Michael Kitselaar Email & Phone Number

Adelaide, SA, AU

Adelaide, South Australia, Australia

As a Financial Advisory Systems Engineer, I design, develop, and maintain the technical infrastructure that powers our financial advisory business. My expertise in systems engineering and financial planning software enables me to optimize our technology stack, streamline business processes, and drive innovation.Key Responsibilities:- Design and implement.

Adelaide, Australia

I was a developer as part of the Identity Matching team in the ATO where I specialised in data cleansing and standardising incoming data, prior to it being processed through the ATO's Identity Matching system. The application I used for this was IBM DataStage and QualityStage, where I developed scheduled jobs using PowerShell scripts to allow for.

Adelaide, Australia

Completed the ATO IT Graduate program which includes 2 rotations in different IT teams and 6 weeks assisting taxpayers during tax time through the contact center.My first placement was in a team involved with onboarding new COTS for new business requirements. This included being involved in aspects of: - Discussions with stakeholders to understand use case.

Adelaide

Providing support to staff at beyond bank from an IT perspective on the service desk. Assisting with infrastructure rollouts.

Norwood, SA, Australia

Casual paraplanner assisting with SoA (financial plan) preparation, financial modelling, financial strategic analysis.

Adelaide, Australia

I am currently undertaking work on an adhoc basis for the preparation of Statements of Advice for financial advisory businesses in Adelaide. In addition, with my several years of experience with XPLAN, I am able to support businesses with their XPLAN requirements and training.

Eastwood

My role within the business is to assist with the training of staff on the release of the new CRM software (XPLAN), training new staff on this system and developing complex financial documentation (known as SoA's, usually between 50-100 pages) explaining the complexities of their financial advice to clients in a manner which allowed the strategies and.

Adelaide, Australia

Business SA were in the process of finalising a new Microsoft CRM system, to be rolled out across the business which I assisted with Black Box Testing and reporting, data validation on data merged from the old database to this one as well as preparing guides to instruct the staff on how to use this new system and specific components of it. I worked.

Statement of Advice preparation

Adelaide, Australia

Worked for 2 months on collating and processing superannuation rollovers to Super SA.

Adelaide, Australia

I worked on a 7 week project reformatting and checking position descriptions for over 1600 positions within SA Water.

Adelaide, Australia

Assisting clients with meeting financial goals and objectives.Training staff on Financial Planning.Running client seminars on financial strategies

Preparing detailed financial strategy and modelling

Worked with individuals on how to work towards their financial goals and provide adequate protection for unanticipated events

Conducting client fact find meetingsStrategy preparationAdvice preparationReferral managementFinancial CoachingRisk, investment and Superannuation investment adviceServicing ongoing clientsSourcing new leadsMaintaining ongoing educationBuilding relationships with mortgage brokersPaperless file management

Financial Planning for Mortgage Broking Clients

Worked with Mortgage Broking clients to assess their protection requirements with repaying loans and reviewing their superannuation and investments in line with their wants

Running all aspects of a financial planning businessBuilding relationships with mortgage brokers

Specific and comprehensive financial planningRisk ManagementFinancial Advice PreparationReferral coachingConducting initial and presentation appointmentsInsurance Products & Strategies, Investment Products & Strategies, Superannuation products & Strategies Strategy researchReferral ManagementQuality File Management

Checking application forms, submitting applications, following up on implementationOver the phone appointment bookings and Enquiries on accountsClient Data ManagementQuality File ManagementCalendar management for plannersPreparing documents for planner meetings (Statement of Advices, data gathering)

Bachelor’S Degree, Information Technology

Adfs (Fp), Financial Planning

Module 1 (Tax) - Completed

Cert Iv, Financial Services (Finance And Mortgage Broking)

Diploma, Financial Services (Financial Planning)