Michelle Jones Email & Phone Number

My main responsibilities include:-Preparation of compliant and accurate Records of Advice and Statements of Advice using Xplan and AdviserLogic, ensuring completion within the required timeframe-Modelling and projections via Xtools+ and Cashflow 2.0 (AdviserLogic)-Creation of WealthSolver and Risk Researcher scenarios-Data collection and research-Drafting strategies and adhering to the compliance requirements of the licensee, including preparation of strategy development… Show more My main responsibilities include:-Preparation of compliant and accurate Records of Advice and Statements of Advice using Xplan and AdviserLogic, ensuring completion within the required timeframe-Modelling and projections via Xtools+ and Cashflow 2.0 (AdviserLogic)-Creation of WealthSolver and Risk Researcher scenarios-Data collection and research-Drafting strategies and adhering to the compliance requirements of the licensee, including preparation of strategy development papers-Keeping up to date with licensee requirements Show less

Qld

*Please note: this position was made redundant due to the director winding up the business shortly after I commenced employment.My main responsibilities included:-Preparation of compliant and accurate Records of Advice and Statements of Advice-Practice management-Client services – from application stage to implementation, ensuring timeliness and accuracy-Data collection / fact finding-Liaising with superannuation and insurance product providers to get the best… Show more *Please note: this position was made redundant due to the director winding up the business shortly after I commenced employment.My main responsibilities included:-Preparation of compliant and accurate Records of Advice and Statements of Advice-Practice management-Client services – from application stage to implementation, ensuring timeliness and accuracy-Data collection / fact finding-Liaising with superannuation and insurance product providers to get the best outcomes for the client Show less

Hobart, Tasmania, Australia

My main responsibilities included:-Being the first point of contact for clients via phone and email.-Arranging reviews and managing the advisers’ diaries and schedules.-Attending meetings with the Senior Financial Adviser to assist where needed.-Research, including drafting strategies.-Preparing Statements of Advice and Records of Advice

Hobart, Tasmania, Australia

My main responsibilities included:-Being first point of contact for clients via phone and email.-Actioning referrals from the accounting side of the business.-Arranging reviews and managing the advisers’ diaries and schedules.-Research, including drafting strategies.-Preparing Statements of Advice and Records of Advice.-Attending meetings with the financial advisers to assist where needed.

Graduate Diploma Of Financial Planning

Successfully completed all required units of the Graduate Diploma of Financial Planning. Certificate available upon request

Diploma Of Financial Planning

Successfully completed all required units of the Diploma of Financial Planning. Certificate available upon request.