Providing wealth and lifestyle planning for business owners and professionals so they can feel confident they can get to where they want to go, sooner, regardless of what life has in store. If you want to know how to retire happy and with more money let's chat. Call me on 604 833 0348.
Professional Experience
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The Lifestyle ProtectorCurrentFinancial ArchitectWealth and lifestyle planning for business owners and professionals. Building confidence so you can get to where you...read moreWealth and lifestyle planning for business owners and professionals. Building confidence so you can get to where you want to go, sooner, regardless of what life has in store.
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MYER2005Direct Marketing Manager
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Direct Marketing specialist2008CRM DirectorIn December 2000, I moved to Sydney, Australia to work for Wunderman, a subsidiary of Y&R. Wunderman is one of the...read moreIn December 2000, I moved to Sydney, Australia to work for Wunderman, a subsidiary of Y&R. Wunderman is one of the largest direct marketing firms in the world focused on data-driven relationship marketing, strategic consulting and online services. As I use to say, "everything from TV to T-Shirts." Important clients included Citibank and Weight Watchers.
In March 2004, I moved from Sydney to Melbourne, Australia and continued the work in the direct marketing field working with organizations like Torque launching Myer's loyalty program MYERone, Telstra Wholesale, Ford Motor Company Business Centre and, of course, Wunderman.
Strategic creative driven by customer data insights continues to be a particular passion. -
Marketing and advertising specialist2000Marketing Manager and Account DirectorIn July 1996, after obtaining a marketing diploma, I made the switch from professional accounting to marketing....read moreIn July 1996, after obtaining a marketing diploma, I made the switch from professional accounting to marketing.
The client service and project management skills I had developed in my years with Ernst & Young served me well.
My first role was with Clear Communications, a challenger telecoms brand in Auckland, New Zealand. I worked first in product development and then in strategic marketing. My analytical and data skills were paramount to assisting in the development of the company's first customer segmentation model (leading edge stuff in 1996 given computing and data capture were still relatively new). The information was used to create customer insights to improve promotional targeting and to maximise company profitability.
Part of my strategic role with Clear was managing the strategic relationships with our advertising agencies and after a number of restructures at Clear, in 1998, I took the opportunity to move agency side with Leo Burnett in Auckland.
A key client was AMP New Zealand and a key project was the launch of a new on-line bank. Again, leading edge stuff in 1998. The project helped me refine my direct marketing skills and my strategic branding skills. After the extremely successful launch, the NZ team was shifted to Australia and I was head hunted to another agency.
Fit is an important consideration when choosing a role. The agency that I was head hunted to wasn't a fit for me. I was then introduced by a former colleague at Leo Burnett to Wunderman Sydney's Managing Director and made the shift to Australia in December 2000. -
Business planning1996Business planning specialistIn August 1992 I left Ernst & Young to work for Radio New Zealand. A client of E&Y. The radio industry was going...read moreIn August 1992 I left Ernst & Young to work for Radio New Zealand. A client of E&Y. The radio industry was going through deregulation and I worked with the CEO assisting in various projects including feasibility studies of different radio stations. She was also the person to encourage me to consider marketing.
After a 6 month contract I moved to another E&Y client, New Zealand Dairy as their business planning manager. I was the bridge between the accounting team and the marketing team working on new market and new product development projects. We also developed the company's first strategic plan. A significant win was project managing the settlement of a significant supplier dispute that resulted in new plant & equipment for the company to develop new products for local and foreign markets.
Having never tried "pure accounting", I was offered the opportunity to work as the financial manager at Tegal Foods. My career had been projects and analysis, not monthly reporting. A good experience but when the opportunity to shift to Clear Communications appeared, I was delighted to make the shift in my career in marketing and continue using my project management skills. -
Ernst & Young1992Chartered AccountantStarted as an Accountant and was promoted to Senior Manager throughout my 8 years with Ernst Young.read more
I qualified...Started as an Accountant and was promoted to Senior Manager throughout my 8 years with Ernst Young.
