insurance oversight efficiency.• Facilitated mergers and acquisitions of 2 businesses, increasing clients and annual revenue significantly within 12 months.• Negotiated and secured favorable terms with vendors, achieving a 15% reduction in cost.• Co-led the compliance committee, achieving 90% A's in audits, minimizing risks, and enhancing credibility.• Implemented Corporate Structure codes with providers, significantly reducing client transfer time previously spent on individual codes.• Developed streamlined workflows, integrating seamless data flow into Power BI for advanced analytics and business insights.

• Ambassador for Global Hearts and Hands• Collaborated with a dedicated team to support underprivileged children• Focused on fundraising for global projects and mobilizing volunteer teams• Successfully raised funds for a project in Zambia

• Enhanced compliance & quality assurance achieving 90% A's in audit• Streamlined paraplanning processes increasing productivity by 15% and reducing turnaround time by 25%• Utilized AI for compliance checks in internal and outsourced plans, ensuring regulatory compliance and mitigating licensee risks

• Spearheaded the preparation of comprehensive Statements of Advice (SoAs) and financial modelling, while optimizing the document production process to enhance efficiency and accuracy.• Delivered expert professional and technical support to Private Wealth Advisors through advanced research, SoA preparation, and financial modelling.• Oversaw compliance processes, collaborating with Assured for pre-vetting files and conducting compliance checks for internal and outsourced plans, ensuring adherence to regulatory standards.• Managed output from internal and outsourced paraplanning support, provided strategic coaching and mentoring to enhance process efficiencies and professional development, and ensured visibility of the SOA pipeline across the practice.

• Fostered the paraplanning community through The Paraplanning Pulse, supporting career progression and encouraging professional growth.

• Spearheaded integration of new advisers and standardized procedures, with proficiency in financial planning software like Xplan.• Achieved a 100% success rate in supporting advisers to meet dispensation requirements through streamlined vetting processes.• Led and optimized paraplanning workflow across onshore and offshore teams.

• Prepared Simple to Complex Statements of Advice (SOAs), covering strategies in Superannuation, including SMSF and Untaxed Funds, SMSF LRBA’s, Retirement Income, Insurance, Cashflow Management, Investment Portfolios, Estate Planning, and Family Trusts.• Delivered technical and compliance support to a team of 8 financial advisers, ensuring adherence to regulatory standards.• Conducted financial modelling and analysis using Xplan Xtools+, enhancing decision-making and strategic planning.

• Prepared simple to comprehensive advice documents and financial modelling to support planning.• Assisted two financial planners and facilitated teleconferences with senior paraplanners.• Analyzed workflows and collaborated with colleagues to implement process improvements.