Business Oversight Consultant @ (May 2021 - July 2023)
Business Risk and Compliance Adviser @ (March 2020 - April 2021)
Senior Manager and Team Lead, Regulatory Engagement - Advice Compliance @ (May 2019 - February 2020)
Professional Standards - Advice Remediation @ (March 2017 - April 2019)
Manager, Start Counting @ (October 2014 - September 2016)
National Manager, Advice - NAB Financial Planning @ (July 2008 - September 2014)
National Manager, Paraplanning and Vetting Division @ (January 2004 - June 2008)
Senior Paraplanner @ (March 2001 - May 2004)
Customer Service Manager and Paraplanner @ (January 1998 - January 2001)
Claudia Evans Education
Monash University
Bachelor of Economics (BEc, Economics)
Deakin University
Advanced Diploma of Financial Planning ((AQF 6))
Loreto College, Adelaide SA
Grade: Year 12 (Economics)
Claudia Evans Skills
Consulting
Banking
Stakeholder Management
Capability Development
Enterprise Risk Management
Financial Planning
Wealth Management Services
Portfolio Management
Superannuation
Investments
Business Development
Women's Issues
Team Management
Finance
Financial Services
Wealth Management
Compliance
Strategic Financial Planning
Operations Management
Risk Management
Hospitality
Customer Service
Training Delivery
Operational Risk Management
Business Process Improvement
Project Delivery
Women's Leadership
Claudia Evans Summary
Claudia Evans, based in Melbourne, VIC, AU, is currently a Employee Compliance Manager at Vanguard. Claudia Evans brings experience from previous roles at NAB, LGT Crestone Wealth Management Limited and AMP. Claudia Evans holds a Bachelor of Economics in BEc, Economics @ Monash University. With a robust skill set that includes Consulting, Banking, Stakeholder Management, Capability Development, Enterprise Risk Management and more. Claudia Evans has 3 emails on RocketReach.
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