Freda Valassakis FFin GAICD

Experience

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  DIALOG

  Jan 1998 - Jan 2002

  Account Manager

  Dialog is Australia’s largest privately owned Information Technology Company. I was responsible for developing new business in the corporate and government sector by diagnosing complex customer business and technological solutions. I was part of two person sales team, responsible for contributing 30% year-on-year turnover growth of the Financial Business Systems Unit making Dialog the largest and most successful reseller in Australia of Navision Software, being awarded the “Australasian Partner of the Year” for the two consecutive years. Show less

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  Godfrey Pembroke

  Jul 2002 - Jun 2004

  State Manager

  Godfrey Pembroke is a boutique dealer group and subsidiary of the National Australia Bank. As Regional Manager I was responsible for management of Queensland and Northern Territory, developing new and existing business opportunities, driving revenue through planner business activity managing compliance, training and quality accreditation. implementing business planning programs , as well as developing strategic alliances. I was awarded the national No1 ranking for increased performance for the 2003 year. Show less

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  Australian Institute of Management - Qld & NT (contract)

  Nov 2005 - Aug 2006

  Consultant

  The Australian Institute of Management is a leading professional body for managers, facilitating management and leadership excellence. I was employed to develop and drive business growth in the energy sector of the Queensland market. Working with major energy partners I designed, marketed and sold an innovative solution to training their leadership teams. I also participated in the program alongside the executive team of a leading provider.

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  Genesys Wealth

  Aug 2006 - May 2007

  National Manager - Strategic Alliances

  Genesys Wealth Advisers (GWA) and the Bank of Queensland (BOQ) entered into a strategic alliance to provide wealth management solutions to BOQ Bank customers using GWA’s technology platform. I was responsible for the national management and implementation of the strategy supporting the alliance, driving revenue and managing the performance of financial results. Cross border relationship management of key stakeholders in both organizations, and overseeing the marketing, and education initiatives, and mentoring and matching program designed to drive activity and results. Show less

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  Ascentric

  Oct 2007 - Aug 2010

  Business Development Manager

  Responsible for building the London business of a newly established national company within the emerging industry sector of wrap platforms in the UK. I took this role shortly after relocating to London, and with no existing networks, or specific knowledge of the UK financial services sector, I was able to quickly build the territory, making it the largest part of the business, and the leading competitor to larger national institutional businesses. Working alongside the executive team, I was able to provide thought leadership on propositional developments, and best practice business processes. Managing key relationships and driving activity through the recruitment of financial planners, and discretionary managers, and the delivery of client activities and business planning programs. Show less

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  Cofunds

  Oct 2010 - Feb 2011

  Head of Platform Consultancy

  Leading and building a high performing team, to support the sales and corporate strategy of the business. Managing a team of 13 across 3 business functions, business consulting, training and information technology, I was responsible for the review, design and implementing the strategy of the new team, embedding best practice account management processes to improve client relationships with the view to increasing revenue, margin and market share.

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  Proactive Accountants Network

  Dec 2011 - Aug 2012

  Chief Operations Officer

  The Proactive Accountants Network is the leading global network of the most proactive accountants. Established in Australia in 2005, Our proprietary offering of content, coaching and technology is offered through our worldwide membership program.I am responsible for translating all the entrepreneurial ideas of the business into plans and actions that drive success, and create wealth.

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  Dialog Information Technology

  Oct 2013 - Feb 2017

  Account Executive

  Partnering with companies to find innovative business solutions using technology

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  ASG Group

  Mar 2017 - Sept 2022

  Account Director