Richard Grant

Richard Grant Email and Phone Number

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Richard Grant's Location
Docklands, Victoria, Australia, Australia
Richard Grant's Contact Details

Richard Grant personal email

n/a
About Richard Grant

Experienced manager with effectiveness in driving business efficiencies with a true customer service focus. Extensive experience in complaints handling, alternate dispute resolution methods, government relations, lobbying and regulatory liaison at the highest levels. Extensive experience with Defined Benefit and hybrid funds. Logical, analytical problem-solver with proven abilities in developing practical business solutions for complex issues. Strong leadership and team motivator with excellent communication skills. Task oriented and with strong follow-through.

Richard Grant's Current Company Details
MLC Wealth

Mlc Wealth

Found a fabulous team doing important work!
Richard Grant Work Experience Details
  • Mlc Wealth
    Senior Associate
    Mlc Wealth Jun 2019 - Present
    Melbourne, Victoria, Australia
  • Calando Hill B&B
    Co-Owner
    Calando Hill B&B Nov 2016 - Jun 2022
    Pyrenees Wine Region - Avoca, Victoria
    Having devoted my energy and creativity to the project for the past 6 years, Calando Hill is THE accommodation destination of the Pyrenees Ranges. Visit the Facebook page and "like", "share" and "follow" us. But above all, book!
  • The Trust Company
    Account Executive
    The Trust Company Oct 2013 - Nov 2016
    Melbourne, Australia
    With Perpetual's sale of the business unit to Diversa finalising on 1 September the title and content of the role changes as well.The purpose of the role is still to effectively manage a range of Responsible Superannuation Entities (RSEs) and outsourced partners to deliver upon statutory and fiduciary responsibilities as Trustee. However, the responsibility is now "end to end" and not shared with direct reports. The role will be supported by technical resources internal to the… Show more With Perpetual's sale of the business unit to Diversa finalising on 1 September the title and content of the role changes as well.The purpose of the role is still to effectively manage a range of Responsible Superannuation Entities (RSEs) and outsourced partners to deliver upon statutory and fiduciary responsibilities as Trustee. However, the responsibility is now "end to end" and not shared with direct reports. The role will be supported by technical resources internal to the business but will have no management responsibilities going forward.Selected specific duties include:• Ensure all outsourced partner activities are managed within the regulatory framework and in line with prudential standards.• Ensure that a robust due diligence process is followed in determining if outsourced partners are fit for purpose.• Effectively manage conflicts of interest and seek consensus in an environment of limited resources and stress. Show less
  • Rest Industry Super
    Employer Relationship Manager
    Rest Industry Super Aug 2011 - Oct 2013
    Melbourne, Australia
    • Responsible for championing client needs with retention and expanding “footprint” as key performance indicators.• Engage employer portfolio under Differential Service Model after analyzing for proper segmentation.• Responsible for developing multiple contacts points within client to strengthen and diversify the relationship.• Identify opportunities to partner with client to engage members in value-add initiatives.• Provide regular management reporting to track performance… Show more • Responsible for championing client needs with retention and expanding “footprint” as key performance indicators.• Engage employer portfolio under Differential Service Model after analyzing for proper segmentation.• Responsible for developing multiple contacts points within client to strengthen and diversify the relationship.• Identify opportunities to partner with client to engage members in value-add initiatives.• Provide regular management reporting to track performance against KPIs.• Received REST Merit Award for March Quarter 2012 for developing and piloting a member retention initiative saving 700+ members and $900K in FUM. Show less
  • Edubiz International Limited
    Company/Board Director
    Edubiz International Limited Oct 2007 - Oct 2011
    Eltham Victoria
    Along with my fellow Directors, responsible for the strategic direction and oversight of operations for the company. Edubiz is a “Registered Training Organisation” providing training and education services and resources in Australia, Asia and the Indonesian archipelago. This was undertaken on a pro bono and part-time basis as a way to "give back" to the community.
  • Industry Fund Services
    Compliance & Technical Services Manager
    Industry Fund Services Sep 2006 - Aug 2010
    Melbourne, Australia
    • Acting “Head of Risk” (January 2010 through May 2010)• Responsible for implementing and monitoring systems to ensure compliance with legislative and regulatory requirements across 7 lines of business (comprising 4 AFS, 2 RSE and 1 Commercial Agents licenses)• Complaints Manager for the group with complete responsibility for end to end processes (investigation, analysis, report preparation, settlement negotiation and external review handling). In this role, 94% of matters were… Show more • Acting “Head of Risk” (January 2010 through May 2010)• Responsible for implementing and monitoring systems to ensure compliance with legislative and regulatory requirements across 7 lines of business (comprising 4 AFS, 2 RSE and 1 Commercial Agents licenses)• Complaints Manager for the group with complete responsibility for end to end processes (investigation, analysis, report preparation, settlement negotiation and external review handling). In this role, 94% of matters were resolved internally and 6% being referred to external dispute resolution services (FOS, SCT, IBDL). Of those, 100% of findings were upheld on review.• Responsible for providing technical support and advice to operational areas/business units to insure compliance with legislative and regulatory requirements within commercial constraints. Show less
  • Australian Prudential Regulation Authority (Apra)
    Senior Analyst
    Australian Prudential Regulation Authority (Apra) Jul 2001 - Sep 2006
    Melbourne, Australia
