Summary
Overview
Work History
Education
Skills
Roles And Responsibilities
Leadership Experience
Affiliations
Accomplishments
References
Timeline
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Mark Oliver

Echuca,VIC

Summary

Dynamic management executive with over three decades of successes in catapulting revenues, growing market share and building highly profitable account bases for diverse organizations. Strategic in establishing top-performing teams committed to surpassing business objectives in alignment with corporate mission, policies, procedures and service standards. Dedicated to continuous delivery of top quality products and services to clients.

Overview

29
29
years of professional experience

Work History

Financial Adviser

07.2020 - 07.2024
  • Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
  • Managed relationships with outside vendors such as attorneys, accountants, when necessary.
  • Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
  • Reviewed existing client accounts to identify any gaps or areas needing improvement.
  • Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
  • Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
  • Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
  • Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
  • Identified new business opportunities through networking events or referrals from existing clients.
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Conducted regular financial planning workshops and seminars to attract new clients and educate the community.
  • Collaborated with tax professionals and attorneys to provide a holistic approach to client financial planning.
  • Managed client expectations and resolved any concerns or issues promptly.
  • Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
  • Identified new business opportunities through networking and referrals.

Director/Financial Planner

01.2011 - 07.2020
  • Developed strategies for improving customer service standards throughout the company.
  • Implemented technological solutions designed to improve operational effectiveness.
  • Introduced innovative approaches that improved efficiency while reducing costs.
  • Directed long-term research initiatives to identify new markets for growth opportunities.
  • Facilitated board meetings and provided leadership guidance to senior management.
  • Reviewed current systems and processes regularly for potential improvements or upgrades.
  • Negotiated contracts with vendors to secure competitive pricing for goods or services.
  • Spearheaded internal initiatives designed to foster collaboration among staff members.
  • Overseen the daily operations of the organization and ensured compliance with applicable laws and regulations.
  • Developed and implemented strategic business plans to increase company profitability.

National Manager

Australian Unity
09.2010 - 01.2014
  • Created reports detailing sales activities, progress against goals, customer satisfaction levels.
  • Negotiated contracts with vendors providing goods or services nationally in order to maximize value for money spent.
  • Monitored day-to-day operations of the national organization and identified areas of improvement.
  • Provided guidance to regional staff in resolving customer complaints and identifying opportunities for improvement.
  • Organized events such as seminars, webinars, aimed at educating customers about products or services offered by the company nationally.
  • Developed and implemented national sales strategies to increase market share.
  • Managed the budget for the entire organization ensuring cost effectiveness while maintaining high standards of service delivery.
  • Directed, trained and mentored regional managers on best practices for customer service and sales growth.
  • Developed promotional materials such as brochures, flyers, videos, to raise awareness about products or services nationally.
  • Conducted regular reviews with regional managers to assess progress towards organizational goals.
  • Ensured compliance with relevant regulations governing health and safety within each region.
  • Collaborated with senior management team on strategic initiatives designed to improve operational efficiency across the organization.
  • Developed and implemented strategic business plans to drive growth and profitability.
  • Facilitated team meetings and workshops to align on goals and strategies.
  • Led cross-functional teams to achieve project milestones, ensuring collaboration and efficiency.
  • Managed annual budgeting process, including forecasting and financial analysis to optimize resources.
  • Managed crisis situations, implementing contingency plans to minimize impact on operations.
  • Reported to executive leadership on performance metrics, challenges, and strategic opportunities.
  • Negotiated high-value contracts with suppliers and clients to improve cost-effectiveness.
  • Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.

Team Leader

Perpetual Limited
12.2005 - 09.2010
  • Coordinated team activities and delegated tasks to ensure efficient completion of projects.
  • Developed strategies for problem solving and conflict resolution among team members.
  • Resolved customer complaints in an effective manner while maintaining a high level of customer service.
  • Monitored daily workflow to ensure adherence to established policies and procedures.
  • Maintained a positive work environment that promoted collaboration between team members.
  • Participated in regular meetings with senior leadership to provide updates on team progress.
  • Held weekly staff meetings to review project updates, discuss issues, and brainstorm solutions.
  • Established clear expectations for employees, providing guidance when needed.
  • Conducted regular performance reviews to assess individual team member progress.
  • Provided coaching and feedback on employee performance, encouraging professional development.

