Experience

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  Anz

  Jan 2005 - Jul 2007

  • Managed a team of 8 paraplanners and supported the team through workflow management, quality checking and coaching.• Responsible for financial plans from New South Wales and parts of Queensland. • Developing and writing financial plans/ • Working closely with financial advisers to formulate appropriate strategies for their clients (tax minimisation, TTR, estate planning, risk and insurance, fund selection, asset allocation etc.)• Client type ranges from "mass market" to "mass affluent"• Prepared approximately 10 quality financial plans per week with an average of $250k of investable funds. - Participation in the Graduate Programme which includes management training, induction programmes and a business project.

  • Team Manager Paraplanning

    Jan 2007 - Jul 2007

  • Senior Paraplanner

    Aug 2004 - Dec 2006

  • ANZ Graduate Programme 2005

    Jan 2005 - Dec 2005
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  Mlc limited

  Aug 2007 - Jan 2014

  • Manage product lifecycle for domestic and global equity and property multi-manager funds.• Understand market trends, competitors and customer insights to influence strategic direction of existing and new opportunities.• Collaborate with Communication specialist and marketing on communication materials (contents such as FSC Questionnaire, product information, charts & graphs). • Manage fee and rate pricing strategies and tactical pricing changes in conjunction with fund manager and platform managers. Show less • Responsible for ongoing product research / market trends and competitor monitoring into equity and listed property funds using tools such as Morningstar Direct.• Responsible for all data and presentation packs to Research houses such as Zenith, Lonsec and Morningstar.• Project managed and delivered fee reduction to MLC’s multi manager domestic equity and listed property products which resulted in ratings upgrade from Zenith and Morningstar.• Assist with implementation of strategic decisions and work with relevant departments to drive it such as reviewing product strategy, product taxation and fees. • Liaise with sales team / advisers on ongoing product needs and issues. Show less • Responsible for delivering suitable investment products to both institutional and retail market. • Research on potential product ideas including Retirement longevity solutions such as guaranteed income funds, guaranteed capital funds, target income funds, MySuper product and private equity fund for high networths.• Developed the Product Development process & governance structure for MLC. Product Development is the "Radar" of the organization and involves absorbing information like customer research, competitive intelligence, industry analysis, trends, economic signals and competitive activity as well as documenting requirements and product strategy. Broadly the role is responsible for:• Testing and identifying ideas• Gathering customer feedback• Defining product requirements• Determining business case and feasibility with actuarial team• Scoping and defining new products at a high level• Building product roadmaps• Developing all products on schedule, working to a critical path• Ensuring products are within optimal price margins and up to specifications• Ensuring products are manufacturable Show less

  • Product Manager (Equities and Property)

    Oct 2013 - Jan 2014

  • Product Analyst (Equities and Property)

    Feb 2013 - Sept 2013

  • Investment Product Development Manager

    Nov 2009 - Feb 2013

  • Product Development Analyst

    Aug 2007 - Oct 2009
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  Amp capital

  Jul 2014 - Nov 2021

  Product SME (Subject matter expert) on Design and Distribution Obligations (DDO) project.1. Developed the decision logic that sits behind the Target Market Determination (TMD) responses. 2. Delivered 170+ TMDs. 3. Developed processes that supports the ongoing regulatory requirements. 4. Delivered training to BAU staff on creating and maintaining TMDs. 1. SME on project to deliver of Regulatory solution to Treasury Laws Amendment (Ending Grandfathered Conflicted Remuneration) Act 20192. Negotiate future fee rate amongst business entities and develop new payment framework 1. Product SME to provide expertise in Product pricing in response to Financial Services Royal Commission.2. Devised quantitative and qualitative testing methodology and conducted pricing analysis for all AMP Capital Funds (over 3000 price points).3. Crafted guiding principles for future pricing. 1. Overseeing end-to-end aspects of product management (product strategy, offer documents, fee management and underlying manager agreements).2. Responsible for multi-asset, multi-manager funds including goals-based and ESG (AMP Capital Responsible Investment Leaders, Multi-Asset Fund, Future Directions and Dynamic Markets fund)

  • Product Manager - Project DDO (secondment)

    Jan 2021 - Nov 2021

  • Product Manager - Regulatory Project (secondment)

    Mar 2020 - Dec 2020

  • Product Manager - Royal Commission Pricing Project (secondment)

    Aug 2018 - Feb 2020

  • Product Manager - Multi Asset & Goals Based Strategies

    Jul 2015 - Jul 2018

  • Product and Business Analyst

    Jul 2014 - Jun 2015
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  Amp

  Nov 2021 - Sept 2023

  Senior manager, customer advocate

  The AMP Customer Advocate provides customer advocacy and governance to AMP, to help AMP deliver fair outcomes for its customers. 1. Deliver insights gained through a combination of thematic reviews, direct complaint reviews, engagements within the business and proactive hindsight reviews of dispute outcomes. The insights are used to identify underlying problems and to drive improvements.2. Conduct monthly Voice of Customer sessions with frontline staff to better understand customers.3. Run thematic reviews targeting core customer concerns and issues, resulting in the identification of avenues to elevate products, services, systems, and processes.4. Performing routine customer complaints data analysis (data sourced from Power BI & Salesforce).5. Working closely with remediation specialists on compensation methodologies for dispute resolution and remediation cases. Show less