I qualified with Ernst & Young in London, Ontario. I shifted to Ernst & Young in Mississauga and finally, in 1988, to Ernst & Young in Auckland, New Zealand.
Project manager of various assignments and clients. I was fortunate in my years with Ernst & Young Auckland to work on various business consulting assignments and mergers & acquistion due diligences.
I took a leave of absence in 1989 to travel and work in the UK. - show more...
Activity
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Lynn Williams posted a discussion:Who do you know that is a business owner/CEO of a company with $1million or more in revenue that wants to grow?
On Monday, 7 May 2012 from 5 to 7pm I have the opportunity to attend an event at the Vancouver Club and invite a guest or two. It's a private function and the event title is "How... see more Who do you know that is a business owner/CEO of a company with $1million or more in revenue that wants to grow?
On Monday, 7 May 2012 from 5 to 7pm I have the opportunity to attend an event at the Vancouver Club and invite a guest or two. It's a private function and the event title is "How to achieve 10x's growth and push the boundaries of your bottom line." It's an event for business owners/CEOS of businesses that have companies with revenues of more than $1million and believe they'd benefit from meeting and potentially learning with their peers (other CEOs of similar sized companies).
If you do and you think they'd be interested in attending, I'd be happy to meet them prior to 7 May (if I don't know them already) and share a little more about what I know to see if they're interested. And, to invite them to the event.
Thanks, Lynn1 year ago -
Lynn Williams posted a discussion:We had an excellent discussion about how to find new customers. Here were the top tips from Monday's meeting ...
- Networking and face-to-face meetings
- Blogging with good SEO to drive traffic to website
- Email campaigns using simple messages to prospects
- Incentivizing employees
It... see more We had an excellent discussion about how to find new customers. Here were the top tips from Monday's meeting ...
- Networking and face-to-face meetings
- Blogging with good SEO to drive traffic to website
- Email campaigns using simple messages to prospects
- Incentivizing employees
It was such a great topic we thought we might continue the theme next week. Hope to see you on Monday at 7.30am at The Buzz Cafe in Yaletown.1 year ago -
Lynn Williams posted a discussion:We're excited to kick start the week! Come join us for a conversation worth having that makes a difference to your week and your business ... http://bit.ly/KickStart_12Mar121 year ago
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Lynn Williams posted a discussion:Thanks Craig Addy for a wonderful concert last night. Great experience! http://craigaddy.com/1 year ago
- Marilyn Anderson, Kenton MacDonald-Lin, and Bonnie Sainsbury like this.
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Lynn Williams posted a discussion:Hi, Does anyone have a contact for someone at Send out cards? Thanks for letting me know. Cheers, Lynn1 year ago
- See 5 more comments...
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Monika Becker Hi Lynn,
I sure do: My friend's name is Donna Snell and her email is donnasnell@gamil.com. Her phone number is 604.258.9168. Say hello to her if/when you end up talking to her.
Cheers,
Monika1 year ago -
Alexander Potter Hi Lynn, Contact member Doug Moore... he'll be able to help you....1 year ago
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Craig Addy Hi Lynn,
Shawn Bearman
604-716-6166
I know she is out of town Friday to Sunday, so call her soon if this is at all urgent.
Craig1 year ago -
Monika Becker Sorry, Lynn, I spelled the email address wrong. It's donnasnell@gmail.com (not gamil.com). Bye for now,
Monika1 year ago -
Sandy Chernoff Hi Lynn,
I am a contact...I can sell it to you if you are interested or give you more information about it as I use it regularly.
Sandy1 year ago -
Catherine Rocheleau Lynn Janice Porter is another contact janice@janiceporter.com1 year ago
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Janice Porter Thank you so much Catherine for the shout out. I just contacted Lynn.
1 year ago -
Douglas Moore Hey Lynn, I have a SOC membership and can help you if you are still looking. I sendt a separate message with my credentials.1 year ago
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