Carlos Mauleon, Senior Manager Biznex Consulting

Carlos has worked for multiple wealth management sales and distribution net0b42ce1works throughout his career, such as ING, ANZ, AMP and Certitude Global Investments. These enabled him to build solid knowledge of retail channels, financial planning networks, wealth products, sales strategies as well as a well-rounded understanding of the Australian market place trends, opportunities and regulatory landscape. He has in depth understanding of managed funds and alternative investments and has been able to generate sales throughout a broad client base ranging from financial planners, dealer groups, retail and high net worth investors.

Through his career he has identified new business opportunities  formulating campaigns and marketing approaches which resulted in the reactivation of existing clients and new business creation.

Carlos currently provides consulting to financial planning practices to market their capabilities and value add in appealing ways to respective target markets and help them differentiate their propositions. This involves conducting overall business reviews and analyzing their approach and business practices for the discovery of value add initiatives that can assist them in growing their operations.

Carlos enjoys working within a team atmosphere and have acted as team leader in multiple roles meeting challenging deadlines and expectations while initiating projects and leading teams.

He enjoys working with driven and motivated individuals and derives satisfaction from uncovering opportunities and tackling business challenges.


Articles by Carlos Mauleon





Connect with Carlos Mauleon
Connect Here


About Business Connector

Business Connector
The purpose of Business Connector is to be the leading catalyst for better growth and development of the Australian SME sector. We provide tools and knowledge through a broad series of events where people get to come face–to–face with the real experts as well as business networking where people get to create new quality business relationships. Click for more on Business Connector

Check Also

Shaun McGowan |Digital strategist and Entrepreneur

Shaun McGowan is a digital strategist and entrepreneur who has utilised his expertise to grow ...