Frank Camilleri

Experience

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  Commonwealth Bank of Australia

  Nov 1994 - Sept 2001

  • Financial Planner

    Jul 1999 - Sept 2001

  • Paraplanner

    Jul 1998 - Jul 1999

  • Personal Banker

    Nov 1994 - Jun 1998
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  RetireInvest

  Oct 2001 - Jun 2006

  Financial Adviser
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  Shadforth Financial Group Ltd

  Aug 2006 - Jul 2014

  Responsibilities include the provision of technical services to advice staff via a variety of channels and the preparation and delivery of professional development programs with a focus on knowledge enhancement. In addition responsible for the delivery of paraplanning services to advisers within the group.Also have been involved in a number of projects including:- The review and implementation of a national training policy including the rollout of a Professional development program for the various advice streams within the group;- The transition of group clients to better quality investment platforms;- Due diligence projects related to acquisition targets;- Review and rewrite of SOA templates;- Rollout of FOFA and in particular the Best Interest Duty; and- Review of the group's Paraplanning service. Show less

  • Group Technical and Professional Development Manager

    May 2008 - Jul 2014

  • Senior Strategy Adviser

    Aug 2006 - May 2008
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  Financial Planning Association of Australia

  Jul 2012 - Feb 2019

  Policy and Regulations Committee

  The Policy and Regulations committee has been established to assist the FPA in policy development which aims to champion the cause of professional financial planners and Australian consumers who need advice to government, regulators and industry. Policy is developed according to a clear and agreed framework that is designed to:1. Represent the interests of consumers and our members2. Avoid adding undue complexity to the regulatory system3. Ensure consistency with the FPA Code of Professional Practice. Show less

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  UniSuper

  Aug 2014 - now

  This role has a number of focus areas which include,(1) the provision of support to client and member facing staff in the delivery of education, information and advice to members and clients,and(2) Ensuring appropriate governance is in place to ensure relevant operational risks are managed via appropriate processes and controls together with ensuring compliance obligations are satisfied. Underpinning both these areas is the balancing of operational efficiency with the client experience and meeting regulatory obligations to deliver an advice service which supports members and clients to make informed decisions about their financial future. Show less My responsibilities include, - Supporting the development of the organisation's client value proposition, - Reviewing and enhancing processes, forms, policies and training standards, - Acting as a source of knowledge to assist advice staff to understand and implement existing and new policies and forms, - Management of the approved product list and ensuring advice staff used the approved products appropriately in constructing client portfolios, - Developing and implementing professional development programs, and - Supporting group-wide initiatives and projects as a subject matter expert Show less

  • Manager, Advice Governance & Technical Solutions

    Feb 2024 - now

  • Manager, Advice Services

    Mar 2019 - Feb 2024

  • Advice Development Manager

    Aug 2014 - Feb 2019
• 

  Barnstoneworth United Junior Football Club (BUjFC)

  Nov 2017 - May 2019

  Treasurer

  The ‘Barnies’ are a volunteer based Football Club whose motto is Football for all - Girls, Boys and all-abilities. As Treasurer, my focus is to ensure the club has the short, medium and longer term resources to meet this objective.

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  Financial Advice Association Australia (FAAA)

  Oct 2023 - now

  Committee Member, Policy and Regulations Committee

  The Policy and Regulations committee has been established to assist the FPA in policy development which aims to champion the cause of professional financial planners and Australian consumers who need advice to government, regulators and industry. Policy is developed according to a clear and agreed framework that is designed to:1. Represent the interests of consumers and our members2. Avoid adding undue complexity to the regulatory system3. Ensure consistency with the FPA Code of Professional Practice. Show less