- Client Lifecycle Management- Product Lifecycle Management- Client Relationship and Business Consultancy- Unit Linked Life Company Operations Manager- Business Solutions, Change and Process Control- Operations and Risk Management- Regulatory Change and Implementation- Costs and Charges SME

- Product lifecycle management from launch including change and closure, with annual product reviews coordinated alongside product development;- Vendor service delivery and relationship management for outsourced administrator functions (fund accounting, custody & transfer agency);- Product specialization in unit-linked Life funds and OEICs across passive and active strategies including equities, fixed income, multi-asset and property;- Production and presentation of pooled fund business KPI/MI including risk metrics to fund boards and key stakeholders;- Strategic client on-boarding & transition support;- Fund Accounting, Custodian & Transfer Agency migration project management experience;- Regulatory & change management initiatives (Solvency II, CASS, T+2 Settlement, AIFMD, SORP);- Consultant & client sales support (incl. RFP/RFI & marketing support);- Institutional & Wholesale distribution client facing & servicing;- Portfolio performance & attribution analysis across passive & active strategies;- Portfolio spread (dilution) calculation & analysis;

- NAV calculation;- Portfolio performance & attribution analysis;- Security & market pricing;- Trial balance, month end & year end accounting reviews;

- Product research & review including buy/sell/hold recommendation equities/mutual funds;- Management of group recommended list;- Securing allocations in IPO and facilitate book-build for group network;- Client COAC recommendations;- Group AUM/FUM assessment & risk monitoring;- Adviser Onboarding;- Fund Manager / Product Manager contact for group network;

- South Aust. Paraplanner of the Year- Drafting and developing financial and insurance strategies for clients;- Self Managed Superannuation Fund (SMSF) strategies;- Client servicing & facing;- Portfolio and recommendations of financial and insurance products;- Retirement, succession & tax planning;