Financial Adviser
CurrentI have performed a variety of roles such as client administration and paraplanning and then moved into a provisional financial adviser role with Zenith Global Wealth Management. By the time my professional year had finished, Zenith had merged with Aureus Financial Group.In this role I am regularly and efficiently involved in all client related activities pertaining to the management of insurance, superannuation, pension accounts and aged care advice, as required. I review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. I am also tasked with Statement and Record of Advice preparation.My task is to promptly and efficiently deal with any client related enquiries. I closely liaise with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. I utilise XPlan modelling of financial recommendations and product alternatives.I promptly and accurately answer client questions about financial plans and strategies and provide financial advice. I also professionally engage in the client relationship from initial advice through to maintaining ongoing relationships.My duty is to thoroughly analyse financial data received from clients to develop strategies for meeting clients’ financial goals. Finally, I prepare and accurately interpret financial document summaries, investment performance reports and income projections for clients, as required.
