Alby Greig ⚡️

Alby greig ⚡️

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location of Alby Greig ⚡️Adelaide, South Australia, Australia
Followers of Alby Greig ⚡️382 followers
  • Timeline

  • About me

    Senior Business Analyst | Project Manager

  • Education

    • Kaplan professional

      2023 - 2024
      Master's degree applied finance (major in project management)
    • Kaplan professional

      2015 - 2020
      Master's degree financial planning and services
  • Experience

    • Hunter financial services

      Nov 2004 - Sept 2018
      Financial planner afp® advdip(fs)

      Hunter Financial Services provides a holistic advice service tailored to your specific needs. We strive to provide a consultation service met with quality, diligence and integrity.Advisers within the practice have won various awards including the MLC Trust in Advice for SA (twice) and the FPA's Best Practice Award for SA (3 times).

    • Withyouwithme

      Aug 2016 - Sept 2018
      Chief financial officer & co-founder

      WithYouWithMe is an Online Talent Incubation Program that develops and upskills talented military professionals to transition successfully into industry by overcoming the ‘skills gap’ through our Pathway and Mentoring Model. Our software allows mentees to conduct a Military Profile and Personality Assessment which ensures WithYouWithMe’s tested Job Fit Algorithm allocates them to right Job Pathway and translates their military position and experience into industry skills.Once on a pathway our mentees are allocated an individual Upskill Program to develop the needed Job Pathway “hard skills”, receive guidance by a mentor in industry and finally are tested through work experience programs to become highly sought-after members of industry. Our focus is on workforce "Development", long term career growth and challenging traditional placement systems and services. Show less

    • Pivotone systems

      Oct 2018 - Sept 2023
      Lead business analyst & co-founder

      As part of the PivotONE approach, I have undertaken and managed various change projects ranging from single solution rollout to full system redesign which involved adoption of new CRM systems and full data migration, amongst other significant changes.www.pivotonesystems.com

    • Membership association

      Apr 2021 - Jul 2021
      System designer & project manager

      Short term contract with membership association (40+ staff members), role involved reviewing and analysing existing systems process and propose solutions to solve operational inefficiencies for staff, improve member experience to increase perceived value and develop path to achieve organisation desired 'future state utopia'.

    • Financial advice afsl

      Sept 2021 - Mar 2023
      Head of operations & innovation

      Financial Planning AFSL specialising in Investment advice but also offers holistic strategic & product advice. Position is to maximise system efficiency and operations with vision to grow the licence and positively impact the financial planning industry.

    • Super sa

      Feb 2024 - now
      Senior business analyst
  • Licenses & Certifications

    • Member

      Project management institute
      Feb 2024
    • Certified adviser

      Xero
      Jan 2018
    • Member

      Iiba
      Feb 2024
    • Member

      South australian business chamber
      Aug 2019
    • Retired member of the fpa

      Financial advice association australia (faaa)
      Jun 2013
      View certificate certificate
  • Honors & Awards

    • Awarded to Alby Greig ⚡️
      2023 National Subject Award Winner for “Project Management Fundamentals” Kaplan Professional 2024
    • Awarded to Alby Greig ⚡️
      2023 National Subject Award Winner for “Quantitive Applications in Finance” Kaplan Professional 2024
    • Awarded to Alby Greig ⚡️
      2019 National Subject Award Winner for “Client Engagement Skills” Kaplan Professional Oct 2019
    • Awarded to Alby Greig ⚡️
      Emerging Talent Award for SA MLC Limited Nov 2013