Samantha Aad Email and Phone Number
As a results-oriented operations leader with 20+ years of executive management and consulting experience across a variety of sectors, including disability and aged care, property and building, education, franchising, retail, and financial planning, I have also successfully owned and managed small businesses. I am passionate about creating profitable businesses, identifying opportunities for growth, and leading cross-functional teams to drive operational excellence and deliver exceptional customer service and support.
Business Transition Partners
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Founder And Business Growth And Exit StrategistBusiness Transition PartnersSydney, Nsw, Au -
Founder And DirectorTrajectory Business Consulting Mar 2022 - PresentGreater Sydney AreaAs an independent consultant, I specialise in finding solutions for clients that propel them and their businesses to greater success, through strategic planning and implementation. I love the opportunity to coach and mentor other business owners, their teams and individuals to reach their full potential. Committed to providing the best tools, resources, and strategies to improve business performance. Trajectory Business Consulting helps micro, small and medium-sized businesses to succeed in all stages of the business lifecycle. -
Operations ManagerProvider+ Jan 2024 - Aug 2024Provider+ is a national consultancy company that supports businesses with NDIS and Aged Care provider registration, renewal, administration and compliance, helping them to set up, run, and grow successful businesses. As Operations Manager, I was pivotal in creating and maintaining high standards of customer service and operations both internally and externally with our clients. This role focused on management, coaching, development and support of individuals to ensure team and company objectives were consistently met. It also focused on maximising systems, processes, and resources to enhance operational efficiency, streamline workflows to ensure team productivity and optimise the client journey. This role required a solid working knowledge and interpretation of NDIS and Aged Care legislation in an evolving regulatory environment to strengthen business operations and continue to provide high-quality compliance solutions for clients. -
Franchise OwnerResicert Property Inspections Oct 2022 - Jan 2024Central Coast North And Lake Macquarie NswFranchise owner of Resicert Central Coast North and Lake Macquarie, specialising in property inspection services.* Offered a personable and customer-focused approach to property inspections, ensuring thorough communication with all stakeholders including clients, real estate agents, solicitors and conveyancers.* Provided a complete range of property inspection services, including Pre-purchase and Vendor Building and Pest Inspections, Depreciation Schedules and Handover Defects Inspections.* Conducted local area marketing strategies and business development to grow the business and ensure referrals and repeat business.* Successfully managed the franchise, ensuring high client satisfaction and operational excellence. -
Director Of OperationsMathnasium Australia Sep 2021 - Aug 2022Mathnasium offers supplementary maths tutoring through their physical centres and online platform, offering both maths help and enrichment to students in primary and high schools. With a key goal to grow the brand in Australia, I worked closely with internal and external stakeholders to facilitate the success of franchise partners and position the business for growth and scalability. This role oversaw key business areas including service delivery and client experience, HR management, marketing and brand development, financial management and adherence with compliance and WHS. -
Operations ManagerProvider+ Mar 2021 - Jul 2021Provider+ is a national consultancy company that was founded to help businesses with NDIS and Aged Care provider registration, administration and compliance, helping them to set up and run successful businesses. As Operations Manager and part of the Leadership team, I drew on my operations and leadership experience to manage service delivery and administration. Demonstrating my ability to adapt relevant professional skills to a growing business in a new industry, I was responsible for ensuring the smooth processing of all PROVIDERplus products and services, ensuring high quality service and providing leadership to the team. -
