Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
"Big thank you to Peter for his support during 2022. Peter is a problem solver and can provide strategic direction as well as detailed analysis and delivery. Peter did well navigating a large stakeholder group to design and deliver against the problem statements provided.
A great team player it was a pleasure working with Peter and having him support our team."
Adrian Cotellessa, General Manager, Customer Remediation at Commonwealth Bank
"I worked with Peter at the Commonwealth Bank of Australia and recognised Peter for his commitment and customer centricity when acting as a key subject matter expert and delivering one of the main work streams of a major customer remediation project.
Peter’s knowledge of the banking industry helped us shaping the workstream approach. Peter always went above and beyond his role to support and exceed all the stakeholders’ expectations which was instrumental to meet the tight project timelines. I would highly recommend and am looking forward to working with Peter again in the future."
Paulina Drysdale, Executive Manager PMO, Customer Remediation at Commonwealth Bank
"I work with Peter at CBA and have recognised Peter for his commitment and for demonstrating behaviours that helped the project to manage risk. A massive thank you for helping us pull together one of our standard operating procedures. You willingly supported outside your own team and produced a high quality document which we now have signed off and is in use. You've helped us manage our risks and finalise our controls. Always done with a smile on your face. You're a pleasure to work with. Thanks again."
Ben Delorie, Executive Manager Operations at Commonwealth Bank
"I had the opportunity in my role as COO at Retirement Victoria to work with Peter where he led an end-to-end fees for no service review of financial advice for a specific selection of adviser cases. We collaboratively designed the methodology and approach.
Peter constructed the review script and managed a team of RG146 and / or CFP® financial planners to assess these cases which culminated in him presenting an interim and final report to the AFSL leadership, outlining a summary of case assessment outcomes by theme. The report also identified redress due to customers where service could not be evidenced, and a list of compliance recommendations.
Peter's team also subsequently delivered the customer contact activity and managed outcome letters, and payment offers.
Peter illustrated a deep understanding of remediation project operations and financial advice industry compliance requirements. He was able to quickly grasp the challenges of the project and promptly suggested implementation options, reaching out collaboratively to myself and the AFSL leadership and engaging us in making the program a great success.
Peter is a great leader and team player - it was a pleasure to work with him and I am confident he would be a great asset to any remediation program and to any financial services focussed, high performing team."
Zoe Brinsden, Transformational Business Leader, Adviser, Coach and Mentor
"We used Peter and Oceanic Consulting Group for a 3-6 month piece of consulting work at AIA in 2021. The problem involved understanding and recommending improvements to a complex set of data flows that were causing inconsistencies in customer information. Peter and OCG were able to add considerable value by achieving what several others previously had not been able to. They documented comprehensive data maps that have since been relied on by auditors, they identified the root causes of inconsistencies and recommended fixes that would address the issue. We found Peter and OCG easy to work with and their fees were reasonable."
Adam Reid, General Manager AIA Vitality at AIA Australia
"We engaged Peter on a complex program of work at AIA Australia across a 6 month period in 2021. Within weeks of commencing, Peter was able to drill down into the problem and had already identified ways to address. Peter was required to work with many departments and different stakeholders in a challenging WFH COVID environment, however still achieved the desired outcomes.
At the end of the program, Peter provided a comprehensive report which included process maps, a detailed understanding on a range of matters and his recommendations.
With his broad skillset, I would highly recommend Peter for any analytical, project related or remediation type of work in any business unit."
Elroy Hamilton, Commercial Manager, Corporate Transactions (M&A) at AIA Australia
Copyright © 2022 Resolve Evolve - All Rights Reserved
By using this website, you agree to our use of cookies. We use cookies to provide you with a great experience and to help our website run effectively.