John Panagiotopoulos Email & Phone Number

Melbourne, Victoria, Australia

• Engage with members referred from internal and external channels and identify the explicit and implicit financial advice needs of members.
• Effectively assess needs and respond effectively by providing information, general advice or a referral to our Superannuation Advice team or Comprehensive Advice partners for personal advice.
• Make outbound contact to support members in taking positive actions towards the achievement of their retirement goals.
• Prepare and send effective… Show more
• Prepare and send effective follow up communication to support members to take positive actions towards their superannuation and retirement outcomes.
• Maintain knowledge and ensure ongoing compliance with applicable legislation, regulators’ requirements and Board and management decisions, internal policy and processes and the Fund’s RSE obligations. Show less

Melbourne, Victoria, Australia

• Deliver a ‘member’s first’ experience through effective handling of member enquiriesthrough various service channels, including phone, email, social and web chat.
• Promote member retention and satisfaction by identifying and understanding memberneeds, and undertaking problem solving and analysis to provide appropriate resolution.
• Provide general advice and factual, accurate and consistent information to member enquiries.
• Assess whether an advice service is required, and… Show more
• Assess whether an advice service is required, and refer the member to either an intra-fundSuperannuation Adviser or a Financial Planner as appropriate. Show less

Melbourne, Victoria, Australia

Contact centre handling of incoming calls by assisting customers with their banking enquiries in regard to transaction and savings accounts, term deposits, internet banking, and referrals to ME Bank mobile lenders for home loan enquiries.

Docklands, Victoria, Australia

Provided intra-fund financial advice to super and pension members over the phone or via face-to-face appointments.Developed and delivered financial education seminars to members at their worksites / external venues in relation to superannuation, investments, insurance, and retirement planning.Supported internal stakeholders to update financial planning.

Melbourne, Victoria, Australia

Provided financial planning advice to new and existing clients in relation to investments, insurance, superannuation and retirement pensions.Ensured the continued provision of advice by providing annual service reviews to an existing portfolio of clients.Educating key referrers (branch and lending staff) by providing financial planning training.

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Diploma Of Financial Planning

Bachelor'S Degree, Accounting

Associate Diploma Of Business - Tafe

Advanced Certificate In Accounting - Tafe