Summary
Quote
Overview
Career Roles by Industry
Work History
Work History Pre 2010
Skills
Accomplishments
Education
Work Availability
Referees Contact Details
SoftwareEngineer
JON ILIEVSKI

JON ILIEVSKI

Property Research Expert. Team Leader. Presenter
Darlinghurst,NSW

Summary

A successful and diverse, 25 year career in financial services and residential property with a focus on research, investment strategy and advice and team management.

The sedate nature of research is jolted with the shot of adrenaline that is the energy and pressure of leading a team to successful project delivery. Consistently make significant and lasting contributions to process efficiency, company culture and revenue growth

Quote

I can’t understand why people are frightened of new ideas. I’m frightened of the old ones.
John Cage

Overview

25
25
years of professional experience
8
8
years of post-secondary education

Career Roles by Industry

FINANCIAL SERVICES: Paraplanner, Financial Planning Manager (Private Bank), Senior Financial

Planning Manager, Head of Financial Planning, Company Director

RESIDENTIAL PROPERTY: Property Investment Consultant, Head of Investor Education

VOCATIONAL TRAINING: Trainer and Assessor

HOSPITALITY: Co-owner/Manager

Work History

Head of Investor Education

Aviate Group
11.2012 - 11.2019
  • Team leader and head of research, 16 researchers and 6 support staff under my supervision.
  • Project head - led research process from macro analysis through to project launch.
  • Directed team in creation of educational content and technical workshop theory.
  • Company “technical guru’ and chief presenter/public speaker.
  • Team KPI and goal setting. Mentoring and training.
  • Collaborated with public relations consultants drafting media releases mainly market commentary and responding to any resulting media enquiries.
  • Eliminated downtime and maximized revenue by providing top project quality control.

Head of Financial Planning

Lifestyle Wealth Creation Group
05.2010 - 11.2012
  • Reported direct to Board and Group CEO.
  • Tasked with establishing full-suite financial services company to complement the property and finance broking divisions of the Group.
  • Together with Group Head of Compliance we wrote the company policies, set the management hierarchy and finalised the Approved Product List.
  • Strategic planning, business forecasting and budgeting. Forecast and set first year revenue targets across by product type and role.
  • Recruited staff to fill key roles in close consultation with external recruiter.
  • Property acquisition, developer negotiation. Introduced new business referral partners

SELF EMPLOYED - Co-Founder

Add A Touch Of Glass
12.2020 - Current
  • Joint venture. My involvement is part-time until I secure a full-time job, after which this will be work I do outside of work hours.
  • Frameless shower screen and general glass measure and installation consultancy.
  • Business partner is a specialist in the trade with 25 years experience whose clients builder/developers of CBD office towers, multi-level residential developments and domestic renovators/builders.
  • My role is to transform the business to solely consultancy work and advocacy for clients in dealings with architects, structural engineers, site foremen/women etc.
  • Conducted target market research to scope out industry competition and identify advantageous trends.
  • Building the framework and infrastructure necessary including website, marketing plan and referral generation.

SELF EMPLOYED - Co-owner/Manager

Kaneo Ent
04.2017 - 02.2020
  • Co-owner of a café. Part-time prior to leaving full-time role at Aviate to take a bigger role in the business.
  • Collaborated on concept, interior design, branding menu with business partner.
  • Recruitment and training of staff in service standards, food handling and hygiene, and to consistently exceed customers' expectations and provide superior service.
  • Managed display products effectively to achieve consistent sales with minimal waste.
  • Handled business administration functions such as payroll, cash register counting and supply ordering.

Work History Pre 2010

Career Roles Pre-2010

* Trainer and Assessor - Advanced Diploma Financial Planning -

Australian Institute Finance & Accounting - Oct 2009 - May 2010

* Financial Planning Manager - National Australia Bank - Nov 2004 - Oct 2009

* Financial Planning Manager - Westpac - Mar 2000 - Nov 2004

Skills

Team management

undefined

Accomplishments

  • Westpac National Financial Planning Manager enticed me back to Westpac with a position as Financial Planning Manager in Private Bank. Private Bank positions are almost always filled internally and as promotions for outstanding work.
  • Took on challenge of turning underperforming geographical region for NAB Financial Planning. Within 18 months I implemented a fully compliant client portfolio review process from which the fees alone pushed the region into profitability for the first time.
  • Top 20% of revenue writers 08/09 - NAB Financial Planning. Awarded $20,000 in NAB shares.
  • Took entry level property advisory role. Promoted to Head of Investor Education -Yr. 3. Led team in massive task of calculating Aviate’s 15 year portfolio performance across all projects.

Education

Adv Diploma - Accounting

TAFE
02.1994 - 11.1997

Advanced Diploma - Financial Planning

Kaplan
01.2004 - 01.2008

Self-Managed Super Fund Specialist -

-
01.2010 - 01.2010

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Referees Contact Details

Michael Vavakis

Chief Operating Officer - Europe

Lend Lease

M: +44 771 998 6849 (UK)

E: michael.vavakis@lendlease.com

Warren Jacobs

Senior Investment Consultant

Meridian Australia

M: 0477 005 839

E: warren@meridianaustralia.com.au

Similar Profiles

CREATE PROFILE
JON ILIEVSKIProperty Research Expert. Team Leader. Presenter