Corinne Jacquin Email & Phone Number

Sydney, Australia

Sydney, Australia

• A home loan is the biggest debt you will ever have- as an eChoice broker, I am here to assist you from the start to the end of this process.• As your trusted mortgage broker, I will provide you with No1 service by going the extra mile for you.• Echoice gives me access to a panel of 25 lenders and I will do my VERY BEST to find you the best possible mortgage you qualify for. • I will ask more questions about your personal & financial situation than the average broker- I will then know what YOU NEED and how to find the best product and best structure for YOU NOW and in the FUTURE.

Perth, Australia

• Conduct quality control reviews on advice documents including advice areas in Superannuation, Insurance, Gearing, Managed funds, structured products such as SMSF, Business Insurance, Defined benefit funds and Centrelink. • Prepared advice documentation (i.e. SOA, ROA) for new and existing clients using XPlan.• Provided high-level coaching to junior staff including developing strategies, and preparing comprehensive and compliant advice documents, in alignment with legislative and Licensee Standards requirements. • Developed essential time management skills and the ability to ensure timely delivery of documentation, reports and ad-hoc client requests.

Ground Floor,33 Herbert Street, St Leonards, Nsw, 2065

• Completed ten weeks of intensive training on financial planning technical knowledge and client engagement skills. • Managed a book of 200-orphaned clients. Liaised with clients by responding to all inquiries and third party staff, as well as appropriately managed client referrals and client information. • Formulated strategy recommendations on Superannuation, retirement, investments and personal insurance. Conducted product research and analysis to support the financial advice by utilising research tools ChantWest and VanEyk. • Undertook all activities associated with implementing advice strategy in strict compliance with AMP Financial Planning policies and procedures, as well as completed all administration associated with the implementation of agreed advice strategy for clients.• Developed strong relationships with clients, involved in five client meetings per week, including fact find meetings, SOA presentation meetings and review meetings.

• Highly autonomous role, as the sole support staff to the Principal Adviser. Completed all requirements of a Practice Manager, Associate Adviser and Administration staff.• Prepared advice documentation (i.e. SOA, ROA, yearly and half-yearly review reports) for new and existing clients using XPlan, submitted to the Principal Adviser for review.• Developed strong communication skills to translate key messages to varying clients and internal/external third parties, as well as to communicate complex financial strategies in a simplified and concise manner.• Liaised with clients by responding to all inquiries, as well as appropriately managed client referrals, client information, and kept clients informed of the status of implementing advice strategy recommendations

Bachelor'S Degree, Bachelor Of Business In Financial Planning

Certificate Iv In Finance And Mortgage Broking, Mortgage Broking

Certificate IV in Finance and Mortgage Broking

Diploma Of Finance And Mortgage Broking, Mortgage Broking, 2016