Financial Adviser

01.2001 - 01.2005

Inventory Controller/Dispatch Controller

Ricegrowers
Echuca & Laverton
01.1996 - 01.2005
  • Developed strategies for cost reduction, process improvement, cycle counting accuracy and inventory management.
  • Investigated root causes of discrepancies between physical count results and system data.
  • Conducted regular physical counts of inventory and reconciled with computer generated reports.
  • Managed the return process for defective products from customers or vendors as necessary.
  • Prepared monthly analysis reports related to inventory control activities including variances, slow moving items, overstocks.
  • Monitored stock levels, identified potential stock shortages, and recommended solutions to ensure adequate supply of items.
  • Collaborated with other departments to ensure timely delivery of goods or services.
  • Created purchase orders based on customer demand or stock replenishment needs.
  • Assisted in annual audits by providing detailed information regarding inventory transactions.
  • Maintained a safe work environment by adhering to company policies and procedures.
  • Resolved problems arising from incorrect shipment received from suppliers or wrong item shipped out from warehouse.
  • Ensured timely delivery of orders by coordinating with warehouse staff regarding product availability and shipping schedules.
  • Provided training to new employees regarding company's processes related to Inventory Control Department operations.
  • Implemented new procedures related to receiving goods into the warehouse.

Education

MAI769 – Ethics for Financial Services -

Deakin University
12.2019

FASEA – Financial Adviser Exam -

09.2019

Diploma of Financial Services (Financial Planning) -

01.2006

Certificate IV in Workplace Training & Assessment -

Holmsglen TAFE
01.2002

Level 1 Workplace Training Certificate -

Riverina TAFE
01.2002

Diploma of Financial Advising -

Securities Institute
01.2001

Certified Financial Planner Program -

Skills

  • Client Relations
  • Making insurance decisions
  • Reporting
  • Sales follow-up
  • Pipeline Management
  • Managing wealth
  • Operational Excellence
  • Process Improvement
  • Contract Negotiation
  • Mergers and Acquisitions
  • Crisis Management
  • Financial Acumen
  • Profit and Loss Management
  • Staff Management
  • Business Planning
  • Human Resources
  • Coaching and Mentoring
  • Business Correspondence
  • Order Processing

Roles And Responsibilities

To provide high level management of teams in the finance (Financial planning & insurance) and previously grain manufacturing (Inventory Controller) industries to ensure quality delivery of products and services. In previous roles, I have had to exhibit very high-level communication/management skills to: - Manage Teams from 3 to 125+ people - Oversea junior management staff - Formulate strategic plans - Track progress to plan - Rectify any deviation from plan - Provide executive level leadership to junior management staff and frontline team leaders - Ensure a collaborative atmosphere - Ensure all staff followed company values and mission statement - Train new advisers and/or staff around the country and overseas for many years, over numerous roles.

Leadership Experience

  • Ricegrowers, 25 Staff
  • Perpetual, 3 Staff
  • Australian Unity 125 Planners

Affiliations

  • Australian Team member in IPSC Pistol Shooting

Accomplishments

  • World Title - IPSC
  • National Title - IPSC
  • Multiple Victorian Titles - IPSC

References

References available upon request.

Timeline

Financial Adviser

07.2020 - 07.2024

Director/Financial Planner

01.2011 - 07.2020

National Manager

Australian Unity
09.2010 - 01.2014

Team Leader

Perpetual Limited
12.2005 - 09.2010

Financial Adviser

01.2001 - 01.2005

Inventory Controller/Dispatch Controller

Ricegrowers
01.1996 - 01.2005

MAI769 – Ethics for Financial Services -

Deakin University

FASEA – Financial Adviser Exam -

Diploma of Financial Services (Financial Planning) -

Certificate IV in Workplace Training & Assessment -

Holmsglen TAFE

Level 1 Workplace Training Certificate -

Riverina TAFE

Diploma of Financial Advising -

Securities Institute

Certified Financial Planner Program -

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Mark Oliver