Stephen Freeborn Email and Phone Number

joining Deloitte with the team from Rice Warner. Still focused on the superannuation industry and all of the components of the value chain ... now with a broader and deeper talent pool alongside me at Deloitte to better service our clients.

Leading Rice Warner's superannuation team to support our clients with their superannuation related endeavours. In the main, we see that our activities relate to our superannuation fund clients' primary need being to either attract or retain members. To support these activities, we have grouped our activities as falling into one of:- Member engagement, including tools and calculators to support our member research.- Operations / operational efficiency, including third-party benchmarking, reviews and tenders.- Product and proposition, including strategy and mergers. For each of these areas, Rice Warner undertakes research and / or provides consulting services and support to clients.

Sourcing and execution of acquisitions for Private Wealth. Key Outputs:• Carry out detailed research on companies, and on different sectors or markets in order to identify potential opportunities• Carry out financial and sectoral analyses as well as evaluations of target companies• Prepare presentations for delivery to existing or potential targets and internal stakeholders• Support the broader M&A team throughout the negotiation, due diligence and sale agreement stagesKey Tasks:• Research market and industry conditions and developments• Research appropriate acquisition targets against agreed criteria to develop a target pipline. • Devise M&A strategies, identifying sectors, and groupings of companies that might be viable business targets • Investigate financial and commercial state of companies subject to a particular transaction• Conduct financial modelling and make recommendations regarding appropriateness of the target• Develop “pitch” and support meetings with target businesses• Project manage transactions, overseeing the negotiation of terms and developing proposals

Drive implementation of Sales Strategies• Ensure the strategies and objectives in the National Account plans are reflected in and consistent with the activity plans• Regularly communicate and provide feedback to the account management team and sales teams on the status of activity plans and effectiveness of account strategies• Coordinate implementation of national account marketing and sales campaigns• Ensure accurate prioritisation of advisers based on rankings and funds flow and FUM data.• Develop territory management plans to ensure activities are completed on time & service models are achieved• Monitor and maintain agreed level of sales activity • Ensure CRM is regularly updated for current adviser listings & rankings are reviewed based on FUM & flows• Ensure appointment reports are prepared and followed upManage client service delivery to external and Internal stakeholders• Ensure relationships are developed at various levels with key national accounts• Ensure key accounts are serviced per the service models developed • Ensure all adviser queries and requests for information are followed up in a timely manner• Regularly review sales and admin processes to identify opportunities to enhance processes and ensure consistency across statesAchieve revenue and flows targets.• Review & analyse monthly funds flow & FUM data, identify follow up actions for state sales teams .• Coordinate feedback re funds flows at dealer and adviser level and based Manage expense budgets• Prepare annual expense budget; monitor and regularly review expenses to budget• Manage account and adviser sponsorship requests Coach & mentor Sales teams.• Provide regular feedback to all members of the team• On a regular basis, review sales skills and approach of sales team• Develop coaching/training plans for each member of sales team and review progress regularly• Manage office support staff to ensure efficient operation of state office and consistent level of service

Working with Michael Rice, previously known as MJR Consultants & Phillips Fox Actuaries, now Rice Warner. Lots of work with outsourcing corporate super and related services. Also, investment / asset consulting.