Anna Davis Email & Phone Number

Australia

Brisbane, Queensland, Australia

Assist the AFG BDM's with support in recruiting and business development within the Brisbane Portfolio.Provide ongoing support to new and existing brokers. Ensure that the signup process runs smoothly and assist brokers with all things AFG - accreditation, software, training, marketing, cross sales and general administration.

Brisbane, Australia

To effectively manage the state office and support staff and provide support to the Adviser team for the implementation and ongoing management of client portfolios. To encourage teamwork; create a culture of productivity that promotes an effective, smooth-running firm, with the highest quality and consistent service standards to both internal and external clientele of Centric Wealth.

Brisbane, Australia

To oversee and manage the Brisbane Client Service Team to deliver high quality client relations on behalf of the adviser teams by being the first point of contact for client and external adviser enquiries, taking responsibility for monitoring client workflow and service delivery to completion; problem-solving on behalf of clients and co-ordinating team activities and deliverables, to allow the advisers to focus on client-facing activities.To encourage teamwork; create a culture of productivity that promotes an effective, smooth-running firm, with the highest quality and consistent service standards

• Front desk receptionist support• Administrative support to the Principal Adviser• Coordination and organisation of client meetings• Introduction and set-up of Visiplan• Preparation of letters of advice • Annual review preparation• Ad hoc report preparation • Set up of new client accounts (Managed Funds)• Ad hoc administrative work

Fns40815 Certificate Iv In Finance And Mortgage Broking

Diploma Of Management, Women In Management

Completed a diploma of management

Advanced Diploma Of Financial Services (Financial Planning), Financial Planning And Services

Diploma and Advanced Diploma of Financial Services

Diploma Of Financial Services (Financial Planning), Financial Planning And Services

Diploma and Advanced Diploma of Financial Services

Bachelor Of Commerce (Bcom), Accounting And Finance

Activities and Societies: University Games - women's and mixed touch football team Bachelor of Commerce

Education record

Education record