Scott Goold Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Portfolio design and allocationPersonalised superannuation investment advicePersonalised insurance recommendations (Life, TPD, Income Protection & Trauma)Budgeting and Tax advice (also work with accountants)Designed compliant onboarding process for new clients including KYC identification, AML/CFT, client risk data, financial data and investment preferencesCreating Statements of Advice: creating compliant advice documentation on behalf of external advisors.For Wedan… Show more Portfolio design and allocationPersonalised superannuation investment advicePersonalised insurance recommendations (Life, TPD, Income Protection & Trauma)Budgeting and Tax advice (also work with accountants)Designed compliant onboarding process for new clients including KYC identification, AML/CFT, client risk data, financial data and investment preferencesCreating Statements of Advice: creating compliant advice documentation on behalf of external advisors.For Wedan clients, creating product recommendations in line with regulations and the documentation Show less

Key Achievements:1 - Quarter-end results improved each quarter, in terms of accuracy, accounting compliance and delivery speed to finance.2 - Reduced workload peaks, particularly at quarter-end, when pressure is high, errors can be made and urgent problems need to be solved3 - Delivered with a dramatically increased workload, particularly with events post-covid and the integration of new teams due to acquisitions4 - Global marketing kept within the budget with the largest… Show more Key Achievements:1 - Quarter-end results improved each quarter, in terms of accuracy, accounting compliance and delivery speed to finance.2 - Reduced workload peaks, particularly at quarter-end, when pressure is high, errors can be made and urgent problems need to be solved3 - Delivered with a dramatically increased workload, particularly with events post-covid and the integration of new teams due to acquisitions4 - Global marketing kept within the budget with the largest discretionary budget, and substantially better than other departments at Zebra.5 - Identified the 3 biggest problem teams, collaborated and dramatically improved results, reducing workload for the teamChange Management: Marketing underwent a complete reorg in Q4.- Communicated the move to all new Cost Centers across the business- Created new expense trackers with new tools for each department, including customising for many managers- Initiated regular meetings with training with a number of teams, which, resulted in improved processes and workflow for our stakeholders*Conducted a Stakeholder Survey at the end of my tenure. 54/54 responses were very positive or positive with the performance of my team. An incredible result given the journeyCritical to Success:- This role required establishing great working relationships with over 25 key stakeholders in the US and in each of the regions. Essential to achieving this was great communication, taking responsibility for problems and delivering resultsChallenges:- Workload peaks and no extra headcount whilst volume increased. From day 1 this challenge was evident and needed to be addressed. It meant finding efficiencies, shifting the workload to less busy times and providing cover for the team- Non-robust systems, bandaids and shortcuts exist in all areas. Driving process improvements to solve many of these and the feedback received from stakeholders were some of the most rewarding aspects of the role Show less

Summary: Diverse role assessing projects, working between teams including a diverse range of professionals from numerous cultural backgrounds, developing business strategies, change management etc. Role includes business development and project management of development projects in a wide variety of fields with a focus on European Commission projects.The most important aspect of this role is to find the right expert for each specific project and then to work constructively with them… Show more Summary: Diverse role assessing projects, working between teams including a diverse range of professionals from numerous cultural backgrounds, developing business strategies, change management etc. Role includes business development and project management of development projects in a wide variety of fields with a focus on European Commission projects.The most important aspect of this role is to find the right expert for each specific project and then to work constructively with them through the development of the offer and, if successful and awarded the project, through organising the mission, dealing with issues and ensuring the highest quality reports are submitted.Geotest specialises in environmental services, remediation and geotechnical engineering. GEOtest is expanding rapidly internationally especially through contracts and projects with the European Commission, EBRD and UNDP.This role has a diverse range of responsibilities such as relationship building, identifying potential projects, managing the submission of offers and tenders, managing the project and the budget. Show less

Scott created LIS to train his clients on how to invest and achieve the best long term outcomes. At this stage education was completely lacking in the Australian brokerage industry and the training enabled his clients to trade through a much lower cost online brokerage system and utilise professional risk management techniques. The model was quickly copied by numerous brokerage companies internationally. LIS provided upfront and ongoing training plus support enabling investors and traders to… Show more Scott created LIS to train his clients on how to invest and achieve the best long term outcomes. At this stage education was completely lacking in the Australian brokerage industry and the training enabled his clients to trade through a much lower cost online brokerage system and utilise professional risk management techniques. The model was quickly copied by numerous brokerage companies internationally. LIS provided upfront and ongoing training plus support enabling investors and traders to benefit from low priced brokerage, whilst improving their investment skills and risk management, resulting in an over 400% increase in lifespan of clients over traditional brokers.Despite the substantial upfront investment per client and low rates client loyalty and success meant the model increased profitability per client.LIS developed a training program that took clients beginning with some who lacked basic order entry skills and allowed them to progress through risk management and investment strategies so that over the course of a year they would develop a strong understanding of market dynamics and advanced strategies including the use of options.The philosophy was that if LIS provided people with better skills they would be more successful and remain clients longer.Scott build a company dedicated to providing education, both online and through seminars. From the beginning Scott focused on providing the best customer service and traveling across Australia and NZ to meet clients at locally based events in order to build long term relationships. In addition to training and supporting clients Scott developed a strong team and managed every aspect of the business, which was consistently profitable on a monthly basis, until the management was overtaken by his former partner. Show less

Sydney, Australia

Recommendations, Reports, Risk Management, Customer Service, Order Execution.

Traded Bond Derivatives

Sydney, Australia

Re-engineering and restructuring Citigroup Australia and New Zealand customer and reporting data. Liaising with CFO and department heads to gain optimal outcomes for each business. Conducting expense analysis for several departments. Providing support to Relationship Managers in providing customer/ sector profitability information.Attending Weekly Trader and Analyst Economic briefings. Working on the FX Desk.Implementation testing of new and current systems to ensure a smooth transition… Show more Re-engineering and restructuring Citigroup Australia and New Zealand customer and reporting data. Liaising with CFO and department heads to gain optimal outcomes for each business. Conducting expense analysis for several departments. Providing support to Relationship Managers in providing customer/ sector profitability information.Attending Weekly Trader and Analyst Economic briefings. Working on the FX Desk.Implementation testing of new and current systems to ensure a smooth transition in operations from Singapore to Sydney. Verifying all work in section including proofing deals and authorizing payments. Working with Confirmations Unit to verify receipt of payments to counterparties. Performing accounting adjustments, advising dealers of accounts require funds and ensuring all Singapore dollar deals are paid. Show less

Graduate Certificate, Business Management

Diploma Of Financial Planning

B.Sc, Environmental Science, Geomorphology And Gis

Activities and Societies: Student Representative Council (SRC) - 1 of 37 Representatives for all the students at the University

Graduate Diploma In Applied Finance And Investment

Diploma Of Financial Services, Finance And Financial Management Services