David Trayanovski Email & Phone Number

Melbourne, Victoria, Australia

Taking an active part in the advice process with various senior planners within the firm; from joining initial consultations, to contributing in strategy development and implementation. This required solid and effective time management skills, as well as allowed the development and acquisition of further research skills. • Help develop materials for client meetings, including financial reports such as cash flow and tax analyses, insurance reviews and retirement projections• Accompany advisers to client and prospect meetings to hone presentation and communication skills• Assist clients with implementing financial planning and investment recommendations• Review portfolios and assist in recommending alterations in client accounts• Contribute ideas that enable us to continually improve our service offerings to clients and our efficiency and experience as a team

Kew

Working closely with both the Clients Services and Adviser teams; and stepping into various tasks as needed, from drafting File Notes to assisting with creation of internal employee HUB. Required to be adaptable, open to learning new processes and motivated in order to deal with the needs of the company.• Check client files for compliance issues along with assistance of ad hoc projects• Assist with FDS and Opt-in requirements using WorkSorted as well as updating client information• Replying to clients via phone /email, along with answering basic client inquiries and requests for information.• Administrative tasks (Writing File Notes, preparing implementation documents) • Assisting with preparing for client appointments and plan presentation activities as well as Fact Find File notes, BID notes and SoA request document creation• Making leads calls to potential and dormant clients on behalf of the firm/advisers

Melbourne, Australia

• Assist with preparing for the company audit• Check client files for compliance issues• Assist with FDS and Opt-in requirements• Assist with Worksorted and updating client information• Enter data excel spreadsheets• Replying to clients via phone /email • Answering basic client inquiries and requests for information• Basic administrative tasks (filing, preparing client forms and applications) • Assisting with preparing for first appointment and plan presentation activities• Assistance of ad hoc projects.

Eltham

Melbourne, Australia

Assessor for the no interest loan program run by the not-for-profit Carers Victoria. Interview and assesses a wide range of applicants from diverse backgrounds, draft and propose recommendations to finance team, and provide general administrative support. Assisted successful applicants with responsible budgeting, including drafting budget plans.

Melbourne, Australia

Administrative role within a documentation management consultancy company. File management (of confidential and private/highly sensitive information), data entry, database management and general administrative work. • Planning and implementation of large-scale education financial records reorganization, including refiling and update of student and teacher records, and creation of document destruction procedures. • Digitization project supporting the Australian College for Emergency Medicine and Austin Hospital.