OUR EXPERTISE

 

Succession Planning

  • Business Structures
  • Business Sale Preparation
  • Business Integration

Business Growth

  • Licensee Due Diligence
  • Sales Management
  • Professional Alliance Partners
  • Client Cross-Sell
  • Client Referrals
  • Marketing Planning
  • Brand Building

Client Value Proposition

  • Fee and Service Offering
  • Transition to Fee for Service
  • Client Segmentation and Profitability
  • Sales Management
  • Professional Alliance Partners

People and Culture

  • Staff remuneration
  • Organisational Structure
  • KPI / Performance Management
  • Client Service Training

CONTACT US

Postal Address
PO BOX 517
Paddington, Qld 4064

Anne Fuchs -       0411 568 669
                                                    info@pinnaclepractice.com.au

Anne Fuchs

In her role as a Management Consultant with Pinnacle Practice, Anne has provided consulting services to businesses such as Financial Wisdom, Infocus Money Management, MLC Advice Solutions, MAP Funds Management and the Association of Financial Advisers (AFA).

 

Prior to going out on her own, Anne Fuchs worked in Senior Business Development and Practice Management roles providing strategic business planning advice and coaching services with groups such as RetireInvest, Infocus Money Management and Tandem Financial Advice.

 

She has also been responsible for the day to day management and profitability of ING owned financial planning businesses and the salaried advisers and support staff within them across Brisbane and Regional Queensland.

 

Anne joined the industry in 1997 working for Bankers Trust Australia in Sydney in their Adviser Services Team.  From there she moved into a Business Development role for BT Financial Group in Queensland.  She has also worked in London as a Business Development Associate for Colonial First State.

 

Anne has a Bachelor of Arts in Politics, the ASFA Superannuation Management Certificate and has undertaken the Macquarie Graduate School of Management Executive Leadership Program.  Anne is currently completing her Advanced Diploma of Financial Services (Financial Planning).