Digital Process Owner

Dates Employed: Sep 2018 – Present

Location: Melbourne, Australia

Responsible for managing and overseeing the objectives and performance of ANZ Financial Planning’s flagship Grow for Advice application, along with ongoing change management involved with simplification and digitization projects.

  • Communicating the vision, purpose and objectives of digital processes and how they align with strategic business goals.
  • Working closely with Advice Coaches and L&D to develop and provide training and support for advisers.
  • Negotiating process conflicts with respective process owners and stakeholders.
  • Reviewing, approving and communicating process changes and improvements.
  • Monitoring and management of process breaches or compliance incidents.

Commercial Financial Planner

Dates Employed: Aug 2015 – Sep 2018

Location: Melbourne, Australia

Providing holistic financial advice to ANZ Business Banking clients including risk management strategies, superannuation and retirement planning, estate planning advice and other investments.

  • Consistently exceed sales targets in fast paced team environment.
  • Maintain strong compliance in the top quartile of the team.
  • Worked with a diverse range of referral partners and clients, across regions.

Financial Planning Support Officer – Commercial

Dates Employed: Mar 2014 – Aug 2015

Location: Melbourne, Australia

Assisting commercial advisers to provide holistic financial advice to ANZ Business Banking clients including risk management strategies, superannuation and retirement planning, estate planning advice and other investments.

  • Managed ongoing client interactions to ensure delivery of service standards.
  • Regarded as compliance ‘guru’ for the team and assisted in achieving high Advice Quality Ratings for the team.

Paraplanner

Dates Employed: Dec 2012 – Mar 2014

Location: Docklands, Australia

Working collaboratively with advisers to prepare Statements of Advice for clients with a strong focus on compliance, legislative change and process efficiency.

  • Consistently exceeded KPIs for both quality and productivity.
  • Quickly took on a senior role in the team and assisted team with problems and queries, including training new staff.

Account Manager

Dates Employed: Aug 2010 – Dec 2012

Location: Melbourne, Australia

Retaining and building customer base through business merger, focusing on problem solving, client communication and reporting.

  • Provided operational advice for process improvements and policy developments.
  • Resolved issues for clients by taking ownership and proactively negotiating with stakeholders.

Salary Packaging Consultant

Dates Employed: Jan 2009 – May 2010

Location: South Melbourne, Australia

Assisting clients to purchase new cars through tax effective novated leasing arrangements as well as establishing other salary packaging benefits for charities and rebatable employers.

  • Consistently exceeded sales targets while maintaining compliance, customer satisfaction and a strong pipeline.

Investor Services Representative

Dates Employed: Mar 2005 – Jan 2009

Location: Abbotsford, Australia

Managing client accounts including direct credit details, dividend reinvestment elections, deceased estate processing and off-market transfers.

  • Achieved highest productivity rating of the team without compromising on quality.