Adele F. Email & Phone Number

Brisbane City, Qld, Au

Brisbane, Queensland, Australia

In addition to my core responsibilities as Phone Adviser, I have participated in the Super Insider Podcast episode 23 (Ready for Retirement), I am a Committee Member for the Reconciliation Action Plan Group, Vulnerable Members Group, Influencer Group Cohort 2.Travel to regional NSW and Qld for outreach, education and assistance for vulnerable members of the Fund.Strategies recommended include, Retirement income Streams, Contributions, Investment strategy, Complex Defined Benefit Accounts, Consolidation ART/QSuper, insurance needs analyses. All Statements of Advice self prepared on midwinter.

Personal Advice for Clients on Contribution strategies, Investment profiling and Insurance within Energy Super. All contacts and SoAs executed through Xplan and Salesforce.Meetings conducted via phone and face to face. Secretary for the ESIFS research council 2020-2021

Brisbane, Australia

Phone Advice provided for Salary sacrifice, Investment strategy, Insurance, DB to Accumulation and lump sum contributions. Tools used on XPlan: WealthSolver, Xtools, Salary Packaging tool and Advice Creator. Responsible for whole process including prep, Conducting appointments, Paraplanning, dispatch and Client queries.

Brisbane Area, Australia

Part of Member Relationship Team @ QSuper responsible for proactively contacting members to provide General Advice and education on their Superannuation. The focus is on enhancing the member experience and ultimately guiding them towards their retirement goals. Topics discussed include salary sacrifice, contributions, caps, investment portfolios, insurance etc. Sales techniques used to drive business to QInvest and LoanFinder including benefit statements and positioning of advice.

Leadership of team, management of data and reporting for team. Work allocation rostering for staff. CRM advanced find reports for staff KPI's.

Brisbane Area, Australia

Busy Financial Planning Practice (over 8,000 SoA's despatched in 2011) Assisting Clients with queries regarding Statement of Advice, Despatching SoA's, LoA's, Assisting with QSuper forms, Managed funds, Insurance, Third party queries with other funds on behalf of Clients, Invoicing on Xplan, Assisting Advisers with queries, Adhoc queries

Brisbane, Australia

Client Relations position taking calls from Clients and placing orders in IRESS for Equities and Options. Also involved in QR National (Aurizon) IPO. General Client relations responsibilities such as Account Opening, Organising payments for Clients and other Adhoc queries.

Mackay, Queensland, Australia

Canterbury & West Coast, New Zealand

Teaching English to speakers of other languages. Mentor to students.

London, United Kingdom

Global Equity Derivatives - Trade Confirmations

London, United Kingdom

London, United Kingdom

Graduate Diploma In Financial Planning, Financial Planning And Services

Distinction in Insurance and Legal and Economic Context for Financial Planning.

Bachelor Of Commerce - Bcom

Applied And Professional Ethics

Financial Adviser Exam, Pass

Education record

Tv And Movie Scene Writing Workshop

Screenwriting Story And Structure

Screenwriting 101 With Chris Reed

Playwriting And Screenwriting