Ben Willard Email & Phone Number
Chief Operating Officer @ Certe
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Ben Willard Location
- Sydney, NSW, AU
Ben Willard Work
- Chief Operating Officer @ (November 2024 - Present)
- Head of Private Clients @ (June 2024 - November 2024)
- Director of Financial Advice @ (June 2022 - July 2023)
- Head of Phone and Virtual Advice (Seconded to Retirement Product and Solutions) @ (October 2019 - May 2022)
- Head Of Financial Planning @ (November 2017 - October 2019)
- Regional Head @ (October 2014 - November 2017)
- Operations Manager @ (October 2011 - October 2014)
- Regional Manager @ (August 2006 - October 2011)
- Financial Planner @ (April 2001 - August 2006)
Ben Willard Education
- Deakin University
Certified Financial Planner (Financial Planning and Services)
2002-2005 - Deakin University
Diploma of Financial Planning (Financial Planning)
1999-2002 - Western Sydney University
Bachelor of Commerce (Management)
1996-2001 - FASEA (Financial Adviser Standards and Ethics Authority)
Exam passed
2021
Ben Willard Skills
- Analytical Skills
- Annual Budgeting
- Attention to Detail
- Big-Picture Thinking
- Business Analysis
- Business Development
- Business Leadership
- Business Process Improvement
- Business Relationship Management
- Business Strategy
- Business Transformation
- Business Unit Director
- Change Management
- Coaching
- Communication
- Conflict Resolution
- Corporate Governance
- Corporate Leadership
- Customer Service
- Customer-Focused
- Development of Strategy
- Employee Engagement
- Executive Management
- Finance
- Financial Performance
- Financial Planning
- Financial Services
- General Manager
- Investment Strategies
- Investments
- Large Team Leadership
- Management
- Mergers & Acquisitions (M&A)
- Operations Management
- P&L Management
- Pension Funds
- Pensions
- Policy Analysis
- Policy Development
- Portfolio Management
- Presentation Skills
- Problem Solving
- Regulatory/Legislative Compliance
- Relationship Building
- Relationship Management
- Retirement Planning
- Senior Executive
- Stakeholder Management
- Strategic Planning & Direction
- Systems Thinking
- Wealth Management
- Whole-of-Business Oversight
- Team Building
- Incentive Programs
- Team Leadership
- Strategic Planning
- Leading Change
- Strategy
Ben Willard Summary
- Ben Willard, based in Sydney, NSW, AU, is currently a Chief Operating Officer at Certe. Ben Willard brings experience from previous roles at Certe, Mercer Australia, Aware Super and StatePlus. Ben Willard holds a 2002 - 2005 Certified Financial Planner in Financial Planning and Services @ Deakin University. With a robust skill set that includes Analytical Skills, Annual Budgeting, Attention to Detail, Big-Picture Thinking, Business Analysis and more. Ben Willard has 1 emails and 2 mobile phone numbers on RocketReach.
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