• Compare providers and prepare proposals for insurances, superannuation, and investments.• Support the strategy with documents and research to fulfil the compliance requirements.• Prepare advice documents such as Statements of Advice and Records of Advice ensuring compliance with industry regulations regarding financial advice.

• Understand the objectives of the clients, conduct financial research, analyse cash flow, insurance, and superannuation funds, and finally create the strategy in the best interest of the client.• Research existing and potential products in order to prepare the most appropriate recommendation for a client in an advice document.• Compare providers and prepare proposals for insurances, superannuation, and investments.• Support the strategy with documents and research to fulfil the compliance requirements.• Prepare advice documents such as Statements of Advice and Records of Advice ensuring compliance with industry regulations regarding financial advice.

• Collect and organise financial information and determine clients’ short-term and long-term goals.• Research existing and potential products in order to prepare the most appropriate recommendation for a client in an advice document.• Compare providers and prepare proposals for insurance, superannuation, pension and investments products• Develop the most appropriate financial planning strategy for the client based on the goals and objectives.• Prepare advice documents such as Statements of Advice and Records of Advice ensuring compliance with industry regulations regarding financial advice.• Review advice documents and assist in meeting compliance requirements

I provided academic support to finance students in subjects such as Treasury and Portfolio Management, Financial Risk Management, Advanced Managerial Finance, International Finance, Applied Economics, and Security Analysis and Portfolio Management.

My main role was the procurement of material and equipment for the construction of the projects in charge.

I was involved in identifying and planning the processes of the organization reviewing their effectiveness, identifying opportunities for improvement and developing action plans.I managed the quality management system and the activities related to it such as the control of changes in the documentation, the analysis of work measurement and the internal audits.

Duties:• Analyse the processes of the organization and their effectiveness.• Review the compliance of the improvement actions of the processes.• Control the changes in the system documentation.• Perform the control of records of the processes.• Others assigned by the director of process management.