Scott A. Email & Phone Number

Bentleigh, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

AMP's Equity Partnerships team is responsible for investing in Financial Advice practices, providing ongoing management and advisory services to those businesses and monitoring the performance of the investment portfolio.

Melbourne, Australia

• Analysis on the value exchange of the existing advice network • Analysis on the implications of changing commercial terms • Support the design of commercial offers across all of AMP’s networks and licensees. • Manage specific initiatives designed to develop and leverage an in-depth understanding of practice needs within commercial offers. • Develop and enhance commercial offers, that will drive key performance metrics and growth targets for relevant practice segments

Sydney, Australia

• Analysing regulatory documents to identify key impacts to assets• Powerpoint pack creation to communicate asset performance to investors• Assisting with the creation of quarterly and monthly asset performance reports• Supported and assisted with sensitivity testing of financial models• Supported management with the asset privatisation process for Endeavour Energy

Sydney, Australia

• Assisting with indicative valuations for adviser registers• Supporting merger and acquisition transactions• Performance of M&A business case assessments• Liasing with external banks to initiate tripartite agreement discussions

Melbourne, Australia

• Product comparisons and competitor research• Analysis of Product P&L, Competitor Features & Fees, and Administration Fees• Production of adviser support documents in relation to IRR and guarantee product function• Production of an NPS (Net Promoter System) reporting dashboard

Melbourne, Australia

• Involvement in fraud prevention project with duties including: Solution Design, Communications, Workshop Facilitation, Risk & Issue Management & OLT/Business Case preparation• Construction and maintenance of dashboards to track NPS (Net Promoter System), and interpretation of customer verbatim• Production of automated excel spread sheets for outstanding cash, cash reconciliation and backlog reporting

• Completion of Individual, Partnership, Trust and Company tax returns.• Utilising HandiTax and HandiLedger tax softwares to generate tax returns and financial statements for clients, based on financial information provided