Ebony Young Email & Phone Number

• Build and maintain meaningful relationships with clients, supporting compassionate finances as required• Model financial strategies and prepare advice documents in accordance with compliance standards• Liaise with diverse internal and external stakeholders through verbal and non-verbal channels• Use software such as XPlan, Microsoft Word and Excel to prepare statements and records of documents• Conduct in-depth research on financial strategies and products to boost customer satisfaction• Model financial strategies including superannuation, insurance, trusts, companies and SMSF’s• Maintain accurate documentation and notes on client files to adhere to compliance requirements• Provide advice in accordance with licensee guidelines• Monitor processes to identify weaknesses and areas of improvement and provide consistent feedback• Undertake scheduling, planning, and running strategy meetings with superiors and team

• Conducted research on financial strategies and products to satisfy customer needs and meet client goals• Provided advice within Best Interest Duty and document research and proof in maintained client files• Liaised with internal and external stakeholders to boost business health• Networked with potential clients and referral partners to build stakeholder engagement• Provided personal financial advice and coaching to clients

Western Australia, Australia

• Built and maintain relationships with diverse internal and external stakeholders• Developed efficient and accurate towage schedule• Issued towage invoices to staff• Monitored process rollout including fleet location to ensure schedules were met• Managed receipt and inputting of shipping confirmations prior to towage• Prepared statistical data and reports• Accommodated fleet according to availability

Remote

• Organised, planned, and hosted virtual meetings via Zoom• Undertook training on Advice and Coaching for Millennials• Managed social media channels to boost brand recognition and awareness• Curated content for social media platforms to build stakeholder engagement• Developed financial strategies and product advice to cultivate customer satisfaction

Perth, Australia

• Developed and maintained productive relationships with customers and branch staff• Provided holistic advice and consistent coaching to satisfy client needs and assist in meeting their goals• Coordinated workflow through prioritisation of tasks and diary management• Performed administrative duties to prepare and implement advice provided• Refined skillset by attending personal development days• Adhered to all compliance obligations• Monitored and implemented the full financial advice process for customers• Organised, planned, and hosted financial planning presentations for branch staff

Perth, Western Australia, Australia

• Generated high-quality Record of Advice and Statement of Advice swiftly• Provided holistic, efficient back-office support• Formulated strategies, research, compliance of files and prepared advice documents• Modelled financial strategies on a range of scenarios including superannuation, insurance, and retirement

• Facilitated regular meetings to develop ideas for improving efficiency and resolving issues• Collaborated and led teams to develop strategies• Built and maintain rapport with clients• Conducted research to implement scoped advice documents• Developed and implemented comprehensive financial strategies in areas such as super, insurance and debt• Adhered to compliance obligations• Proficiently used Xero software to prepare monthly financial statements for the company• Developed skill set by attending AMP development days and workshops• Stimulated business growth by exceeding weekly KPIs

Western Australia, Australia

Bachelor Of Commerce (Bcom), Accounting And Financial Planning

Cpa Program

Fasea Financial Adviser Exam

Certified Financial Planner

Certified Money Coach

Advice And Coaching For Millennials