I create logos and brands for creative entrepreneurs, with a feminine flair. I work closely with you to understand and develop your brand through brand questionnaires and a collaborative Pinterest board. There are no shortcuts, and you will love your new brand because it will be so YOU!

I work alongside financial advisers to prepare advice recommendations to clients. The role entails:- Formulation of quality, compliant advice documentation- High level advisory support- Product research and consultation on strategy- Process reporting and improvement- SMSF, Superannuation & Retirement, Gearing and Margin Lending, Personal & Business Risk, Investment & Wealth Creation- COIN financial planning software- Oversee office workflows and case management

Paraplanner, customer service, marketing, social media, compliance, administration, database designAs a paraplanner I research and analyse information and prepare written financial plans. I work to deadlines and within very strict guidelines that require excellent attention to detail. I assist the financial planner and coordinate his schedule and workload. I manage client review processes and compliance within the business. I need to maintain my technical knowledge to ensure a high level of compliance. I am also responsible for client marketing and social media.This firm focuses on retail superannuation, retirement planning and risk insurance.

Paraplanner, practice manager, compliance manager, supervision, workflow management, marketing, training, database designI worked in a variety of roles within this practice, taking on increasing responsibility as the fledgling business grew. Although my main role was as a paraplanner, I also had the responsibilities of Compliance Manager and Practice Manager managing a team of employees.This job was a high stress role that demanded creative thinking and problem solving. I managed the workload for this high volume practice and implemented many systems and processes to streamline workflow. I supervised and trained new employees across a range of different job roles, from office administrators to financial planners. As compliance manager I was responsible for ensuring the entire office maintained extremely strict and changing compliance regimes.This firm focused on delivering the following types of advice:- Retail Superannuation- Corporate Superannuation- Retirement Planning- Personal Risk- Group Life Risk- Business Risk- Limited SMSF advice

Preparing SOAs inluding strategy modellingPreparing Reverse Fact FindersPreparing BID working papersProduct research and comparisonsDevelopment of client recommendationsSupervision of administration staffInternal staff training

I dabbled in some outsourced paraplanning work.

Paraplanner, customer service, office administrationI worked as a paraplanner and general office administration.