Franchise Business ManagerScopeit Education Sep 2018 - Mar 2021Building on my experience in the franchising and small business sectors, my role as Franchise Business Manager at ScopeIT Education allowed me to help business owners and their teams reach their full potential. This combined my passion for educating children in digital technologies and helping them learn valuable skills to make an impact on the future workforce.As part of the Senior Management team I worked collaboratively with more than 20 franchisees in Australia as well as Master Franchisees in Malaysia, New Zealand, parts of the USA and South Africa and I was responsible for driving our networks business planning process and overseeing areas such as business planning, financial performance, compliance, sales activity, franchisee onboarding, franchisee agreement renewals and local area marketing. Applying my business experience, leadership skills and passion for continuous improvement to my role at ScopeIT Education ensures the brilliant programs we offered were delivered with professionalism and maximum impact and ensured maximum stakeholder satisfaction. -
Partner - Boost Juice Lake HavenBoost Juice Apr 2012 - Apr 2020In 2012 negotiated and acquired a retail franchise that had been put into liquidation and closed. Managed the successful turnaround of this store into a highly profitable business which achieved second highest comparative sales growth for all Boost Juice stores in Australia over the past 8 years. This led to a successful exit from the business in April 2020 with sale at 1,170% increase in the value of the business. As a multi-site Boost Juice franchisee I have a proven track record in all aspects of retail business management including financial management, marketing, business planning, project management, people development and management, conflict resolution, lease negotiation and visual merchandising. Key responsibilities are but not limited to:* Managing all aspects of finance from setting sales and expense budgets and targets to managing cashflow and analysing P&Ls* Developing and reviewing business and marketing plans to position for business growth. Ensuring managers and team implement these effectively * Leading team of 40+ staff including recruitment, training and mentoring, roster and timesheet management, KPI and incentive programs and performance management * Ensuring superior level of customer experience, product quality, visual merchandising and store presentation achieved by our team * Ensuring store standards and compliance adhered to as outlined by Boost Juice and measured by regular audits and council health inspections* Negotiating initial and ongoing leases and franchise agreement renewals, and coordinating store builds and refurbishments. -
Partner - Boost Juice Green HillsBoost Juice Aug 2014 - Nov 2017Researched and purchased a new greenfield store (Green Hills), demonstrating rapid growth and turnaround of the business with successful sale after 3 years for more than double purchase price. -
PrincipalParaprofessional Consulting Feb 2007 - Dec 2015Paraprofessional Consulting was founded to provide specialised consulting services tailored especially for Financial Planning professionals to help deliver a superior planning service to clients and to help drive business growth and increase both productivity and profitability. Providing support to variety of financial planning businesses and dealer groups.Services included:• Developing Business and Marketing plans • Reviewing and/or implementing Fee for Service Model • Onsite training, up-skilling, coaching and mentoring • Implementing a range of “best practice” tools and systems available that can help your firm run more efficiently• Reviewing and improving the use of technology within your business • Evaluating new opportunities for example, developing and implementing a Referral Program (aimed at increasing client referrals to your business) or identifying and building Centres of Influence (aimed at developing and sustaining strong referral relationships with business referrers such as solicitors, accountants and Aged Care facilities)• Offering paraplanning solutions for busy financial planners including preparation of advice documents, financial modeling, strategy assistance and template development and coding.
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Series Of Progressively Senior Roles As BelowRetireinvest Ri Advice Aug 1999 - Feb 2007* Practice Manager RetireInvest Central Coast and Regional Practice Manager – RetireInvest FING* Financial Adviser at RetireInvest Gosford * Paraplanner/Marketing and Business Development Co-ordinator at RetireInvest Gosford * Marketing Coordinator (Production) at RetireInvest Head Office Sydney
Samantha Aad Education Details
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Short Course Digital Marketing -
AtolLead Auditor Skill Set Course -
Integratec & Tribeca/KaplanDiploma In Financial Services (Fp) And Advanced Diploma In Financial Services (Fp) -
Bachelor Of Business -
Bachelor Of Business
Frequently Asked Questions about Samantha Aad
What company does Samantha Aad work for?
Samantha Aad works for Business Transition Partners
What is Samantha Aad's role at the current company?
Samantha Aad's current role is Founder and Business Growth and Exit Strategist.
What schools did Samantha Aad attend?
Samantha Aad attended Charles Sturt University, Atol, Integratec & Tribeca/kaplan, University Of Newcastle, University Of Technology Sydney.
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