Jane Lucas Email & Phone Number
Head of Client Services @ Findex
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Jane Lucas Location
- Sydney, NSW, AU
Jane Lucas Work
- Head of Client Services @ (July 2024 - Present)
- General Manager Business Solutions @ (January 2021 - January 2023)
- Head of Advice Operations | AMP Australia @ (January 2020 - January 2021)
- Head of Advice Operations | AMP Assist (Employed Advice) @ (January 2017 - January 2020)
- Partnership Manager | AMP Financial Planning @ (January 2015 - January 2017)
- Operations Manager | Financial Planning Centres @ (January 2011 - January 2015)
- Founder | Director | Consultant @ AdviserAdvantage Pty Ltd (January 2000 - January 2011)
Jane Lucas Education
- Macquarie Business School
Master's degree (Marketing/Marketing Management, General)
- Deakin University
Advanced Diploma (Financial Services (Financial Planning))
Jane Lucas Skills
- Business Ownership
- Business Strategy
- Business Transformation
- Change Management
- Client Experience
- Client Service Delivery
- Coaching & Mentoring
- Continuous Process Improvement
- Cross-functional Team Leadership
- Customer Experience
- Financial Advisory
- Financial Management
- Financial Planning
- Financial Services
- Governance, Risk Management, and Compliance (GRC)
- Investments
- Key Performance Indicators
- Leadership
- Management
- Management Consulting
- Marketing
- Marketing Strategy
- Operational Excellence
- Operations Management
- Organisational change
- Organisational design
- P&L Management
- Performance Reporting
- Policy Development
- Process Mapping
- Process and productivity optimisation
- Project Delivery
- Project Management
- Regulatory Compliance
- Risk Governance
- Risk Management
- Sales Management
- Salesforce
- Service Delivery
- Stakeholder Engagement
- Stakeholder Management
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Strategy Execution
- Superannuation
- Team Building
- Team Leadership
- Wealth Management
- Workforce Planning
Jane Lucas Summary
- Jane Lucas, based in Sydney, NSW, AU, is currently a Head of Client Services at Findex. Jane Lucas brings experience from previous roles at AMP. Jane Lucas holds a Master's degree in Marketing/Marketing Management, General @ Macquarie Business School. With a robust skill set that includes Business Ownership, Business Strategy, Business Transformation, Change Management, Client Experience and more. Jane Lucas has 1 emails and 1 mobile phone numbers on RocketReach.
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