Jon Winfield Cfp® Email & Phone Number

Sydney, NSW, AU

FinCare has evolved into Ledgersmith, endeavouring to provide a simplified and streamlined approach to address all of a client's financial and professional needs.Within the wider business I am responsible for the management of the financial advice team and embedding our advice philosophy of high quality advice based upon empathy, client understanding and.

Sydney, New South Wales, Australia

I led the financial advice department at expanding, full service accounting firm, FinCare. My personal advice philosophy of high quality advice based upon empathy, client understanding and personal integrity is at the centre of the vision shared with the Directors and the advice team was rebuilt around this.I oversaw a reorganisation of the advice offering.

Sydney, New South Wales, Australia

I was responsible for maintaining ongoing advice relationships within New South Wales and Queensland. During my time in this role I increased the integration of the existing client base into the wider business by taking advantage of internal referrals to meet ongoing client needs such as estate planning and taxation services. I was fortunate enough to.

Sydney, Australia

I maintained long term relationships with ongoing clients focusing on strong client retention underpinned by sustained growth in the number of clients serviced. I assisted my clients in meeting their individual investment and lifestyle needs with a long term investment horizon by understanding their individual circumstances. As part of this role I was.

Providing personal risk, investment, pre-retirement and retirement advice across a range of products (including non-aligned) with no FUM advice ceiling. Responsible for the building and maintenance of relationships with personal lenders and branch managers to generate ongoing quality referrals.

• Held various roles at the equivalent of a civilian management level within the Artillery corps.As part of these roles I was responsible for leading and developing small & large teams to achieve directed outcomes.
• Write annual staff appraisal reports in accordance with organisational guidelines
• Analyse team capability against workplace requirements & develop team
• Plan, prioritise & manage allocated resources to meet work goals
• Apply critical thought & analysis to break down directed workplace tasks into sub-tasks & implied tasks and delegate to key supervisors for completion
• Used initiative to achieve allocated tasks & manage contingencies

Sydney, Australia

Working within a centralised paraplanning team, I was responsible for producing compliant Statements of Advice, covering a range of strategies, for a variety of AMP branded and independent financial planning practices.

A small client base of just over 100 High Net Worth Clients receive full financial reviews on a biannual basis in addition to ad hoc scoped statements of advice resulting from changes in client circumstances or share offerings.As Paraplanner I was responsible for the compilation of advice documents covering a wide range of strategy types for the review of.

Provided phone support for the in-house investment management system as used by Bridges Financial Planning offices mainly dealing with specifics of account set ups and order placements.

Provided business analysis for financial advisories progressing with a move from traditional client and revenue models to positioning themselves as specialist financial officers with a handful of niche High Net Worth clients.Also provided guidence and instruction via phone hook-ups and small workshops to adviser principals and some large financial planning.

Master Of Business Administration - Mba, Strategic Management & Business Law, Distinction Average (80.19%) Gpa: 6.06

Double sub-majors in Strategic Management and Business Law

Fasea Bridging Course: Ethics For Professional Advisers, Ethics

FPC002B Ethics and Professionalism in Financial Advice (aligns to FASEA bridging course: Ethics for Professional Advisers)

Financial Adviser Exam

Certified Financial Planner

Asic Rg146 Compliance, Self Managed Superannuation

The Cavendish and International Centre for Financial Services (ICFS) Specialist SMSF is a joint initiative between Cavendish and the.

Advanced Diploma Of Financial Services (Financial Planning)

Diploma Of Financial Services (Financial Planning)

Officer'S Commission, Officer Training Including Personnel Training, Administration And Man Management

Lead up training conducted at Sydney University Regiment from 2001 - 2004 Posted to the Royal Regiment of Australian Artillery (RAA)

Bachelor Of Arts, Modern History, Industrial Relations And Human Resource Management

Education record