Recently graduated with a Bachelor of Commerce degree, majoring in Financial Planning and Management. Working as a Financial Planning Associate at Collins Financial Group gives me the opportunity to further progress my expertise in financial advising. I help clients find the subject and medium that best fits their unique lifestyle, and I produce high-quality advice around meeting their short and long-term goals and objectives. My primary responsibility is to assist the Strategy & Advice team in preparing formal research and advice for existing and prospective clients. My specialties include product research, strategy modelling, collaborating with external partners, coordinating and managing client monthly cash flow tracking, advice preparation (SoA's, RoA's, RoNA's), and attending all client advice related queries.