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 consistent basis- Develop financial strategies in a holistic manner- Liaise with outsourced paraplanning team for plan development - Develop relationships with potential new clients and industry peers in order to create win-win scenarios.I really love meeting new people, learning about their lives & current challenges, before finding solutions with them that align with their values.

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 working to solve a mystery and put a greater puzzle together. This is how I feel about delivering plans offering comprehensive and HOLISTIC financial advice. There’s the practical stuff I do such as:> outputting an average of 3 full and comprehensive SOA’s every week> working directly with an outsourcing team to achieve strategic outcomes> adhering to all compliance requirements> writing RoA’s for smaller changes or alterations to existing plans and advice> As well as averaging 30 calls a week speaking directly with potential clients to elicit how and if we can help them (before booking them in for a discovery appointment).I am also completing my professional year during this time, which allows me to get exposure to clients directly and help them at an even deeper, personal level.

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 everyone come together for a common goal, and secondly, I could directly see how doing this was reducing compliance risk and increasing efficiency for the business as a whole.I was also inspired to bring my ‘whole self’ to this role and integrate plenty of my personal leadership lessons into a professional setting. Sometimes we forget this one and think there needs to be two of us (the professional ‘us’ and the personal ‘us’). I combined these two and the results spoke (and continually speak) for themselves.In a practical sense, some of the initiatives I lead included:> introducing personal goal setting sessions> specific skills development sessions> building and leading people through a comprehensive gaps analysis tool which detailed ALL tasks within the role and a rating system to show where the individual considered themselves at the time, and> making space for personal reflection during the weekly meetings I lead.I am honoured to have been asked to stepped up and help bring out the best in our small but mighty team of four, and am grateful to have contributed to the results we achieved.Despite moving into a new role within the company, I know the foundations, systems and processes we set as a team will assist every new entrant into the business as we continue to expand…although in my mind, we will always be the greatest review team to ever live!

- 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 and aiding with transfer instructions- Submitting of insurance quotes, increases & decreases, cancellations- Rebalancing of funds held in client portfolio;- Liaising with mortgage brokers, property specialists, lawyers and other professional partners- Ensure all compliance needs are met with a high standard and in a timely manner, producingRoA documents.

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 execution- Restructure, replace or retire poorly performing programs within the business- Communicate proposed changes - including the risks, rewards, opportunities and exposures of new initiatives- Develop business frameworks, risk management protocols, and personal reflection tools- Deliver educational presentations on-site, in house and online- Keynote speaking at various events around 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 simultaneously, including events management, client delivery, staffmanagement and building new business systems- Lead over 200 volunteers at high profile event- Create and manage a series of digital assets and online stores- Daily reconciliation of business incomeSignificant achievements1. Managed multiple stakeholder expectations at live events (including high-pressure environmentat 50,000 person 3-day event).2. Facilitated in the creation, strategy and launch of 3 independent brands including an onlineecommerce business, a national speaking business, and an agency.

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 requirements- Follow best practice when building documents to ensure the business was consistentlypresented professionally and in alignment with our vision- Communicate with and successfully organise the work of multiple parties to create one finalsubmission- Work towards tight deadlines to ensure bids were submitted on time- Contribute proactively with suggestions and feedback to the entire team to ensure we presentedthe best possible package.Significant Achievements1. Secured multiple Government tenders - ranging in value from $2 million to $7 million.2. Secured Private tender for a large logistics and transportation company - valued at over $8million.

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 the shelves in Woolies and Coles (I love telling my wife every time we walk passed the canned fruit section that *that* is what I did). It was amazing to see fruit go from a giant tipper, into a can - and know I contributed somewhere along the line to almost every process.In 2008, during one of these working 'seasons' I also spent 3 months in an IT role for SPC Ardmona within their newly created "NDC" (National Distribution Centre - at the time the largest warehouse in the southern hemisphere). My role was to assist all staff (forkies and picker/packers) with any IT issue that came up for them to ensure we could get more product on the trucks and out to clients. The hours were long and not what I was used to (3pm until anywhere between 12-3am) but I really loved it. It was fast paced and had plenty of variety.