Brian Makuluni

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DISC Type : s

Head Of Internal Audit at La Trobe Financial

Greater Melbourne Area, Australia

Overview

Brian is a seasoned audit professional with extensive experience leading teams in the financial services sector, including Banking, General Insurance, and Wealth Management. He has a pragmatic approach focused on customer outcomes and regulatory compliance, and recently earned his Executive MBA from Melbourne Business School.

He has a keen interest in Blackstone and the University of South Africa.

Brian recently completed his Executive MBA with the Class of 2024, an 18-month journey he described as enriching and transformative.

Personality Overview

Procedural

Calm

Slow To Decisions

Their motivation stems from the impact that their decisions can have on the organization.
  They are good and approachable with everyone, internally and externally. They are unlikely to become strong champions as they don't prefer pushing other people.

Topics They Care About

Internal Audit Strategy
As the Head of Internal Audit, he is responsible for the planning and execution of strategic internal audit programs at La Trobe Financial.
Team Building
He has repeatedly posted about exciting opportunities to join and grow the internal audit teams he leads at La Trobe Financial and previously at ME Bank.
Financial Services Compliance
His career focuses on ensuring compliance with the broad range of regulatory requirements across the banking, insurance, and wealth management industries.

Media Appearances

Brian has no verified media appearances

Work History

5-2019
Head Of Internal Audit at La Trobe Financial
5-2019
Head Of Internal Audit at La Trobe Financial
4-2016 - 5-2019
Senior Manager Internal Audit at ME Bank
3-2014 - 4-2016
Internal Audit Manager at Guild Group
1-2008 - 2-2014
Account Director at Deloitte Australia

Education

Education details unavailable from CA (Aus), CA (Z)
Executive MBA from Melbourne Business School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Melbourne Area, Australia Job Level : Mid-senior Designation : Head Of Internal Audit at La Trobe Financial
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Talk about refund and cancellation policy if the need arises
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • If possible, connect them to existing customers

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Avoid saying anything that sounds like a risky proposition

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Brian

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Brian take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Brian

Personality Compatibility


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