Monica Wright Email & Phone Number

Sydney, Nsw, Au

Australia

Rhodes

Rhodes

Accomplishments• Created new Statement of Advice and other financial planning documents through Xplan which increased efficiency by 20% to 30%.• Worked together with an external consultant to build a comprehensive wizard for the generation of Statements of Advice, including comprehensive and single issue.• Developed fact sheets for our key industry funds.• Provided case studies to internal marketing department as well as external marketing departments of our fund… Show more Accomplishments• Created new Statement of Advice and other financial planning documents through Xplan which increased efficiency by 20% to 30%.• Worked together with an external consultant to build a comprehensive wizard for the generation of Statements of Advice, including comprehensive and single issue.• Developed fact sheets for our key industry funds.• Provided case studies to internal marketing department as well as external marketing departments of our fund clients.• Build seminar presentations for financial planners in conjunction with external stakeholders.• Have been involved in signing dealership agreements with external product providers (Macquarie Wrap, Colonial First State and OnePath insurance).• Managed the onboarding of new financial planners ensuring their compliance and advice quality. Duties and Responsibilities • Provide technical assistance to the financial planning team in areas of superannuation, pensions, taxation, insurance and social security.• Send updated technical information on legislative changes to superannuation, social security and taxation.• Review and update of internal /external fact sheets and presentations to ensure technical compliance.• Mentor new financial planners on procedures and processes. • Redesign, update and maintain the Statements of Advice documents and other related financial planning documents.• Provide Service Level Agreement reporting on a monthly, quarterly and yearly basis to internal reporting managers and external client.• Contact providers on the Approved Product List for new Money Solutions contracts. Show less

Sydney, Australia

Accomplishments• Received numerous paraplanning awards for completing the most plans in a month.• Maintained high quality plan output.• Mentored parplanners to achieve increased productivity and improved templates for greater efficiency.• Updated and maintained our Statements of Advice to ensure latest superannuation, social security and tax legislation has been incorporated. • Ensured the Statement of Advice was up to date for product disclosure and fees.Duties and… Show more Accomplishments• Received numerous paraplanning awards for completing the most plans in a month.• Maintained high quality plan output.• Mentored parplanners to achieve increased productivity and improved templates for greater efficiency.• Updated and maintained our Statements of Advice to ensure latest superannuation, social security and tax legislation has been incorporated. • Ensured the Statement of Advice was up to date for product disclosure and fees.Duties and Responsibilities • Delivering high and consistent quality of advice by ensuring recommended advice is complaint and appropriate with respect to internal policies and business rules.• Review Statements of Advice (SoA) and related paperwork within 2 business days. • Provide technical assistance to the team and/or other parties when requested. • Mentor new members to the team and train them on procedures, systems and processes.• Provide continuous support for the team.• Update and reporting from the Kaplan training register for all members.• Complete at least 40 hours of Continuing Professional Development (CPD) training per year. Show less

Sydney, Australia

Accomplishments• Achieved high plan quality output, this in turn gave me the opportunity to cross check fellow paraplanning Statements of Advice to gain experience towards a Senior Paraplanner role.Duties and Responsibilities • Prepare quality Statements of Advice (SoA) for FuturePlus, Chifley and Western Financial advisers. • Utilise information obtained from data collection forms to assess a client’s position in relation to personal situation, risk profile, goals and… Show more Accomplishments• Achieved high plan quality output, this in turn gave me the opportunity to cross check fellow paraplanning Statements of Advice to gain experience towards a Senior Paraplanner role.Duties and Responsibilities • Prepare quality Statements of Advice (SoA) for FuturePlus, Chifley and Western Financial advisers. • Utilise information obtained from data collection forms to assess a client’s position in relation to personal situation, risk profile, goals and objectives, tax and cash flow and risk management. • Assess the appropriateness of the initial strategy, investigate alternative strategies and liaise with the Financial Planner if necessary.• Prepare financial projections illustrating tax and cash flow estimates and capital and income positions. • Provide information and make recommendations on wealth accumulation, insurance, retirement and estate planning strategies. • Provide financial product information on recommended superannuation, retirement income streams and non-superannuation investments.• Provide information on taxation issues related to investments in general, superannuation and selected remuneration packaging. • Prepare and pre-complete appropriate paperwork to supplement recommendations provided in the SoA. • Maintain client files in order for information to be readily retrieved and to meet internal compliance requirements. • Review Paraplanner SoAs and related paperwork within 2 business days.• Provide technical assistance to the team and/or other parties when requested.• Maintain authorised representative status by completing 40 CPD hours per year. Show less

Sydney, Australia

Accomplishments• Developed and maintained efficient excel spreadsheets to provide the various calculations required for Investment Fund reports.• Ensured that all financial reports balanced prior to inserting into monthly & quarterly investment reports.• Developed efficient systems for group life policy tenders, policy committee tracking and corporate superannuation product tenders.Duties and Responsibilities • Support to Assistant General Manager, Business Development… Show more Accomplishments• Developed and maintained efficient excel spreadsheets to provide the various calculations required for Investment Fund reports.• Ensured that all financial reports balanced prior to inserting into monthly & quarterly investment reports.• Developed efficient systems for group life policy tenders, policy committee tracking and corporate superannuation product tenders.Duties and Responsibilities • Support to Assistant General Manager, Business Development and Business Development team• Prepare and distribute monthly & quarterly investment reports to Chifley Investment Fund clients.• Administration of Group Life policies including liaising with underwriters and claims handling procedures.• Facilitating tenders of Group Life products with initial comparison sheets for policies and formation of reports.• Facilitating tenders for Corporate Superannuation products with initial comparisons of policies and formation of reports.• Returning Officer for Policy Committees and coordinator of the electoral process, develop systems and process to track elections.• Send out forms and other relevant information to organisations that would like to become a sponsoring employer for FuturePlus Super fund.• General administration tasks, e.g., organise travel, filing, correspondence, mailouts, reports. Show less

Sydney, Australia

Advanced Diploma Of Financial Services (Financial Planning)

Diploma Of Financial Services (Financial Planning)