Michelle Jones Email and 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

*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

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

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.