I am a dedicated, proactive and resourceful tertiary qualified (accounting major) CFP Financial Planner and previous Business Owner. My advice over the last 17 years as a Financial Planner , has covered: SMSF investment, direct share portfolios, Superannuation advice, Business succession advice, Estate Planning, Life insurance analysis and sales, Retirement portfolios & strategies, Business superannuation.Over the last 10 years, I've enjoyed working in the CBA branch network, increasing the branches revenue’s and achieving my balanced scorecard. A life-long learner, known for my highest degree of :technical/strategy skills, client care and robust conversations around protecting clients.AREAS OF EXPERTISE INCLUDE:• Proven High attention to detail with the ability to work under pressure and to deadlines. Initially developed through my accounting experience in tax/company/trust/partnership/individuals/stockbroking/ investment valuations. My 1st degree was In Business with a accounting major.• Strong understanding and excellent working knowledge of the financial services industry with a unique background across a wide range of products and markets.• Excellent written/verbal/ relationships skills enhanced whilst a self employed FP and then within the Largest Bank team of advisers. • Strong negotiation and stakeholder management skills• Handle pressure & meet deadlines well. I completing most of my University & FP studies whilst working full time. Achieved a distinction average on My Master's degree.• Relationship Building- Coaching, counselling, mentoring and advising of over 100 branch staff and Managers plus other support staff and Financial Planners in my team• Xplan & coin trained & used.