Thomas Williamson Email & Phone Number

Adelaide, Sa, Au

As a Broker Accreditation Specialist at AMP since Nov 2022, I oversee broker and financial advisor access to home lending and deposit systems. Key responsibilities include managing accreditation, collaborating with broker aggregators, conducting misconduct investigations, and leading data and software projects for system optimisation.

As a Customer Support Officer (Loans) at AMP from Apr to Nov 2022, I gained valuable insights into the world of servicing settled home loans. My role involved communication with customers, brokers, and conveyancers, with a focus on loan servicing and discharge processes. Proactive and quick to adapt, I expanded my responsibilities to assist brokers, leading to a transition into the broker accreditation space due to my exceptional performance and dedication.

During my tenure as a Financial Planning Support Administrator at People's Choice Credit Union from Oct 2021 to Apr 2022, I gained valuable insights into the finance industry. My role involved client communication, interaction with product provider representatives, and collaboration with financial advisors. My core responsibilities included the preparation and implementation of statements of advice, exposing me to processes related to superannuation, pension, and investment funds.

Pooraka, South Australia, Australia