Michael Jerard Cfp® Email & Phone Number

Victoria, Australia

Victoria, Australia

Mount Martha, Victoria, Australia

Mount Martha, Victoria, Australia

Freelance paraplanning assistance to Advisers all over Australia.

Mornington Peninsula

Beaumaris, Victoria, Australia

Mornington Peninsula

Clayton Victoria

• Prepare quality, highly personalised, timely Statements of Advice. • Compliance pre-vet of SOA's prior to presentation.• Maintain technical skills and knowledge.

Dandenong

• Prepare quality, highly personalised, timely Statements of Advice and Records of Further Advice.• Attend client meetings as required in order to build an ongoing trusted relationship with clients.• Ensure all aspects of compliance are met satisfactorily.• Comprehensive knowledge and use of financial planning software (COIN).• Administration tasks connected with the implementation of all recommendations.• Prepare Investment Review documentation.• Maintain technical skills and knowledge.

Mornington

• Review existing clients & transition to new platforms (sales focus).• Write Risk insurance business.• Meet with new clients.• Help manage the business.• Manage Investment Portfolio Managers (Selection & Meet)• Liaise with Administration team for implementation of all recommendations.• Day to day query resolution.• Maintain technical skills and knowledge.• Run the business in the principal’s absence.• Manage para-planning section.

South Yarra And Mornington

Key Responsibilities and Achievements:• Prepare quality, highly personalised, timely Statements of Advice, Reviews and Records of Further Advice, at times incorporating modelling of strategies and scenarios.• Attend client meetings as required in order to build an ongoing trusted relationship with clients.• Ensure all aspects of compliance are met satisfactorily.• Comprehensive knowledge and use of financial planning software (XPlan).• Responsibility for SOA template & Strategy Library maintenance.• Liaise with Administration team for implementation of all recommendations.• Day to day query resolution for clients.• Development of Comprehensive Para-Planning Procedure Manual & Fee Procedure.• Review Para-planning procedures on an ongoing basis in relation to business efficiency.• Developed Time Management Process & Financial Plan Finalisation Process.• Running the Advisor’s Diary / Booking appointments before & after plan completion. • One of the longest ever serving employees. • Maintain technical skills and knowledge.

Key Responsibilities and Achievements:• Needs Analysis.• Risk Insurance Quoting.• Interviewing clients for the completion of the Personal Statement.• Write & compile Risk Only Statements of Advice.• All related paperwork for the application of Risk Insurance Products.

Commerce, Accounting, Marketing & Commercial Law

Bachelor of Commerce Degree majoring in Accounting and Commercial Law.

Certified Financial Planner® Designation, Cfp1, 2 & 3 - Pass And Cfp4 - Credit

Advanced Diploma Of Financial Services (Financial Planning), Financial Planning

Ethics & Professionalism In Financial Advice, Credit

FASEA Bridging Course