Chris Holcombe Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

Melbourne, Australia

Shroogal is a digital start up financial services and advice solution. I am responsible for the analysis and design of digital advice processes in areas such as Personal Insurance, Superannuation and Estate Planning to provide best practice, compliant solutions to the market.

Melbourne, Australia

Responsible for the management and growth of key institutional accounts by delivering technology platform solutions. Engagement at multiple levels including head office, dealer groups and practices to facilitate the effective implementation of IRESS Wealth Management products to achieve businessefficiencies, sales and compliance outcomes.

Provided detailed strategic risk advice for a range of new clients and ongoing management of existing client accounts.Cultivated and managed referral relationships with Accountants, Accounting Practices and other referral partners.Provided technical and referral resources for general Advisers in the business.Was a joint venture partner with a number of.

Melbourne, Australia

I provided quality technical strategy and investment advice for a range of new clients and ongoing management of existing client accounts.I managed the implementation of investment accounts and insurance policies including an in-depth knowledge of the risk and underwriting process.I mentored Administration and Paraplanning team members for role.

Melbourne, Australia

I managed a team of 8 Paraplanners and Administration staff to ensure efficient and effective delivery of services to Advisors and clients.Managed workflow from advice process through to ongoing review and management of clients.Responsible for the design, implementation and ongoing maintenance of workflow management system through the Visiplan software.

Melbourne, Australia

Responsible for providing Financial Planning documentation for both initial and review advice to a team of 5 Advisors.Provided technical and strategic assistance to Advisers in relation to complex financial planning strategies including structural, superannuation (inc. SMSF), centrelink, insurance, cashflow and gearing.Designed and implemented technology.

Melbourne, Australia

Responsible for the implementation of technology platforms into Financial Planning practices to maximise productivity across the the network.Trained both new and ongoing users of Financial Planning technology platforms.Responsible for the ongoing management of practice technology platforms.Evaluated and tested of new technology platforms for Financial.

Bachelor Of Commerce (Bcom), Financial Planning

Education record