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Work Background
Engage Practice ManagmentDirector - Practice Management
Nov. 2024Sydney, New South Wales, Australia
EOS WorldwideProfessional EOS® Implementer
Nov. 2024
Profile Financial ServicesChief Executive Officer
Oct. 2021 - Nov. 2024Sydney, New South Wales, Australia
Profile Financial ServicesGeneral Manager
Nov. 2019 - Sep. 2021Sydney, Australia
Profile Financial ServicesHead Of Operations
Mar. 2018 - Nov. 2019Sydney, Australia
Pitcher PartnersHead of Advice
Jan. 2017 - Jan. 2018Sydney, AustraliaAs Head of Advice for the Wealth Management division of Pitcher Partners, Lena worked with Advisers and Accountants to ensure excellence in advice and service to a comprehensive range of clients, from high net wealth individuals and their families through to self-funded retirees. She is also responsible for strategy and business planning and development to expand the Pitcher Partner Wealth Management business.
K&R Consulting Pty LtdDirector
Sep. 2014 - Sep. 2019Sydney, AustraliaK&R Consulting Pty Ltd operates in the FMCG market, specialising in the wholesale importation of alcohol and food.
National Australia BankManager, Licensee Value Propositions
Aug. 2013 - Aug. 2016National focusAs the Manager of the Licensee Value Propositions team in Advice Partnerships, Lena focused on the value five aligned advice Licensee brands provide to our aligned advice businesses. Regardless of the size of the business or its stage in the business life cycle, Lena works to intricately align the values and goals of Licensees to the business owner to the client experience and outcomes.
National Australia BankPractice Development Manager
May. 2010 - Aug. 2013As a Practice Development Manager, NSW for MLC, Lena focused on assisting business owners to manage and grow their financial planning practices. Regardless of the size of the business or its stage in the business life cycle, Lena works to intricately align the values and goals of the business owner to the client experience and outcomes. Lena successfully applied her depth of expertise in Practice Development to this role to win the 2013 PDM of the Year Award.
VariousVarious Financial Services and management positions
Jan. 1999 - May. 2010Over the early years of Lena's financial services career, she focused on operational and change management roles in private practice followed by relationship development and sales management roles at institutional level. She has been a Director and Adviser of her own Financial Planning firm and helped build specialist Licensee service offerings tailored to Adviser and client needs. The businesses she has worked in and with cover the spectrum of financial planning models from own AFSL businesses, a listed company, a second tier accounting firm and an institutionally owned Dealer Group. Lena’s career areas of special interest include both personal and business insurance advice, succession strategies and change management from acquisition.
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