Teams at Colonial First State

Provide exceptional customer service to members, advisers and employers by resolving enquiries using multiple systems, escalating issues when needed, and maintaining records. Support team culture through coaching and continuous development while adhering to compliance and quality standards.

Lead PMO financial management and reporting for portfolios, monitor performance, analyse delivery data, maintain project artefacts, support governance, audits and stage-gate reviews, and facilitate RAID management to improve delivery outcomes.

Develop and deliver AI and technology education strategy for financial advisers; design and facilitate workshops, webinars and consulting engagements; create practical content and tools; measure program impact and adviser adoption; build partner and stakeholder relationships to drive adviser productivity and practice transformation.