Kellie Sharman Email & Phone Number

Perth, Wa, Au

Perth, Western Australia, Australia

Perth, Western Australia, Australia

Perth, Australia

Complete research, liaise with FP’s, complete modelling to prepare SoA’s with complex strategies including Insurance, Super, Pensions, Annuities, Managed Investments, Bonds and SMSF’s.

Perth, Australia

- Arranging client appointments whilst maintaining planner's diary.- Preparing documentation for first appointments including the authority to proceed.- Gathering research and information after appointment.- Preparing documentation for the Financial plan including Fact Find and liasing with para-planning.- Reviewing and editing SOA's before presentaion by Financial Planner.- Implementing and following up documentation.- Compliance check client file.

Jandakot

I currently administer 200+ SMSF's and set up around 10 new SMSF's a month.My main duties include:Preparing SMSF Trust Deeds, Corporate Trusts and Instalment Trusts.Sitting in on client meetings.Placing trades for clients.Opening bank and trading accounts.Applying for ABN & TFN's and ACN's.Responding to client, adviser and third party emails and phone calls.Liaising with the accounts team in preparation of TAX returns and Super Fund reviewsParaplanning duties including research and the preparing of SOA's.Administrative duties.

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