Barton Willis Email & Phone Number

Brisbane, Qld, Au

Brisbane, Queensland, Australia

I came on board with SBB in Paraplanning capacity predominantly to use the knowledge and experience across various Paraplanning functions to help improve the Advice Documentation process and the tools used. This included reviewing advice document templates from not only a technical point of view but also from an aesthetic view. I was required to effectively communicate changes I saw necessary and see these through to implementation. I also had to be a part of driving broader change as the business has gone through a transition period following the departure of the founder of the business. This as been as aspect I have thoroughly enjoyed being a part of creating a vision for the business into the future and helping to plan how we get there.

Brisbane, Queensland, Australia

During my time I worked collaboratively with advisers on strategy and product review with consideration given legislation and AMP policies. I was required to maintain relationships with several advisers managing different ways of going about their work and their expectations all while ensuring timely and compliant outcomes.I was also required to nurture relationships across AMP support services, Retail and Industry Superannuation and Investment product providers as well as various Insurers.There was the expectation of the completion of a minimum of 3 SoAs a week across strategies such as Investment including Gearing and Margin Lending with Direct Equities and Managed Funds, Superannuation, Insurance, Retirement, as well as SMSF including LRBA.There was also the requirement for extensive modelling within XPlan encompassing Cashflow, Superannuation, Investments, Property, Companies, Trusts and Self-Managed Superannuation. As well comparisons and research using XPlan WealthSolver and Risk Researcher.It was also necessary to keep up to date with both external legislative changes and internal policy changes and building those into the SoA process to ensure compliant outcomes for clients and enable the ability to provide the necessary coaching and support to Advisers and Colleagues.

Brisbane, Australia

Developing and managing relationships with advisers to ensure advice documents are prepared in a timely and compliant manner. Outside of the day to day I have enjoyed being involved in projects relating to improving company culture, and helping improve adviser submission quality.

Brisbane, Australia

As mentioned Cavalerie merged with McFillin and here I have taken on a more paraplanning focused role. Again it has been a steep learning curve but I enjoy every part of this. The new workplace gave us the opportunity to get Xplan and complete all the training that Iress provides. In limited time I have used all aspects of the program including:Client Focus and data input,Risk Researcher,Supersolver,All xtools and xtools+ capabilities andIPS.Specific strategies and tasks:Super rolloversInsurance recommendationsInvestment switches including analysis of Managed Funds and Direct SharesRetirement modellingCentrelink modellingTTR modellingCashflow modellingSMSF investment strategy and insurance.Again, being apart of smaller company I have been involved in many aspects of running a Financial Planning business including compliant policies and procedures within the office. This has meant that it is even more important than normal to stay up to date with technical and legislative changes within the industry.Xplan Training Completed:New User - AdviserNew User - Risk AdviceIPSXtools+ EntitiesXtools+ Wealth CreationXtolls+ and Engage

Brisbane, Australia

I joined Cavalerie in April 2013 after completing my studies in October 2012. Cavalerie merged with McFillin and Partners to form McFillin Private Wealth which you can see above. I came to Cavalerie with no experience and was thrown straight in the deep end as I only had a couple of days to learn from the person whom I was taking over. I was required to show a lot of initiative and savvy. This role involved working with a single adviser and covered all tasks across Administration, Client Services, Paraplanning and Adviser Support including:Client Services: Engaging with clients to solve queries and issues, assisting with investment, superannuation and insurance transactions; compliance tasks such as keeping up to date client folders. Adviser Support: Producing meeting folders, implementing tasks from file notes, producing reports using portfolio software, web-based applications and Excel.Paraplanning: Product research including superannuation and insurance, Compliant SoA production and implementation, calculations and strategy development.All within the first 6 months of being in the role.

Sunshine Coast

Bachelor of Commerce majoring in Financial Planning and Accounting

Bachelor Of Commerce (B.Com.), Financial Planning And Accounting

While at USC I completed a Bachelor's Degree majoring in both Financial Planning and Accounting. The culmination of my Financial Planning.

Self Managed Superannuation Funds

Gearing And Margin Lending

Bachelor Of Business, Economics

Began an Bachelor's degree in Economics before taking a year off to work before returning to study Financial Planning and Accounting.

Education record