Anton Scholte Email & Phone Number

Adelaide, Sa, Au

Adelaide, South Australia, Australia

The Wilderness Group is the largest Outdoor Adventure Education organisation in South Australia, providing: * School camps to most schools in Adelaide, * Tourism products, * Disability services, and * Running an RTO offering quality Outdoor Adventure Education courses for the industry.

Adelaide, South Australia, Australia

Secretary of the Burnside Hockey Club - Business Committee

Adelaide, South Australia, Australia

ACHIEVEMENTS• Providing office stability during chaotic first few months due to lack of structures, processes and staff knowledge.• Providing timely advice documents in a highly challenging environment.• Management of Paraplanning team.• Providing iterative process improvements in collaboration with all stakeholders.

Adelaide, South Australia, Australia

RESPONSIBILITIES• Focusing on Insignia Financial's in-house Wealth Central financial planning software, a client-focused skin over Xplan.

Australia

Volunteering to drive further improvements in the company's diversity and inclusionFocusing on the multicultural aspect and belonging

44 Pirie Street, Adelaide Sa 5000

Shadforth - Insignia's High Net Worth Financial Planning company RESPONSIBILITIES• Working closely with 2 Financial Advisers providing a continuous high volume of compliant and on-time SoAs, while also supporting the other 20+ Financial Advisers within VIC-SA.• Development of suitable strategies, preparing advice for Paraplanning. ACHIEVEMENTS• Stepping up during substantial Paraplanning workflow backlog by writing a substantial amount of SoAs myself.• Active involvement & communication regarding process improvement projects (10X, Associate Adviser Process Map).• Culture advocate, Member of IOOF Diversity & Inclusion committee.

Level 1, 10 Greenhill Road, Wayville Sa 5034

Financial Planning firm (self-licensed) RESPONSIBILITIES • Working closely with each of the 10 Financial Advisers providing a continuous high volume of compliant and on-time SoAs incorporating a wide range of strategies, complexities and products.• Supporting the Client Services Team with any queries and always looking to improve processes in order to work together more effectively.• Supporting the Investment Committee and Insurance Committee.• Member of the IT Committee.• Process improvement projects. ACHIEVEMENTS• Continuous achievement of 10 SoAs per month, incl. development of suitable strategies.• Outsourcing on average 10 SoAs per week.• Completion of various process improvement projects, including company- wide SoA text, flow chart templates, paraplanning guides, quality assurance checklist. BROAD EXPERTISE IN:• Cash Flow• Debt Management• Taxation & Entity Structures• Non-Super Investments• Superannuation, Retirement Planning & SMSF• Personal Insurance• Estate & Succession Planning

Adelaide, Australia

DutchSA Registered as Australian Netherlands Chamber of Commerce (South Australia) Incorporated Association, DutchSA is a volunteering based not-for-profit organisation, since 2010 providing a forum for professionals in South Australia with a Dutch background or affiliation. DutchSA organises business and social networking functions for members and professional relations and supports economic development and relations between The Netherlands and South Australia. ​To this extent DutchSA is working closely with local Australian businesses, organisations, government, Dutch and Australian Chambers of Commerce, ​the Dutch Embassy and Consulate in Australia and The Netherlands.

Level 1, 170 Greenhill Road, Parkside Sa 5063

Financial Planning & Accounting firm (self-licensed) RESPONSIBILITIES• Supporting the Strategic Advisers by being the 2nd port of call for clients, attending client-facing meetings, developing strategies, writing advice documents and seeing implementations through to completion.• Timely production of compliant SoAs and RoAs, covering the following areas/strategies: cash flow, debt, salary packaging, taxation, ownership, business structures, investments, super & SMSFs, UK & US pension transfers, contributions, TTRs, pension income streams, Centrelink & DVA, personal & business insurance and estate planning. ACHIEVEMENTS• Consistently reaching targets of 10 SoAs per month (including implementation).

Level 1, 185 Fullarton Road, Dulwich Sa 5065

AMP Paraplanning Team based in Adelaide RESPONSIBILITIES• Timely production of compliant SoAs and RoAs for Financial Planners servicing their clients across various AMP networks.• Consistently reaching revenue targets of $12,600 per month.• SoAs and RoAs covered the following areas/strategies: cash flow, debt, salary packaging, taxation, investments, debt, super, contributions, TTRs, account based pensions, personal insurance, Centrelink, estate planning.• Supporting and training Junior Paraplanners in the team.

