Experienced financial services professional with expertise in investment and superannuation platforms. Demonstrated ability to deliver regulatory and platform development projects on schedule with a commitment to maintaining excellence. Proficient in executing operational and regulatory initiatives to consistently achieve desired results.
Reporting to the Senior Product Manager, core aims include driving increased cashflow and revenues by
maintaining competitive and compliant products while delivering innovative solutions for the Platforms portfolio.
• Undertaking analysis and develop product recommendations in regard to regulatory change or market/competitive pressures.
• Assist in delivery of compliant product disclosure (e.g. PDSs, Investment menus, product updates) and client communications.
Support activities to enhance end-to-end customer and adviser product experience.
Completed numerous day-to-day product management tasks; including the development of Platform controls, continuous disclosure obligations & Completion of product reporting and external surveys.
Provided technical assistance to Wealth Distribution responsible for managing all BDM and BDO escalations as well as all Contact Centre escalations including phone calls and inbound chats.
Responsible for taking inbound phone calls, chats, emails & processing transactions on behalf of clients and financial advisers.
In my spare time I enjoying playing Golf and Hiking; when i'm not watching my beloved Geelong Cats in the AFL!