


1 What do you do at IOOF?
I am a campaign specialist. My role is to manage direct marketing campaigns. Our team communicates the importance of financial advice and provides tools to assist members with their super.
2 Why did you join IOOF?
I wanted to get into the financial services industry, this role was exactly what I was looking for.
3 Tell us about a photo or a piece of junk on your desk? What is it and why is it there?
I have a ten thousand dollar note on my desk. It was given to me as a sign of luck and wealth. I haven’t tried to cash it yet though.
4 When I was five, I wanted to be…
A Chef.
5 My friends would say (I am)…
Friendly, honest and shy.
6 What is your favourite sports team?
Carlton
7 What is your favourite movie?
Good Will Hunting
8 My superstitions are…
If your right palm is itchy, then you will win money…
9 If I didn't live in Melbourne, I’d live…
In Cinque Terre, Italy.
10 What is your favourite quote?
“We tend to forget that happiness doesn’t come as a result of getting something we don’t have, but rather of recognizing and appreciating what we do have.” - Frederick Keonig
Viewpoint
Contents
Newsflash: The Battle Lines Get Drawn: IFSA, FPA, AFA and the Government on fees, commissions and advice
Technical Strategy: Adviser opportunity: SMEs and Family Tax Benefit Part A and B
Technical Strategy: New Income Test Definitions and their impact on popular retirement planning strategies
Technical Strategy: Taxation of Employee Share Schemes
Product Spotlight: New Online Forms for Pursuit Select
Our People
Performance Data