Sim S. Email & Phone Number

Adelaide, South Australia, Australia

o Tutor/Assessor for Undergraduate and Master of Financial Planning Program.o Providing Individual/Group Tutorials to students & Group Sessions.o Consulting to Kaplan on technical, research and writing subject material o Have prepared, presented live & recorded audio lectures for various FP subjects.o In 2023, I engaged with well over 1,200 students over 6.

Adelaide, Australia

o Relationship Management & business consulting advice to financial advice firms licensed by AMP Networko Key member of internal working groups focused on change and acting as SME in executing change. o Facilitate SMEs to deliver support to my clients on areas of advice, technical, technological; practice finance; compliance; M&A; legal or business.

Adelaide, South Australia

o Managed a general practice offering a wide range of financial planning and banking services to a broad client base with a team of 8 staff turning over of over $1.5 million and FUM of approximately $150million.o Oversaw Corporate Governance, financial and human resource management of the business.o Became the largest user of Estate Planning Facilitation.

Adelaide, South Australia, Australia

o Working with independent Financial Planner market promoting BT platforms; investments, gearing and insurance products.o Responsible for sales team of 4 in SA & the WBC Adviser Network.o Delivering adviser and consumer investment seminars.o Training and development of advisers on BT Products & software.o Offered Regional Manager Role for SA/WA & NT in.

Adelaide, Australia

o Responsible for a team of 3 PDMs, 5 licensee support staff & 130 practices licensed with MLC and Garvan FP.o Requirement to work to key budgetary objectives and manage my own P&L.o Was offered Snr Business Consultancy Role with 360 but declined and took redundancy in Dec 2004.

Adelaide, Australia

o Project Manager for Visi FP Software Rollout to 200 practices in MLC Network in SA/NT.o Represented MLC at Lend Lease Future Leaders Conference in Milan Italy in 1999.o Qualified for 6 overseas conferences and conventions as a result of consistently being in top 10 PDMs nationally.o Participated in one on one coaching with Jim Stackpool from 1999 –.

Adelaide, Australia

o Appointed as the first SA/NT State Compliance Manager for MLC auditing /coaching 200 practices on advice.o Created and delivered RG146 lecture series for MLC advisers with the introduction of minimum educational standards were introduced.

Adelaide, Australia

o Assisted in the establishment, development and management of the Adviser, Recruitment, and Training & Development Centre in SA/NT.o The Region was the number 1 performing center in Australia.o National Finalist in Lend Lease Chairman’s Award.

Adelaide, Australia

Commenced in 1988 as a Trainee Graduate, moving to a Policy Services Supervisor role, then Customer Service Consultant & Agency Services before moving into Recruitment, Training & Develoment of Advisers.

Masters Business Administration

Certified Financial Planner, Financial Planning

Diploma Financial Planning, Financial Planning

Graduate Diploma Business, Business/Commerce, General

Bachelor Of Arts (B.A.) Communication Studies, Business/Corporate Communications