Ciaran Moore Email & Phone Number

Wagga Wagga, Australia

Provide holistic advice across all areas of wealth management, insurance, debt repayment, tax minimization, superannuation, SMSF and retirement planning including Transition to Retirement.Construction of managed fund portfolios taking into account the values of asset allocation and risk profiling using BT WRAP platforms in order to achieve adequate diversification and re-balancing.Training of branch staff outlining the Westpac Wealth offering through weekly presentations on identifying customer needs and any opportunities to assist them in meeting their financial goals.Include Retirement income, capital value as well as cash flow projections based on various forecast returns in order to place my clients in a better position. Preparation of SOA’s utilising the Coin Software and outlining to Para-planners what is required in the Statement of Advice to accurately address client goals.

Hong Kong

Promote various corporate deals as well as dark pool execution across an Asian institutional client base.

Bourke, Nsw

Managed a team of ten staff members and co-ordinated human resources for the North West NSW Region.Managed relationships with large scale Wheat and Cotton Corporate producers, hence gaining physical market soft commodity experience.Oversaw all agricultural chemical supply for 12,000 hectares of Cotton and Wheat cropping as well as the logistics for marketing this physical crop (Ex gin to CIF delivered).Managed internal logistics and inventory control as well as financial budgets for the Region on a monthly basis.

Sydney, Australia

Advised Clients across FX, futures, options, CFD’s as well as Equities and executed a large volume of orders through numerous platforms on a daily basis.Executed hedging strategies for Australian growers and commodity buying groups using FX / futures and options. Extensive (Front and Back - end) work with institutional API’s in order to facilitate high frequency execution for clients trading higher FX volumes ($ 10M - $100M average trade size). Negotiated with liquidity providers for the purposes of Business Development as well as various platforms in order to reduce margins and spreads for institutional clients.Built a large book of clients through sourcing business through cold calls and organic growth.In order to facilitate Institutional execution and service, I assessed various platforms for VPN, API, EA capability as well as flow capability, connectivity and credit solutions. Maintained relationships with investors including HNW’s, retail clients, primary producers and traders as well as importers/exporters.Influenced and motivated dealers in a way that did not require authority to be shown and contributed to overall harmony in a fast paced, high pressure dealing room.

Sydney, Australia

Contacted leads and converted to active accounts trading commodities.Provided recommendations to clients across all commodities based on fundamental analysis.

Worldwide

Achieved a ranking of 880 in the world and 36 in Australia.

Associate’S Degree, Advanced Diploma Of Financial Services, Credit

Authorisation to provide general advice across derivatives and general financial products. Authorisation to provide personal advice.

Fx Module, Pass

Legal Authorisation to provide general advice across all areas of Foreign Exchange.

Bachelor’S Degree, Finance & Economics, Credit

Activities and Societies: Team Leader - University Sports Council.