Sydney, New South Wales, Australia
Setting The Vision and Providing Strategic Direction Developing high quality business strategies and plans and ensuring their alignment with short-term and long-term objectives, it is my mission to own the vision of a company and communicate the vision in a compelling manner. I have planned, designed and executed impactful business transformation strategies that have generated significant growth and enhanced brand perception. In marketing and sales, I have devised and deployed innovative programs and campaigns that reflect organisational values and achieve strong market engagement. A progressive leader, I foster cohesion and inspire individuals to achieve goals and objectives. I nurture a culture of collaboration and contribution and set high performance standards that emphasise accountability. Working cross-functionally, I build positive relationships at all levels and actively encourage the sharing of knowledge. Known as an energetic thought leader with a hands-on approach who challenges and inspires people with innovative ideas, I apply critical thinking to existing processes and explore competitive landscapes to identify new potential markets and untapped audiences. I enjoy building connections across industry and communities. Feel free to get in touch via LinkedIn.
Group Executive role responsible for the strategy and leadership of the Advice Businesses across the Count Group incorporating circa 600 Financial Planners within the Count, GPS Wealth, Paragem, Merit, Diverger X and ASFL Compliance Licensees.
Senior leadership role accountable for creating, planning, implementing and integrating strategic and operational performance, leveraging digital transformation, and ensuring delivery of customer centric adviser services. • Responsible Manager overseeing the day-to-day business decisions regarding the ongoing provision of financial services across 130 firms and 260 resources (direct/indirect); • Full oversight of P&L, allocating resources, dealing with complex decisions, driving large-scale business management; • Take a holistic approach to integrate sustainability within all aspects of the business – and tailor a transformational strategy; • Enabled advisers to deliver compliant advice documents by reducing general and administrative expenses by 50% differentiating between high-value and transactional activities. • Turned around eight years of consecutive losses to exceed net profit targets by 12% in the first year of new ownership; • Created an agile culture based on accountability and passionate customer-focus, building an award-winning team recognised at every corporate awards for the last 3 years.
Established a consulting business helping businesses to evolve and thrive in financial advice by providing expert guidance based on my deep knowledge and expertise in business and financial advice; • Providing clarity around where clients want their businesses to go, keeping them in the driver’s seat while heling and coaching them to design the course to follow to reach that destination; • Designed and integrated new sales processes into client organisations’ to help improve sales performance; • Incorporating people, process and technology to guide businesses through transformation to improve resource allocation and improve efficiency; • Spearheaded the acquisition of a $2m transaction, identifying and setting up the transaction and taking it through to successful completion.