Management Consulting
Strategy| Risk Management | Execution
Management Consulting
Strategy| Risk Management | Execution
What We Do
Helping our clients achieve their vision
We are a independent management consulting firm that works with Australian financial services companies in wealth management. Our consultants work closely with senior leadership to design, plan, execute and deliver on their key strategic initatives.
Businesses need help to advance their strategic initiatives. Often the work cannot be completed as "part of your day job". If it is important, it needs focus, dedicated time and experienced resources. This is where we can help.
Our Services
Management consulting
- Strategic planning
- Target operating model design and implementation
- Governance
- Program and Project Management
- Operational Risk Management
- Advocacy and regulatory liaison
- Independent board directorship
Adrian Kwa B.Comm (Acc) CA
Consultant profile
Over 27 years of experience in Wealth Management. I have worked in wealth for 3 of the 4 major Australian Banks, an ASX listed wealth manager and KPMG Consulting. I have delivered major programs of work in Australia, the United Kingdom and Singapore. A senior leader within advice licensees and wealth.
Our Experience
We have delivered major complex programs of work from design to execution including:
- Strategic advice and planning
- Governance and assurance transformation.
- Launching a High Net Worth offering and rebranding
- Launching a Managed Accounts capability.
- Industry advocacy and policy development.
- Building a multi channel scaled advice and intra-fund advice business.
- Investigations into financial adviser misconduct.
- Advice and service remediation programs.
- Designing target operating models and roadmap for delivery.
- Regulatory investigations and assurance reviews.
- Advisory firm M&A due diligence.
Why Us?
Our consultants combine the experience and professionalism of big 4 consulting firm partners combined with real world industry experience.
Integrity, Performance and Professionalism are our cornerstone values and how we work with you reflects your best interests.
We design and build solutions that work in practice for our client's businesses to achieve tangible results and solve the problems they need help with.
Strategie3 T/A Kwa Consulting Partners Pty Ltd.
Copyright © 2022 Strategie3 - All Rights Reserved. Strategie3 T/A Kwa Consulting Partners Pty Ltd. A limited liability company incorporated in Australia. ACN 658 891 895 ABN 71 658 891 895
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