• Oversee and manage the day-to-day operations of the Victorian State Office.
• Monitor financial and state activity targets and motivate the team to achieve this.
• Develop internal relationships and leverage cross-business unit successes for the attainment of Group objectives.
• Lead and coach a team of Practice Development Managers and Practice Support Officers (total of 7 staff) and promote a positive team environment.
• Engage and assist our clients ( of in excess of 180 financial advisers & accountants and their referral partners & centres of influence ) to grow and improve their businesses and to be “FoFA ready”
• Deliver the full PIS business development framework to the network.
• Keep abreast of all industry commentary, products and changes

Achievements

• Net profit before tax of $1.41 million (2010/2011)
• Inflows (Investment & Risk) 114.4 % (budget YTD vs. Group 110 %)
• Revenue 100.2 % (budget YTD vs. Group 96%)

• To develop business relationships with advisers/dealer groups & increase market exposure & total loan book for margin lending & other investment lending products.
• Prepare & Conduct seminars & presentations to advisers & their clients.
• Contribute to the development & implementation of marketing strategy & product enhancement.
• To influence & liaise with senior executives (internal & external) that impact on the operation of margin lending & other investment lending products.
• To maintain a minimum net interest margin of 2 %
• Training, coaching & mentoring of junior business development staff.

Achievements

·         Introduced in excess of $130 million in new business representing more than $2.6 million annual revenue

·         Each annual performance  review conducted  achieved “exceeds expectations”