Financial Planner (Qld/Nsw)
CurrentCompletion of the full financial planning process from initial client meeting to needs analysis, strategy development, Statement of Advice (SoA) presentation, strategy implementation and ongoing review. Strategies dealt with include: Wealth creation, superannuation (accumulation and defined benefits), pensions, personal insurance, taxation, Centrelink, estate planning, aged care.Working with Intra-fund Advice, Member Education and Client Relationship Managers to develop and maintain strong client referral streams.Presenting retirement planning seminars. Adhering to Continuing Professional Development standards as set by the FPA and by the licensee. Maintaining comprehensive knowledge of legislation relating to super, tax, Centrelink and advice.