Jason Sweeney Email and Phone Number
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Jason Sweeney personal email
I have a very diverse background in finance, with exposure to lending, Investment, group pension administration, offshore investments and financial planning strategies with an emphasis on relationship management. This has provided me with a broad understanding of various markets and has helped develop a level of flexible thinking. Having been exposed to family businesses from an early age, there was an underlying need for me start my own business. I started Sweeney Financial Services in July of 2012 as I wanted more influence and control over the path of services that I would provide my clients.I am passionate about and enjoy:* Client scenarios that require a deep level of strategy across multiple areas. * Research into the various investment markets. * Ongoing education in various finance disciplines to continue to raise my level of education so that my clients can benefit my level of expertise.
Aia Australia
View- Website:
- aia.com.au
- Employees:
- 874
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Senior Business AnalystAia Australia Jul 2024 - PresentMelbourne, Victoria, Australia
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Assessment LeadNab Aug 2022 - Apr 2024 -
Technical Team LeadKpmg Australia Mar 2021 - Jul 2022Melbourne, Victoria, Australia -
Team LeadBig 4 Consultancy Firm Dec 2019 - Mar 2021Melbourne, Australia -
Quality Assurance ManagerBig 4 Consultancy Firm Aug 2019 - Dec 2019Melbourne, AustraliaThis role is responsible for performing quality checks on remediation project tasks with a view to ensuring that quality, consistent and fair remediation standards apply for all customers throughout the remediation experience as per procedures. Identifying and providing remediation themes and recommended improvements to processes. I have been providing a level of training to new staff and existing staff on the policies and procedures applied and adhered to in the remediation program. I have also been assisting with the development of assessment criteria around key risk indicators. I have recently been managing key stakeholder relationships between the consulting firm, the client and their network to help provide clarity around adviser themes.
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Senior Case AssessorBig 4 Consultancy Firm Feb 2019 - Jul 2019Melbourne, AustraliaMake initial contact with clients to educate and gain participation of the remediation program.Conduct assessments of client files to determine whether advice has been provided within the scope of the program and if so, provide assessment of whether that advice was appropriate for the client at that time.Provide guidance and mentor peers around financial planning processes, products and strategies.
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Senior Financial PlannerSweeney Financial Services Jul 2012 - Nov 2018Melbourne, AustraliaSweeney Financial Services is a boutique business that is focussed on being able to provide assistance to clients in the areas of retirement planning, superannuation, personal insurances, portfolio management and credit activities (mortgages for properties inside and outside of superannuation).I am licenced to provide advice in the following areas:* Managed Investments* Margin Lending* Personal Insurance* Superannuation * Shares * SMSF (Self Managed Super Funds) * Consumer Credit Advice* Strategic advice about consumer credit. -
Senior Financial Planner / Responsible ManagerPolice Credit May 2006 - Nov 2011Melbourne, AustraliaThis role was responsible for providing financial solutions with respect to retirement planning and wealth accumulation to a vast range of clientele. The position was responsible for conducting interviews, drawing up financial plans that incorporate investment and retirement strategies. Compliance to policies set by the industry as well as the Dealer (Police Credit) being adhered to. During my time in this role I redesigned the ongoing service packages of the business, fostered the fee for service proposition and designed a very competitive fee structure / value proposition for clients of the Co-operative especially in the Emergency Services section of our client base. I provided weekly research to our investment committee meeting and conduct quarterly client seminars based upon this research.
Jason Sweeney Skills
Jason Sweeney Education Details
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KaplanLending -
KaplanLending
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Financial Planning Association Of AustraliaPersonal Risk (Insurance)
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Financial Planning Association Of AustraliaFinancial Planning
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TribecaFinancial Planning
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TribecaFinancial Planning
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Bachelor Of Commerce (Bcom)
Frequently Asked Questions about Jason Sweeney
What company does Jason Sweeney work for?
Jason Sweeney works for Aia Australia
What is Jason Sweeney's role at the current company?
Jason Sweeney's current role is Master's Candidate in Applied Finance & Financial Planning | Building Expertise in Project Management.
What is Jason Sweeney's email address?
Jason Sweeney's email address is ja****@****.com.au
What schools did Jason Sweeney attend?
Jason Sweeney attended Kaplan, Kaplan, Financial Planning Association Of Australia, Financial Planning Association Of Australia, Tribeca, Tribeca, University Of Southern Queensland.
What skills is Jason Sweeney known for?
Jason Sweeney has skills like Financial Planning, Investments, Retirement Planning, Wealth Management, Pensions, Portfolio Management, Financial Advice, Financial Advisory, Strategic Financial Planning, Risk Management, Superannuation, Financial Risk.
Who are Jason Sweeney's colleagues?
Jason Sweeney's colleagues are Lidija L., Taylia Peters, Sean Wang, Taylor Hudson, Nathan Walton, Sebastian Jansen, 张伟兵.
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Jason Sweeney
Greater Melbourne Area -
2boral.com.au, cyre.com.au -
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