• Managing daily operation of financial planning practice• Maintaining high compliance standards in line with licensee requirement on both practice and planner level• Client prospecting via a structured referral network • Maintaining ongoing relationship with existing clients and referral partners via regular phone/email contacts and networking events & functions• Providing comprehensive financial advice to private clients• Providing ongoing service to existing clients, assessing changing client needs & objectives and providing necessary recommendations. • Assisting para-planners with market and products research• Liaising with superannuation, investment and insurance providers.• Liaising with other professionals such as real estate agents, solicitors and mortgage brokers.• Implementing advice as required• Assisting para planners with market and products research• Implementing advice as required

• Managing existing client relationships; both private and corporate with high retention focus• New clients prospecting via own network and centre of influence• Taking clients through the advice process and providing comprehensive advice to both private and corporate clients• Maintaining high compliance standards in line with licensee requirement

• Completing Sydney based Horizon training programme (10 weeks), achieving high academic results• Clients prospecting via outbound phone calls using existing client’s database• Taking clients through the advice process and providing advice on the following areas: transition to retirement strategies; superannuation advice, personal insurance advice, debt review and budgeting• Implementing recommended advice as required

• Creating rapport and establishing good relationships with clients via routine outbound phone calls and face to face visits to ensure ongoing business• Identifying and satisfying clients’ needs, objectives and concerns through sound underwriting practice• Negotiating effectively• Clients prospecting via cold calls using existing database and through other means• Creating referral chains through client recommendations• Selling to new clients and servicing existing customers, to lift the base of my sales territory• Providing on-field training to new representatives• Conflict management and complaints handling

• Identifying marketing opportunities• Assisting the director with the development of national marketing communications plans• Developing strategies and implemented a range of marketing activities including radio advertising and organized functions and events• End-to-end execution of marketing strategies including planning, budget management and post implementation review of results• Maintaining and improving relationships with existing clients and stakeholders • Coordinating joint venture with Queensland State Development on various agriculture and regional development projects• Coordinating joint venture with Brisbane city council on various urban development projects• Coordinated call campaign resulted in a 550% increase in sales referrals