Generation Life specialises in Investment Bonds, Tax effective investment streams, Annuities, Funeral bonds and Children's bonds.Speak to me regarding:- Saving for retirement- Alternatives for Superannuation- Tax effective strategies in the transfer of wealth- Providing children with a financial head start- Help with aged-care benefits and pensions- Options for higher income earners- Saving for funeral costs

Point of contact for AIA life/TPD/Income Protection/Trauma & health insurance related queries. Advocate for health, life, wellbeing and vitality. Helping financial advisers with product knowledge and assisting with quotes, implementation and claims. Providing support and guidance to advisers to help increase business opportunities. Facilitating meetings with internal and external stakeholders. Providing one on one and group training sessions to enhance the AIA… Show more Point of contact for AIA life/TPD/Income Protection/Trauma & health insurance related queries. Advocate for health, life, wellbeing and vitality. Helping financial advisers with product knowledge and assisting with quotes, implementation and claims. Providing support and guidance to advisers to help increase business opportunities. Facilitating meetings with internal and external stakeholders. Providing one on one and group training sessions to enhance the AIA product and how it can be beneficial to clients. Keeping abreast of regulatory changes and industry trends to ensure consistency across the advice network. Show less

Helping everyday Australians achieve their financial goals and dreams. Providing advice on Budgeting, Insurance, Superannuation, Managed investments, Retirement planning, Tax savings and more.

Helping our customers to achieve their goals and dreams has always been a passion of mine. I'm proud to be able to provide advice to clients in the following areas; Retirement Planning (Allocated pensions and annuities)Tax minimisationCentrelink StrategiesSuperannuation & Defined Benefit fundsManaged FundsPersonal Insurance (Life, Total & Permanent Disability, Trauma & Income Protection)

Assisting Financial Planners with initial client appointments, implementation of advice as well as managing ongoing service obligations.

Producing Statements of Advice predominately on superannuation, risk insurance & managed investments using Xplan. Implementing & reviewing insurance & super applications and building client rapport.

Providing general advice on Superannuation & Life risk insurance products including Life, TPD, Income Protection & Trauma insurance.

Office management and filingHelping follow up client requests in buying and selling shares

Generating Statements of Advice on RiskWizGeneral office management.

Assisting our members with the utmost professionalism. Working in the bar and kitchen to serve drinks and food; helped with sandwich preparation, coffee making and cash reconciliation. I also worked at major Golf tournaments including the Masters; particularly the players room to give them exceptional service.