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 custom solutions within our Xplan software to automate workflows, enhance data integration, and improve overall system efficiency.- Collaborate with financial advisors and support staff to understand business requirements and develop technical solutions that meet their needs.- Develop and maintain bespoke templates and document generation tools to deliver tailored client reports and advice documents.- Manage and maintain datafeeds to ensure accurate and up-to-date information.- Develop and maintain our business's client portal for client fact find, portfolio visibility and secure messaging (inbound and outbound).- Oversee system administration, user management, and access control to ensure the security and integrity of our financial planning systems.Skills & Expertise:- Xplan software development and customization- Systems integration and data management- Template design and development- Other related Financial planning software and systems administration- Strong analytical and problem-solving skills- Excellent communication and collaboration skills- Experience with datafeeds, APIs, and system integrationImpact:In this role, I drive technical innovation, efficiencies and excellence in our financial advisory business. By designing and implementing efficient systems, automating workflows, and developing bespoke solutions, I enable our financial advisors to focus on delivering exceptional client experiences and driving business growth.

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 end-to-end processing without manual intervention, as well as proving access and support to data analyst users who required Adhoc processing of unique datasets. I provided BAU support for the application and users, performing bug fixes and enhancements to existing jobs, rulesets and connections (Teradata and Cloudera Hadoop). The application is managed on 4 servers across Development, Testing, Production and Disaster Recovery environments where I also performed server monitoring and maintenance using PowerShell scripts. I performed regular software maintenance for aspects including fix packs and AVI updates using the ATO's Change and Release Management processes (this was also used for deploying newly developed projects/jobs).The development work performed was: - Parallel and Sequence Jobs for new data pipelines being developed for end-to-end processing of regular data ingestion. - A web user interface using Tomcat that allows for more straightforward access for users processing Adhoc jobs, with better exception handling and improved UX. - Migrating the application to new servers - Performing one-off data matching for evaluation to compare it with alternative processes.Types of data being uplifted: - Individual Name - Organisation Name - Address (Australian only) - Tax Identification Number (TFN, ABN, ACN) - Date of Birth - Phone numberI hosted monthly workshops with our data analyst users providing information about changes and current activities, also seeking feedback about current issues they are facing we can assist with.

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 requirements. - Preparing requests for tender from software vendors. - Assessing vendor's software offerings relating to tender. - Providing recommendations and presentations to Directors and Assistant Commissioners. - Setting up proof of concept (POC) to assess the products fit for purpose - Evaluating POCsMy second placement was in a newly formed team dedicated to improving data quality for incoming external data at the ATO utilizing IBM DataStage and QualityStage. The team had only recently formed before I joined and we were building a proof of concept for the applications used for data quality uplift within the organisation. My role included: - Setting up the team to integrate in the ATOs ITIL system including team mailbox setup, and user support ticket templates. - Conducting workshops with various stakeholders within the business to understand business requirements and deliver Proof of Concept testing results. - Providing user support with using the application - Deploying software updates in Development, Test, and Production environments - Developed a Knowledge Transfer Plan for the team to allow for onboarding new staff to our team

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 advice to be understandable while meeting legal compliance requirements for such documents. I also modelled these strategies over many years to ensure suitability.Some of these strategies include:- Super- Self Managed Super Funds (SMSF- Trust (company, corporate and family trusts)- Direct Equities (via ASX)- Transition to Retirement- Tax planning (not accounting)In addition to this work, I was required to maintain a high level ongoing education on financial literacy to ensure that I was able to prepare this advice adequately.

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 directly with Business Analysts and the Project Manager as part of this role.

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)