John Caldwell CFA, GAICD

Questioner
DISC Type : c

General Manager Distribution & Marketing at Australian Unity Wealth

Melbourne, Victoria, Australia

Overview

John is a seasoned commercial leader with over 25 years of experience in financial planning, strategic analysis, and building high-performing teams. He currently serves as the General Manager of Distribution & Marketing at Australian Unity Wealth. His career includes senior roles at Kinetic and nearly 15 years in institutional finance as a Managing Director.

Outside his corporate career, John is a passionate entrepreneur in the health and wellness space. In 2016, he co-founded Absolute Health & Performance, a center focused on personal training and allied health services. He frequently advocates for the benefits of strength training, particularly as it relates to aging well.

While a senior leader in finance, he co-founded a successful health and performance business that has served over 5, 700 clients.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Systematic

It is quite likely of them to ask for pricing or other concessions.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Commercial Leadership
Has over two decades of experience leading commercial teams, renegotiating key contracts, and driving revenue generation in diverse industries like finance and transport.
Wealth Management
His current role as General Manager at Australian Unity Wealth centers on distribution and marketing for their wealth and capital markets platform.
Strength Training
Co-founded Absolute Health & Performance and actively promotes strength training as essential for health, performance, and counteracting the effects of aging.

Media Appearances

John has no verified media appearances

Work History

10-2024
General Manager Distribution & Marketing at Australian Unity Wealth
1-2022 - 4-2023
Head Of Commercial at Kinetic
10-2021 - 1-2022
Transition Manager at Kinetic
2-2016
Co Founder, Director at Absolute Health & Performance
5-2009 - 3-2015
Managing Director at Mitsubishi UFJ Securities International

Education

Education details unavailable from Australian Institute of Company Directors
Graduate Diploma in Applied Finance & Investment from FINSIA

More Information

Social Presence :

Prographics :

Exp : 18 Location : Melbourne, Victoria, Australia Job Level : Senior Designation : General Manager Distribution & Marketing at Australian Unity Wealth
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from John

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will John move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can John take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And John

Personality Compatibility


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