James Davis Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

- Maintain and develop dashboards that provides data visualisations and reports through Power BI desktop.- Assist with any ad-hoc data requests received from key stakeholders- Coordinate with multiple research agencies to complete annual and quarterly survey subscriptions.- Collaborate with multiple stakeholders across multiple adhoc research/strategic.

Melbourne, Victoria, Australia

- Analyse financial advice files and documentation across a range of advice areas including asset allocation, margin lending, personal insurance and direct equities.- Investigate any missing information (ie advice documentation, undocumented transactions).- Engage and collaborate with other stakeholders (ie Quality Control officers, training coaches.

Melbourne, Victoria, Australia

- Meet and greet high net worth clients that require wealth management, personal insurance or retirement planning advice.- Discuss complex financial planning strategies to help customers achieve financial goals and mitigate potential financial risks, etc. This includes super contributions, limited recourse borrowing arrangements, property investment via.

Sydney, New South Wales, Australia

- Deliver holistic personal advice in area of retirement planning, personal insurance, centrelink, allocated pensions and managed investments over the phone, video conferencing and face-to-face.- Prepare and present statement of advice for any personal recommendations for retirement planning, risk management, aged pensions and super consolidation..

Development, coordination and implementation of various training programs for all new and existing staff.Facilitate and drive the onboarding process for new staff.Liaise with external stakeholders (ie business development managers, licensees) to facilitate training sessions for internal staff.Conduct quality assurance activities such as listening to phone.

Deliver scaled advice to customers in areas of life, total and permanent disability, trauma and income protection.Generate new business from online referrals.Conduct online applications over the phone and submit to the insurer.Manage and co-ordinate training programs for all new employees.

Duties involved handling inbound enquiries from investors and advisers regarding managed investment, allocated pensions superannuation and insurance.

Handling adviser phone enquiries regarding cash management trusts and share settlements.Day to day processing of redemption's, applications and debits and credit files.Preparing bank reconciliations across CMT's and other managed fund investment schemes.

Handling inbound enquiries in retail banking division at a call centre.

Graduate Certificate In Professional Data Analytics

Professional Diploma, Financial Planning

Bachelor, Business, Marketing & Economics/Finance

Graduate Certificate, Data Analytics