Coaching and advising individuals and families to;- Define, plan for and achieve their financial goals- Invest and build wealth tax-effectively- Optimize their use of superannuation and debt-reduction strategies - Protect their family and business from unforeseen events using insurance protection strategies, where appropriate- Ensure appropriate estate planning strategies are put in place to protect loved ones Coaching and advising business owners to;- Develop a… Show more Coaching and advising individuals and families to;- Define, plan for and achieve their financial goals- Invest and build wealth tax-effectively- Optimize their use of superannuation and debt-reduction strategies - Protect their family and business from unforeseen events using insurance protection strategies, where appropriate- Ensure appropriate estate planning strategies are put in place to protect loved ones Coaching and advising business owners to;- Develop a business plan to achieve their business goals- Identify and mitigate against potential business risks- Develop business succession plans, and ensure appropriate insurance strategies are in place to protect against the unforeseen loss of business owners or key persons Show less

Training financial advisers on the use of Coin Financial Modelling Software

- Constructing financial plans for clients, covering superannuation & SMSF strategies, wealth accumulation, tax planning, debt reduction and insurance strategies.- Attending meetings with the Senior Financial Planner to assist with communication of strategies & plans

Head office role, constructing financial plans for the adviser network of Hillross Financial, vetting of financial plans, developing and updating financial plan templates, providing adviser training on the use of financial planning software (Visiplan etc)

Superannuation funds administration; including processing superannuation investment switches, rollovers, contributions, withdrawals & other superannuation fund administrative requests