Ben Basedow Email & Phone Number

Adelaide, Sa, Au

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

Adelaide, Australia

Having worked in the financial planning industry since 1999 within practitioner and management roles, I consider myself fortunate to experience the growth and development of such an important service to clients. This experience has provided the skills to understand what each unique client is hoping to achieve and deliver proven solutions and outcomes whilst explaining often technical concepts in client-friendly language. I provide advice in all areas, including SMSF's, tax (financial) advice, Superannuation, retirement strategies, investment advice, and stockbroking services.

Adelaide, Australia

As Practice Development Manager I was responsible for working with the State Leader and Head of Advice Design to plan and execute state and national objectives that support the strategic growth of Macquarie Wealth Management. The scope of this role included management, monitoring and improvement of advice and adviser productivity, as well as ensuring the business is managing risk and compliance within the robust quality frameworks provided.

Adelaide, Australia

Establishment of new AMP Paraplanning operation in South Australia.Manage Paraplanning team to deliver business results including service standards, quality, unit costs and financial targets.Drive continuous improvement, focusing on process efficiency, quality and work management.Recruitment, development and coaching of team members.Development and delivery of training programs. Ensure team operate within compliance and risk management guidelines.Develop and maintain a culture and environment of high performance and continuous improvement.Work with other parts of AMP to ensure the successful delivery of strategic business initiatives.Collaborative development of and input to financial strategy templates. Develop and maintain ongoing education and training timetables to enable the paraplanners meet their compliance, regulatory and technical requirements.Implement and monitor required people management practices and principles, including Performance Management, Reward and Recognition, OH & S, EEO.Manage resources and expenditure within agreed budgets and effectively plan future HR requirements.Generate new paraplanning business from AMP Financial Planning network.Establish and maintain ongoing business relationships.Develop and manage effective complaint handling mechanism.

Adelaide, Australia

Provide comprehensive advice to clients including,Superannuation, Investments, Self Managed Super Funds, Centrelink advice, Risk Management, Estate Planning and Taxation planning (including Agribusiness).Managing exclusive relationship with the IT Industry Super Fund as the sole key contact for South Australia.Managing exclusive relationship with two other national referral sources.Manage joint venture with an accounting group.Responsible for internal research and Approved Product Lists. A position was held on the Consultum Financial Advisers software enhancement and template committee where advice in SOA construction issues was provided.

Adelaide, Australia

Preparation of strategic Statements of Advice (SOA’s) and Records of Advice (ROA’s) aided by financial planning software Xplan for three senior advisers.Recruitment of paraplanners and support staff.Leadership of the paraplanning team including SOA template enhancement, workflow management, software migration and integration.

Adelaide, Australia

Contract Paraplanning Services was established to provide paraplanning support to financial advisers on a contract basis. The business provided regular ongoing support to at least twelve advisers spanning five dealer groups within metropolitan Adelaide. This venture required superior organisation and effective time management skills.This venture included the management of sub-contractors to undertake paraplanning work during heavy workloads. In addition to the role of a Technical Paraplanner, strong marketing, business and communication skills are paramount in ensuring the success of the business.

Adelaide, Australia

Development of strategic financial plans and reviews aided by financial planning software Llink & Visiplan.Provide technical support to all other advisers in the firm. Dealing with fund managers, including web site access to gain specific product information and quotationsCompleting fund manager application forms.Assisting the adviser in setting fee structures.Limited client advice in absence of the adviser. Software updates in absence of the Compliance Officer/ Practice Manager.Active participation in quarterly compliance and marketing meetings.Development of new innovative strategies.Provide ideas for discussion with the Goldsborough Group Client Panel.Provide advice and ideas to senior advisers in the development of newspaper strategies and Goldsborough Group newsletter articles, marketing campaigns and seminar development.Analyse and interpret marketing data to identifying marketing opportunities

Master Of Business Administration (M.B.A.)

Current

Advanced Diploma Financial Services, Financial Planning

Bachelor Of Management

Bachelor Of Economics

Incomplete