
Timeline
About me
Senior Business Analyst | Project Manager
Education

Kaplan professional
2023 - 2024Master's degree applied finance (major in project management)
Kaplan professional
2015 - 2020Master's degree financial planning and services
Experience

Hunter financial services
Nov 2004 - Sept 2018Financial 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 2018Chief financial officer & co-founderWithYouWithMe 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 2023Lead business analyst & co-founderAs 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 2021System designer & project managerShort 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 2023Head of operations & innovationFinancial 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 - nowSenior business analyst
Licenses & Certifications

Member
Project management instituteFeb 2024
Certified adviser
XeroJan 2018
Member
IibaFeb 2024
Member
South australian business chamberAug 2019- View certificate
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Retired member of the fpa
Financial advice association australia (faaa)Jun 2013
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
Languages
- taTagalog
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