Bruce Abrahams Email & Phone Number

Paraplanner, 2007 - 2010Working in a team of 8 paraplanners, for 20 financial advisers, providing advice on superannuation and retirement strategies as well as wealth creation and protection. Produced superior Statements of Advice (SoA) using COIN software, particularly individualising each SoA to be clear and understandable while meeting all legal compliance requirements. Later converted to Xplan.Provided proactive recommendations to advisers to amend strategies, based on… Show more Paraplanner, 2007 - 2010Working in a team of 8 paraplanners, for 20 financial advisers, providing advice on superannuation and retirement strategies as well as wealth creation and protection. Produced superior Statements of Advice (SoA) using COIN software, particularly individualising each SoA to be clear and understandable while meeting all legal compliance requirements. Later converted to Xplan.Provided proactive recommendations to advisers to amend strategies, based on experience and knowledge of superannuation, which produce a superior outcome for both clients and advisers - typically from $10,000 up to $100,000 in net retirement savings and/or income over 5 years. Senior Financial Adviser, 2002 – 2006One of a team of salaried financial advisers providing advice on superannuation and retirement solutions.Exceeded business targets each year and ranked in top 5 advisers.Recognised clear distinction between general and personal advice,and provided paraplanners with all relevant information to produce best possible complying plan. Show less

The company designs, administers and offers actuarial and investment advice to corporate superannuation funds for many of Australia’s largest companies. One of a team of salaried financial planners, providing fee-for-service advice to members of corporate superannuation funds, often leaving as a consequence of redundancies.Advised wide range of clients (largest with over $13 million), providing advice on superannuation and wealth creation, often utilising the investment advisory division… Show more The company designs, administers and offers actuarial and investment advice to corporate superannuation funds for many of Australia’s largest companies. One of a team of salaried financial planners, providing fee-for-service advice to members of corporate superannuation funds, often leaving as a consequence of redundancies.Advised wide range of clients (largest with over $13 million), providing advice on superannuation and wealth creation, often utilising the investment advisory division of the company. Show less

1999 – 2000 Financial Planner, Authorised Representative, NRMA Financial Planning1997 – 1999 Financial Planner, Authorised Representative, GIO Australia1993 – 1997 Senior Public Servant, Insurance & Superannuation Commission (ISC), Adelaide, Melbourne and Sydney Offices; various roles including Assistant Commissioner (Regional Liaison), Executive Director Superannuation Complaints Tribunal and Director Adelaide Office.1990 – 1993 Superannuation Consultant and Financial Adviser, SA… Show more 1999 – 2000 Financial Planner, Authorised Representative, NRMA Financial Planning1997 – 1999 Financial Planner, Authorised Representative, GIO Australia1993 – 1997 Senior Public Servant, Insurance & Superannuation Commission (ISC), Adelaide, Melbourne and Sydney Offices; various roles including Assistant Commissioner (Regional Liaison), Executive Director Superannuation Complaints Tribunal and Director Adelaide Office.1990 – 1993 Superannuation Consultant and Financial Adviser, SA Savings & Loans Credit Union Show less

Diploma Of Financial Planning, Financial Planning

Activities and Societies: Certified Financial Planner (CFP) level

Graduate Diploma In Applied Finance And Investment, Applied Finance And Investment

Activities and Societies: Associate of the Securities Institute of Australia (ASIA)

Diploma Of Superannuation Management, Superannuation

Activities and Societies: In conjunction with Association of Superannuation Funds of Australia (ASFA)

Msc, Mathematics Education

Bsc Diped, Mathematics, Physics, Education