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FinFocus has had the opportunity of providing sercies to:

  •  Commonwealth Bank  
  •  Thomson Reuters  
  •  Suncorp Bank  
  •  KPMG  
  •  Guardian Financial Planning  
  •  Suncorp Financial Planning  
  •  Bridgeport Financial Planning 
  •  Suncorp Advice  
  •  Business Health  
  •  Map My Plan (FinTech)
  •  FFP Financial Planning

Suncorp Group - Specialist Platforms

 Christopher Britton, Head of Specialist Platforms 


Simon assisted us in a transformational piece which was multi-faceted and quite complex. Outside of a broad industry knowledge, Simon brought a proven ability to manage a large piece of work whilst ensuring all stakeholders were engaged and satisfied. I would highly recommend Simon to work with and would happily engage him to assist in our business again going forward. 

Guardian Financial Planning and Suncorp Financial Planning

 Pat Casey, National Manager Advice 


Simon is a true professional and was able to deliver a highly complex and challenging set of outcomes on time and within budget. Simon's knowledge and experience in wealth management and financial advice was invaluable for Suncorp, and as a consultant he was able to bring a commercial and independent view which was highly valued. I would highly recommend Simon as a consultant to any financial services organisation.  

Suncorp Bank - Financial Planning Distribution

 Caroline McDonald, Strategic Implementation Manager

 

Simon came to work with us during an incredibly sensitive time and was tasked with dealing with a number of complex issues that required an incredible amount of stakeholder engagement and negotiation. Simon showed us what a true professional looks like ensuring that all issues were worked through in a timely manner and that all parties were treated fairly and respectfully. Simon's skill set is extensive and this is reflective in the variety of work that we assigned him with during this project. One of the best things about him is his ability to always look for the positives in any situation and to focus teams on these positives to get the best outcomes for all. I've greatly valued working with Simon and would highly recommend him to work with. I'd also be very keen to continue to work with him in the future. Thanks Simon!  

Thomson Reuters

 Teresia Hajdu, Manager Marketing Development -  Wealth 


I had the pleasure of engaging Simon to work with me on a special wealth project at Thomson Reuters that included market research, questionnaire design, face to face interviews, distilling the results into concise output as well as presenting at client workshop. The time frame was very tight and Simon worked tirelessly to meet the deadline with a smile. Simon has excellent client engagement, communication skills together with industry knowledge and network. The feedback from both clients and the board was that this was the best workshop ever! Simon played a very important part and I highly recommend Simon and look forward to any future opportunities.  

Suncorp Group

 Sharon Muckian, Distribution Change Leader 


I can wholeheartedly say it has been a pleasure working with Simon at Suncorp, Simon has an enormous amount of expertise gained from a breadth of positions and he is always happy to share his knowledge ensuring the best possible outcomes for the team. He has excellent influential skills managing all his stakeholders exceptionally well. He can always be counted on to get things done no matter how complex or challenging with a smile. He has excellent analytical abilities and has a natural ability to adapt to changing circumstances. He continually anticipates, evaluates new situations and challenges remaining open-minded and flexible. He does all this while remaining calm, focused and always accessible. I have thoroughly enjoyed working with Simon, highly recommend him and would welcome the opportunity to work with him again. 

Suncorp Advice, Financial Planning

 Steven O'Donoghue, National Manager 


We engaged with FinFocus and Simon to undertake a major end to end change program for our financial planning business. The FinFocus team undertook a deep dive into the business, recommended key strategic and operational changes, project managed the change program and successfully completed the implementation within agreed timeframes and budget. Simon worked very closely with management and key stakeholders to ensure an effective change management program with the foundations of the business being re-engineered, and future proof. I enjoyed working with Simon over this 15 month period and look forward to working with him and FinFocus in the future.