Provide quality on-going support to financial advisersProvide assistance to Financial Advisers around meeting License standards and regulatory requirements and coaching to improve areas of business practices.Supervision and monitor of conduct and compliance. Keep abreast of industry developments, technology changes and legislative requirementsEnsure the maximum take up of Practice management toolsTraining and accreditation support for advisers, reporting activities and other ad hoc support to the State Manager Delivery of practice management assistance including business diagnostics, planning and development of adviser service propositions and value statements in conjunction with State ManagerDevelopment & Implementation of business plans for Financial Advisers including growth activity strategies in conjunction with State ManagerPresent at client seminars, Member days and Facilitate at conferences as requiredAttendance at team meetings and provide feedback to state manager with suggestions/improvements/opportunities.

Provide quality on-going support to financial advisersProvide assistance to Financial Advisers around meeting License standards and regulatory requirements and coaching to improve areas of business practices.Supervision and monitor of conduct and compliance. Keep abreast of industry developments, technology changes and legislative requirementsEnsure the maximum take up of Practice management toolsTraining and accreditation support for advisers, reporting activities and other ad hoc support to the State Manager Delivery of practice management assistance including business diagnostics, planning and development of adviser service propositions and value statements in conjunction with State ManagerDevelopment & Implementation of business plans for Financial Advisers including growth activity strategies in conjunction with State ManagerPresent at client seminars, Member days and Facilitate at conferences as requiredAttendance at team meetings and provide feedback to state manager with suggestions/improvements/opportunities.

Development of financial planning relationship within the Small Business segmentCoaching and mentoring Small Business BankersDeveloping and delivering presentations for Small Business Professional Development Days on a bimonthly basisDeveloping and maintaining client relationships (combination of individual accumulator and retiree and Small Business Owners) Assisting clients to meet their financial and lifestyle goals and objectivesPreparing and implementing strategies for clients on superannuation, investments, risk, debt management, tax management, ownership structures, retirement planning, insurance, estate planning and self-managed super fundsLiaising with platform providers and insurance underwriters on behalf of clientsPreparing ‘newsletters’ on topical issues for clients and bankersReviewing and updating strategies for clients

Managing client relationship with 200+ clients (combination of individual accumulator and retiree as well as corporate clients)Assisting clients to meet their financial and lifestyle objectivesPreparing strategies and advice documents for clients on superannuation, investments, debt management, tax management, ownership structures, retirement planning, insurance, estate planningProviding market updates to clientsPreparing monthly ‘newsletters’ on topical issues for clientsReviewing and updating strategies for clients

Providing technical, strategic, and compliance advice to Senior Financial AdvisersPreparing strategies, financial modelling, calculations and disclosure documents for High Net Worth clientsServicing clients for Senior Financial AdvisersManagement, training and mentoring of Technical AdvisersManagement and servicing of own small client base from April 2009Coordinating workflow between Advisers and Technical AdvisersProactively ensuring Advisers expectations are being metActively seeking new business to increase client base