Nigel Davey

Experience

• 

  MLC Limited

  Jan 2000 - Jan 2002

  Business Consultant

  Conducted detailed analysis, solution development and full project managed implementation of agreed priority changes to transition financial planning businesses to sustainable accelerated growth and profitability.

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  MLC Limited

  Jan 2003 - Nov 2004

  Manager - Business Consulting

  Led and coached a highly skilled practice development consulting team which specialised in delivering strategic consulting and change management business growth programs to financial planning businesses Australia wide.

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  ING Advice

  May 2005 - Jun 2005

  Consultant

  Assisted develop and document a process framework for ING Advice for the integration and implementation of acquired financial planning practices thereby allowing a project management philosophy to be adopted.Also worked on selected strategic initiatives, resulting in commencing development & documentation of Tandem’s vision, 12 months strategic business plan and ideal client.

• 

  Tandem Financial Advice (ING owned AFSL)

  Jul 2005 - Feb 2006

  Practice Development Specialist

  Collaborated with relevant ING Advice & Tandem personnel to drive the development & implementation of an annual cycle of practice development & management support for the Tandem (‘Stairway’ group) top tier practices, including equity owned practices.

• 

  BT Financial Group

  Mar 2006 - Sept 2011

  Content specialist, project manager and advocate for a number of transformation and integration projects across Advice and Private Banking, SGB Financial Planning and Quality Advice Program. Additional engagements/responsibilities: • Customer allocation framework – designed, developed and implemented •Role types and role scope redesign – •Approved Product List restructure encompassing managed funds, direct equities, superannuation funds and risk providers• Re-write of Policy & Business Rules for Direct Equities including implementation of mandated model portfolios •Establishment of business risk advice capability within the SGBFP business Show less

  • FP Content Specialist / Project Manager

    Aug 2009 - Sept 2011

  • Practice Manager

    Mar 2006 - Jul 2009
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  Perpetual Private Wealth

  Jul 2011 - Sept 2011

  Project Consultant

  Designed, built and prepared for launch a discrete plan fee structure for advisers to use to understand the value they add via strategic advice that also assisted them to articulate that value to clients and price appropriately. Acted the sole external consultant on this project, acting in all project roles essentially – project manager, advice business subject matter expert, communications manager, training & coaching manager.

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  Independant Consultant

  Oct 2011 - Oct 2014

  Financial Planning Consultant

  Financial planning content specialist / subject matter expert with an extensive experience in financial planning advice, practice development, practice management and project work.

• 

  Ipac Securities

  Jan 2013 - Mar 2013

  Senior Project Manager

  Managed to 'go-live' ipac's SMSF offer. Entailed engaging across relevant areas of ipac, AMP and external providers to drive implementation to fruition.

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  Commonwealth Bank, Advice Review program

  Nov 2014 - Nov 2015

  Businesss Implementation Manager

  Conduit between the Advice Review program and the Wealth Management Advice stakeholders - meet program objectives and manage stakeholders experience and relationships.

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  BT

  Apr 2016 - Aug 2021

  • Manager, Quality Assurance

    Apr 2020 - Aug 2021

  • Team Leader, Remediation Support

    Aug 2016 - Mar 2020

  • Senior Business Analyst

    Apr 2016 - Jul 2016
• 

  Westpac

  Sept 2021 - now

  Senior Manager, Breach Reporting