With extensive expertise in superannuation, wealth management, HR, and recruitment, combined with proven leadership in sales, relationship management, and financial education. I'm not just a coach; I am a strategic partner in driving exceptional growth and performance for you and your organisation. 🌟 Leading High-Performing Teams: Working along side leaders and their teams (Relationship Management, Member Education, BDMs, Sales & Retention) to enhance skills, improve strategic… Show more With extensive expertise in superannuation, wealth management, HR, and recruitment, combined with proven leadership in sales, relationship management, and financial education. I'm not just a coach; I am a strategic partner in driving exceptional growth and performance for you and your organisation. 🌟 Leading High-Performing Teams: Working along side leaders and their teams (Relationship Management, Member Education, BDMs, Sales & Retention) to enhance skills, improve strategic decision-making, and strengthen team dynamics to create a high-performance operating rhythm.💼 Building Lasting Client Relationships: Coach and guide professionals to develop advanced communication skills, deepen client relationships and leverage their EQ + IQ to build mutually beneficial relationships. Perfect for teams and individuals that are in roles that require client interaction, offering them concrete skills for better networking, client meetings, and overall engagement.📈 Business Practices for High Performance: Bridging the gap between strategy and action, ensuring robust execution and facilitating collaboration across departments to translate strategic ideas into tangible results.Through personalised coaching, speaking engagements, and resources, I guide leaders and their teams develop a deep understanding of what drives success and how to apply it in their organisations. My goal is to help you and your organisation achieve measurable improvements, drive business growth, and build lasting relationships with your customers.Contact me for:1:1 CoachingGroup CoachingSpeaking EngagementsFree Resources Show less

Responsible for the strategy, innovation, design, and leading a National Team of Education Managers to deliver Education & Guidance offerings for Aware Super employers and over 1.1 million members. Key Achievements:★ Partnered with the data science team to develop a sophisticated analytics tool, the 'Value of Help' dashboard. The insight has profoundly influenced the strategic approach to educational content and marketing, leading to more effectively targeted member… Show more Responsible for the strategy, innovation, design, and leading a National Team of Education Managers to deliver Education & Guidance offerings for Aware Super employers and over 1.1 million members. Key Achievements:★ Partnered with the data science team to develop a sophisticated analytics tool, the 'Value of Help' dashboard. The insight has profoundly influenced the strategic approach to educational content and marketing, leading to more effectively targeted member programs.★ Led a cross-functional taskforce to enhance content which led to a 40% surge in digital engagement, markedly boosting member interaction and satisfaction, effectively supporting the broader organisational goals for digital advancement.★ Spearheaded a curriculum redesign using A/B testing and AI-driven content analysis. The revamped approach to content delivery resulted in a 25% increase in webinar attendance and a doubling of positive feedback from members, demonstrating the effectiveness of the content adaptations in meeting member needs.★ Overhauled the Education and Guidance Business Unit’s approach from tactical to strategic resulting in an 85% increase in event attendance and a 165% rise in general advice requests, significantly enhancing member retention and satisfaction.★ Led the creation of the 'Life Beyond Work' program, which was recognised with the Financial Standard MAX award for 'Best Financial Education Campaign of the Year' in both 2022 and 2023, setting a new industry benchmark for retirement education excellence and significantly boosting the organization’s reputation in financial education. Show less

Directed the strategic development and oversight of over 100 Tier 1 Victorian clients, representing approximately 162,000 members. Focused on both acquisition and retention.Key Achievements:★ Led the seamless integration of the Relationship Management team following the merger with VicSuper, aligning the combined team's objectives with strategic growth plans. Enhanced focus on building effective partnerships with key industry players such as unions, associations and employers… Show more Directed the strategic development and oversight of over 100 Tier 1 Victorian clients, representing approximately 162,000 members. Focused on both acquisition and retention.Key Achievements:★ Led the seamless integration of the Relationship Management team following the merger with VicSuper, aligning the combined team's objectives with strategic growth plans. Enhanced focus on building effective partnerships with key industry players such as unions, associations and employers, significantly boosting advocacy and support for Aware Super among these crucial stakeholders.★ Proactively identified and pursued new growth opportunities by leveraging deep market insights and strategic partnerships, resulting in significant lead generation. Implemented targeted outreach strategies and customised proposals that highlighted Aware Super’s competitive advantages, directly contributing to a substantial increase in new business leads and enhancing the sales pipeline.★ Generated a 50% increase in relationship management activity and a 40% uplift in engagement scores through a new coaching program and performance tracking system. Tailored these initiatives to strengthen sales frameworks and methodologies, directly supporting the BD team in maximising new business opportunities and employer retention in a competitive superannuation market.★ Developed and launched the “Workplace Wellbeing series” for employers, leveraging internal capabilities to provide value amid the pandemic. Positioned this series as part of Aware Super’s broader campaign to enhance employer relationships and promote the comprehensive benefits of Aware Super’s solutions, tools, and technologies, thereby driving preference and loyalty among existing and potential clients.★ Conducted detailed analysis of competitor offerings and market trends to better position Aware Super’s value propositions presented to employers, ensuring Aware Super's offerings were compelling and competitively superior. Show less

