Brock Armstrong Email & Phone Number

Melbourne, Victoria, Australia

• Onboarding and assisting advisers and their support staff with any queries• Deliver training sessions and workshops on advice software• Identify and implement changes to business systems and processes• Provide analysis and testing of change requests to be implemented into the system• Co-ordinate data conversion migration projects and data testing• Bulk data updates and maintenance of data feeds.• Engage with key stakeholders on proposed deliverables for projects• Assist in planning and manage phases of the software development lifecycle fo a variety of advice projects.• Involvement in document coding and workflow management• Problem shooting and guiding advisers and support staff on the use of Wealthsolver, Risk researcher, Xtools+ and Wizards to produce correct research and documents via Xplan.

Melbourne, Australia

• Setup/monitor the Interchange cap tracking system.• Work with club sport scientists to setup/monitor Athlete Tracking (GPS) technology.• Liaise with media broadcasters to resolve software issues.• Activate and test the clock system.• Point of call for Match Day Managers and AFL Teams to assist with IT related issues before and during the game.• High club satisfaction results from club surveys.

Melbourne, Australia

Melbourne, Victoria, Australia

• Review of client files to ensure alignment with Operations Risk Management Framework, Supervision and Monitoring Framework and standards of compliance.• Report writing and creation of action plans to help remediate short comings in files and coach advisers.

South Melbourne

Role- Coordinate with the Financial Planner & Associate Adviser the care of 150+ Clients- Preparation of Statement of Advice Documents - Portfolio management- Risk Management Strategies - Superannuation- SMSF's- Estate Planning- Social Security- Compliance - Preparation of Review Documents- Implementation of Statement of Advice Recommendations- Liaison Clients and Third Parties- Portfolio construction- Navigation of Xplan software- XTools Modelling & Projections- Maintenance of Xplan data

Camberwell

Commenced a graduate position in 2011 as a Junior Paraplanner and was soon promoted to Paraplanner.Role- Coordinate with two Financial Planners the care of 200+ clients - Attending Client Meetings- Portfolio management- Risk Management Strategies - Superannuation- SMSF's- Estate Planning- Social Security- Compliance - Prepare RoA's (Review documents)- Implementation of Statement of Advice Recommendations- Liaison Clients and Third Parties- Portfolio construction- Navigation of Xplan software- Maintenance of Xplan data

Hobart, Tasmania

Broker for the worlds largest betting exchange

Hobart, Australia

Graduate Diploma Applied Finance

Diploma Of Financial Services

Bachelor Of Business & Economics, Finance, Marketing, Human Resources Management