Craig Mcgowen Email & Phone Number

Sydney, New South Wales, Australia

North Sydney, New South Wales, Australia

Sydney, Australia

Barangaroo, New South Wales, Australia

Sydney, NSW

• 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.
• 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.

Sydney

• 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.
• 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.

Sydney, Australia

• 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.
• 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

Sydney, Australia

• 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..
• 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

Sydney, Australia

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..

NegotiationStakeholder management

Aged Care Professional Program, Financial Planning And Services

Accredited aged care financial adviser, able to guide individuals and their families through the challenges and complexities of.

Certified Financial Planner Certification Program, Financial Advice

Advanced Diploma Of Financial Planning, Finance, Competent

Completion of Advanced Diploma of Financial Planning encompassing Taxation Strategies, Estate Planning, Client Engagement and Advanced.

Diploma Of Financial Planning, Finance, Competent

Completed Diploma of Financial Planning encompassing Fundamentals of Financial Planning, Superannuation, Risk Management, and Investment.

Bcom, Marketing And Tourism

Activities and Societies: Ski club, surf club