James Guanco Email & Phone Number

Sydney, Nsw, Au

Financial Adviser (SME-RELATIONSHIP MANAGED) 2015 - 2019 Responsibilities:• Coaching and collaborating with business partners to identify and refer the Protection and Advice needs of business bank customers (including retail customers)• Preparing Statements of Advice and making appropriate recommendations including delivering holistic advice to meet the clients’ financial needs, goals and objectives• Ensuring compliance to the advice process, policies and procedures• Servicing Ongoing Advice clients including yearly reviews and subsequent advice Achievements:• Coached and trained business partners on a weekly basis to refer for wealth. Attended first meetings, scheduled joint appointments with Business Bankers, Relationship Managers and Lenders for initial meet and greet with a Planner and to plant the wealth seed to customers. Increased wealth activity by 10% through genuine referrals by keeping business partners accountable, engaged and holding regular partnership reviews• Acted in the best interest of customers in accordance with ‘Our Advice Commitment’ and achieved an average score of 4.94 (out of 5) BTAV score Coaching hotline and Safety Net Consultant (Project Ask Now) 2014 – 2015• Supported and coached Home Finance Managers (HFMs) where no wealth outcome completed as part of the Home lending application process through weekly partnership reviews to help customers address their protection and advice needs • Enhanced sales outcomes by conducting high quality conversations with home lending customers through outbound and joint HFM activity resulting in an uplift of 20% in wealth opportunities

North Sydney

Graduate Certificate Of Commerce, Financial Planning

Diploma Of Financial Services, Financial Planning