CURRICULUM VITAE

Name Alistair Service

Address 22 Joseph Street
LILYFIELD NSW 2040
Telephone 0411-693-516
Email alistairservice@y7mail.com

Professional Qualifications

• Fellow of the Australian/New Zealand Institute of Banking & Finance

• Financial Planning & Wealth Creation Unit of Certificate in Financial Markets -
Securities Institute of Australia
• Finance Brokers Licence (NSW) number 3464
• Dealers Representative License - Security Industry (NSW)
• Associate Degree - Bankers Institute of New Zealand

Career Profile

2 IC – SHANE GRANT – REGISTERED BUILDER July 2009 – Present

• Undertook all manner of building/preparatory/maintenance work involved in the

Building industry.
• Liased with electrician, plumber, bricklayer to ensure work was carried out
according to plans.

JEWELLERS ASSOCIATION OF AUSTRALIA LIMITED (JAA) June 2006 – 2009

• Successfully negotiated partnership arrangements with Marsh Insurance to re-

establish JAA Insurance Brokers arm of the JAA.
• Orchestrated and managed the publication of “The Official OPAL Guide to
Sydney”, including coordination of member participation, advertising, and
distribution.
• Introduced new strategic partnerships – Macquarie Collections, Signature
Security Group, Platinum Freight, Australian Air Express and People Telecom –
to the association.
• Organised partnership arrangements with Carbine Media for the creation and
production of the annual Carbine/JAA Year Planner.
• Liaised with ACCC to formulate and develop formal guidelines for jewellery
advertising in Australia, and presented a series of seminars nationally to inform
and educate members.
• Organised gifts (OPAL pendant and OPAL cufflinks) for their Royal Highnesses
Princess Mary and Prince Frederick of Denmark on behalf of JAA OPAL Sector.
After successfully liaising with the palace in Denmark, organised and co-
ordinated the formal presentation at the Prince and Princesses residence in
Copenhagen.
• Sourced and introduced special EFTPOS rates and bank products for JAA
members.
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 • Organised and managed office move for JAA to new premises in Crows Nest.
• Deputised for CEO
• Acting CEO for 3 months while replacement sought – participated in the selection
process.

BILLEXPRESS (Subsidiary of ONQ Group) (NSW) January 2006 – April 2006

• Successfully completed contractual undertaking as the liaison link with

newsagents, to extend the national network for the BillEXPRESS technology
package. The project, now complete, was an adjunct to the e-commerce solution
I commenced at the Australian Newsagents’ Federation (refer second bullet point
below).

AUSTRALIAN NEWSAGENTS’ FEDERATION LTD (NSW) 2000 – December 2005

Business Development Manager

• Successfully contracted agency arrangements with Western Union (a First Data

company) and orchestrated rollout of the Western Union International money transfer
service through selected newsagents nationwide. This was Western Union’s first
foray into the Australian market and the Newsagency network is still an important part
of Western Union’s coverage in this country.
• Conceived, sourced and implemented a national e-commerce solution for
newsagents including “over the counter” bill payment system, prepaid phone card
top-ups, electronic travel tickets and smart card applications. Formed alliance
partnership with key players from finance and technology sectors, and negotiated
contractual arrangements. National rollout to 1,000 members of the ANF completed
December 2003.
• Sourced and negotiated agreement to broadcast live satellite radio into
newsagencies throughout Australia. The newsagents’ own in-store radio is “beamed”
out of Melbourne studios off the Optus Hotbird satellite directly into member’s stores
24 hours a day.
• Negotiated contract with Telstra for commission/rebate system flowing from sales of
Phonecards and Phoneaway cards through members nationally.
• Successfully tendered for ATO contract to distribute/display essential tax forms in
newsagencies nationwide.
• Researched, prepared and presented industry submission on the Postal Bill
Amendment Act to the senate committee.
• Negotiated arrangements with stake holders and implemented ANF Industry
Superannuation Plan for Members and their staff.
• Implemented proper accounting processes by introducing MYOB and establishing
the necessary budgeting, approval and reporting systems including profit centres.
• Formulated and implemented business plans, budgets and cash flow forecasts for
the Board.
• Conducted recruitment and training of staff for projects implemented.

PEMBROKE FINANCIAL PLANNERS LIMITED (NSW) 1998– 2000

Deputy General Manager

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 • Completely re-structured the company’s Victorian operation, which involved sourcing
a new executive for the state, overseeing the move to new premises, recruiting
operations staff, and implementing business plans and budgets.
• Successfully negotiated terms and conditions with 4 senior consultants from National
Australia Financial Management Limited who joined Pembroke.
• Oversaw establishment of Pembroke office (Malvern). Developed and conducted
compliance and sales/marketing training programmes for financial advisers.

BANK OF MELBOURNE (NSW) 1995–1998

NSW State Manager

• Re-organised operation through key staffing appointments/training and development

of business/marketing plans which firmly established the “new bank in town”.
• Trebled branch deposits base to $36 million.
• Wrote $82 million in new lending business for financial year ended June 1996,
exceeding target by $22 million.
• Established ongoing monitoring/review procedures for all problem loans.

BANK OF NEW ZEALAND (N.Z, Fiji & Australia) 1982–1995

• Progress through the bank included responsibilities throughout N.Z. Fiji and Australia.
• Managed the bank’s Training and Development Centre in N.Z. for two years.
• Relocated to Australia in 1986
• Senior Manager Human Resources for Australia (1986 – 1987), responsible for
establishing national staff training programmes, as well as developing and presenting
appropriate credit/lending programmes.
• Pursuing a “hands-on” finance role, from 1987 - 1990 promoted through Branch
Manager, Sydney; State Manager NSW; Chief Manager, Personal Financial Services
Australia.
• A career highlight was introducing the first interest paying cheque account to the
Australian public (the Smarter Cheque account), a key component in revolutionising
the retail banking marketing system.

SKILLS SUMMARY

Professional
• Business Development
• General Management (Banking, Finance, Consulting, Professional Associations)
• Financial Planning and Control
• Marketing and Promotions
• Entrepreneurial Business Development
• Business Consulting
• Industrial Relations and Training
• Board Room/Public Presentations
• Proven Networking Skills

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Technical
• Competency in Windows & Office Professional (Word, Excel, PowerPoint,
Access, Outlook, IE5) & earlier environments
• Competency in a range of electronic banking/finance packages such as MYOB
(V11) and DeskBank

Referees available upon request

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