Simon Southwell Email & Phone Number

Australia

Positive Salary Packaging has the buying & negotiating power of Australia-wide financiers to offer clients top deals on new & used vehicles. Novated leasing delivers tax-effective solutions on the vehicle you and your family need – and want. Our salary packaging programs offer benefits tailored to suit all lifestyles & budgets. Fully approved and supported by the Australian Tax Office, find out how you can cover your expenses with untaxed income.

Melbourne, Victoria, Australia

Responsible for the delivery of the operational functions of LMG aggregation through onshore and offshore teams. Enabling the efficient delivery of LMG’s CVP to our brokers businesses.

Melbourne, Victoria, Australia

Responsible for the execution of the migration & separation of tech assets from NAB to LMG following the acquisition of PLAN Australia, Choice & FAST. This involved the successful migration of over 6,500 users form Podium to MyCRM including all client data along with commission platforms and 25 years of historical payment data.

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Effectively operating as the COO of the NAB owned PLAN Australia, FAST & Choice aggregation businesses with responsibility for all operations (including commissions, on/off boarding and lender accreditations), Marketing (including change, comms & events), Australian Credit Licence Management, Regulatory change management response, Business Management/Information Reporting & Sales Effectiveness (Coaching), Technology Platform (Podium), Management of PMO (including funding allocation), Operational Risk Management.

Vic/Tas, Sa/Nt & Wa

Finance and Systems Technology Pty Ltd (FAST) is a market leading aggregator in the mortgage broking industry specialising in Residential, Commercial and Asset Finance. Supporting experienced and well established mortgage brokers, who know exactly what they need to manage a professional and diversified business.

Australia

This role is primarily responsible for driving sales opportunities into the retail network along with the planning, communicating and facilitating strategy and operational tasks across the Retail network relative to out-of-Store Channels for NAB Retail. This requires leading the design, development & implementation of a strategy that grows the business in innovative, non-traditional ways through our “out-of-store channels” including Kiosks, Mobile Bankers, Workplace Banking, Defence Home Loans, Alliances and Introducers.

Australia

This role is responsible for the design & implementation of a strategy for introducing new to nab home lending customers through a variety of different channels and then fulfilling those opportunities.This included included taking the mobile lending channel out of the state based structure and into a clearly defined national, specialised distribution business. Thereby increasing its prominence with increased visibility and a national leadership structure. Along with responsibility for the nab’s introducer (mortgage referrer) and alliance programs (at an enterprise level).

ScopeCo was officially formed in 2005 evolving from a mortgage broking business that was originally established in 1999. ScopeCo set out to be a fully integrated financial services business, offering a full range of services to clients that traditionally did not have access to such a wide range of professional advisers. To achieve this, and build on the established mortgage broking base, ScopeCo acquired a conveyancing business, an accounting practice and a wealth management practice. As a result of the acquisitions ScopeCo had multiple offices in Melbourne offering the full range of financial services to its clients

GR Finance Limited is a boutique manager of a debenture product, raising funds from the public via a prospectus for on-lending to borrowers. GR Finance has been operating since 2000 but only went to the market with their prospectus in late 2003.

Melbourne, Australia

Melbourne, Australia

Area Manager for NAB retail’s Bayside area and inaugural Area Manager for NAB Mobile Mortgage Managers for Melbourne Southern Region

Gold Coast