As a Cooee Wealth Partner, I provide high-quality advice that is compliant and ethical. This is achieved by ensuring no commissions are received and all services are fee-based only.Having more than 15 years of experience in Financial Planning, I have advised on a diverse range of financial and asset-based strategies to best assist my clients in achieving their goals. I provide advice on simple to complex strategies suitable for a wide range of client types including young accumulators, ultra-high net worth clients to retirees looking to best utilise their retirement funds. I look to take on clients who want an adviser who educates them through their financial journey, so they gain a better understanding of their financial position and strategy to build their knowledge in financial literacy.Above my professional experience to date, I have expanded my education above the regulatory requirements within financial planning by obtaining a Master of Financial Planning qualification to best assist in providing excellent advice. I believe investing time in education reflects in higher-quality advice for my clients, which leads to better client outcomes.I share a passion with my partners and colleagues for helping our clients achieve their financial goals and encourage you to enquire to see how I can help you achieve your goals.

Key ResponsibilitiesLead, motivate and performance manage Team Leaders within my portfolio and support them to drive high performance of the Case Assessors.Oversee the management of the remediation process and outcomes, ensuring client methodologies and guidelines are adhered to and clearly documented.Set and drive performance against KPIs for Case Assessors.Be the escalation point for clients and internal stakeholders on incidents and decision making.Initiate and promote improvements to processes and techniques to achieve higher levels of efficiency and effectiveness and to maximise productivity gains.Resource Management including managing staff turnover rate. Oversee the recruitment and onboarding of new Case Assessors.Initiate and promote improvements in the quality of assessments to increase assessment efficiency.Collaborate with other Senior Leaders to foster an inclusive and high performing culture.

The role entails working with a team of Case Assessors to ensure they meet their productivity and quality targets in relation to the assessment of financial advice for a large scale financial advice remediation project. The role acts as a first point of escalation for technical support and escalations and is involved in resolving complex problems, and providing clear direction and coaching to the assessment team.

I am working with a Global Auditing and Consulting practice on a large scale remediation program that aims to deliver fair outcomes to the customers of the institution and their dealer groups. As an assessor I investigate the quality of advice provided to customers, assessing against guidelines in areas such as SMSF, Direct Equities, Insurance, Investments and Product Replacement.