James Kroll Email & Phone Number

Brisbane, Queensland, Australia

Brisbane, Queensland, Australia

Brisbane, Australia

This role sees me engaging in the end-to-end process of providing financial advice. This includes identification of goals and objectives from the client, creation of strategies using various financial planning software modules and then either writing or submitting a paraplanning request to produce the Statement of Advice. Once accepted, I will also manage the implementation of the advice and manage any queries the client may have.Financial services has always been a strong interest of… Show more This role sees me engaging in the end-to-end process of providing financial advice. This includes identification of goals and objectives from the client, creation of strategies using various financial planning software modules and then either writing or submitting a paraplanning request to produce the Statement of Advice. Once accepted, I will also manage the implementation of the advice and manage any queries the client may have.Financial services has always been a strong interest of mine. Throughout school and university, I have continued to help close family and friends develop their budgets through excel. Now, I am working in the industry and get to experience this every day. I have a huge passion for and get a large amount of satisfaction from assisting people to gain control of their money and I love the empowerment this can bring to a person or a family. Show less

Burleigh Heads, Queensland, Australia

I was employed as a Project Engineer at Pacific Pontoon and Pier (PPP), reporting to both the CEO and Managing Director. Throughout my time at Pacific Pontoon, I managed several projects up to the value of $600k and was chosen as the Lead Project Engineer on one of the companies largest projects - Margate Marina (~$5m).My most enjoyable tasks at Pacific Pontoon was cash flow management, cost estimation and financial reporting of projects.At PPP, I had the opportunity to… Show more I was employed as a Project Engineer at Pacific Pontoon and Pier (PPP), reporting to both the CEO and Managing Director. Throughout my time at Pacific Pontoon, I managed several projects up to the value of $600k and was chosen as the Lead Project Engineer on one of the companies largest projects - Margate Marina (~$5m).My most enjoyable tasks at Pacific Pontoon was cash flow management, cost estimation and financial reporting of projects.At PPP, I had the opportunity to experience all facets of the project cycle including: tendering and estimation, contracts administration, procurement, project control and project delivery. My role at PPP allowed me to improve my interpersonal skills as I was managing employees and negotiating with suppliers.Some of my key responsibilities in this role were:• Managing multiple concurrent projects and ensuring the successful completion of them• Professionally and efficiently manage a high volume of incoming calls and email enquiries from various third parties including clients and suppliers.• Arrange and attend on-site consultations for a range of clientele to capture appropriate information, needs and concerns to provide a personalised solution• Work remotely with minimal supervision while effectively managing time to accommodate travel and associated scheduling• Responsible to chair weekly production meetings, prepare meeting agendas and keep minutes, as well as compile and distribute post-meeting reports• Perform tasks central to project progress, including: budgeting, scheduling, forecasting, risk analysis and resource management• Exercise the highest standards of ethical and professional conduct including adherence to the highest levels of privacy and company confidentiality• Communicate with, coach and coordinate project employees Show less

Coomera, Queensland, Australia

Upon completion of my bachelor degrees, I was offered a full-time position in the New Product Development team at Riviera. I reported to the design manager assisting with engineering systems design in new models. This role included, however is not limited to:o 3D CAD Design and drafting of all components and systems used on Riviera Models.o These systems can include: Fuel, water, aircon, anode, steering and propulsion.o Competitor Specification Analysis + Presentation.o 2D… Show more Upon completion of my bachelor degrees, I was offered a full-time position in the New Product Development team at Riviera. I reported to the design manager assisting with engineering systems design in new models. This role included, however is not limited to:o 3D CAD Design and drafting of all components and systems used on Riviera Models.o These systems can include: Fuel, water, aircon, anode, steering and propulsion.o Competitor Specification Analysis + Presentation.o 2D AutoCAD schematic planning and drawing.o FEA Analysis of structures using different loading constraints and meshes.o Comprehensive file structure management as well as document control.o Liaising and collaborating with a multitude of contractors - internal and external - to solve problems as they arise.o Completing tasks with compliance to the Australian and CE certification standards.My time at Riviera has provided invaluable personal development and skills improvement. I now have experience with material composition of glass reinforced plastics as well as design of stainless components. I am an expert at 3D modeling and am able to complete any task that is required of me. I am well versed working independently as well as collaboratively to complete tasks within time constraints and cost constraints. Show less

Coomera, Qld

Riviera is the most awarded luxury yacht builder in Australia and a major competitor in the international marine industry. Riviera boats are manufactured on the largest boat building facility in the southern hemisphere. Riviera complete every stage of the boat building on site from lamination, to fit out, to sea testing, to certification.I am currently an undergraduate design engineer within the New Product Development team at Riviera Australia. Mainly I report to the design manager… Show more Riviera is the most awarded luxury yacht builder in Australia and a major competitor in the international marine industry. Riviera boats are manufactured on the largest boat building facility in the southern hemisphere. Riviera complete every stage of the boat building on site from lamination, to fit out, to sea testing, to certification.I am currently an undergraduate design engineer within the New Product Development team at Riviera Australia. Mainly I report to the design manager assisting with engineering systems design in new models. This includes however is not limited to:o 3D CAD Design and drafting of all components and systems used on Riviera Models.o These systems can include: Fuel, water, aircon, anode, steering and propulsion.o Competitor Specification Analysis + Presentation.o 2D AutoCAD schematic planning and drawing.o FEA Analysis of structures using different loading constraints and meshes.o Comprehensive file structure management as well as document control.o Liaising and collaborating with a multitude of contractors - internal and external - to solve problems as they arise.o Completing tasks with compliance to the Australian and CE certification standards.My time at Riviera has provided invaluable personal development and skills improvement. I now have experience with material composition of glass reinforced plastics as well as design of stainless components. I am an expert at 3D modeling and am able to complete any task that is required of me. I am well versed working independently as well as collaboratively to complete tasks within time constraints and cost constraints. Show less

Master Of Financial Planning, Financial Planning And Services

Bachelor Of Mechanical Engineering / Bachelor Of Accountacy (B.E.)

Activities and Societies: QUT Motorbikes, QUT Motorsport