• Commenced as Financial Planner in April 2015, and promoted to an Advanced Financial Planner role within 5 months of commencing with the company.• Part of the launch team for new Westpac initiative, providing full video based advice to clients in regional Australia. Been part of a team that has grown from 5 to 15 financial planners in a 6 month period.• A strong focus on doing the right thing by the customer, and providing holistic financial advice. • Providing advice in the areas of personal superannuation, investments and savings plans, investment portfolio construction, retirement planning, budget and cash flow planning, debt management, Centrelink benefits and risk management.• A strong ability to understand the current financial scenario of the clients through skills developed throughout business career. This ability leads to being able to create financial plans that meet their needs. • Being able to present tailored financial plans for solving clients' situations in a manner that they engage with and understand. As a result, being able to assist the client in creating, implementing and reviewing their long-term goals.• A focus on client education, and bringing them on the journey. • Consistently meeting high performance targets since joining organization.• Assisting partners within the Westpac business to reach their wealth targets through mentoring, training and guidance. Been part of the team charged with devising strategies to better target and reach new clients.

• Commenced as Financial Planner in April 2015, and promoted to an Advanced Financial Planner role within 5 months of commencing with the company.• Part of the launch team for new Westpac initiative, providing full video based advice to clients in regional Australia. Been part of a team that has grown from 5 to 15 financial planners in a 6 month period.• A strong focus on doing the right thing by the customer, and providing holistic financial advice. • Providing advice in the areas of personal superannuation, investments and savings plans, investment portfolio construction, retirement planning, budget and cash flow planning, debt management, Centrelink benefits and risk management.• A strong ability to understand the current financial scenario of the clients through skills developed throughout business career. This ability leads to being able to create financial plans that meet their needs. • Being able to present tailored financial plans for solving clients' situations in a manner that they engage with and understand. As a result, being able to assist the client in creating, implementing and reviewing their long-term goals.• A focus on client education, and bringing them on the journey. • Consistently meeting high performance targets since joining organization.• Assisting partners within the Westpac business to reach their wealth targets through mentoring, training and guidance. Been part of the team charged with devising strategies to better target and reach new clients.

Was employed at Jigsaw in November 2012 in a dualist role, assisting with both qualitative and quantitative research teams. Initially working alongside senior researchers, development in the role over the course of my time there saw me become largely autonomous with management of key accounts a major component of day to day operations. Client management was at the forefront of this role, working both internally to ensure delivery to client expectations and also directly engaging with clients to ensure satisfaction. • Leading qualitative research unit with focus on training staff in engaging with individuals, and filtering and deciphering relevant information• Managed and owned the relationship of a portfolio of clients, identifying their business issues and research requirements• Drove sales and produced revenue from within existing and new clients• Led innovative research techniques within the banking and wealth space, which subsequently provided clients a greater understanding of their target audience• Was a vital information source and trusted advisor for a number of banking and finance clients, specifically within wealth generation and retirement• Developed expert skills in engaging with and conducting qualitative research and analysis• Lead presentations with both new and existing clients• Managed a range of qualitative research projects from scoping through to instrument design, recruitment, fieldwork, technique application, analysis, reporting, client presentations and debrief• Led research groups and defined outcomes from results

• Was primarily responsible and delivered customer satisfaction, concept development and evaluation, market segmentation, program evaluation and customer engagement studies• Developed and launched Colmar Brunton’s new ‘Your Community’ Product in 2010. This involved extensive research into available online tools, design of research tools to effectively meet the needs of the business. Subsequently lead the project management with web designers and developers to deliver the product on time and within budget• Established and drove the corporate knowledge of online communities, including company-wide training sessions, mentoring and sales assistance• Wrote research proposals and quotations, as well as managed tender processes specifically for Government clients.• Drove margins by designing profitable research solutions and managing internal and external resources within budget

Employed as a research assistant, working with senior researchers to facilitate research projects on behalf of unions and other high profile not for profit organisations. Selected Accomplishments:Assisted in quantitative projects, including data analysis with SPSS, basic and in-depth topline reporting, final data analysis and reporting, and presentations. Assisted in qualitative projects, including attending and reviewing focus groups, analysis of focus groups, report preparation and presentations.Assisted with the administration of qualitative projects involving client management, list compilation, recruitment organisation, venue arrangement, incentives management and travel arrangements.Supported the research team with quantitative projects including survey creation and overview, online survey management, data generation and analysis, quality control and both topline and final reporting.Trained and proficient in SPSS software.Been involved in online over-time and real-time focus groups, and their analysis.Written research proposals and quotations, as well as being involved in tender processes.Provided support to the research director, to ensure accurate reporting and presentation.Managed research teams ISO20252 requirements.

NegotiationStakeholder management