Michael Youssef Email & Phone Number

Bella Vista, NSW, AU

Sydney, New South Wales, Australia

For 5 years, we’ve helped agency owners:► Agency KPI matrix tracking► SEO and SEM Profitability strategy► Agency Productivity optimisation► Agency dashboard reportingWe do this using a mix of business planning strategies, business growth strategies and business structuring strategies to protect wealth.So we’re not just accountants. We’re your freedom.

Sydney, New South Wales, Australia

Too many agencies don’t have a long-term strategy, beyond “grow sales”.The result is agency owners work harder and harder with each passing year. Business grows, but you miss out on time with your family. We make sure our clients have a strategy for their business. We help some clients plan their strategies as well.We can help you:- Uncover your true.

Sydney, New South Wales, Australia

Successful agencies are run by empathetic leaders who listen to their clients and understand their points of view. It’s not about how many hours or weekends you work. It’s about the value you provide. We focus on:Helping you develop the right mindset and holding you accountable Streamlining your sales process to increase conversions and reduce lead.

Blacktown

For most business owners, bookkeeping is like eating broccoli - you don’t like it but it has to get done. It takes too long, it’s harder than it looks (even with software) and there are too many things that can go wrong.As bookkeepers, we eliminate the stress and effort by taking charge of your books. This frees up the time and headspace you need to focus.

Westfield Parramatta

o Uncovering clients’ needs and objectives through face to face interviews to determine how best I can assist clients. o Creating personalised statements of advice in the following areas: - Personal and business insurance- Superannuation strategies and retirement planning - Investment advice - Centrelink planning o Meeting KPIs and performance targets.

Chatswood

• To ensure that customer is triaged to most appropriate adviser (General / Specialist) in accordance with assessment standards
• To take ownership to ensure that warm handover to an adviser that suits the customers’ needs
• To keep abreast of industry, legislative, business and technical Advice trends in order to provide Quality Advice support in a professional manner
• To interact with other relevant teams to ensure consistency in quality of Advice support; Open to feedback and interested in learning to continuously grow and develop to provide better Advice strategies in consultation.
• To engage, collaborate and be the primary contact point with customers in order to effectively identify their needs and objectives in the provision of quality referrals and advice support
• To be open and approachable in collaborating with, and sharing ideas amongst, team members in order to encourage and support one another as a well-functioning team

Sydney Olympic Park

• Servicing the banks most prestigious and high net worth clients. Companies I have personally dealt with include ASX listed companies such as: Wesfarmers, Woolworths, Healthscope, Qantas and Caltex to name a few. As.
• Merchant Specialist: - Requires a high attention to detail, technical proficiency and the ability to navigate multiple bank systems. - Ensuring that our Institutional and Government clients have their entire merchant.

Sydney Olympic Park

• Main responsibility of my role involved handling inbound calls from retail clients for a number of different enquiries including simple enquiries such as password resets and general account maintenance, to more complex.
• Taking Ownership and Following Up was crucial to my role and also crucial in building rapport and trust with clients. Using this model as the backbone for servicing clients I was able to consistently achieve.
• With sales being a key metric of the role I consistently outperformed my sales target, which resulted in my promotion to Sales Campaign Manager within the team.
• As the Sales Campaign Manager for my team I have been able to motivate my team in generating sales to become the top performing team for the Margin Lending campaign. In a previous campaign I was able to maintain my.
• Integral part of my role involves understanding the current economic climate and the potential impact this has in stock prices. I would generate a morning email, distributed to my colleagues, which summed up the five.
• Because of the many potential investment products it is also crucial that I have a sound understanding of our investment products including margin loans, options, CFDs and many other exchange traded products including.

• Using bank statements and other financial statements it is my responsibility to construct complete financial accounts including Trial Balances and Profit and Loss statements. These complete accounts are then used in.
• In the process of creating complete financial accounts, I would have to reconcile the accounts by conducting bank reconciliations and general ledger key account reconciliations.
• Liaising with the ATO regarding various taxation matters. My role also requires me to liaise with various external bodies including Superannuation funds, insurance companies and banks
• Completing tax returns for our clients. Including setting up vehicle schedules, depreciation schedules and rental schedules.
• Creating Self-Managed Superannuation Funds and corporate trust accounts for SMSF. Whilst also assisting senior partner in the auditing of our SMSF and completing SMSF tax returns.
• Proficient with Accounting Software (Handisoft, Sage) and also Proficient with Microsoft Applications (Word, PowerPoint and Excel)

Master Of Commerce (Public Accounting), Accounting And Business/Management

Bachelor Of Biotechnology And Business, Accounting

Diploma, Financial Planning And Services

RG 146 Accreditation in: • Superannuation • Self Managed Superannuation • Insurance • Managed Investments • Securities

High School/Secondary Diplomas And Certificates