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 initiatives.- Attend to regular BAU data analysis and reporting that outline how we are tracking in delivering member outcomes (ie member satisfaction, balanced scorecard).- Coordinate, maintain and assist with any changes for our existing ‘Voice of Customer Survey’ campaigns and dashboards.

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, etc).- Conduct research on any listed securities or corporate actions recommended but not approved by the licensees to determine if there is a reasonable basis for recommendations.- Preparation and submission of assessment reports to determine whether quality of advice provided was of an acceptable standard and determine if compensation is required.- Submit instructions to calculations team to ensure complex compensation calculations are accurate.

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 SMSF.- Analysis of key financial data including but not limited to SMSF cashflow calculations, fee comparisons on existing superfunds/investments, model portfolios, insurance needs analysis, centrelink calculations, etc.- Presentation of Statement of Advice to new and existing customers.Lodge SMSF applications, ABN lodgements, insurance and super/investment applications.- Collaborate with referral partners (i.e. senior brokers, paraplanners, senior management) to discuss roadblocks and challenges with new business opportunities.

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.- Identify new business opportunities and refer to advice specialists where appropriate.- Conduct research on existing customer industry superfunds, and insurances for strategy development purposes.- Contact underwriters for pre-assessments and follow ups on insurance applications.- Collaborate with centralised paraplanners to prepare statement of advice and demonstrate strong degree of adherence to compliance obligations.

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 recording for all general advice conversations, insurance applications to ensure a high degree of adherence to duty of disclosure requirements, etc.

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