Peter Tagg
Altona Meadows
Summary
Skilled and experienced Learning and Development Professional and superannuation subject matter expert. Proven track record developing and facilitating engaging learning content for superannuation funds. Highly skilled at implementing end to end learning solutions to prepare and upskill learners for legislative change. Collaborative mindset ensuring that the right people are consulted and engaged resulting in fit for purpose learning solutions.
Able to incorporate different learning methods including eLearning and create relevant assessments to ensure learners gain adequate skills and knowledge.
Overview
2024
2024
years of professional experience
Work History
Senior Training Consultant
Pillar Administration (now Part of Mercer)
- Delivered end to end training solutions on Accumulation and Defined Benefit superannuation training products administered by Pillar
- Facilitated annual legislative change training sessions to keep staff informed of changes to superannuation legislation.
- Managed a small team of trainers, ensuring consistent delivery of high-quality instructional content across all sessions.
- Improved employee performance by designing and delivering engaging training programs.
- Enhanced knowledge retention by incorporating interactive elements and real-world examples into training sessions.
- Collaborated with managers across the business to determine training needs and agree on training budgets
Quality Assurance and Training Manager
Hays for Big 4 Consulting Firm
02.2019 - 06.2023
- Reviewed the work of case Assessors to ensure correct advice remediation outcomes were achieved and clients were adequately compensated where appropriate.
- Provided feedback and coaching to Case Assessors to improve quality and timeliness of work.
- Increased overall productivity by conducting regular skills gap analyses and addressing identified needs with targeted training interventions.
- Conducted training sessions for new and existing staff relating to technical advice topics and procedural changes, resulting in improved quality and output.
- Collaborated with other teams to improve processes.
Advice Consultant
Telstra Super
10.2018 - 01.2019
- Provided phone based personal advice on Telstra Super's accumulation and Defined Benefit Superannuation funds.
- Produced quality advice documents for presentation to customers.
- Triage of calls to determine the member's required advice types and level of advice.
- Provided referrals to the comprehensive advice team when in member's best interests.
- Enhanced Telstra Super's reputation by providing high quality advice and service to members.
Learning & Development Consultant, Superannuation
Superpartners/ Link Group (now MUFG Pension & Market Services
05.2011 - 09.2018
- Delivered end to end training solutions on superannuation related topics including Insurance, Investments, Contributions etc.
- Developed and facilitated training on superannuation legislative change to staff and clients, to ensure they were competent to answer questions and offer appropriate solutions
- Enhanced employee skillsets by designing and implementing comprehensive training programs.
- Facilitated RG146 training in-house using nationally accredited materials provided by Australian Institute of Superannuation Trustees.
- Monitored and reported on Continuing Professional Development (CPD) Compliance for Cbus and AustralianSuper Advice Teams.
- Implemented competency-based assessment methods to measure skill acquisition and progress accurately.
- Consulted with individual business units to determine desired learning outcomes.
- Collaborated with subject matter experts to develop engaging and relevant course content on non superannuation related topics
- Evaluated program effectiveness, implementing improvements based on feedback and data analysis.
Superannuation Learning Consultant
Australian Institute of Superannuation Trustees
02.2009 - 05.2011
- Providing end to end Learning and Development Solutions for Industry Superannuation Funds.
- Conducting AFSL Compliance Audits for a range of industry professionals including member, employer representatives and CEO's.
- Design, update and facilitation and assessment checking of RG146 Training for clients.
- Developing end to end training solutions to upskill for legislative change including RG146 refresher courses.
- Meeting specific training needs of clients on topics including Investments, Insurance, industry trends, Trustee Structures and Environmental, Social and Governance Investment principles.
Education
Bachelor of Business - Financial Planning
RMIT University
Melbourne, VIC01-2018
Advanced Diploma - Financial Planning
Monarch Institute
Melbourne, VIC01-2014
Certificate IV in Training & Assessment -
Australian Learning Institute
Sydney, NSW01-2006
Skills
- Instructional Design
- Training Facilitation
- Training evaluation
- Superannuation
- Management
- Virtual training
- E-learning development
- Quality Assurance
- Coaching
- Articulate 360
- Microsoft Programs
- Collaboration
Timeline
Quality Assurance and Training Manager
Hays for Big 4 Consulting Firm
02.2019 - 06.2023
Advice Consultant
Telstra Super
10.2018 - 01.2019
Learning & Development Consultant, Superannuation
Superpartners/ Link Group (now MUFG Pension & Market Services
05.2011 - 09.2018
Superannuation Learning Consultant
Australian Institute of Superannuation Trustees
02.2009 - 05.2011
Senior Training Consultant
Pillar Administration (now Part of Mercer)
Bachelor of Business - Financial Planning
RMIT University
Advanced Diploma - Financial Planning
Monarch Institute
Certificate IV in Training & Assessment -
Australian Learning Institute
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