Leah Reed Email & Phone Number

Nuriootpa, South Australia, Australia

Providing advocacy support to older Australians receiving aged care services.Educating older people about their aged care fees.

Nuriootpa, South Australia, Australia

Providing individual advocacy support to older people to understand and exercise their rights.Educating individuals and communities about aged care rights.

Tanunda, South Australia, Australia

Completed Professional Year.Conducting unsupervised client meetings.New business development- recognising and converting.Developing client strategies in line with their goals and objectives.

Tanunda, South Australia, Australia

Quarter 2 Professional Year.Conducting supervised client meetings.Preparation of strategies suitable to client needs, objectives and goals.

Tanunda, South Australia, Australia

- Shadowing adviser - observing client meetings- Post meeting documentation - simple ROA's - Hold Strategies and investment switches- Research products and model strategies in order to determine suitability for a clients' objectives, financial situations, or needs.- Completing Weathsolver Scenarios- Strategy formulation including advice development and.

Nuriootpa, South Australia, Australia

- Conducting administration and client services - Consistently providing high quality service at all times- Provide a point of contact for clients. Answer incoming calls and handle non-advice related queries- Confidently and proficiently facilitate the implementation of advice - Effectively processing investment and insurance applications- Draft and.

- Recommending and explaining banking services and products to clients based on their needs- Managing customer bank accounts, including opening and closing accounts, and overseeing transactions.- Presenting and selling banking services and products to existing and prospective clients.- Help customers understand what is happening with their money and to.

Maitland, South Australia, Australia

Forestville, South Australia

HR, Reception, Payroll, Superannuation & payroll taxes, data entry, accounts payable, booking flights & accommodation, PA to director, 457 Visas, entering purchases.

Glynde, South Australia

Running the office, reception, data entry, payroll, BAS prep & lodgement, superannuation & payroll taxes, reporting, accounts payable & receivable, invoicing.

Greenacres, South Australia

Customer Service, Payroll, entering invoices, counting money & ordering cash.Checkout, Deli, Bakery, POS