Susanne Marro

• Scaled business of Wagyu and Angus stud genetics within a commercial herd. #300 head now reduced to #185 head.
• Initiated a paddock to plate program selling boxed Wagyu directly to retail customers, and local businesses.
• Manage the breeding program of 90 Wagyu and Angus cows with target markets: backgrounders, feedlots, and my own finishing of cattle for paddock to plate.
• Practicing Regenerative Farming, incorporating a multi species winter mix for improving cattle nutrition, and betterment of the ecological soil profile.
• Managed day-to-day business operations.

• Treasurer Sunnyside Kindergarten, Malvern East
• Hot Lunch Coordinator, St Joseph's Primary School, Malvern - Feeding over 200 children
• Coordinated and ran Italian Cooking classes at St Joseph's, Malvern.
• Fundraising: Sunnyside Kindergarten, Brookville Kindergarten; St Joseph's - Organising Bunnings BBQs
• Uniform Coordinator, St Joseph's Primary School
• Swap Shop Coordinator, Scotch College Junior School
• Manager, Collingwood U12's Soccer Team (1st Team ever to win at the club)
• Support Crew to All (3) sons which Rowed for Scotch College 1sts Crew

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Liased with Key Stakeholders through the whole process ie Builder; Architect; Council; Victorian Building Authority; Road Management Signage; Service Companies.

• Client Relationship from Discovery Meeting through to Implementation.
• Implementation including facilitating rollovers of superannuation benefits, and opening new superannuation and rollover accounts.
• Establishing Self Managed Super Funds liasing with service providers.
• Estate Planning requirements for winding up assets and distributing to beneficiaries

Administration/Practice Management

• Planned Agenda and presented a regular weekly staff team meeting - viewed the client process, assessed the book on new clien opportunitie, sometimes I would engage other speakers ie One Path Insurance
• Initiated Workflow through Platform Plus. Task flow allocation to Team Members.
• Easybroker - updated and Provided Principal with analysis of revenue reports, and Pareto report.
• Conducted Board Reviews - Clients were invited to participate in a Board Review on the overall satisfaction of their Principal Financial Planner. Conducted Board review meeting, reviewed and summarised client feedback for Infocus Head Office.
• Develop Financial Road Map (on Mindject) which is integral for the Financial Planning Process.

• Primary responsibility for achievement of sales of corporate superannuation, business insurance products ie Key Person Insurance, and wholesale investments within ANZ Business Bank.
• Designed and implemented a sales call program primarily to ANZ Business Bank Customers within Victoria and Tasmania. Prior to this I was the sole BDM for ANZ Funds Management servicing VIC, Tasmania, SA, WA, NSW.
• Funds Management product training to ANZ Business Bank Staff (ANZ FM wholesale investment, and wholesale pooled superannuation funds).
• Prepared and presented superannuation (MasterTrust) proposals to investment boards.

• Research and produce the major publications for both the retail and wholesale Funds Management servicing clients. Includes Monthly Investment Focus for Financial Planners and Retail customers, Quarterly Focus for wholesale clients, Quarterly Economic Forecaster - surveying over 20 leading Economists' monthly. Results were charted on Leading Indicators including 90 Day Bank Bill, 10 Year Bond, AUD/USD. All Ordinaries Index. Lagging Indicators including Gross Domestic Product (GDP), Consumer Price Index(CPI), Current Account Deficit (CAD), and Unemployment level. All these were chartered and commented on for both our retail and wholesale clients.
• Reviewed retail and wholesale Funds Management Prospectuses.
• Provided technical support and presentations to ANZ Financial Planners regarding the Investment Division's view on financial markets, and technical support on the full range of ANZ Funds Management's retail products.
• Federal and State Budget - would listen and produce summary for our Financial Planners, our Retail and Wholesale clients.