Shane Isbester Email & Phone Number

Brisbane, Qld, Au

Brisbane, Queensland, Australia

Brisbane, Queensland, Australia

Brisbane, Queensland, Australia

Brisbane, Australia

Working with a small but committed team, my role has been to:* Be a central point of contact for our financial advisers to understand and implement the Licensee's Professional Standards and guidelines, to assist in the delivery of compliant advice in an efficient manner* Support the delivery of relevant CPD workshops and training to advisers across the network* Work with the Responsible Manager in meeting the requirements of an ASIC agreed Enforceable Undertaking, including the implementation and fulfilment of a structured Review and Remediation Program* Management of the Complaints process relating to financial advice in accordance with the AFSL's obligations under RG165 and RG267. This includes reviewing the basis for complaint, gathering appropriate information, responding to complainants and seeking to resolve through appropriate IDR or EDR outcomes.

Brisbane

Leading the teams that provide support and technical assistance to Private Client Advisers (PCAs) in the preparation of advice, implementation of advice and ongoing assistance with managing clients.

Brisbane, Australia

• Manage a portfolio of employer super account relationships with over $800M in assets under management, executed through the management of relationships with key adviser practices operating within the AMP Corporate Super Client Service Model. • Create and execute relationship strategies and operational/service plans for assigned practices and associated corporate super portfolios. • Provide expert advice in relation to Corporate Super Services and Product Knowledge, supporting Advisor knowledge and service development. • For existing business, partner with advisors to drive employer and member engagement initiatives to maximise member engagement and satisfaction.• Analyse data, identify opportunities, establish recommendations and implement solutions to benefit the employer and member.

Brisbane

• Drive activity and results from a panel of planners through coaching and mentoring especially around the sales process, whilst maintaining and following the compliance and regulatory guidelines in line with AMPFP requirements• Develop sales strategies to implement within Planner Practices to meet set sales targets utilising the Sales Management Framework• Facilitate the use of AMP specialists (product sales/recruitment/business management) by planners to achieve business plan objectives• Proactively contribute to knowledge sharing and partnerships with planners and other regional team members to ensure key licensee messages and changes relating to quality advice and general business policy are understood and embedded• Increase the quality of advice being provided by planners to clients and minimise risk exposure by ensuring ongoing planner compliance with all Regulatory / Licensee standards and guidelines, including the content of Professional Standards Manual (PSM)

Brisbane

Adelaide, Australia

B.Acc., Accounting, Business, Law

Fpc002B Ethics And Professionalism In Financial Advice, Financial Planning And Services, Credit

I completed the Ethics course to fulfill my education requirements to remain an Authorised Representative in the financial service.

Diploma Of Financial Services/Advanced Diploma Of Financial Services (Financial Planning), Financial Planning And Services

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