Level 1, 185 Fullarton Road, Dulwich Sa 5065

Industry-leading program developing new Financial Planners (AMP Financial Planning) ACHIEVEMENTS• 10-week intensive Financial Planner training course in Sydney.• Practical experience attaining new clients, providing advice, implementation of the advice in line with thorough process and compliance requirements.

Level 1, 110 King William Road, Goodwood Sa 5034

Boutique financial planning firm (Hillross Financial Services) RESPONSIBILITIES• Timely production of compliant SoAs and RoAs• Working in a joint venture with an accountancy firm• Creation of advice strategies and risk needs analyses• Asset allocation templates• Advice document templates• Implementation of financial advice• Client services ACHIEVEMENTS• Production of compliant advice documents and implementation of financial advice during the firm's continuous high-pressure workflow and company nomination for Hillross National Advisory Firm of the Year.• Successful integration of systems and templates with new COIN financial planning software to substantially enhance workflow efficiency.

Adelaide, Australia

Adelaide head-office of national financial planning dealer network(owned by Challenger and later by AXA/AMP) RESPONSIBILITIES• Timely production of compliant SoAs and SoAAs for Financial Planners servicing their clients within the dealer network.• Maintenance, development and coding of dealer network-wide Xplan SoA template. ACHIEVEMENTS• Proven productivity of 3 or more SoAs per week with an approval rating of 100% and compliant with Genesys' standards and turn-around time.

Adelaide, Australia

Boutique web design and online advertising firm were: RESPONSIBILITIES• Selling websites and online advertising to SME businesses• Cold calling and attaining new business appointments• Sales & marketing strategy development• Developing customer relationships• Account management ACHIEVEMENTS• Consistently exceeded KPIs (3 sales or $5,000 per week)• Achieved highest sales per month• Attained largest volume sale in the history of the company through my professional approach and excellent customer relations• Development and implementation of marketing/sales strategy that resulted in a significant improvement in client relationships and a dramatic and sustainable increase in sales for the company

Adelaide, Australia

National direct sales firm representing Optus RESPONSIBILITIES• Selling phone & Internet services• Team management• Leading sales team to reach company targets ACHIEVEMENTS• In my 1st month I was number 1 sales rep in SA.• In my 2nd month I was promoted to Team Manager.• In my 3rd month I led my sales team exceeding expected company targets by 15% and was recognised number 1 Team Manager nationally.

Amsterdam Area, Netherlands

Techxx is an IT company in Amsterdam (and Microsoft Partner) specialising in workflow management, document management and imaging. RESPONSIBILITIES• Development/maintenance of various workflow systems for KPMG and Wolters Kluwer• Development of a document management system for city councils• Development of an intranet product• Development of an e-learning website for the University of Liverpool DEVELOPMENT TOOLS USED• ASP.Net, ASP, XML• Microsoft Visual Basic, VB-script• Microsoft SQL Server• Microsoft Exchange Server• Microsoft Outlook, Word, Excel

Bachelor’S Degree, Bachelor Of Science (Bsc) In Business Mathematics & Computer Science

In 1998 I attained my Bachelor of Science in Business Mathematics & Computer Science in Amsterdam, The Netherlands. Theme: Modeling (.

Continuous Professional Development (Cpd) Program, Financial Planning And Services

Fpa Associate Member - Continuous Professional Development (Cpd), Financial Planning And Services

Be recognised for your high professional standards. The FPA Associate membership is designed for financial planners, those on their way.

Self Managed Super Funds (Smsfs) Program, Financial Planning And Services

In 2016 I attained Kaplan's SMSFs program. Kaplan Professional’s Self Managed Superannuation Funds (SMSFs) program is designed to provide.

Amp Horizons Academy Financial Adviser Program, Financial Planning And Services

In 2013 I had the privilege of successfully undertaking AMP Horizons Academy's 10-week intensive Financial Planner training course.

Adfs(Fp) - Advanced Diploma Of Financial Planning, Financial Planning And Services

In 2011 I attained my Advanced Diploma of Financial Planning, after gaining my Diploma of Financial Planning in 2008 and becoming RG146.

Microsoft Certified Professional, Software Development (It)

In 2001 I became a Microsoft Certified Professional (MCP) and gained 3 of the 4 exams to become a Microsoft Certified Solutions Developer.