Anton Scholte work email
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Anton Scholte personal email
The Outdoor Adventure Education industry, what a buzzLoving that I can combine my business acumen with my love for the outdoors. Current responsibilities:- 2IC of HR- Head of Compliance & Risk Management- 2IC of IT- 2IC of Administration I'm still passionate about my previous career in Financial Planning, but I'm loving my current adventure. Previous areas of expertise:- Cash Flow & Debt Management- Wealth Creation, Tax Planning & Business Structures- Investment Management- Superannuation & Retirement Planning (incl. SMSF)- Centrelink, Department of Veterans' Affairs (DVA) & Aged Care- Risk Management- Estate Planning & Succession Planning For fun, I'm a big sports fan and prefer spending time with my young family enjoying the great outdoors.Additionally, I love immersing myself in the arts of cinema, music and philosophy.
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AssociateSa Wealth GroupAdelaide, Sa, Au
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Business ManagerThe Wilderness Group Sep 2023 - PresentAdelaide, South Australia, AustraliaThe 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.
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SecretaryBurnside Hockey Club Dec 2022 - Dec 2023Adelaide, South Australia, AustraliaSecretary of the Burnside Hockey Club - Business Committee
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Senior Paraplanner & Paraplanning Team LeaderCount Adelaide Apr 2023 - Sep 2023Adelaide, South Australia, AustraliaACHIEVEMENTS• 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.
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Business AnalystInsignia Financial Mar 2022 - Apr 2023Adelaide, South Australia, AustraliaRESPONSIBILITIES• Focusing on Insignia Financial's in-house Wealth Central financial planning software, a client-focused skin over Xplan. -
Team Leader - Diversity & Inclusion (D&I) Multicultural - Data Research & AnalysisInsignia Financial Aug 2021 - Apr 2023AustraliaVolunteering to drive further improvements in the company's diversity and inclusionFocusing on the multicultural aspect and belonging
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Associate AdviserInsignia Financial Jun 2020 - Mar 202244 Pirie Street, Adelaide Sa 5000Shadforth - 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.
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Senior ParaplannerFinsec Partners Pty Ltd Jan 2017 - Jun 2020Level 1, 10 Greenhill Road, Wayville Sa 5034Financial 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 -
TreasurerDutchsa - Australian Netherlands Chamber Of Commerce Nov 2017 - Jul 2019Adelaide, AustraliaDutchSA 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. -
Associate Strategic Adviser360Private Wealth By Design (Self-Licensed) Jan 2015 - Jan 2017Level 1, 170 Greenhill Road, Parkside Sa 5063Financial 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). -
Senior ParaplannerAmp (At Licensee Adelaide Head-Office) Oct 2013 - Dec 2014Level 1, 185 Fullarton Road, Dulwich Sa 5065AMP 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. -
Financial PlannerAmp Horizons (With Amp Financial Planning Licensee) May 2013 - Oct 2013Level 1, 185 Fullarton Road, Dulwich Sa 5065Industry-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.
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ParaplannerLeedam Sheppard & Associates (Hillross Licensee) Mar 2009 - May 2013Level 1, 110 King William Road, Goodwood Sa 5034Boutique 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.
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Junior ParaplannerGenesys Wealth Advisers (At Licensee Adelaide Head-Office) Jan 2007 - Mar 2009Adelaide, AustraliaAdelaide 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.
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Account Manager / Business Development ManagerThe Empress Marketing Sep 2004 - May 2006Adelaide, AustraliaBoutique 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
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Sales Representative & Team ManagerAustralian Cable & Telephony Apr 2004 - Sep 2004Adelaide, AustraliaNational 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.
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Software DeveloperTechxx May 2000 - May 2003Amsterdam Area, NetherlandsTechxx 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
Anton Scholte Skills
Anton Scholte Education Details
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Hogeschool Holland (University) In Amsterdam, The NetherlandsBachelor Of Science (Bsc) In Business Mathematics & Computer Science -
Financial Planning And Services -
Fpa - Financial Planning Association Of AustraliaFinancial Planning And Services
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Financial Planning And Services
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Amp Horizons AcademyFinancial Planning And Services
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Financial Planning And Services
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Microsoft CorporationSoftware Development (It)
Frequently Asked Questions about Anton Scholte
What company does Anton Scholte work for?
Anton Scholte works for Sa Wealth Group
What is Anton Scholte's role at the current company?
Anton Scholte's current role is Associate.
What is Anton Scholte's email address?
Anton Scholte's email address is an****@****.com.au
What schools did Anton Scholte attend?
Anton Scholte attended Hogeschool Holland (University) In Amsterdam, The Netherlands, Kaplan Professional, Fpa - Financial Planning Association Of Australia, Kaplan Professional, Amp Horizons Academy, Kaplan Professional, Microsoft Corporation.
What are some of Anton Scholte's interests?
Anton Scholte has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Environment, Science And Technology, Disaster And Humanitarian Relief, Arts And Culture, Health.
What skills is Anton Scholte known for?
Anton Scholte has skills like Strategic Financial Planning, Smsf, High Net Worth Individuals, Business Process Improvement, Superannuation, Financial Advisory, Wealth Management, Retirement Planning, Investment Strategies, Income Protection, Pensions, Debt Management.
Who are Anton Scholte's colleagues?
Anton Scholte's colleagues are Paul Katranis, Umberto Catalano, Christopher Vounasis, Bradley Broad, Yanni Alexander Zabanias, Trisha Diloy, Angelo Patsilivas.
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