Directed a diverse portfolio of public health providers, aged care, and community services, crafting value propositions that significantly enhanced the brand's presence and aligned with the Fund’s growth and retention strategies.Key Achievements:★ Coordinated and executed a series of tailored strategic plans that deepened relationships with Tier 1 employers, achieving over a 20% increase in engagement metrics. These initiatives enhanced strategic alignment with employer… Show more Directed a diverse portfolio of public health providers, aged care, and community services, crafting value propositions that significantly enhanced the brand's presence and aligned with the Fund’s growth and retention strategies.Key Achievements:★ Coordinated and executed a series of tailored strategic plans that deepened relationships with Tier 1 employers, achieving over a 20% increase in engagement metrics. These initiatives enhanced strategic alignment with employer objectives and positioned Aware Super as a key partner in their superannuation and retirement strategies.★ Orchestrated a series of onsite presentations and interactive seminars that aligned with organisational strategies, significantly increasing Aware Super's brand awareness. These efforts facilitated the development of new associations and strategic alliances, leading to a 30% increase in new employer engagement activities and expanding Aware Super’s market presence.★ Acted as a pivotal member of the business development team, leading the rollout of the Single Touch Payroll (STP) system to streamline payroll processes. This initiative not only enhanced operational efficiency but also improved service delivery to employers, directly supporting sales and retention strategies.★ Implemented targeted business development strategies to identify and capitalize on new growth opportunities, leading to robust lead generation. Developed and refined sales pitches and proposals that highlighted Aware Super’s distinct advantages, resulting in increased new business leads and supporting strategic growth objectives. Show less

Porterallen has been a leader in recruitment to the Wealth Management, Superannuation, Financial Planning, Funds Management, Life and General Insurance sectors for over 20 years. As a State Manager, I am responsible for leading and growing our Banking & Financial Services business in Victoria with a goal to becoming the #1 trusted advisor to clients and candidates in this sector.We partner with leading Banking & Financial Services businesses and assist with Recruitment Services,… Show more Porterallen has been a leader in recruitment to the Wealth Management, Superannuation, Financial Planning, Funds Management, Life and General Insurance sectors for over 20 years. As a State Manager, I am responsible for leading and growing our Banking & Financial Services business in Victoria with a goal to becoming the #1 trusted advisor to clients and candidates in this sector.We partner with leading Banking & Financial Services businesses and assist with Recruitment Services, Talent Mapping, and Career Advisory Services. Our team in Melbourne provides specialist services to clients and candidates in the following job families:★ Banking: Corporate & Institutional Banking, Private & Affluent Banking, Working Capital & Trade Finance, Executive, Project Services★ Wealth: Financial Planning, Private Wealth, Insurance/Risk Protection, Practice Management, Sales & Distribution, Executive, Project Services★ Life & General Insurance: Sales & Distribution, Underwriting, Claims, Executive, Project Services★ Funds Management & Superannuation: Operations, Compliance, Advice, Management, Sales & Distribution, Executive, Project Services Show less

Since founding Intelligent Careers in 2014, I've been dedicated to leveraging my passion for coaching and my deep industry expertise in banking, financial services, insurance, superannuation, and recruitment. My mission is to guide the next generation of leaders, equipping them with the necessary tools to excel in today's competitive job market.What I Offer:★ Career Positioning: I work with a diverse range of job seekers including graduates, newcomers to the industry, migrants… Show more Since founding Intelligent Careers in 2014, I've been dedicated to leveraging my passion for coaching and my deep industry expertise in banking, financial services, insurance, superannuation, and recruitment. My mission is to guide the next generation of leaders, equipping them with the necessary tools to excel in today's competitive job market.What I Offer:★ Career Positioning: I work with a diverse range of job seekers including graduates, newcomers to the industry, migrants, and seasoned professionals. I provide personalized coaching on how to effectively position oneself in the job market, ensuring my clients stand out from the crowd.★ Resume and Cover Letter Crafting: Drawing from years of industry insight, I create compelling resumes and cover letters that capture the attention of recruitment professionals and HR managers, significantly boosting your chances of getting noticed.★ LinkedIn Profile Optimization: I help you articulate your skills, experience, and achievements on LinkedIn, optimizing your profile to drive increased traffic and uncover more job opportunities.★ Interview Preparation: Offering in-depth coaching and mentoring, I prepare you for general and behavioural-based interviews through a range of simulated exercises designed to build confidence and enhance your performance.My approach is all about instilling confidence, providing insightful guidance, and inspiring job seekers to achieve their career aspirations. If you're ready to take your career to the next level, let's connect and explore how we can unlock your potential together. Show less

