Summary
Overview
Work History
Education
Skills
Timeline
OperationsManager
Susannah Hart

Susannah Hart

Coolum Beach,QLD

Summary

Ambitious and self-motivated Sales/Marketing/Operational professional with proven small business ownership, financial planning and management success. Recognised as a tenacious problem-solver. Enthusiastic, creative and willing to assume increased responsibility with excellent interpersonal and communication skills. Capable of establishing rapport with colleagues and clients from a diverse background. Unique ability to adapt quickly to challenges and changing environments, exceptionally well versed in professional network development, results driven, sales oriented, disciplined, and able to pursue excellence and timeliness. Personable, articulate and professional in both appearance and manner, consolidated by a passion for ‘big picture’ planning to ensure client/staff satisfaction and security.

Overview

40
40
years of professional experience

Work History

National Network Development Manager

Count Financial (CBA)
03.2014 - Current
  • Recruitment, Mergers and Acquisitions from the Accountant/SME/Adviser space into the Count/CBA Wealth network
  • My national role exposed me to all aspects of the Advice business, and opportunities from all various perspectives
  • Risk assessment resulting into the best outcome so all parties are protected
  • Business growth/practice development activities, implement and manage
  • Increase the wider Accountant’s network in the market place to meet and support the recent ASIC changes to limited licensing
  • An active member of the Count National Practice Management Team giving me valuable insight into the day to day management strategies
  • Responsible for the creation and development of the annual offshore conference Accounting stream
  • An industry leader through years of experience in dealer services, with the ability to discover, assess and create opportunities for all stake holders demonstrated by my success

Business Growth Manager

MLC Advice Solutions
11.2010 - 03.2014
  • Recruitment, Mergers and Acquisitions from the IFA space into the NAB/MLC Wealth network
  • Business growth/practice development activities, implement and manage
  • Increase the MLC Advice Solutions footprint in the Qld Market place
  • Support and be an active member of the MLC Qld Advice Solutions team, beyond my necessary duties
  • Successfully recruited over50 quality advisers to date
  • Promoted to Regional BGM looking after NSW, NT and Qld
  • Create close relationships with the MLC/NAB aligned planners so organic growth and succession discussion could be influenced

Chief Operating Officer

SV Group
01.2010 - 11.2010
  • Build and create a specialised risk business
  • Develop a key account referral panel
  • Develop a key account adviser panel
  • Implement and manage business development activities
  • Create confidence and encourage a strong referral ethos amongst our key accounts

State Manager Qld – Advice

Professional Investment Services
11.2003 - 12.2009
  • Overseeing and management of Qld for PIS (18 staff and over500 Authorised Representatives – Accountants, Planners, Risk Specialists and Paraplanners)
  • Key performance indicator management e.g
  • Planner recruitment, maintenance, and sales driven activity
  • Balance Sheet and P&L monthly active management (ran Qld at a75% gross profit) - annual FUM inflow (approx $800M FUM with approx $15M PUM)
  • Team leadership and hands on training, implemented and created ongoing strategies to meet the needs of the forever changing financial services environment
  • Staff and Authorised Rep complaints resolution
  • Maintaining a very high level of customer service skills
  • Supporting Planner’s needs, high touch model, travelling Qld and Interstate
  • Supported and became an important member of PIS’s management team and often requested to lead committees and an active contribution to the ongoing direction of PIS Australia wide
  • Became a confidant to Qld’s top20 producers and often invited to join Planner forums
  • Recruitment and ongoing management of the Qld Adviser panel, created new standards and actively management planners out of the dealer groups (over2 years – moved out over250 ARs replacing them with190 new planners that met the new criteria)

Franchise Owner/Authorised Representative

RetireInvest
06.1999 - 10.2003
  • Build and create a Retirement Specialised business with the partners of Fell Eales McGarry
  • All tasks encompassed with the running of a SME financial services business
  • Client contact, strategies, SOA preparation and presentation, achieving Sales budgets etc
  • Investment strategies working closely with my APL business partnerships
  • (in business with the partners of Fell Eales McGarry)

Key Accounts Manager/Authorised Representative (ING)

Fell Eales McGarry Accountants
10.1993 - 06.1999
  • Build and create a Financial Planning arm within a very successful Accounting firm
  • All tasks encompassed with any start up financial service business
  • Create a referral culture amongst the team of Accountants and Managers
  • Introduce and market Financial Services to an existing client base and successfully converting them into business

Operations Manager

Alan Bond Corporation (Austotel)
09.1984 - 06.1990
  • Responsible for the day to day management of45 hotels in three states
  • Responsible for individual profitability
  • Computerised all hotels with a point of sale system creating high level efficiencies in all areas e.g
  • Stock losses, management, staff levels, food costs etc
  • Staff management and training
  • Leadership

Education

Diploma - Financial Services

Deakin University
Melbourne, VIC

Skills

  • Corporate and SME Operational Proficiency
  • Proficient People Management
  • Results-Driven SME Recruitment
  • Strong Organizational Skills
  • Analytical Proficiency
  • Client Retention Strategies
  • Expertise in Outcome Planning

Timeline

National Network Development Manager

Count Financial (CBA)
03.2014 - Current

Business Growth Manager

MLC Advice Solutions
11.2010 - 03.2014

Chief Operating Officer

SV Group
01.2010 - 11.2010

State Manager Qld – Advice

Professional Investment Services
11.2003 - 12.2009

Franchise Owner/Authorised Representative

RetireInvest
06.1999 - 10.2003

Key Accounts Manager/Authorised Representative (ING)

Fell Eales McGarry Accountants
10.1993 - 06.1999

Operations Manager

Alan Bond Corporation (Austotel)
09.1984 - 06.1990

Diploma - Financial Services

Deakin University

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Susannah Hart