Leads Morningstar’s advisor practice management strategy by consulting with financial advisors, developing growth and productivity frameworks, creating thought leadership, enabling distribution teams, and delivering workshops, webinars, and coaching. The role helps advisors improve client acquisition, segmentation, staffing, succession planning, operational effectiveness, and retention while connecting advisor needs with Morningstar’s broader investment, research, marketing, and product capabilities.

Leads Morningstar Australia’s practice optimisation proposition for financial advice businesses. Provides consulting on client value propositions, investment philosophies, pricing, growth, scalability, succession planning, mergers and acquisitions. Develops thought leadership, represents Morningstar at industry events, partners with behavioural insights teams, and creates a Train the Trainer program for the managed portfolio sales team. The role is Sydney-based, nationally focused, client-facing, and requires extensive domestic travel.