Benjamin Brick Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

- Assisting Advisors in drafting Statements of Advice and preparing reports for clients- Attending new client and review meetings with the Adviser, taking detailed notes of discussions- Preparing meeting agendas, drafting follow-up emails to clients summarizing discussions and action items, and ensuring post-meeting notes are accurately recorded- Collaborating with Advisors, clients, and stakeholders to ensure timely implementation of strategies, maintaining a proactive approach to addressing client needs- Supporting Advisors in delivering comprehensive wealth management solutions to meet the ongoing needs of clients, in alignment with our client service offering.

Melbourne, Victoria, Australia

Providing high-level administration support to financial advisors, responsibilities include: - Preparing SoA and RoA documents - Implementing various strategies relating to investment, insurance, super, pension, and retirement. - Ensuring all compliance documentation is accurate and up-to-date in internal systems and for retail platforms - Managing the advisors’ diaries and sharing responsibility for the scheduling of all client meetings. - Liaising with clients, advisors, and other service providers to achieve objectives. - Assisting in the maintenance and improvement of the business’s internal workflows.Managing the business’ offshore administration support team.Managed the integration of ongoing fee agreements and notice of intent forms into internal systems, ensuring compliance with the updated ASIC regulatory guidelines.

Melbourne, Australia

Case assessor working within a financial services firm’s remediation program relating to inappropriate financial advice, responsible for: - Investigating, analysing, and validating financial documents within client cases, making assessments as to whether the documents met legislative requirements and compliance standards. - Navigating diverse financial systems throughout the file-building and case analysing process.

Melbourne, Australia

- Primarily assisted with accounts payable processes.

Melbourne, Australia

- Installed and serviced smoke detectors in residential properties

Melbourne, Australia

- Supported a variety of auction operations.

Melbourne, Australia

- Delivered food services within a private hospital.

Melbourne, Australia

- Door-to-door gas and electricity sales to residential customers.

Melbourne, Australia

- Gas and electricity tele-sales to residential customers

Graduate Diploma In Financial Planning, Financial Planning And Services

Bachelor'S Degree, Banking And Financial Support Services

Bachelor'S Degree, Economics

- International Exchange Program