Certified Financial Planner
CurrentAssisting clients meet their financial and personal goals
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@amp.com.au
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Stephen Owen is listed as Certified Financial Planner at National Service Financial, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at amp.com.au and a matched LinkedIn profile for Stephen Owen.
Stephen Owen previously worked as General Manager, Member Engagement at Amp and Head of Sales & Retention, AMP Assist at Amp. Stephen Owen holds Cfp, Certified Financial Planner from Financial Planning Association.
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I am an executive senior leader with over 20 years financial services experience who has held senior positions across business functions including relationship/account management, advice, national sales teams and large customer service operations. In my most recent role I have led bi-annual research into Financial Wellness and the impacts of money worries for working Australians. As an executive member of AMP's Reconciliation Action Plan (RAP) committee I have also led the Improving Financial Wellness for Indigenous Australian's stream. I am passionate about creating, leading, coaching and mentoring high performing teams to deliver superior customer and business outcomes and helping team members achieve personal and career success. I uniquely bring together an exceptional blend of experienced people leadership and development, deep customer service experience and trusted relationship management skills with some of Australia’s largest corporations.I look forward to connecting.
Listed skills include Wealth Management, Business Development, Superannuation, Financial Services, and 14 others.
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Australia
Assisting clients meet their financial and personal goals
Sydney, Australia
Leading the national Member Engagement team, who are responsible for the development and execution of AMP’s superannuation member education and engagement activity with our corporate employers and retail members.I am also custodian of AMP's Financial Wellness research that measures the levels and triggers of financial stress that exists amongst Australian employees and the impact on lost productivity and employee wellbeing.
Sydney, Australia
Led contact centre business of ~150 FTE responsible for inbound, outbound customer engagement, including an outsourced partner, covering sales, campaigns, webchat, retention and personal advice.
Sydney, Australia
Led the Wealth Protection and Bank national development team responsible for building product, activity and sales capability with aligned and external financial advisers.
Led the NSW state sales and support team responsible for product distribution across super, wrap, managed investment, insurance and banking.
Sydney, New South Wales, Australia
Responsible for the adviser and practice relationship with AMPFP
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Stephen Owen works for National Service Financial.
Stephen Owen is listed as Certified Financial Planner at National Service Financial.
AeroLeads has found 1 work email signal at @amp.com.au for Stephen Owen at National Service Financial.
Stephen Owen is based in Greater Sydney Area, Australia while working with National Service Financial.
Stephen Owen has worked for National Service Financial, Amp, Amp Financial Services, Count Financial, and Zurich Financial Services Australia.
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Stephen Owen holds Cfp, Certified Financial Planner from Financial Planning Association.
Stephen Owen is listed with skills including Wealth Management, Business Development, Superannuation, Financial Services, Relationship Management, Financial Advisory, Wealth, and Stakeholder Management.
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