    • Responsible for caseload of “problem” institutions with a primary focus on analysing deficiencies and develop rehabilitation programs to bring the organisation back into compliance with prudential standards.• Flowing from the above, if deficiencies were of a significant nature and rehabilitation deemed inappropriate, analyse enforcement options and make recommendations to APRA delegate for action.• Recognised expertise with relevant legislation including the SIS Act and… Show more • Responsible for caseload of “problem” institutions with a primary focus on analysing deficiencies and develop rehabilitation programs to bring the organisation back into compliance with prudential standards.• Flowing from the above, if deficiencies were of a significant nature and rehabilitation deemed inappropriate, analyse enforcement options and make recommendations to APRA delegate for action.• Recognised expertise with relevant legislation including the SIS Act and Regulations, the APRA Act, Corporations Law, and Trade Practices Act.• Liaise with Treasury and other federal regulators and law enforcement bodies on matters of mutual interest (ASIC, ATO, AFP, Commonwealth DPP, etc.).• Preparation of briefing materials for Treasury and the relevant Minister.• Proven ability to manage large and diverse caseload to tight time constraints and lead Melbourne Enforcement in case turnover.• During time in Supervision, evaluated and made recommendations to the APRA Delegate on RSE licence applications and engaged in normal liaison activities. Show less
  • Superpartners
    National Account Manager
    Superpartners Nov 1997 - Jan 2001
    Melbourne, Australia
    • Responsible for delivery of high quality administration services to client funds and reporting to trustee boards on performance to contracted service standards.• Provided single point of accountability for “bottom line” profitability and contract performance in order to maintain and strengthen client relationships by supporting client’s business development activities.• Lead in determining content for staff training and development.• Leadership role (not direct report) to… Show more • Responsible for delivery of high quality administration services to client funds and reporting to trustee boards on performance to contracted service standards.• Provided single point of accountability for “bottom line” profitability and contract performance in order to maintain and strengthen client relationships by supporting client’s business development activities.• Lead in determining content for staff training and development.• Leadership role (not direct report) to administration team of approximately 60 staff.• Provided consulting services to trustee clients in relation to legislative and regulatory changes and requirements.• As project owner, delivered process improvements that improved performance 10 fold in key service area for Australia’s largest eligible rollover fund (ERF) with (then) approximately 1.2 million members.• Through effective training and monitoring of call centre and processing staff, maintained or exceeded contracted service standards with 33% increase in volumes.• Completed successful pilot and delivered process specifications for new member search/match service on time and on budget.• Championed and piloted new training procedures for senior management appointments. Show less
  • Legal & General
    Associate Director, Industry Funds
    Legal & General Jan 1996 - Aug 1997
    Sydney, Australia
    • Client Relations and Business Development focusing on the Industry Fund Segment of the superannuation market.• Responsible for establishing, maintaining and developing relationship with key Industry Fund clients.• Identified mainstream and specialised investment product requirements and assisted team in the development of suitable vehicles to meet those needs.• Assisted in the development and promotion of innovative infrastructure bond product resulting in complete take-up of… Show more • Client Relations and Business Development focusing on the Industry Fund Segment of the superannuation market.• Responsible for establishing, maintaining and developing relationship with key Industry Fund clients.• Identified mainstream and specialised investment product requirements and assisted team in the development of suitable vehicles to meet those needs.• Assisted in the development and promotion of innovative infrastructure bond product resulting in complete take-up of the offering. Show less
  • Us Navy Reserves
    Intelligence Specialist/Petty Officer Second Class
    Us Navy Reserves Sep 1990 - Jan 1996
    National Maritime Intelligence Center In Suitland, Maryland
    Intelligence Mutual Support Department, Office of Naval Intelligence (ONI)• Assisted with the editing of the "On Watch Bulletin", a regular publication of the ONI.• Assisted in the development of contingency plans for the removal of "friendly" civilian population from "hot spots" in the event of an outbreak of hostilities.• Maintained working readiness to take up an active duty position within ONI in the event the fulltime personnel are called to wartime operations.•… Show more Intelligence Mutual Support Department, Office of Naval Intelligence (ONI)• Assisted with the editing of the "On Watch Bulletin", a regular publication of the ONI.• Assisted in the development of contingency plans for the removal of "friendly" civilian population from "hot spots" in the event of an outbreak of hostilities.• Maintained working readiness to take up an active duty position within ONI in the event the fulltime personnel are called to wartime operations.• Named the Department's Top Performing Second Class Petty Officer.• Received the Naval Reserve Meritorious Service Medal in October 1994. Show less
  • Afl Cio
    Senior Analyst - Department Of Employee Benefits
    Afl Cio Nov 1988 - Jan 1996
    Washington D.C. Metro Area
    • Responsible for developing policy alternatives in the areas of retirement incomes policy. This required broad knowledge of relevant federal law and regulatory requirements governing tax, trust and securities law and plan design including defined benefit, accumulation and hybrid funds.• Co-authored AFL-CIO policy on domestic and international pension investment, corporate governance and shareholder activism (as published in Pensions in Changing Capital Markets).• Developed trustee… Show more • Responsible for developing policy alternatives in the areas of retirement incomes policy. This required broad knowledge of relevant federal law and regulatory requirements governing tax, trust and securities law and plan design including defined benefit, accumulation and hybrid funds.• Co-authored AFL-CIO policy on domestic and international pension investment, corporate governance and shareholder activism (as published in Pensions in Changing Capital Markets).• Developed trustee training and educational programs on fiduciary duty and appropriate risk management.• Authored successful shareholder proposal for client submission at “Fortune 500” company annual general meeting and was the first such submission to survive the legal challenge launched by the company's management to exclude it from the company proxy.• Assisted federal legislators and regulators in research for and drafting of laws and regulations in relation to corporate governance and pension investment issues. Show less

