Gerard Kennedy

Key achievements

• Successfully led small teams of professionals to deliver core work programs and specialised including regulatory guideline review, quarterly reporting, and retail pricing updates
• Drafted written materials for the energy market that include proposals, correspondence, ministerial and Senate briefings, retailer meetings, guidelines, presentations, and the annual and quarterly retailer performance reports
• Initiated a quality assurance program, where there had not been one, which enhanced the integrity of the retail data schedules and resulted in more robust findings and insights
• Developed dashboards and integrated reporting solutions for the Board, senior management and the Branch that included critical insights on market and trend analysis
• Instrumental role in delivering a Power BI interface that provides dynamic reporting and advanced visualisation capability with the added benefit of improved efficiencies in workflow practices
• Maintained excellent rapport with key stakeholders in the sector that resulted in delivering valuable insights to shape AER's regulatory responses

Centrepoint Alliance is one of the largest non-institutionally owned financial advice networks in Australia

Key achievements

• Managed high-profile projects that accelerated the transfer of clients from old to new financial products at very high completion rate
• Provided financial advice firms with comprehensive analytical reports to derive key insights which drove the increase in internal revenues.
• Developed enhanced analytical tools, dashboards, calculators, comparators, and asset modelling reports that empower the Centrepoint group and their financial advice firms to manage change to a new business revenue model that was critical for their future viability
• Managed key stakeholder engagements with Centrepoint executives, key business partners including, banks and investment product providers and large external investment houses to ensure that critical financial information remained current and accurate
• Provided research and policy guidance by reviewing product offer documents, regulatory environment papers, competitor analysis, and superannuation industry updates
• Trained and mentored staff by creating a team of focused professionals that were integral to the success of each project.

• Managed key platform stakeholder relationships to ensure a high-quality customer experience and resolution of issues
• Testing new platform functionality and designed system enhancements

• Assisted with accounts management, inventory monitoring and data integration.

• Performed multiple roles successfully across retail banking, financial planning, and international operations.
• Managed teams that drove retail sales and recognised on several occasions for superior customer service

• Foreign exchange operations, international money transfers, accounts & reconciliations.