Roger Smith
About Roger Smith
Roger Smith is a Team Leader at KPMG Australia, where he has worked since 2021. He has extensive experience in financial advisory roles, having previously held positions at St George Bank, Deloitte, AMP, and BT, and he holds multiple advanced degrees in business and financial planning.
Work at KPMG Australia
Roger Smith has been serving as a Team Leader at KPMG Australia since 2021. In this role, he emphasizes compliance and governance, which has led to improved advisor performance and financial success within his team. His leadership style is recognized for its focus on meeting client needs, and he actively models this approach for his colleagues.
Previous Experience in Financial Services
Prior to his current position, Roger Smith held several roles in the financial services sector. He worked at St George Bank as a Senior Financial Adviser from 2010 to 2014. He also served as a Senior Analyst (Contract) at Deloitte Australia in 2019. His tenure at AMP as NSW Advice Manager - Private Clients lasted from 2019 to 2021. Additionally, he worked at BT in various capacities, including Regional Manager and Project Manager, from 2014 to 2018.
Education and Expertise
Roger Smith holds a Master of Business Administration from the Australian Institute of Business, which he completed in 2021. He also achieved a Master of Financial Planning from Kaplan Professional. Furthermore, he obtained the Graduate Diploma of Financial Planning (GDFP) from FINSIA. His educational background supports his expertise in financial planning and advisory services.
Achievements in Business Strategy
Roger Smith is known for his meticulous approach to establishing new business strategies and process improvements. Notably, he successfully merged four offices into one during 2020, resulting in a 30% increase in client satisfaction scores. This initiative contributed to the profitability of the NSW region during challenging economic conditions.
Background in Advisory Services
Roger Smith began his career in advisory services at Yellow Brick Road, where he worked from 2008 to 2010. His extensive experience in the financial sector has equipped him with a deep understanding of client needs, which he integrates into his advisory style. His approach has set a high benchmark for teams he has led.