Tapel Cafer
Brisbane,QLD
Summary
My role is to grow the Gallagher Benefits Services in Australia. This will be through the acquisition of quality business's and also working closely with other Arthur J Gallagher services in providing quality advice and benefits to AJG's many clients.
My position is evolving as our business continues to grow. The roles I am responsible for is, the commercial strategy and developing the organisation. I am also responsible for helping unite and identify the client and growth opportunities within the Gallagher Business’s
As a founding principal of Complete Financial Balance (CFB) my role has grown and developed along with the practice. My involvement in strategy and financial control of the business is underpinned by my love of financial advisory and I manage all this on a daily basis. My client portfolio with CFB ranges from individuals wishing to plan for their future right through to investment management and client goal setting. The recent appointment of a General Manager for CFB has meant I can further focus on building my client base and relinquish much of the day to day managerial duties I once had.
Overview
19
19
years of professional experience
Work History
Financial Planning Executive
Gallagher
01.2017 - 10.2022
- Guided clients through compiling important financial histories and documentation for evaluation.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Kept client financial plans optimized for current market trends and economic conditions.
- Expanded customer base through community outreach and strategic business partnerships.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Researched [Type] rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
- Highlighted values and educated clients on [Type], [Type] and [Type] financial products.
Executive Director
Gallagher
01.2017 - 10.2022
- Worked closely with organizational leadership and board of directors to strategically affect operational direction.
- Exercised appropriate cost control to meet budget restrictions and maximize profitability.
- Drove strategic improvements to enhance operational and organizational efficiencies.
- Fostered work culture of collaboration and inclusion to increase morale and reduce turnover.
- Aligned department vision, goals and objectives with company strategy to achieve consistently high results.
- Created promotional materials and provided insightful information to social media, websites and print media to educate public.
- Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
- Recruited new members by networking at community events and distributing promotional materials to attendees.
- Prioritized and allocated valuable resources to meet business targets.
- Spearheaded matrix organizational plan with clear roles and responsibilities to enhance processes, maintain quality and enforce regulatory compliance.
- Monitored sales forecasts and projected financial planning for organization to achieve revenue goals.
- Established new customer service and problem resolution processes to improve client satisfaction rates.
- Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
- Interviewed, supervised and motivated [Number] staff members to achieve optimal productivity.
- Oversaw business-wide changes to modernize procedures and organization.
- Developed program to promote new managers from within, building and maintaining cohesive leadership structure.
- Maintained P&L and shouldered corporate fiscal responsibility, resulting in [Result].
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
- Spearheaded change management and strategic turnaround for company during significant restructuring and downsizing.
- Aligned organizational objectives with company mission, increasing revenue, profit and business growth by collaboratively developing integrated strategies.
- Directed technological improvements, reducing waste and business bottlenecks.
- Implemented [Type] team plan, clarified roles of members and introduced new processes to boost quality across departments.
- Facilitated over $[Amount] in annual business for [Number]+ years.
- Furthered brand awareness through [Action] and [Action].
Responsible Manager
Gallagher
01.2017 - 10.2022
- Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
- Improved productivity while reducing staffing and operational costs by [Number]%.
- Enhanced and redefined organizational structure to maintain company's competitive edge across territories.
- Analyzed sales statistics to properly forecast, schedule and control labor costs.
- Recruited, mentored and coached staff of [Number] associates in delivering customer-focused performance.
- Handled complex project management concerns productively and with little oversight.
- Created motivated and positive environment to inspire employees and make customers feel welcome.
- Assisted customers with complaints and general inquiries.
- Managed budget implementations, employee reviews, training, schedules and contract negotiations.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Organized budgets, oversaw P&Ls and achieved margin targets consistently to stay on track with growth plans.
- Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.
- Assessed reports to evaluate performance, develop targeted improvements and implement changes.
- Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures and technology systems.
- Reduced corporate risk by managing shrink processes and controlling inventory levels.
Compliance Manager
Gallagher
01.2017 - 10.2022
- Delivered subject matter expertise for internal and external customers on compliance best practices and quality control.
- Prepared and presented comprehensive reports to upper management and audit team, covering issues and recommendations.
- Executed corporate food safety strategies, policies and procedures.
- Reviewed documents, files, transcripts and other records to assess compliance and potential risk.
- Developed and delivered training programs to inform new and current employees about compliance issues.
- Managed compliance efforts, reporting and audits.
- Verified consistency in quality planning, quality control, quality insurance and quality improvement.
- Played instrumental role in company-wide risk assessment efforts, supporting enhancements in business processes and controls.
- Delivered and tracked program training for all associates and supervisors in order to safeguard continuing business relationships.
- Structured programs, produced working documentation and implemented best practices.
- Publicized health and safety program requirements and mentored employees on critical nature of compliance.
- Maintained effective working relationships with regulatory authorities, suppliers and customers.
- Evaluated customer complaints, processes and all other aspects of operations to assess compliance.
- Drove optimization of regulatory risks management, control testing and process improvements.
- Advised division leaders of regulatory risks in business processed and provided recommendations for improvement.
- Consulted with clients on best practices and served as project manager for all process improvements and regulatory initiatives.
Financial Planner
Complete Financial Balance
08.2003 - 12.2016
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Established and deepened existing client relationships through complex financial planning.
Education
Advanced Diploma Financial Planning - Financial Planning And Services
Kaplan
Brisbane, QLD01.2006
Diploma of Financial Services - Financial Planning And Services
Kaplan
Brisbane, QLD01.2003
Skills
- Outstanding Customer Service
- Specifications Expertise
- Strategic Risk Management
- Mergers and Acquisitions M&A
- Budget Assessments
- Budget Planning
- Customer Expectations Management
Timeline
Financial Planning Executive
Gallagher
01.2017 - 10.2022
Executive Director
Gallagher
01.2017 - 10.2022
Responsible Manager
Gallagher
01.2017 - 10.2022
Compliance Manager
Gallagher
01.2017 - 10.2022
Financial Planner
Complete Financial Balance
08.2003 - 12.2016
Advanced Diploma Financial Planning - Financial Planning And Services
Kaplan
Diploma of Financial Services - Financial Planning And Services
Kaplan
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