FRANCES AGELAVU
Adamstown,Australia
Summary
Senior management, finance and operations professional with commercial experience across industries including investment banking, stockbroking, funds management, accounting, legal and technology. Combines a strong academic background enhanced by over two decades of professional success. Highly detailed and organised with strong project management skills. Confident and compassionate leader with proven presentation and communication skills. Strategic by nature with highly developed stakeholder management capabilities. Results-driven Chief Operating Officer drives performance improvements and leads strategic initiatives. Skilled manager of cross-departmental activities with adaptive communication of organizational objectives. Develops and executes innovative strategies for stimulating growth and service quality. Accomplished [Job Title] with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands. Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic. Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals. Top-notch [Job Title] with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Chief Operating Officer
Anditi
10.2021 - Current
- Role involves both strategic support to Managing Director and full responsibility for company operations
- I lead a team that undertake business development, marketing, office management, people and culture, recruitment, technology support and consulting (our business delivery team)
- Additionally, I am responsible for R&D reporting, government grant liaison, financial management and reporting and company secretarial duties
- Together with the Managing Director I am building relationships and opportunities for company expansion and/or potential exit for the group including trade sale, partial investment by vertically aligned group, equity raise and debt instruments
- I have established a subsidiary specifically to target the defence industry including achieving security clearances.
Operations Manager
Cooee Wealth Partners
01.2021 - 09.2021
- Role covered responsibility for HR, IT, Compliance, Systems and Procedures across the group in addition to strategic support to the Group CEO
- I managed a team based both domestically and in the Philippines
- Undertook the following projects as part of this role: Compliance review and process improvement, reviewing and streamlining the current financial structure to ensure better cost control, reporting and management visibility, improving workflows for support staff, improving the HR system including review process, offshore wages and investigating outsourcing opportunities.
Senior Investment Adviser
Cutcher & Neale
12.2019 - 12.2020
- Responsible for managing an existing portfolio of primarily HNW clients and meeting and converting new clients
- Role includes daily client liaison, investment and financial advice, reviewing of advice, administrative and compliance documentation
- I sat on the investment committee and was responsible for writing and producing portfolio and market updates and undertaking investment research
- As part of a firm-wide marketing strategy, I was responsible for business development with existing clients and look to identify referral opportunities
- Given my background in compliance, I rebuilt the compliance function, chaired the compliance committee and became the ASIC/APRA liaison.
Business Manager
Roberts Legal
12.2018 - 11.2019
- Responsible for general business management, budgeting and financial performance, human resources, recruitment, marketing and systems and procedures
- Worked alongside board in enterprise growth strategic planning and implementation
- Was responsible for board agendas, minutes, operational reports and actioning 'to dos'
- Developed a new employee retention and reward program
- Built an interactive compliance diary to ensure the group met all its external regulatory and financial requirements on time whilst simultaneously smoothing cashflow
- Developed in consultation with our in-house WHS lawyer a new set of HSE policies
- Responsible for maintaining and reviewing all consultancy agreements and office leases
- Undertook projects such as an IT audit and subsequent upgrade, an office renovation and office launch
- Recruited, hired and integrated a slew of new staff, increasing employees by 40%
- Oversaw the marketing function and liaised with our internal content producer and external suppliers to ensure our marketing strategy was being implemented as per the strategic plan and on budget.
Director/Operations Manager
Oracle Advisory Group
02.2012 - 08.2018
- Director, Board Member and Responsible Manager for a boutique investment and advisory group, Farnam Investment Management
- I headed up both the Investment Committees (Domestic and International) and the Compliance Committee
- Operationally I was responsible for HR, Recruitment, IT, Marketing, Compliance and Finance functions within the group and led a team of 23
- Engaged with external stakeholders to build distribution channels and growth options for the investment product
- Developed and implemented all internal policies for both the advisory and investment teams
- Undertook due diligence for all IT systems prior to implementation and liaised with external groups in ongoing support to ensure they remained efficient
- Was responsible for overseeing accounts payable and receivable and liaised with accountants for both the annual audit and preparation of accounts
- As Compliance officer was required to keep up to date with constantly evolving ASIC directives and legal changes and amending policies and procedures accordingly
- Note: previous name was Farnam Investment Management
- AFSL 430574
Private Client Advisor
RBS Morgans
04.2011 - 11.2011
- As an Authorised Representative, I provided stockbroking and financial advice to retail clients, I was responsible for marketing and business development to build new client relationships
- I initiated communication and constant liaison with clients to build a trusting and credible relationship
- Eight months into this role, the Managing Director of Morgans Newcastle and I left to start the Oracle Advisory Group.
