Laurice Andrew Email & Phone Number

Newcastle, NSW, AU

Greater Newcastle Area

Primary role is to manage and oversee various aspects of the Oracle Advisory Group business to provide cohesion between different components of the advice process, including but not limited to the following:* Advice Process & Development: Partnering with the policy team to support policy review and to raise policy challenges for resolution prior to launch.

Primary role is to manage and mentor a team of paraplanners to provide advice support to internal Advisers of Politis, and also Authorised Representatives of Politis Investment Strategies dealer group. This includes, but not limited to, the following:* day to day management of internal team members to meet workflow deadlines and provide them with training.

Primary role is to provide advice, compliance and administrative support to the Lead Adviser. This includes, but not limited to, the following:* deliver exceptional service to clients of the business, always acting in their best interest.* build relationships and develop rapport with clients and external business partners.* liaise with clients, providing.

Newcastle, Australia

Primary role is to provide advice and compliance support to Advisers. This includes, but not limited to, the following:* preparation of SoA & RoA documents and co-ordinating and overseeing internal paraplanning.* maintain and enhance advice document templates, workpapers etc.* collation of research and strategy documents as required (new and existing.

Operated my own paraplanning business, providing outsource paraplanning solutions and support to advisers. Including but not limited to: preparation of SOA's, RoA's, strategy papers, modelling, advice template support, technical support and compliance support.

* Team management: co-ordinate communication to the team to ensure consistency. This includes involvement in the recruiting process, training of staff, mentoring staff and ensuring general well being of the team. Monitoring staff training and CPD points.* Chair of the Compliance committee: support the entrenchment of a best practice compliance and ethics.

Team Leader: Feb 2005 – Jan 2006 * Responsible for a team of 3 paraplanners & 2 trainees (including their development/training/ mentoring), this included the review of output by the team to ensure accuracy, quality & consistency. Also included workflow management (monitoring and control)* Responsible for process improvement (eg more efficient workflow.

Certified Financial Planner

Bachelor Of Business, Financial Planning