Hayden Wilson Email & Phone Number

Brisbane, Queensland, Australia

In this role, I am focused on helping everyday Australian accumulators take charge of their financial future.This sees me:- Independently run discovery and statement of advice meetings with clients- Conduct review appointments with existing clients to track progress and develop new strategies- Ensure all file notes and compliance needs are met on a.

Brisbane, Queensland, Australia

In this role I am responsible for the successful creation of financial plans for a range of different clientelle. This is the strategic piece of the wealth puzzle. Which I love.Some of my favourite movies include: The Matrix, The Game, Fight Club, and the Jason Bourne franchise. What do each of these have in common? Each of them sees the main character.

Successfully lead the review services team (which we dubbed the greatest review team to ever live), to achieve astounding real world results.I’d say one of the key highlights here, was pulling everyone together to clear a (long overdue) backlog of over 100 outstanding items within just 28 days. This was inspiring for two reasons: the first I enjoyed seeing.

Brisbane, Queensland, Australia

- Create client Wealth review documents showcasing the clients’ current situation, projections,portfolio analysis and how they are tracking towards their goals- Provide clients with a Wealth Review document following their review appointment with theiradviser- Complete client & adviser requests following the review meeting- Setting up investment portfolios.

Australia

Responsible for creation and development of business transformation programs and consulting for service-based small businesses.- Discover and diagnose the root causes of current business problems- Run financial analyses to highlight both strong and weak areas of the business- Assist clients with building end to end solutions from initial idea to successful.

Melbourne, Victoria, Australia

Responsible for the online presence of multiple brands, as well as in-person co-facility management for gym.Responsibilities were to- Analyse the business and identify underperforming business operations and recommendrestructuring as needed- Perform risk analyses on business and event operations and identify new ways of operating- Manage multiple projects.

Melbourne, Victoria, Australia

Whilst completing a 2-year graduate role, I was responsible for the collation and submission ofcompany tenders for both government and private enterprise clients.- Manage and collate documentation from multiple sources and personnel - includingmulti-million dollar private enterprise and government contracts- Analyse, understand and confirm client.

Shepparton, Victoria, Australia

Over the course of 6 fruit seasons (generally 3 months at a time due to the fact this is what I did during the Summer break periods while at University), I held a number of interesting and varied roles for SPCA. From getting my hands dirty cleaning floors and empyting fruit bins, to mixing the sauce that goes into the baked beans and spaghetti you see on.

Graduate Diploma Of Financial Planning, Finance And Financial Management Services

Bachelor Of Business, Human Resource Management

Bachelor of Business

Education record