Mandy Bailey

How do you describe what you do?

I lead multi-site Client Delivery teams, driving service excellence, performance, and strategic outcomes. I manage resources, develop talent, and ensure alignment with Consumer Duty, delivering high-quality financial planning support.

What's next for you professionally?

I am working towards The Mastering Leadership Accreditation with The Institute of Leadership

What's the best piece of advice you've ever been given?

Seek forgiveness and not permission

What's an experience with a client that's stuck with you?

Unfortunately, we had a client who was being scammed out of a lot of money but believed the adviser and our organization were the scammers. His close friend visited the office one day and asked for help, so I spoke to the police.

How did you start off in your career?

I was a mature student and about to graduate. My friend who was an adviser with Edward Jones needed admin support so I thought I would help out for a few months, 17 years later!

What's your area of expertise?

I enjoy helping team members develop and problem solving

Where do you get your inspiration to embrace what's next?

I enjoy the challenge and the excitement of change

What's your favourite thing about your role?

Aside from the people the feeling I have made a difference

What's next for you personally?

My youngest daughter has just got married and my eldest daughter's wedding is next year so more wedding planning.

When you're not at work, what's your favourite thing to do?

I love to dance and attend dance fitness classes