Ben Palmer Email & Phone Number

Brisbane, Queensland, Australia

Brisbane, Queensland, Australia

Brisbane, Queensland, Australia

Brisbane, Queensland, Australia

Burleigh Heads

Breakaway Finance Group consultants are all committed to assisting clients in a professional and efficient manner and with a wealth of experience are better placed to provide meaningful advice. Our team of professionals share our passion and empathy in helping our clients achieve their financial goals. We are about people and what we can do to help them.The Group has intentionally positioned itself to assist clients with a diverse offering of financial services, which include – Finance & Mortgages, Financial Planning, Personal Insurance, Investment Planning, Retirement Planning, Estate Planning, Debt Management, Superannuation advice, SMSF Compliance & Administration, Accounting, Tax and Realty.As a Financial Planner at Breakaway Finance Group I assist clients from various backgrounds who all have different financial needs, investment horizons and goals and objectives. I work with my clients to guide them towards reaching their goals and objectives. Our business has the expertise in a wide range of areas which is a major reason why clients choose us over our competitors. I take a relaxed and easy approach with my clients to ensure that they have a clear understanding of their roadmap to financial security.

Southport

Responsible for the creation and ongoing management of producing quality Statements of Advice (SoA's). These were of a high standard of compliance and included a vast varying level of difficulty. I enjoyed this role as it gave me an insight into the technical background of products, platforms, providers and overall compliance of the business and industry.As part of my role I worked underneath two senior financial planners, who were able to provide me with ongoing feedback and technical support and information when required. This further helped me build and develop ongoing business relationships with external service providers and clients.

Gold Coast

My current role is 'Assistant Theatre Manager' where I am actively involved in a wide range of duties and management processes of the business. I undertake the daily operation of the centre as well as completing Maintenance, Performance Preparation, Visual Development, Video Editing, Sound Editing and Live Show Productions.I am able to talk to our staff members and external clients on a continual daily basis to ensure we are working with them to achieve their goals. Not only do I attend to our client needs but I am supportive of our staff and wider community.I work closely with the Principal of our school to promote and organise Events and Marketing iniatives which helps drive our success. I also work closely with the Principal of our school to identify and improve areas within the Arts Department and more importantly the technical components of the school's facilities.* Client Service* Administration duties* Providing administrative support to senior staff members* Creation and Implementation of policies & procedures* Creation and Implementation of marketing initiatives* Co-ordination of internal and external events* Creation of new technology implementations

Southport

Producing quality Statements of Advice (SoA's) which are both compliant include a variety of strategies from limited to complex advice. My role allows me to provide feedback and technical support and information to the advisers we work for. Maintain the ongoing business relationship with external service providers and clients. Deliver a high quality of solutions to clients. Research changes to legislation and its' effects on planning solutions & clients. Research products on approved products list for Financial Planners' use.

Gold Coast, Australia

I am the 'Owner' of Lights, Sounds,Disco (L.S.D) which specialises in entertainment services ranging from Lighting & Sound Equipment Setup and Hire to doubling as Full Comprehensive DJ Service for Nightclubs & other venues.

Southport, Gold Coast

Responsible for the daily involvement with clients. Working together as part of a four man team of Assistant Advisors to deliver an appropriate measure for getting them to achieve their retirement goals. Working alongside the Client Manager and Advisors to provide the clients with the best possible solution to helping them meet their goals.Working as an Assistant Advisor, I am able to talk to our clients all day to ensure we are working with them to achieve their goals. Not only do I attend to our client needs but I am supportive of our staff and wider community.I work closely with the Advisors and Client Managers of the company to ensure we are best promoting their needs in the services we provide.* Client Service* Administration duties* Providing administrative support to senior staff members* Creation and Implementation of policies & procedures* Creation and Implementation of marketing initiatives

Harbourtown

I'm currently involved to a large degree within the Bunnings Warehouse business model. I have received over 15 personal customer service achievement awards for my outstanding customer service affiliated actions. I currently work as service desk clerk and work in wide range of service areas inside the business.Working as a service assistant for the mass general public, I've been able to extend my skills to communication with an extended range of varying individuals from differing demographics. It is through my roles within Bunnings, that I believe strongly in people-job fit, and training & development.* Customer Services* Stock fill* Cash handling* Balancing of registers* Staff Management* Staff roster co-ordination* Creation of pricing for the store and its merchandise

Diploma Of Financial Planning, Banking And Financial Support Services, Compliant

Undertook a Diploma of Financial Planning in order to gain RG 146 compliance to be able to work in the financial planning industry. Have.

Bcomm, Finance & Management

Certificate Ii, Computer And Information Sciences, General

Senior Schooling, 8-12