Atway Akec Email & Phone Number

575 Bourke Street

• Producing high quality Statement of Advice/Record of Advice documents that meet best interest duty. • Extensive use of Xplan for modelling of various strategies, including developing cashflow projections.• Engaging with advisers on a regular basis in order to better understand the client, their needs, objectives and financial goals. • Peer reviewing. • Contributing to continues improvement. • Generating weekly queue report and circulating the report to managers and wider team. • Meeting Continuing Professional Development (45 hours/ CPD points per annum on KAPLAN).

Footscray, Victoria, Australia

• Training new team members and helping them with their development.• Problem solving and formulating financial strategies. • Producing high quality Statement of Advice/Record of Advice documents.• Extensive use of Xplan for modelling of various strategies and developing cashflow projections.• Preparing and completing financial strategies including investment portfolio rebalance, super contributions, account-based pension, aged care, including Challenger annuities, and down sizer contributions. • Preparing and completing financial strategies suitable for Trusts, such as Minor’s Trusts, Life Interest Trusts, Special Disability Trusts, Workcover Trusts. • Sound knowledge and understanding of Centrelink, including disability, age pension and Department of Veteran’s Affairs entitlements. • Making process improvements to improve work quality and productivity.• Liaising and collaborating with internal and external stakeholders. • Meeting and sometimes exceeding monthly revenue target.• Meeting Continuing Professional Development (40 hours/ CPD points per annum on KAPLAN).

Cheltenham, Victoria, Australia

• Making outbound calls to customers, conducting a thorough needs analysis to find out what's important to the customers’ health insurance and tailoring a specific solution according to their needs. • Taking inbound calls and finding an appropriate solution around the customers’ needs.• Building and maintaining rapport.• Referring customers to other business verticals (Energy & Gas, Tel co, Life & Income Protection Insurance).

Melbourne, Australia

• Contacting prospects via cold calls and emails, establish rapport, understand clients' businesses, identify opportunities, convert sales, manage expectations, co-ordinate product specialists and contract relationships and grow revenue.• Creating and completing 20 new lead calls per day. • Creating and completing 30 new business calls per day. • Ensuring to complete all tasks to achieve daily KPI targets. • Sourcing leads through Salesforce or generating own leads through research.• Maintaining data integrity within accounts in Salesforce.

Melbourne, Australia

• Facilitating the transfer of off market securities and managed funds.• Liaising and following up with financial advisers, internal stake holders and external brokers for the purpose of facilitating the transfer of assets and funds.• Delivering customer service to agreed team Service Level Agreements (SLA).• Managing individual service within team quality and rework targets.• Assisting with continuous improvement. • Participating in operational excellence activities within the team.

Docklands, Victoria, Australia

• Supporting the External Reporting and Assurance, Group Financial Control and Performance Reporting teams in NAB Group Finance. • The role was varied and it involved supporting the teams who provide assurance for external financial reporting (RA and AFR), have responsibility for external financial documents (RA, AFR and quarterly trading updates), and monthly management reporting to Board and Executive Leadership Team. • Project managing team’s deliverables – including establishing monthly deliverables and timetable.• Attending monthly flash meetings where business units discuss their monthly results to gain a better understanding of the business. • Assisting in month end reporting, i.e. helping to link tables in spreadsheets, refreshing HFM Smart-views, following up with suppliers on certain items in the CFO report. • Responsible (with manager) for preparing and delivering of key note within the NAB FY17 AFR (i.e. Net Interest Margin note). • Helped the Group Financial Control team with kick starting the Related Party Questionnaires (RPQ) process – including contacting shareholder services, project managing and updating the receivables tracker.

Belmont

• Provide exceptional customer service, dispensing fuel, operating console, resolve conflicts and cash handling transaction amounts in the range of $500 to upwards of $5000, while ensuring and maintaining cash balances. • Trained and coached new employees by explaining policies, demonstrating use of equipment and providing guidance. • Assist customers with any queries, up selling and cross selling. • Entrusted with opening and closing the store in accordance with site procedures.

Melbourne, Australia

• I interned at Horizons Wealth Management as an Assistant Client Services Officer. • I had the opportunity to attend several client and advisor meetings. • This role was an administrative role and it involved preparing for client and adviser meetings, implementing recommendations and changes. • Ensuring client information is up to date and compliant. • Completing documents and applications, reviewing investments and generating meeting presentations. • Completing compliance documentations including Statements of Advice (SoA), Records of Advice (RoA) and updating client file notes on Xplan.

Provided services to company clientele as a security operative, such as, proactively ensured the safety of patrons, property, assets and merchandise. Liaised with police and emergency services to resolve issues and maintain safety. Issued assistance and first aid to injured persons.

Corio

Bachelor Of Commerce (B.Com.), Economics/ Finance/ Financial Planning

Activities and Societies: Deakin University Student Association (DUSA) member Deakin Commerce Society (DCS) member

Diploma, Commerce

Cert Ii In Security Operations, Security Guarding And Crowd Control