Richard Grant Skills

Complaints Handling Superannuation Client Engagement Problem Solving Strategic Thinking Alternative Dispute Resolution Compliance Risk Management Customer Engagement Financial Services Stakeholder Management Investments Wealth Management Pensions Strategic Planning Policy Insurance Relationship Management Leadership Change Management Operational Risk Crm Analysis Program Management Corporate Governance Business Development Business Process Improvement Strategic Financial Planning Strategy Business Planning Budgets Training Asset Management Governance Investment Strategies Financial Risk Retirement Employee Benefits Retirement Planning Wealth Business Strategy Human Resources Business Relationship Management Executive Management Management Consulting Mutual Funds Due Diligence Defined Benefit Financial Advisory Management

Richard Grant Education Details

Frequently Asked Questions about Richard Grant

What company does Richard Grant work for?

Richard Grant works for Mlc Wealth

What is Richard Grant's role at the current company?

Richard Grant's current role is Found a fabulous team doing important work!.

What is Richard Grant's email address?

Richard Grant's email address is rb****@****.com.au

What schools did Richard Grant attend?

Richard Grant attended Institute Of Arbitrators & Mediators Of Australia, Deakin University, Charles Sturt University, Australian Securities And Investment Commission, Association Of Superannuation Funds Of Australia (Asfa), The University Of Texas At Austin, Southwestern University.

What skills is Richard Grant known for?

Richard Grant has skills like Complaints Handling, Superannuation, Client Engagement, Problem Solving, Strategic Thinking, Alternative Dispute Resolution, Compliance, Risk Management, Customer Engagement, Financial Services, Stakeholder Management, Investments.

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