Kinnison Spies Email & Phone Number

Sydney, New South Wales, Australia

• Coached 100+ clients to formulate their goals and objectives, by employing a culturally informed approach and applying design thinking.
• Identified knowledge gaps and educated clients on financial and business advisory concepts.
• Analysed large quantities of client data to discern relevant information.
• Identified financial strategies and wrote tailored advice documents.
• Negotiated insurance contracts offered by underwriters, and managed insurance claims.
• Interpreted and applied legislation to ensure the advice process was compliant.

• Facilitated business planning, risk and change management.
• Formulated and documented investment and insurance philosophies.
• Coached financial advisers to articulate financial concepts to clients, by scripting and developing marketing collateral.
• Reviewed and documented office policies and procedures and created workflows to optimise staff performance and ensure best practice.
• Conducted assurance reviews to ensure quality and appropriateness of financial advice provided.
• Provided guidance regarding software migration and licensee migration.

• Provided associate adviser/paraplanner services in an outsourced format.
• Conducted research and analysis on financial planning strategies and products.
• Stress-tested advice scenarios through financial forecasting.
• Responded to technical advice enquiries.
• Formulated advice strategies and wrote legal advice documents and indirectly advised 5,000+ clients.
• Areas of advice included: personal and business risk insurance, industry and retail superannuation, SMSF, LRBA, direct equities, managed funds, ETF, investment bonds, UK pensions, cashflow management/budgeting, aged.

• Managed the paraplanning and business consulting divisions of the company; our team working closely with 10+ financial planning firms in Sydney, Melbourne and Brisbane.
• Led a team of 7 in-house staff and contractors.
• Conducted quality control and audits of deliverables.

• Managed the workflow of 4 full-time financial advisers.
• Conducted research and analysis on financial planning strategies and products.
• Prepared and lodged applications and ensured the advice was implemented in a timely manner, liaising with other professionals in finance, law and healthcare.
• Identified new business opportunities, allocated leads and tracked conversion.
• Ensured a smooth merger acquisition by creating and implementing uniform policies and procedures, allowing both front and back-office staff to excel in delivering quality and timely advice.
• Improved the research & analysis stage of the advice process, allowing the firm to become industry-leading.

• Provided risk insurance advice as an authorised representative of Suncorp Financial Services Agencies.

Graduate Diploma Of Financial Planning

Specialist Program | Accredited Listed Product Adviser Program

Specialist Program | Self-Managed Superannuation Funds

Advanced Diploma Of Financial Planning

Specialist Program | Commercial Law

Diploma Of Financial Planning