Matthew T. Email & Phone Number

Australia

Melbourne, Victoria, Australia

Key Achievements • Fairly and consistently reviewing the financial advice of customers who have registered for the Open Advice Review Program.• Consistent high performer in achievement of KPI's in output and quality.• Strong technical financial planning knowledge (including legislation from 2003).The main functions of this role were: • Collating all customer, advice and product information that will be required to complete an assessment.• Preparing a written assessment of findings and determining the appropriate outcome to be offered to customers who have received financial advice.• Peer review case assessments completed by other Assessment Managers before submitting for senior manager approval • Sound knowledge of Colonial First State FirstChoice and CommInsure products.

Docklands

The main functions of this role are: • Produced a range of complex and compliant Statements of Advice using Coin, including extensive modelling and financial projections.• In consultation with Financial Planners, to formulate strategies for customers including Gearing, Transition to Retirement, enhancing Centrelink entitlements, retirement income streams, insurance, superannuation and various tax efficient strategies.

Key Achievements • Took the lead in managing clients and ensuring a smooth transition and 100% retention of clients when an Adviser left the organization.• Worked one on one with a Financial Adviser, handling members’ queries and explaining complex details of advice to members.• Produced a range of complex and compliant Statements of Advice using X-Plan, including extensive modelling and financial projections.• Developed Statement of Advice templates which were adopted by all staff ensuring all Statements of Advice were compliant.The main functions of this role are: • In consultation with Financial Planners, to formulate strategies for clients including Defined Benefit Plans, Transition to Retirement, enhancing Centrelink entitlements, retirement income streams, insurance, superannuation and various tax efficient strategies.• Conduct client presentation meetings; presenting Statements of Advice to clients on behalf of advisers, clearly explaining financial plans and superannuation legislation to members.• Extensive use of the Vision Super Classic Software to obtain information for SoA production.• Liaise with member involving booking appointments, Statement of Advice Queries, Form Completion, general financial and superannuation queries.

Para planner (Authorised Represenative)The main functions of this role were: • Produce compliant Statements of Advice.• Formulate strategies for clients including retirement income streams, insurance, superannuation, gearing, SMSF Strategies, investment properties within SMSFs.• Conduct client presentation meetings; present Statements of Advice to clients on behalf of Financial Advisers.• Provide suggestions and alerted advisers to potential opportunities or alternative strategies.• Organise work flow between advisers and para planners.• Work with advisers to formulate model portfolios. • Conduct review meeting with clients.

Graduate Dipolma Of Financial Planning, Financial Planning

Tier 1 Margin Lending – Personal Advice, Financial Planning And Services

Bachelor Of Business, Management

Bachelor Of Arts (Ba), History, Politcal Science