Jamie Reed Email & Phone Number

• Empowering Members: Provide clear, general advice to support members in their superannuation journey.
• Simplifying Super: Break down complex superannuation concepts into general, easy-to-understand information.
• Building Trust: Offer compassionate, member-focused service to foster long-term engagement.
• Staying Informed: Keep up-to-date with industry trends to ensure relevant general advice.

• Restaurant Support: Assisting the front of house team on weekends and public holidays.
• Speciality Dining: Providing an exemplary experience to diners with premium food and specialty coffee.

• Comprehensive Support: Assist with all aspects of financial advice implementation and engagement.
• Investment Processing: Handle applications, rebalancing, selldowns, and withdrawals.
• Strategy & Reconciliation: Support commissions reconciliation and help craft client strategies.
• Client Preparation: Prepare files and documents for adviser meetings.

• Member Education: Explain various superannuation products, including complex defined benefits.
• Legislation Guidance: Discuss relevant laws to support members' retirement goals.
• Cross-Team Collaboration: Work with different teams for efficient case management.
• Client Administrator Secondment: Provided administrative support to the advice team for two months

• Business Banking Support: Assisted clients with internet banking needs.
• Account Management: Managed card replacements and complex account maintenance.
• Technical Assistance: Provided platform support, payment tracing, recalls, and general administration.

• Leadership: Led RMIT MIBSA, enriching academic experiences through a student-led business club.
• Strategic Planning: Shaped the club's vision, ensuring compliance with reporting and budgeting.
• Project Management: Managed key projects in communication, marketing, and treasury (15k p.a.)
• Collaboration: Partnered with university unions and club leaders to create impactful events.

• Customer service: Assisted members with product inquiries and purchases.
• Inventory management: Restocked shelves and organized displays.
• POS: Processed payments and returns efficiently.
• Teamwork: Helped maintain a clean and safe environment.

• Meal Production: Assisted meal production and distribution for the Australian Defense Force.
• Kitchen Operations: Oversaw cooking, meal prep, cleanliness, and stock documentation.
• Logistics & Admin: Facilitated food relocation and handled general administrative tasks.

• Financial Oversight: Managed cash, conducted audits, and oversaw gaming machines.
• POS & Support: Assisted in various roles, including bartending and stocktake.
• Marketing & Setup: Contributed to social media marketing, promotional material, and equipment setup.

• Staff Training: Trained and motivated staff, ensuring compliance with food safety standards.
• Performance & Safety: Monitored employee performance and conducted quarterly safety checks.
• Incident Management: Handled electronic incident reporting and provided first-aid assistance.

Graduate Diploma, Financial Planning

Bachelors Degree, Financial Planning

Diploma, Business/Commerce, General

Vce - Accelerated Learning Program Y7-12