Krishna Singh
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Krishna Singh Email & Phone Number

Client Relationship Adviser at Mint Financial Solutions
Location: Ringwood North, Victoria, Australia 12 work roles 3 schools
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Current company
Mint Financial Solutions
Role
Client Relationship Adviser
Location
Ringwood North, Victoria, Australia
Company size
10 employees

Who is Krishna Singh? Overview

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Quick answer

Krishna Singh is listed as Client Relationship Adviser at Mint Financial Solutions, a with 10 employees, based in Ringwood North, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Krishna Singh.

Krishna Singh previously worked as Case Assessor - Remediation at One Of The Big Four Audit & Consulting Firm and Financial Planner at Sherpa Financial Group Pty Ltd. Krishna Singh holds Master Of Financial Planning, Financial Planning And Services from Kaplan Professional.

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Mint Financial Solutions

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Profile bio

About Krishna Singh

* Highly motivated and passionate about delivering service excellence at every interaction with clients. * Extensive experience in Financial Planning with major banks and boutique firms* Over 15 years experience as a Financial Planner* Over 30 years experience in the Financial Services industry* Exceptional communication skills, both written and verbal. * Delivery into all compliance standards within the business and legislative requirements. Impeccable ethics and very familiar with legislation governing financial planning (i.e FoFA)* Maintained "A" rating in Compliance with Securitor dealer group (while employed by Strategic Financial Planning)* Masters of Financial Planning - completed in March 2019 -through Kaplan ProfessionalSkills/Qualities:* Professional presentation* Independent, punctual, honest, reliable, courteous and committed to teamwork* Excellent rapport with business partners and branch staff/colleagues* Attention to detail* Ability to develop innovative financial planning strategies for investors* Provide quality advice and a high standard of professional ongoing service* Cross selling and obtaining third party referrals* Ability to build rapport quickly with all levels of clients* Motivated to manage workload whilst maintaining a professional and compliant workplace* Sound knowledge of various software - COIN, Advisernet, Advisernetgain, IQM + Risk Researcher and Xtools Calculators* Familiar with various platforms - CFS, BT Wrap, BT Mini Wrap , Asgard

Listed skills include Retirement Planning, Wealth Management, Financial Services, Investments, and 12 others.

Current workplace

Krishna Singh's current company

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Mint Financial Solutions
Mint Financial Solutions
Client Relationship Adviser
oakleigh east, victoria, australia
Website
mintfinancialsolutions.com.au
Employees
10
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12 roles · 41 years

Krishna Singh work experience

A career timeline built from the work history available for this profile.

Client Relationship Adviser

Current
Mint Financial Solutions

Oakleigh East, Melbourne, Vic Australia

Oct 2022 - Present

Case Assessor - Remediation

One Of The Big Four Audit & Consulting Firm

Melbourne, Victoria, Australia

Jul 2021 - Jul 2022

Financial Planner

Sherpa Financial Group Pty Ltd

Oakleigh, Victoria, Australia

Sep 2015 - May 2018

Financial Planner

Strategic Financial Planning Service (Vic) Pty Ltd

* Managed Investments* Superannuation* Retirement Planning* Personal Insurance* Strategic Advice - clients with SMSF, Aged Care, CentrelinkProvided full financial advice covering the above categories. Reviewed and maintained the existing book of clients with regular ongoing service.

2009 - 2014 ~5 yrs

Advanced Financial Planner

Westpac/Bt Financial Group

Professional and compliant advice given on a range of strategies (including but not limited to):* Investment and Wealth Creation Strategies* Retirement Planning* Superannuation and Allocated Pensions/Annuities* Risk - Life Insurance/Income Protection/TPD* Gearing and Margin Lending * Centrelink and Aged CareBuilt great relationship with branch network to ensure all business opportunities were captured. Coached and mentored branch staff through "staff trainings"​ and "one on one's"​ so they had a sound understanding of the bank wealth management business along with how to identify good opportunities to assist them in achieving their individual wealth target as well as their branches'​.Achieved "Best of the Best" in 2007 for exceeding the Wealth Target for the 3 branches that I was designated to in The Ringwood Yarra Valley Area.

