Jenni Erbel (Director)

Jenni has worked in the financial services industry in Brisbane since 1987.

She has run her own training and consultancies businesses, managed both small and large licensees, worked as a financial planner, and managed an APRA regulated superannuation fund.

Currently she is a contract assessor and facilitator for Kaplan and CPA Australia, a responsible manager on a number of AFSLs and 1 RSE licence, and also provides consultancy services to superannuation funds, credit unions, AFSLs and Accountancies firms on compliance, operational risk and business planning.

Her qualifications include Masters of Financial Planning, Bachelor of Business (with Distinction), Bachelor of Commerce, Diploma of Education and Cert IV in Training & Assessment.

Nina Forbes (Director)

Nina has been working in the Financial Services industry since 1989 in various roles that have given her skills and experience as a qualified financial services and business professional.

Areas of expertise include; compliance, financial planning and strategies, ethics, sales, business growth, practice management, aged care and operational excellence.

In addition, Nina has extensive experience in establishing, developing and selling a profitable business as well as holding senior executive positions within large corporations.

Nina’s background and expertise would benefit businesses with practical and theoretical learning in all areas of financial planning as well as running a successful financial planning business.

Her qualification includes Masters of Financial Planning, DFP, Dip Bus, Cert IV in Training and Assessment, Accredited aged Care Specialist

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Robyn Dallas (HR Specialist)

Robyn has 20 years of experience in Human Resource Management and Management predominantly in Professional Services firms including Financial Services, Consultant Engineering, Construction, and Commercial Real Estate.

Her qualifications include a Bachelor of Business majoring in Human Resource Management and Management, and is certified by the Australian Institute Human Resource Institute (CAHRI).

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Testimonials

  • I have worked with Strategic Outsource Solutions and have found their knowledge and hands on experience have resulted in an efficient outcome for us when we were deciding whether to progress down the limited AFSL path or become an authorised representative.

    BENJAMIN WHITEHOUSE, MANAGING DIRECTOR VIDEN GROUP
  • Nola Sexton came highly recommended to our business after an extensive search for a leader capable of revitalising a team, and certainly lived up to those endorsements. Nola’s experience in the Financial Services industry is broad, and her expertise in Practice Operations Management, Recruitment and Staff development is comprehensive, but it is the manner in which she used that experience and skill that magnified the benefits for us.
    Nola recruited actively to rebuild the team, ensuring that the requirements for the roles were fully mapped and documented before commencing the search, through to the contracts being written and induction being implemented. Nola ran the selection interviews in a way that gave us great insight into the relative skills and attitudes of the applicants, and the end result was a highly engaged team with clear targets and a superb client service culture.
    Nola maintained the successful leadership of a very busy team of administrators, within a Corporate licensee environment, in a manner which instilled calm and efficiency. As a vital member of our Leadership Team she always looked for ways to boost the results of not just her own team, but also the broader business. We achieved business growth of 100% plus per annum over several years, and Nola was instrumental in ensuring we were able to support that growth.

    BILL JUSTO, FORMER HEAD of FINANCIAL PLANNING AMP FINANCIAL PLANNING (QLD & Nth NSW REGION)
  • I have known Nina, Nola and Jenni formerly when they assisted me with training, recruitment, HR and compliance services when I worked at Suncorp managing the Corporate Agent channel.

    Currently they all provide services to Kaplan Professional in the areas of facilitating and assessment services across the RG146, Accountants Exemption, DFS and ADFS courses.
    Their practical experience provides invaluable feedback to our students, many of whom are Financial Planners and Accountants alike.

    BRIAN KNIGHT, CEO KAPLAN PROFESSIONAL
  • FINSIA has been utilising the experience and expertise of SOS contractors for the past 18mths in the area of technical writing. We have found their work to be of a very high standard and have always delivered the material within the required timeframe with minimal changes needed. I would recommend them to any RTO, Higher Educator or even Licensee requiring technical articles.

    KYLIE BLUNDELL SA FIN​ , Head of Standards and Education
  • Strategic Outsource Solutions has helped us update and implement our entire HR footprint. A job many small businesses put off but extremely important. Good contracts, documented policies and formalised induction processes – happy directors who can now sleep at night!

    PAUL FORBES, CEO ROBINA FINANCIAL SOLUTIONS