A senior financial and investment adviser with proven success providing private client advice – for HNW, UHNW, retail, wholesale, and institutional investors. A diverse combination of technical, consulting, mentoring, strategic and client relationship management skills to ensure positive client outcomes and best practice.I am commercially astute with solid strategic skills, high ethical standards, and a business development mindset. My reputation as a trusted and dependable adviser with a focus on customer experience, engagement, acquisition and retention has been proven. I develop and manage end-to-end client relationships for optimum wealth management.KEY ACHIEVEMENTS1. Maintaining the flexibility to meet ever-changing financial industry needs and successfully trading through volatile business cycles and periods of high uncertainty (e.g. Tech wreck, GFC and Covid) 2. Managing a large client book and building it through challenging market conditions while growing personal reputation with a large client base3. Consistently achieving excellent advice audit results4. Guiding an APL Committee to make substantial improvements in the breadth of fund products approved to help build resilient client portfolios across the business5. Strong Net Promoter ScoreAREAS OF EXPERTISE✦ Achieving targets in high-value, complex environments✦ Ability to explain intricate financial concepts and investment advice to clients of all levels of sophistication✦ Providing holistic, detailed, strategic investment advice (often involving high-value/large-sum investments)✦ Managing sophisticated client relationships and complex financial structures✦ Developing new business✦ Technical understanding of all financial adviser licensee, legislative and regulatory obligations✦ Writing investment research and strategy reports✦ Team leadership, training, coaching and mentoring – financial advisers✦ Building and nurturing client relationships/networking for referrals and long-term successINVESTMENT EXPERTISE● Retail and wholesale clients - HNW and UHNW● Self-managed superannuation funds (SMSF)● ESG, ethical and impact investing● Direct shares, equities, managed funds, bonds, interest rate products, commodities, FX● Strategic and tactical asset allocation● Investment strategies and configuration● Risk management and portfolio optimisation● Responsible investment principles and practices● Leveraged products - futures, options and derivatives