Seniority
Manager
Department
Operations
Location
Melbourne
Industry
Banking
Company size
16K
Contact information
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a•••••••@westpac.com.au
Phone
5 credits+61 ••• •••• ••••
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Background
About Anthony Balocca
Close to 20 years’ experience in the Financial Services industry related to financial advice. • The past 5 years have been in Advice Remediation, with the last 2 years as Team Lead (Advice) within a Big 4 bank. • Leadership experience developed through managing and developing a team of 10 in the current role, and larger teams in previous roles. • Proven coaching skills demonstrated through remote and face to face coaching of team members to apply remediation methodology to determine appropriateness of financial advice. • Proven skills in paying attention to detail demonstrated by ensuring case report documentation is presented accurately to senior management. • Strong team collaboration skills demonstrated through ensuring the team I am responsible for work collaboratively with other remediation teams to achieve agreed outcomes in line with business guidelines. Anthony Balocca Expertise: Financial Planning, Advice Remediation, Coaching, Training, Team Leadership, Business Development, LinkedIn,
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