James Vanzyl Email & Phone Number

Australia

Working with an outsourced paraplanning team for a large licensee.Preparing SoA documents in a timely manner in line with licensee standards.Working with planners to ensure client files are compliant and abide by licensee standards.

Gold Coast

Working with an outsourced paraplanning team for a large licensee.Preparing SoA documents in a timely manner in line with licensee standards.Working with planners to ensure client files are compliant and abide by licensee standards.

Gold Coast, Queensland, Australia

Employed as a workshop tutor at Griffith University.Responsibilities included:Running a weekly workshop for Financial Planning 1 course.Corresponding with students in relation to course queries.Assignment marking.

Gold Coast

Gold Coast, QLD

• Preparing Statement and Record of Advice documents.
• Preparing insurance & superannuation product comparisons.
• Preparing projections using Xtools+ & Xtools.
• Researching, collecting and collating investment, superannuation and insurance information to assist the principal and associate adviser in preparing investment strategies, insurance options and superannuation.
• Updating Xplan to ensure data is current and accurate.
• Preparation of documentation for implementation of salary packaging, investment, superannuation and insurance products.

Brisbane, Australia

• Evaluating the suitability of potential clients.
• Collecting client records from licensees.
• Conducting a critical analysis of documentation and determining appropriate arguments.
• Preparing and delivering reports.
• Providing responses to licensees and EDR's throughout the dispute process.
• Assisting with client appointments and conciliation.

Brisbane, Australia

• I was invited to undertake a two month internship as the awardee of the Stonehouse Wealth Management Scholarship.
• Collect client portfolio information from product providers.
• Assisted with preparing appointment documents.
• Observed and discussed implementation, paraplanning and adviser processes.
• Preparing "to-date" documents to identify the current financial position of clients.

Seoul, Korea

• Griffith Business School Global Internship.
• Working in the Chamber of Commerce in the Korean Accounting Standards Board institute.
• Prepared and presented a report for board members analysing the corporate governance of Australian public companies.
• Proof-reading International Financial Reporting Standard English translation materials.

Graduate Certificate Of Finance, 6.25/7

Diploma Of Aviation, Commercial Pilots License

Bachelor Of Commerce (Bcom), Finance & Financial Planning, 6.16/7

Activities and Societies: - Founding member of Economics and Finance Student Association (EFSA). - Member of the Griffith Business School.

Bachelor Of Technology (B.Tech.) (Partial Completion), Information Technology