Jay Fleming Email & Phone Number

Willow Vale, Qld, Au

Gold Coast, Queensland, Australia

Gold Coast, Queensland, Australia

After a couple of years in management roles, I was offered a unique role with SAA. I was offered a role which would be vastly different to anything I had done before which intrigued me as I have always loved new challenges. Initally I was employed as an wholistic adviser due to my past experience however their risk team were struggling to manage the mutiplying client base so I was instead put into a specialist insurance role. Extremely fast paced with high KPIs we had to rely heavily on our paraplanning and admin support teams while focusing predominantly on client discussions, compliance and strategic planning.

Australia

The sale of Videns book to Scott Wealth required a high level of care and precision for the clients transition to a new business and new adviser. I was engaged to ensure a smooth transition between practices assisting Scott Wealth to meet their onboarding requirements under the licensee whilst liaising with clients and dealer group directly to complete the changeover in a timely manner.

Brisbane, Queensland, Australia

Taking on a management role similar to a practice manager, I was responsible for managing advice processes and compliance whilst being a direct liaison for clients from initial referral through to completion. Managing a small team paraplanners and administration staff, this role allowed me to apply my previous experience to a highly reputable accounting firm with a loyal and long-standing client base. Mostly consisting of business owners and high net worth individuals, SMSF, Trust and Estate Planning was the cornerstone of our advice which further enhanced the company's tax and accounting service offering. This was eventually outsourced to Scott Wealth.

Brisbane, Australia

In this role I primarily worked with high net worth clients, providing quality financial services with highly detailed strategies in the post royal commission era. Navigating a new world of compliance and regulatory changes until the cessation of financial planning services in the banking sector.

Brisbane, Australia

With the majority of Flight Centre's workforce under the age of 30, I worked hard to encourage staff to address their financial planning needs from an early age, educating them on the importance of superannuation, insurance and budgeting basics.

Parkwood Qld

During my time at Mortgage Choice Financial Planning on the Gold Coast, I helped to establish the business from the ground up, bringing in clientele, providing broad financial advice strategies for families and individuals off the back of their mortgage purchases or refinancing. Our franchise was awarded 'practice of the year 2016.' Working directly with mortgage brokers and their clients I was able to provide wholistic financial advice to customers whilst assisting referral partners with their own customer retention and service offering.

Parkwood, Qld

Gold Coast

During my studies at Griffith University, I was lucky enough to be offered to take part in their professional accelerated degree program which entailed a faster completion time and an internship with a university partner. I was awarded a role with my first choice employer in the MBA partnership. I chose them specifically for their reputation and their friendly management team.

Brisbane, Australia

Gold Coast

Broadbeach, Qld

Bachelor Of Commerce (B.Com.) Professional, Rg 146 Compliant, Accounting And Financial Planning

Accounting and Financial Planning

Diploma, Finance And Mortgage Broking Management

Diploma Of Accounting, Accounting And Finance