Sally Ramsey

Sally Ramsey Email and Phone Number

Product Manager at CareSuper @ CareSuper
melbourne, victoria, australia
Sally Ramsey's Location
Hobart, Tasmania, Australia, Australia
Sally Ramsey's Contact Details

Sally Ramsey work email

Sally Ramsey personal email

n/a
About Sally Ramsey

I have 15 years' experience in financial services spanning product analysis, business analysis, knowledge management, training, compliance, business process management, financial planning, member services, communications and change implementation. I get to use my broad experience to make life better for our members and staff. Extensive experience in super fund mergers. Including transitioning from outsourced to in-house administration, scaling processes in a risk-controlled environment, organisation rebranding and every thing in between. A "techy" with a taste for communications, who enjoys shiny new toys (systems and tools).

Sally Ramsey's Current Company Details
CareSuper

Caresuper

View
Product Manager at CareSuper
melbourne, victoria, australia
Website:
caresuper.com.au
Employees:
132
Sally Ramsey Work Experience Details
  • Caresuper
    Product Manager
    Caresuper Nov 2024 - Present
  • Spirit Super
    Product Analyst
    Spirit Super Apr 2023 - Oct 2024
  • Spirit Super
    Business Transformation Analyst
    Spirit Super Feb 2022 - Apr 2023
    Hobart, Tasmania, Australia
    I support the business in deciding which changes to pursue, and making sure they become a reality.
  • Spirit Super
    Manager, Knowledge Management Team
    Spirit Super Apr 2021 - Mar 2022
    Tasmania, Australia
    Role title and employer changed as a result of Tasplan's merger with MTAA Super.
  • Tasplan Super
    Technical Support And Development Team Leader
    Tasplan Super Oct 2016 - Apr 2021
    Hobart, Tasmania
    I managed a team of high-performing superannuation specialists focussed on continual improvement.Key responsibilities:- Identify and interpret change - legislative, operational and product-related - to determine potential business impacts and ensure ongoing fund compliance- Develop and manage an intranet-based (Atlassian Confluence) staff knowledge base incorporating super laws, business rules, forms, publications and procedures, that's integrated with our administration systems to provide superior administrative and customer service outcomes.- Identify and analyse operational issues and opportunities for continual improvement- Manage the provision of technical super training to staff, and communicate operational changes.- Manage operational and administration procedures including risk management controls.- Develop technical communications prepared and used by Tasplan, including member forms, fact sheets and our member online access portal, Tasplan Online.- Provide specialist technical input and subject matter expertise to Tasplan projects
  • Tasplan Super
    Compliance Product And Training Officer
    Tasplan Super Dec 2015 - Oct 2016
    Hobart, Tasmania
    Change in role due to merger between Tasplan and Quadrant super funds.Key responsibilities include- develop and maintain business rules and procedures in conjunction with the administration team and services teams as required.- assist in the design, development and implementation of Tasplan products.- assist in the maintenance of the compliance program to ensure all compliance obligations are being met.- manage and participate in projects to improve current and new processes and systems as required. - research and monitor legislative changes and ensure that any relevant changes are addressed and communicated.- contribute to and/or review communication/campaign proposals from a technical, compliance and stakeholder management perspective.- provision of technical and legislative updates and training to Tasplan staff, members and employers as required.- identification of training and development needs within the organisation and monitoring the professional development of individuals to ensure minimum requirements are being met.- assist in the assessment, monitoring and supervision of Authorised Representatives of Tasplan Ltd and Quadrant First Pty Ltd
  • Tasplan Super
    Business Process Manager
    Tasplan Super Dec 2013 - Dec 2015
    Lvl 8, 1 Franklin Wharf, Hobart, Tas 7000
    As a key intermediary between Tasplan's administrator (AAS), external IT developers, marketing, services and compliance departments, I have a broad range of duties both project-based and ongoing in nature. These include, but are not limited to:- development and management of business rules, policies and procedures- involved in the member online access portal and administration platforms builds- website development and management in conjunction with an external provider, including use of the SilverStripe CMS system- development of financial calculators with external providers- preparation of product disclosure statements and financial services guides- development of forms, fact sheets and guides for member and employer use- MySuper and choice product dashboards- compliance with fund disclosure requirements- contribute to and/or review member and employer engagement campaign proposals from a technical, compliance and stakeholder management perspective- staff training on super, retirement planning, quality service provision, investments, insurance, tax etc.- product and service development- investment research submissions to SuperRatings, Morningstar, ChantWest etc.
  • Tasplan Super
    Senior Member Services Officer
    Tasplan Super Oct 2012 - Dec 2013
    Level 4, 111 Macquarie Street, Hobart Tas 7000
    As the Senior Member Services Officer, I was responsible for leading a team of frontline staff providing services to members and prospective members who have sought help, supervising the delivery of campaigns and undertaking member conservation activities.
  • Shadforth Financial Group Ltd
    Private Client Adviser
    Shadforth Financial Group Ltd Jul 2011 - Oct 2012
    Hobart Tasmania
  • Shadforth Financial Group Ltd
    Head Associate Adviser
    Shadforth Financial Group Ltd Apr 2008 - Jun 2011

Sally Ramsey Skills

Superannuation Financial Services Wealth Management Retirement Planning Wealth Investment Strategies Financial Planners Wealth Management Services Financial Planning Financial Advisory Investments Income Protection Strategic Financial Planning Estate Planning Pensions Wealth Accumulation Portfolio Management Financial Analysis Stakeholder Management Personal Financial Planning Debt Management Smsf Investment Advisory Retirement Asset Allocation Equities Insurance High Net Worth Individuals Mutual Funds Asset Management

Sally Ramsey Education Details

  • University Of Tasmania
    Economics, Finance, Business
  • Financial Planning Association Of Australia Ltd
    Financial Planning Association Of Australia Ltd
    Certified Financial Planner (Expired)
  • Pinnacle Financial Services Academy
    Pinnacle Financial Services Academy
    Dpml Margin Lending
  • Kaplan
    Kaplan
    Financial Planning
  • St Michael'S Collegiate School
    St Michael'S Collegiate School

Frequently Asked Questions about Sally Ramsey

What company does Sally Ramsey work for?

Sally Ramsey works for Caresuper

What is Sally Ramsey's role at the current company?

Sally Ramsey's current role is Product Manager at CareSuper.

What is Sally Ramsey's email address?

Sally Ramsey's email address is sa****@****.com.au

What schools did Sally Ramsey attend?

Sally Ramsey attended University Of Tasmania, Financial Planning Association Of Australia Ltd, Pinnacle Financial Services Academy, Kaplan, St Michael's Collegiate School.

What skills is Sally Ramsey known for?

Sally Ramsey has skills like Superannuation, Financial Services, Wealth Management, Retirement Planning, Wealth, Investment Strategies, Financial Planners, Wealth Management Services, Financial Planning, Financial Advisory, Investments, Income Protection.

Who are Sally Ramsey's colleagues?

Sally Ramsey's colleagues are Susan Harvey, Zeya Tappy, Brent Currie, Jessica Munday Gaicd, Laura White, Rebecca Andrews, Mark Patman.

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