Casual Academic
University of Newcastle, Faculty of Business and Law
09.2010 - 03.2011
- Having recently returned to Australia after 11 years based in Europe, I undertook some consulting work for the graduate business school, in particular the Knowledge Management and Cross-Cultural Negotiation courses.
Vice President
J.P.Morgan Equity Sales
10.2003 - 04.2009
- J.P.Morgan is based on Wall Street, New York and is a global leader in wholesale financial services
- J.P.Morgan provides investment, corporate, private and retail banking operations, security services, treasury services and asset management to corporations, institutional investors, hedge funds, governments and high net worth individuals in over 100 countries
- As VP in equities I used internal corporate and economic research in combination with my view on industry dynamics and the political environment and the current appetite within in the market to develop a view on a company (stock) and then selling my recommendations to both institutional and hedge fund investors based in the UK and Europe
- I had key account responsibility for the Irish client base in addition to London and European based fund managers.
Analyst
J.P.Morgan European Equity Research
02.2001 - 09.2003
- As an equity analyst in an investment bank, my key role was to analyse company financials and then build and update financial and valuation models in order to rate companies as buy, sell or hold investments for our trading division, equity capital markets and our mergers and acquisitions team
- I also hosted several European financial investor tours meeting C suites of major listed European corporates in Paris, Milan, Rome, Madrid, Zurich, Frankfurt and London.
Education
Professional Diploma in Stockbroking -
Stockbrokers Association of Australia
01.2011
Graduate Diploma of Applied Finance -
FINSIA/University of NSW
01.2007
Bachelor of Business -
University of Newcastle, Australia
01.1998
Higher School Certificate -
Toronto High School, Newcastle
01.1994
Skills
- Compliance Management
- Strategic Planning
- Business Forecasting
- Business Analysis
Affiliations
Financial Services Institute of Australia –Fellow
Board Experience
- True, City of Newcastle Future Fund, Governance Committee Member, Local Government
- True, Anditi Pty Ltd, Company Secretary, Technology group focused on spatial analytics
- False, Oracle Investment Management, Board Member/Director/Responsible Manager, Boutique funds management group
- False, Spectrum Sports Group, Board Member/Director, Sports group running several indoor entertainment facilities
- False, Charlestown Child Care, Board Member/President of Management Committee, Not for profit childcare centre
Tel
0400820931
Hobbies and Interests
- Community football both playing and coaching
- Rollerskating
- Travel
- Anthropology
- Food (eating not cooking)
- Telling funny stories
References
Available on request.
Timeline
Chief Operating Officer
Anditi
10.2021 - Current
Operations Manager
Cooee Wealth Partners
01.2021 - 09.2021
Senior Investment Adviser
Cutcher & Neale
12.2019 - 12.2020
Business Manager
Roberts Legal
12.2018 - 11.2019
Director/Operations Manager
Oracle Advisory Group
02.2012 - 08.2018
Private Client Advisor
RBS Morgans
04.2011 - 11.2011
Casual Academic
University of Newcastle, Faculty of Business and Law
09.2010 - 03.2011
Vice President
J.P.Morgan Equity Sales
10.2003 - 04.2009
Analyst
J.P.Morgan European Equity Research
02.2001 - 09.2003
Professional Diploma in Stockbroking -
Stockbrokers Association of Australia
Graduate Diploma of Applied Finance -
FINSIA/University of NSW
Bachelor of Business -
University of Newcastle, Australia
Higher School Certificate -
Toronto High School, Newcastle
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