Parkhill Financial Group is a boutique financial planning business based in Canberra.My responsibility was to provided holistic financial advice to the firms clients.

Diversa is an ASX listed financial services company. My role was to assist with the annual renewals of the Diversa Group Life and Group Salary Continuance Pools. I was also involved with managing new insurance applications and insurance claims from the Group Insurance Pools and superannuation funds administered by Diversa.

McGrath Clarke is a boutique financial planning practice based on the Northern Beaches in Sydney.My Responsibility was to provided advice and services to individuals and members of corporate super funds.

Diversa provides essential superannuation, risk and investment management products and services to wholesale clients. These clients include superannuation funds, financial advisers, accountants and fund managers.My responsibilities included the following:• Assist in the drafting, review and production of Annual Reports, Product Disclosure Statements, Forms and Marketing collateral.• Client service calls with regards to investment returns.• Dispute resolution.• Point of… Show more Diversa provides essential superannuation, risk and investment management products and services to wholesale clients. These clients include superannuation funds, financial advisers, accountants and fund managers.My responsibilities included the following:• Assist in the drafting, review and production of Annual Reports, Product Disclosure Statements, Forms and Marketing collateral.• Client service calls with regards to investment returns.• Dispute resolution.• Point of contact for new Group Life offering• Insurance applications and claims• Production of administration procedures.• Website Maintenance.• Support to the Head of Superannuation and the National Sales and Marketing Manager Show less

Ian Lambert & Company is a small Chartered Accountancy business based in North Sydney with a small financial planning client base. Ian Lambert & Company are currently in the process of selling their financial planning clients. I had been employed on a contract basis as the para planner to service clients and generate client reviews until a buyer is found.Responsibilities:• Work closely with financial adviser to develop appropriate strategies and recommendations based on client… Show more Ian Lambert & Company is a small Chartered Accountancy business based in North Sydney with a small financial planning client base. Ian Lambert & Company are currently in the process of selling their financial planning clients. I had been employed on a contract basis as the para planner to service clients and generate client reviews until a buyer is found.Responsibilities:• Work closely with financial adviser to develop appropriate strategies and recommendations based on client needs.• Essentially a servicing planner, being the first point of contact for all client queries.• Preparation of comprehensive Statements of Advice.• Perform client reviews as required.• General Financial Planning administration / Implementation of recommendations• Work within the company’s compliance guidelines and service level agreements. Show less

Guild Financial Services provides comprehensive financial planning services to small business owners and individuals. With a national network of regional offices, Guild provides its clients with a range of value-added services to help meet individual, family and business goals. Guild provides retirement planning, tax strategies, a business risk analysis or personal wealth creation advice.Responsibilities:• Develop and model financial strategies for predominantly High Net… Show more Guild Financial Services provides comprehensive financial planning services to small business owners and individuals. With a national network of regional offices, Guild provides its clients with a range of value-added services to help meet individual, family and business goals. Guild provides retirement planning, tax strategies, a business risk analysis or personal wealth creation advice.Responsibilities:• Develop and model financial strategies for predominantly High Net Wealth clients.• Work closely with financial advisers to develop appropriate strategies and recommendations based on client needs.• Preparation of comprehensive Statements of Advice.• Perform client reviews as required.• General Financial Planning administration / Implementation of recommendations• Work within the company’s compliance guidelines and service level agreements.• Undertake training to maintain Regulatory & Compliance knowledge.Achievements: Enhanced templates to improve efficiency in generating compliant Statements of Advice. Show less

Maintain the para planning work flow spreadsheet and ensure that turnaround times are met.Process software updates.Work closely with financial advisers.Produce Statements of Advice and Statements of Additional Advice ensuring accuracy and quality of advice.Perform client reviews as required..Complete financial modeling and strategy reports.Work within the company's compliance guidelines and service level agreements.Undertake training to maintain Regulatory &… Show more Maintain the para planning work flow spreadsheet and ensure that turnaround times are met.Process software updates.Work closely with financial advisers.Produce Statements of Advice and Statements of Additional Advice ensuring accuracy and quality of advice.Perform client reviews as required..Complete financial modeling and strategy reports.Work within the company's compliance guidelines and service level agreements.Undertake training to maintain Regulatory & Compliance knowledge.Keep abreast of APL/Product Changes. Show less

The Fiducian Group is a specialist financial services organisation established in 1996. Fiducian provides services in Financial Planning, Funds Management and Investment Administration.Responsibilities:Work closely with financial advisers.Produce Statements of Advice and Statements of Additional Advice ensuring accuracy and quality of advice.Complete financial modeling and strategy reports.Work within the companies compliance guidelines and service level… Show more The Fiducian Group is a specialist financial services organisation established in 1996. Fiducian provides services in Financial Planning, Funds Management and Investment Administration.Responsibilities:Work closely with financial advisers.Produce Statements of Advice and Statements of Additional Advice ensuring accuracy and quality of advice.Complete financial modeling and strategy reports.Work within the companies compliance guidelines and service level agreements.Assist other Team Members and complete projects as required.Undertake training to maintain Regulatory & Compliance knowledge.Maintenance and enhancement of text reference material. Show less

Various roles across Trust, Estate, Portfolio Management/Custody and asset administration