Porterallen has been a leader in recruitment to the Wealth Management, Superannuation, Financial Planning, Funds Management, Life and General Insurance sectors for over 20 years. Being part of the Peoplebank Group, Porterallen upholds a values-based approach to doing business underpinned by an commitment to employee commitment and engagement as a direct result of customer satisfaction.In my role as a Relationship Manager, I am responsible for:★ Account management of key… Show more Porterallen has been a leader in recruitment to the Wealth Management, Superannuation, Financial Planning, Funds Management, Life and General Insurance sectors for over 20 years. Being part of the Peoplebank Group, Porterallen upholds a values-based approach to doing business underpinned by an commitment to employee commitment and engagement as a direct result of customer satisfaction.In my role as a Relationship Manager, I am responsible for:★ Account management of key strategic customers and stakeholders across all areas of superannuation and life insurance★ Working injunction with hiring managers and HR business partners to assist in strategic initiatives including talent management, market updates, workforce planning and recruitment process ★ Delivered high level, targeted seminars, forums and information sessions to employers and candidates★ Manage candidates through recruitment process appropriately including identifying career aspirations, resume advice, interview preparation and transitioning to a new role★ Provide consultation/advice to candidates on interview coaching to provide feedback on language, delivery, structure and presentation techniques Show less

★ Devise and execute business development strategies to attract and acquire quality candidates★ Conduct in-depth reviews of existing client needs and future new business opportunities★ Assist clients in making informed decisions through candidate screening and interviews★ Regular communication with clients to make them aware of current market conditions, trends and candidate flow/activity★ Develop strategies to meet short and long term recruitment… Show more ★ Devise and execute business development strategies to attract and acquire quality candidates★ Conduct in-depth reviews of existing client needs and future new business opportunities★ Assist clients in making informed decisions through candidate screening and interviews★ Regular communication with clients to make them aware of current market conditions, trends and candidate flow/activity★ Develop strategies to meet short and long term recruitment objectives.★ Create, implement, and continually review a plan that includes strategies designed to maintain long standing relationship with clients Show less

★ Responsible for the leadership, development and management of all staff within the Account Specialist team as well as ensuring that approx. 550 employer contributions files are reviewed, loaded and reconciled on a monthly basis within the agreed service standard.★ Manage daily work flow to agreed service standards ★ Manage escalated work flow issues across multiple teams ★ Conduct staff performance reviews and monthly 1 on 1 catch ups with… Show more ★ Responsible for the leadership, development and management of all staff within the Account Specialist team as well as ensuring that approx. 550 employer contributions files are reviewed, loaded and reconciled on a monthly basis within the agreed service standard.★ Manage daily work flow to agreed service standards ★ Manage escalated work flow issues across multiple teams ★ Conduct staff performance reviews and monthly 1 on 1 catch ups with staff★ Assist in the development and facilitation of staff career development plans ★ Prepare Weekly and Monthly AOM resource plans as well as Variance reports Show less

★ Responsible for the leadership and people management of staff within the MLC Client Service Centre★ Delivering timely, cost effective, consistent quality client service and administration support to advisers, investors and policyholders.★ Maintain sound financial and risk disciplines and compliance integrity★ Driving continuous improvement through the identification of process enhancements and exploitation of advances in technology to the… Show more ★ Responsible for the leadership and people management of staff within the MLC Client Service Centre★ Delivering timely, cost effective, consistent quality client service and administration support to advisers, investors and policyholders.★ Maintain sound financial and risk disciplines and compliance integrity★ Driving continuous improvement through the identification of process enhancements and exploitation of advances in technology to the benefit of the organisation★ Project management★ Relationship management★ Workforce planning and resource allocation★ Training, coaching and individual development★ Sales and new business tender presentations Show less