Sam Wall Email and Phone Number
melbourne, victoria, australia
Sam Wall's Location
Greater Sydney Area, Australia
Sam Wall's Contact Details
Sam Wall work email
- Valid
- Valid
- Valid
Sam Wall personal email
n/a
About Sam Wall
Sam Wall is a CEO Superannuation at Iress at Iress. He possess expertise in wealth management, superannuation, investments, financial planning, financial services and 4 more skills.
Sam Wall Work Experience Details
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Ceo SuperannuationIress Sep 2024 - PresentSydney, New South Wales, Australia -
General Manager, Master Trust & Insurance ProductsInsignia Financial Jun 2021 - Sep 2024Sydney, New South Wales, AustraliaPrimarily responsible for managing over $140b in funds under administration across the retail master trust and investment products and over $1b in insurance premiums for over 2 million Australians.My role includes:- Working closely with the broader Distribution Team to achieve the business targets of Insignia Financial, to integrate and consolidate platform products, drive and retain net fund flows and improve member satisfaction and engagement.- Continuing focus on simplifying the product and platform offerings across multiple MySuper, retail superannuation and investment products including MLC, Plum, ANZ Smart Choice, OnePath and IOOF brands.- Overall business management for the superannuation, investments and insurance team which total over 160 staff with 7 direct reports. -
General Manager, Wealth Products & PlatformsMlc Australia May 2018 - Mar 2022Primarily responsible for managing over $50b in funds under administration across the retail MasterKey and Wrap investment platforms for over 300,000 Australians. Working closely with the broader MLC Leadership Team to achieve the business targets of MLC. -
Acting General Manager, Cfs ProductColonial First State Oct 2017 - Apr 2018SydneyPrimarily responsible for the profitable management and customer experience of Australia’s largest retail investment platform. Managing over $100b in funds under administration across the FirstChoice, FirstWrap, Portfolio Service and Commonwealth Essential Super range of products and investments, and over $500m in annual revenue for the Group. -
Head Of Retail PlatformsColonial First State Jan 2017 - Aug 2017SydneyThe Retail Platforms Team is primarily responsible for the profitable management and customer experience of Australia’s largest retail investment platform, CFS FirstChoice. Managing over $80b in funds under administration, including $10b in deposit products and $7b in geared share funds.The Investments, Product Development and FirstChoice sub-teams have a continuing focus on diversifying our product capability, and championing this across the business unit. The Investment Governance team provides prudential oversight and compliance with all investment governance related activities for the CFS suite of products and services. This includes regular trustee engagement and compliance with all relevant Group and business unit policies. Our vision, "leading solutions with expertise", reflects our commitment to provide excellent outcomes for our customers.
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Acting General Manager, ProductColonial First State Sep 2016 - Dec 2016SydneyPrimarily responsible for the profitable management and customer experience of Australia’s largest retail investment platform. Managing over $100b in funds under administration across the FirstChoice, FirstWrap and Commonwealth Essential Super range of products and investments, and over $500m in annual revenue for the Group.
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Head Of Strategy & OperationsColonial First State Jul 2016 - Aug 2016Sydney, AustraliaResponsible for actively managing the strategic and operational direction of CFS’s Product and Investment business. This includes its Superannuation, Platforms and Investment teams. Overseeing the implementation and delivery of the WM Regulatory Reform Program for CFS and Custom Solutions to ensure the business meets its FoFA and Stronger Super compliance objectives. Leading this by driving the design and development of CFS’s innovative platform solutions particularly aimed at creating efficiency for financial advisers' businesses and delivering compelling investment propositions across WM and the CBA Group. Ensuring we continue to operate within our prudential and regulatory requirements while conducting pricing and profitability analysis, creating customer centric design solutions, supporting distribution opportunities via the IFA and bank channel and producing offer documents.
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Head Of Investor Services (Secondment)Colonial First State Oct 2015 - Jul 2016Sydney, AustraliaPrimarily responsible for managing the accurate and timely completion of all core administration procedures across eleven sub-teams. This includes processing applications, redemptions, switches and transfers for direct, advised and institutional clients. Other responsibilities include managing a dedicated team that services key advisers, ensuring staff are proficiently equipped to handle all transaction types via a dedicated coaching team and ensuring the change impact of incoming projects is appropriately analysed and executed.Overseeing the implementation and delivery of the Wealth Management (WM) Regulatory Reform Program for CFS and Custom Solutions to ensure the business meets its FoFA and Stronger Super compliance objectives. As business lead, responsibilities include facilitating the overall governance of the CFS Program by chairing the Operational Steering Group and representing CFS at the Executive Steering Group, board and risk committees. Leadership of a team of over 150 staff with 4 direct reports.
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Head Of SuperannuationColonial First State Jan 2009 - Oct 2015Responsible for actively managing the strategic direction and profitability of CFS’s superannuation business and insurance offering across various platforms including FirstChoice, CFS Retail Investments and Commonwealth Essential Super. This includes stakeholder engagement across various business units including CommInsure, Custom Solutions, WM Advice, Group Super and Retail Banking Services as well as regulator and board engagement on various prudential matters.Overseeing the implementation and delivery of the WM Regulatory Reform Program for CFS and Custom Solutions to ensure the business meets its FoFA and Stronger Super compliance objectives. Leading this by driving the design and development of CFS’s innovative platform solutions particularly aimed at creating efficiency for financial advisers' businesses and delivering compelling investment propositions across WM and the broader CBA Group. Ensuring the business continues to operate within our prudential and regulatory requirements while conducting pricing and profitability analysis, creating customer-centric design solutions, supporting distribution opportunities via the IFA and bank channel and producing offer documents. Leadership of a team of 9 with 4 direct reports.
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Head Of Technical ServicesCfs Jun 2007 - Jan 2009
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Head Of Technical ServicesZurich Jan 2000 - Jun 2007
Sam Wall Skills
Wealth Management
Superannuation
Investments
Financial Planning
Financial Services
Tax Law
Strategic Financial Planning
Pensions
Economics
Sam Wall Education Details
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Bachelor Of Laws (Ll.B.) -
Securities Institute Of Australia
Frequently Asked Questions about Sam Wall
What company does Sam Wall work for?
Sam Wall works for Iress
What is Sam Wall's role at the current company?
Sam Wall's current role is CEO Superannuation at Iress.
What is Sam Wall's email address?
Sam Wall's email address is sw****@****.com.au
What schools did Sam Wall attend?
Sam Wall attended University Of New England (Au), Deakin University, Securities Institute Of Australia, Flinders University.
What skills is Sam Wall known for?
Sam Wall has skills like Wealth Management, Superannuation, Investments, Financial Planning, Financial Services, Tax Law, Strategic Financial Planning, Pensions, Economics.
Who are Sam Wall's colleagues?
Sam Wall's colleagues are Jesús Vidal Vallejo, Brad Cheng, Ishara Singh, Claire Lowes, John Appleton, Jim Zhang, Natalie Bradley.
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