2004 - 2008 ~4 yrs

Financial Planner

Frost Financial Services

Through a comprehensive analysis of clients personal balance sheet, needs and objectives I offered appropriate strategies and solutions to assist them in achieving their financial security in the future. Financial Planning services and products offered in key areas such as:* Investment and Wealth Creation Strategies* Retirement Planning* Superannuation and Allocation Pensions/Annuities* Life Insurance (Death Cover, TPD, Trauma)* CentrelinkAs part of the service, assisted clients with:* Pension applications* Reviews of Income and Assets & Real Estate forms from Centrelink

2003 - 2004 ~1 yr

Investment Consultant

Commonwealth Bank

In depth analysis and advice given on:* Investment Planning* Superannuation* Life Insurance, Income Protection, Death Cover and TPD

1999 - 2002 ~3 yrs

Bank Teller/Customer Service Officer

State Bank Of Victoria
1986 - 1992 ~6 yrs
Team & coworkers

Colleagues at Mint Financial Solutions

Other employees you can reach at mintfinancialsolutions.com.au. View company contacts for 10 employees →

PC Patrick Curlis Patrick Curlis Colleague at Mint Financial SolutionsBelgrave Heights, Victoria, Australia View → RB Rachael Butler Rachael Butler Colleague at Mint Financial SolutionsBonbeach, Victoria, Australia View → TT Tanisha Tanisha Tanisha Tanisha Colleague at Mint Financial SolutionsBurwood East, Victoria, Australia View → NA Nithurshana Anushanth Nithurshana Anushanth Colleague at Mint Financial SolutionsVancouver, British Columbia, Canada View → SH Shadir Hassen Shadir Hassen Colleague at Mint Financial SolutionsMelbourne, Victoria, Australia View → AA Afrah Akram Afrah Akram Colleague at Mint Financial SolutionsColombo, Western Province, Sri Lanka View → MD Marlon De Kauwe Marlon De Kauwe Colleague at Mint Financial SolutionsGreater Melbourne Area, Australia View → KS Kym Smart Kym Smart Colleague at Mint Financial SolutionsBrisbane City, Queensland, Australia View → DR Deepak Raghvani Deepak Raghvani Colleague at Mint Financial SolutionsWantirna South, Victoria, Australia View → CF Cornel Fernandez Cornel Fernandez Colleague at Mint Financial SolutionsGreater Melbourne Area, Australia View →
3 education records

Krishna Singh education

FAQ

Frequently asked questions about Krishna Singh

Quick answers generated from the profile data available on this page.

What company does Krishna Singh work for?

Krishna Singh works for Mint Financial Solutions.

What is Krishna Singh's role at Mint Financial Solutions?

Krishna Singh is listed as Client Relationship Adviser at Mint Financial Solutions.

Where is Krishna Singh based?

Krishna Singh is based in Ringwood North, Victoria, Australia while working with Mint Financial Solutions.

What companies has Krishna Singh worked for?

Krishna Singh has worked for Mint Financial Solutions, One Of The Big Four Audit & Consulting Firm, Sherpa Financial Group Pty Ltd, Strategic Financial Planning Service (Vic) Pty Ltd, and Westpac/Bt Financial Group.

Who are Krishna Singh's colleagues at Mint Financial Solutions?

Krishna Singh's colleagues at Mint Financial Solutions include Patrick Curlis, Rachael Butler, Tanisha Tanisha, Nithurshana Anushanth, and Shadir Hassen.

How can I contact Krishna Singh?

You can use AeroLeads to view verified contact signals for Krishna Singh at Mint Financial Solutions, including work email, phone, and LinkedIn data when available.

What schools did Krishna Singh attend?

Krishna Singh holds Master Of Financial Planning, Financial Planning And Services from Kaplan Professional.

What skills is Krishna Singh known for?

Krishna Singh is listed with skills including Retirement Planning, Wealth Management, Financial Services, Investments, Management, Superannuation, Aged Care, and Centrelink.

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