• full development and customisation of the xplan site (i.e building wizards, fields, threads, templates and reports).
• Coding all templates and writing comprehensive user guides
• Datafeeds and data conversions, licencing and new user setup, site upgrades
• Projects and subsequent rollout
• Troubleshooting and adviser queries
• Training all users
• Integration of software into practices and subsequent practice management.

Panel of 120 software users over 71 businesses, nationally.

The primary purpose of this role was to effectively manage the State sales operation with the focus on delivering initiatives that consistently supported and enhanced the Adviser relationship within the State. The position managed all sales support functions and was accountable for maintenance and control of budgets, expenses, HR and Compliance issues.  The role pro-actively supported the Sales Management team in the delivery of State based production targets.

This role was with a self-licenced boutique financial advice business where I held the dual role of Practice Manager / Adviser (being mentored).  The Practice Management role encompassed all facets of business management with a specific focus on maintaining the requirements of the Australian Financial Services Licence.  The advising role dealt with the provision of advice and general client queries.