▪ Maintain up to date knowledge of industry and regulatory developments and support internal and external stake holders in the development of new efficient policies and procedures.▪ Helped review and create and implement a system review and implement solutions aimed at streamlining processes and increasing the productivity.▪ Delivered a greater level of control and oversight by driving automation, implementing tools, and delivering projects.▪ Working in close partnership with the Practice Principal, whilst being responsible for leading and developing a high-performance team in all functional areas.▪ Engage and manage all internal and external stakeholders and be proactive in developing relationships throughout the business.▪ Helped to unite two separate aspects of the business (Accounting and advice) to an understanding of the financial planning/accounting / financial services industry.▪ Undertake quality consultative conversations with clients to understand their needs and provide strategic holistic advice▪ Assist clients with complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands.▪ Key Achievements ▪ This role allowed me to develop my leadership skills, with both internal and external stake holders.▪ Consistently high compliance and audit scores ▪ Consistently exceeded client and peer feedback scores

▪ Manage an ongoing advice book of 50 plus clients and conducting interviews to determine client financial goals and objectives and develop strategic advice to support clients to achieve financial goals ▪ Respond to customer enquiries and provide clarification on services and financial products ▪ Prepare advice documents using Advice software XPLAN ▪ Collaborate with a team of professionals to deliver business targets and service standard goals ▪ Support clients from diverse financial backgrounds to navigate through Australia investment and fund management options ▪ Maintain industry currency of global and domestic financial markets through ongoing professional development and research ▪ Foster and build relationships with key internal and external stakeholders Key Achievements ▪ Consistently high compliance and audit scores ▪ Consistently exceeded customer feedback scores

▪ Conduct interviews to determine client financial goals and objectives and develop strategic advice to support clients to achieve financial goals ▪ Respond to customer enquiries and provide clarification on services and financial products ▪ Collaborate with a team of professionals to deliver business targets and service standard goals ▪ Support clients from diverse cultural backgrounds to navigate through Australia investment and fund management options ▪ Maintain industry currency of global and domestic financial markets through ongoing professional development and research ▪ Foster and build relationships with key internal and external stakeholders Key Achievements ▪ Currently ranked 13th in BT Financial Group (130 Financial Planners) ▪ Recipient of ‘Business Partner of the Month’ Award (Several times) ▪ Consistently exceeded targets for sales and customer feedback scores