Jay Fleming work email
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Jay Fleming personal email
I'm a personable, motivated and professional Financial Adviser, with extensive experience in both the public and private sectors across the financial services industry. Adapting readily to new contexts and processes, I am a quick learner and am adept at managing client needs and expectations whilst taking a calculated approach to risk management and investmentstrategies. Degree qualified with strong business acumen, I'm well regarded for my considered financial advice, analysis and development of strategies to meet individual needs.
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Senior Financial AdvisorClear Sky Financial Planning May 2024 - PresentGold Coast, Queensland, Australia -
Personal Risk SpecialistSuperannuation Advice Australia Jun 2021 - Feb 2024Gold Coast, Queensland, AustraliaAfter 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. -
Senior Client ManagerScott Wealth Financial Advisers Mar 2021 - Jun 2021AustraliaThe 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. -
Senior Client ManagerViden Group Apr 2020 - Mar 2021Brisbane, Queensland, AustraliaTaking 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. -
Senior Financial AdvisorCommonwealth Bank Oct 2018 - Oct 2019Brisbane, AustraliaIn 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. -
Financial AdvisorFlight Centre Travel Group Aug 2017 - Oct 2018Brisbane, AustraliaWith 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. -
Financial AdvisorMortgage Choice Aug 2013 - Aug 2017Parkwood QldDuring 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. -
ParaplannerMortgage Choice Oct 2011 - Aug 2013Parkwood, Qld
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Financial Planning AssociateThe Mba Partnership Pty Ltd Jan 2011 - Sep 2011Gold CoastDuring 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. -
Client ServicesAustralian Taxation Office Aug 2008 - Dec 2010Brisbane, Australia -
Sales RepresentativeAccor Vacation Club Feb 2007 - Aug 2008Gold Coast -
Assistant ManagerAlh Group Feb 2002 - Aug 2007Broadbeach, Qld
Jay Fleming Skills
Jay Fleming Education Details
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Accounting And Financial Planning -
Finance And Mortgage Broking Management -
Accounting And Finance
Frequently Asked Questions about Jay Fleming
What company does Jay Fleming work for?
Jay Fleming works for Clear Sky Financial Planning
What is Jay Fleming's role at the current company?
Jay Fleming's current role is Senior Financial Advisor.
What is Jay Fleming's email address?
Jay Fleming's email address is ja****@****.com.au
What schools did Jay Fleming attend?
Jay Fleming attended Griffith University, Aamc Training Group, Tafe Queensland.
What skills is Jay Fleming known for?
Jay Fleming has skills like Research, Microsoft Office, Microsoft Word, Microsoft Excel, Management, Insurance, Wealth Management, Customer Service, Financial Planning, Relationship Management, Investments, Risk Management.
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3gmail.com, skillstraining.vic.edu.au, skillstraining.vic -
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