Senior Financial Services Professional

Jared
Smith

I am an operations leader dedicated to
automating the future of financial advice.

I specialise in Digital Strategy & Enablement, transforming legacy processes into high-performance digital engines. My track record includes architecting platforms that double customer engagement and significantly reduce advice production time, ensuring businesses are both future-ready and operationally elite.

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Career Spotlight

Select achievements &
career highlights

Critial to the end-to-end development and launch of Zurich Assure, a digitally enabled insurance advice proposition. Implemented scalable automated tools and developed deterministic models, transforming a traditional advice model into a high-efficiency digital engine. This business re-engaged a disconnected, inherited customer base and established a blueprint for growth.

50%
Advice Efficiency Gains
At ANZ, optimised the advice production lifecycle across the planning network, reducing end-to-end SOA production time by 50% through the strategic implementation of the 'Unity' platform.
+40%
Digital Adoption Growth
Championed the national rollout of digital advice tools, leading workshops and peer-advocacy sessions to achieve a 40% increase in digital engagement within the first 12 months.
10x
Reduction in audit issues
Through digital innovation and collaborative development with experienced advisers, we achieved a 10x reduction in audit issues, transforming compliance from a burden into a seamless part of the advice process.

Operational Philosophy

Principles that drive
scalable excellence.

Integrity & Managed Risk
Success is the culmination of character and discipline. I lead with radical transparency, ensuring innovation never compromises integrity. I believe in taking calculated risks; building robust contingency plans that allow the business to evolve within safe, controlled guardrails.
Creative Problem Solving
I embrace creativity as a tool for operational efficiency. By thinking differently and challenging legacy "business as usual" mindsets, I architect digital solutions that solve complex problems and bring a unique, future-focused perspective to traditional workflows.
Collaborative Development
Exceptional operations rely on a culture of feedback. I am receptive to advice, value the wisdom of mentors, and actively seek opportunities to develop myself and my team. I view every critique as a data point for continuous improvement and operational refinement.
Strategic Excellence
High-impact leadership requires a commitment to lifelong learning. I ensure our operational strategies reflect the most current regulatory frameworks and market thinking, holding the entire organization to the highest standards of execution and professional delivery.

Let's Connect

Building the future of advice?

Whether you are looking for an operations leader to scale your business, a digital strategist to architect a new roadmap, or a partner to navigate complex regulatory transformation — I'm ready to help drive those results.

Get in Touch +61 400 903 084