Simon Backman Email & Phone Number

Bundall, Qld, Au

Queensland, Australia

As General Manager of Wahlstrom Financial Services, I am responsible for leading a team of advice professionals and supporting operational staff in delivering quality advice outcomes for our clients, while maintaining a focus on business efficiency, profitability and sustainability.

Brisbane, Sydney, Melbourne

Modern Strategies is a boutique consulting firm providing services to small and medium enterprises. We help evolve your business from where it is now to where you want it to be.Modern Strategies takes the time to fully understand our client's business, so our solutions can be meaningful, sustainable and results-driven.In a modern and constantly evolving business environment, sustainable growth is the key. Sustainable business growth comes from having a clear strategy for that… Show more Modern Strategies is a boutique consulting firm providing services to small and medium enterprises. We help evolve your business from where it is now to where you want it to be.Modern Strategies takes the time to fully understand our client's business, so our solutions can be meaningful, sustainable and results-driven.In a modern and constantly evolving business environment, sustainable growth is the key. Sustainable business growth comes from having a clear strategy for that growth. From there one requires accountability, consequence, communication, capital planning and strength of character to be able to effectively implement and adhere to the plan. Commitment, honesty and integrity must underpin any strategy.By putting a clear strategy in place, Modern Strategies works with our clients to ensure all stakeholders within the business understand the road map. We help them to identify the answers to the puzzle of "where are we going"​ and "How are we getting there"​? Key areas of focus include • Process Mapping• Strategic Planning• Contingency Planning• Succession PlanningOur team provide coaching and support in the following areas:• Sales• Marketing• Cashflow• Business Process• Human Resources & Training• Leadership• Management• Customer Service• Digital Presence | Social Media• Identifying and understanding your "Why"?As a director of Modern Strategies, I ensure the business continues to provide an exceptional level of service to our clients. This involves reviewing the work consultants undertake to ensure they are delivering relevant coaching that achieves the desired outcomes of our clients. Show less

Queensland, Australia

In this role I provided strategic business consultancy services to financial planning businesses within the Centrepoint Financial Advice network to improve the profitability, scalability, sustainability and valuation of aligned these financial planning practices.Engagement with, and development of Financial Planning businesses seeking to partner with a high quality Dealer Group committed to providing exceptional service.This incorporated:- strategic business planning-… Show more In this role I provided strategic business consultancy services to financial planning businesses within the Centrepoint Financial Advice network to improve the profitability, scalability, sustainability and valuation of aligned these financial planning practices.Engagement with, and development of Financial Planning businesses seeking to partner with a high quality Dealer Group committed to providing exceptional service.This incorporated:- strategic business planning- setting strategic direction and vision for businesses- business performance coaching- supporting businesses with acquisition and growth- achieving business profitability and sustainability goals - facilitating the delivery of Centrepoint Financial Advice's extensive service and support offer. - recruitment of quality financial professionals to the network Show less

Queensland, Australia

In this role I managed the QLD region, implementing the Centrepoint Strategic Business Plan and Regional Business Plan across both the Professional Investment Services and Alliance Wealth licenses.I lead a team of Business Consultants and Client Service Coordinators in delivering strategic business consultancy services to financial planning Practices within the Centrepoint network with fundamental focus on improving the profitability, scalability, sustainability and valuation of aligned… Show more In this role I managed the QLD region, implementing the Centrepoint Strategic Business Plan and Regional Business Plan across both the Professional Investment Services and Alliance Wealth licenses.I lead a team of Business Consultants and Client Service Coordinators in delivering strategic business consultancy services to financial planning Practices within the Centrepoint network with fundamental focus on improving the profitability, scalability, sustainability and valuation of aligned financial planning practices.Underpinned by the culture of the wider Centrepoint group, the role saw a further responsibitlity for engagement with, and recruitment of Financial Planning practices seeking to partner with a high quality Dealer Group committed to providing exceptional service.Key areas of focus included:- Setting strategic direction and vision for the region- Responsibility for financials, retention, compliance, growth and recruitment within the region- Developing a strong service culture and profesionalism- Build and strengthen the organizational capability- Providing corporate intelligence and strive for consistent, quality outcomes for our clients- Achieving practice profitability and sustainability goals across the region- Developing a high calibre team of practice consulting professionals - Facilitating the delivery of Centrepoint's extensive licensee service and support offers via Professional Investment Services and Alliance Wealth Show less

Qld & Northern Nsw

In this role I provided strategic business consultancy services to financial planning Practices within the Professional Investment Services network to improve the profitability, scalability, sustainability and valuation of aligned financial planning practices.Engagement with, and recruitment of Financial Planning practices seeking to partner with a high quality Dealer Group committed to providing exceptional service.This incorporates:- strategic business planning-… Show more In this role I provided strategic business consultancy services to financial planning Practices within the Professional Investment Services network to improve the profitability, scalability, sustainability and valuation of aligned financial planning practices.Engagement with, and recruitment of Financial Planning practices seeking to partner with a high quality Dealer Group committed to providing exceptional service.This incorporates:- strategic business planning- setting strategic direction and vision for Practices- business performance coaching- supporting practices with business acquisition - achieving Practice profitability and sustainability goals - facilitating the delivery of Professional Investment Services' extensive licensee service and support offer. - recruitment of quality financial professionals to the network Show less

Sydney, Australia

Believing in the power of working with clients to help make financial decisions that secure their financial future and provide them peace of mind, I adopted a values-based approach to financial advice. As Senior Financial Adviser at Financial Spectrum, I was responsible for working with a range of clients, in particular young professionals and small business owners on identifying clear financial and lifestyle goals, and building comprehensive financial roadmaps / strategies to meet… Show more Believing in the power of working with clients to help make financial decisions that secure their financial future and provide them peace of mind, I adopted a values-based approach to financial advice. As Senior Financial Adviser at Financial Spectrum, I was responsible for working with a range of clients, in particular young professionals and small business owners on identifying clear financial and lifestyle goals, and building comprehensive financial roadmaps / strategies to meet their needs. "I believe that everyone needs a sound financial plan. This should be a road map that clearly identifies where one is now, and where they wish to be in the future. A good financial plan should then map out how to get there as efficiently and effectively as possible with the least amount of risk."Areas of Advice included but not limited to:• Strategic Financial Advice; • Goal Identification and Prioritisation;• Cashflow Management;• Wealth Accumulation & Management;• Risk Mitigation Strategies for Individuals and Businesses;• Superfund and SMSF Investment and Strategic Advice;• Debt Reduction;• Retirement Planning;• Estate Planning;• Aged Care and Centrelink Planning• Educating and Providing Peace of Mind Show less

Bachelor Of Commerce, Finance & Economics

Advanced Diploma Financial Services (Fp)

Bachelor Of Health Science, Clinical Science, Genetics