We partner with small to medium retail businesses and provide them with the tools to sell gift voucher, as well as deals and offers online. In addition, we offer marketing support and promotion via our own social media profiles to help boost awareness and sales for our partner business.

Web Design and Online Marketing - Assist clients with all aspects of their Online Marketing needs, including:- Website design and implementation;- Email marketing;- Identification of appropriate Social Media tools based on the businesses target market;- Facebook Fan Page Design;- Creation of Linkedin Profile;- Set up of Twitter account;- Implementation of other Social Media tools including Youtube, Myspace, Flickr, Foursquare etc- Consolidated management of social profiles.

As the head of Digital Marketing my role is to:- Build and develop a Digital Marketing Solution that can be delivered to existing and future customers;- Assist clients with all aspects of their Online Marketing needs, including: - Website design and implementation; - Email marketing; - Develop integrated online marketing campaigns; - Social Media marketing: content creation, profile & reputation management; - Pay Per Click (PPC) advertising; - Implementation of customer loyalty solutions.

• Conducting client appointments;• SoA preparation;• Strategy development;• Lead generation / business development; and• Seminar presentations to prospective clients.

As a boutique licensee with more than 40 Authorised Representatives across the East Coast of Australia HNW Planning is currently undertaking a rapid growth phase.As this change has occurred my role has developed and expanded to accommodate this growth. As a result I now fill the following roles:Development Officer• Working with new and experienced financial planners to help them grow their business;• Helping our Corporate Authorised Representatives to take advantage of licensee and supplier services to help streamline their business;• Mentoring of Mortgage Brokers new to financial planning;• Meeting with business leads to discuss our licensee offer and its suitability to their business needs; and• Exploring and presenting ideas and opportunities to help planners grow their business.Financial Adviser• Conducting client appointments;• SoA preparation;• Strategy development; and• Lead generation / business development.Compliance Manager• Conducting compliance audits;• First level compliance assistance for our adviser network;• Development and maintenance of compliance programs; and• The development of licensee processes and procedures to ensure that they meet compliance requirements.

• Conducting client appointments;• SoA preparation;• Strategy development;• Lead generation / business development;• Seminar presentations to prospective clients;• Staff management; and• Practice management.

March 2005 to July 2006 – SoA Consultant• Identify training opportunities for aligned businesses, and develop training program solutions;• Identify and provide practical solutions to SoA efficiency opportunities;• Training of Paraplanner Academy participants on AdviserCentral (Visiplan) software, SoA Construction and written advice;• Team liaison with AdviserCentral developers to assist in usability enhancements from an SoA preparation perspective; and• Convert leads to sales of training programs.October 2004 to February 2005 – SoA Coach• Provided follow up training assistance to advisers on AdviserCentral to ensure initial training resulted in practical usability within their practice; and• Developed leads for the Paraplanner Academy based on assessments of further training requirements.January 2004 to September 2004 - Paraplanner• Preparation of Statement of Advice;• Plan vetting; and• Involvement in comprehensive ongoing training program.

• Preparation and implementation of client strategies;• Plan preparation;• Conducting client review meetings;• Prospecting and developing client base;• Conducting client seminars;• Completing application forms;• Liaising with fund managers and underwriters;• Client servicing; and• Case managing individual clients insurance claims.

• Preparation and research of financial strategies;• Research of financial products and services;• Portfolio construction and blending;• Strategic asset allocation;• Compliance and auditing of existing plans;• Training and development of graduates:• Presentations to advisors regarding new and existing investment strategies; and• Liaising with external fund managers regarding performance.