Nicholas Haratsis Email & Phone Number

Sunshine Coast, Qld, Au

Sunshine Coast, Queensland, Australia

I work with advisers to help them develop and deliver advice that adheres to legislative requirements.Key Responsibilities Include:> Conducting advice pre-vetting and auditing to ensure compliance with AFSL and ACL obligations;> Responding to compliance and technical queries from the adviser network;> Coaching and supporting advisers and their teams;> Supporting the development and delivery of Professional Standards across the network.

Brisbane, Queensland, Australia

As a Technical Content Writer for Financial Advice, I contribute to the creation and delivery of multimedia rich technical content on financial advice, legislation, regulation, ethics and business topics. The content is featured in postgraduate, vocational education and continuing professional development courses.Key responsibilities and competencies:• Conduct in-depth research and synthesise information for presentation to financial service professionals. • Rapidly acquire knowledge of government policy, legislation and frameworks from key agencies.• Provide secretariat duties for stakeholder consultation meetings.• Utilise stakeholder and learner feedback to improve content delivery and effectiveness.• Utilise project management tools to monitor, manage and report content deliverables.• Collaborate with instructional designers and multimedia producers to create multimedia artefacts.• Identify, qualify, and interview subject matter experts.

As a Sessional Academic, I was responsible for ensuring online students enjoyed a high quality and positive learning experience across postgraduate, undergraduate, and vocational courses. Student engagement and academic support:• Facilitate interactive learning activities to enhance student engagement and retention.• Plan, prepare and deliver online workshops and tutorials.• Resolve technical and general content enquiries from learners, course coordinators and other stakeholders.• Mark assessments providing constructive feedback to promote positive learning outcomes. • Engage in assessment moderation to maintain assessment quality and consistency.Content development and production:• Collaborate with unit co-ordinators to provide technical updates and revisions to course content ensuring regulatory and professional body compliance.• Audit course content for technical accuracy and AQF level competencies.• Conduct assessment and curriculum mapping.• Maintain learning content across various LMS platforms (Litmos, Blackboard, Ontrack and Articulate).• Utilise project and workflow management software to record and report on projects and workflow (Microsoft Project, Asana, and Trello).Multimedia development and production:• Collaborate with instructional designers and multimedia producers to develop multimedia artefacts (video, piece to camera and voice overs).• Identify, qualify, and interview subject matter experts.• Prepare scripts, produce, and edit voiceovers for motion graphics and topic explainers.I have facilitated online learning with Kaplan Professional and Swinburne Online.

Brisbane, Queensland, Australia

In this role, I contributed to a financial advice remediation project with a specific focus on audit and assurance. I was a member of a high-performing team that consistently exceeded team targets, earning us the prestigious number one team status.Key responsibilities and competencies:• Complete case assessments within targets across a book of advisers and clients. This includes assessing cases across a range of themes by collating, analysing, calculating, and reporting on the data provided by the client and product providers.• Support and provide training to junior case assessors on case assessment methodology.• Utilise confluence to research and build methodology processes.• Collaboration with team members, quality checkers, team leaders, and methodology consultants was essential for success in this role.

Australia

I have held Senior Financial Adviser roles across multiple firms and dealer groups over a period of 11 years.Key responsibilities and competencies:• Design, develop and implement advanced business reporting tools to monitor and manage workflow, revenue, profitability, and business resources. • Advanced skills with XMerge, Xplan, Microsoft Project, Microsoft Office Suite, Gantt, and SQL.• Financial industry governance and committee membership. I was a member of the management committee for a multi-practice advice group, a representative at the NAGA high-performance working group and the investment committee manager for our firm.• Conduct technical audits on advice and briefs to ensure accuracy and currency.• Manage financial planning teams to deliver consistent and compliant client advice. Management and leadership responsibilities included professional development, workflow management for internal and external stakeholders, performance evaluation and process improvement.• Identify, build, and maintain referral relationships by presenting and attending relevant industry events. This included delivering content at seminars, working groups or in-house referral partnership training.• Provide holistic personal advice in the areas of investment, superannuation, Self-Managed Super Fund (SMSF), retirement planning, life insurance, salary packaging, budgeting, debt repayment, gearing/margin lending, aged care, and Centrelink.A full record of appointments can be viewed on the moneysmart adviser register: https://moneysmart.gov.au/financial-advice/financial-advisers-register#!id=000340620

Whitsundays

In my role as the Treasurer for the Whitsunday Coast Chamber of Commerce, I had the privilege of being part of a strong and sustainable organisation dedicated to delivering exceptional value to its members. Our commitment was to ensure that our members received tangible value from their membership, providing them with valuable services and support to positively impact their business endeavours.

Brisbane, Queensland, Australia

Grant Thornton member firms, both in Australia and internationally, provide a wide range of audit, taxation consulting, business consulting, business recovery, financial advisory and accounting services to clients in both commercial and government institutions. The financial planning department of Grant Thornton provides a specialist advisory service to High Net Worth clients in the areas of SMSF, tax minimisation, retirement planning, insurance and wealth accumulation.

Airlie Beach / Whitsundays

I moved from Brisbane to the Whitsundays to start a career in Financial Planning. It was a big change for me however I was very happy that I decided to make the change. I had the pleasure of working in the back office and learning from very experienced financial advisers.

Brisbane, Queensland, Australia

For six years, I owned and operated an information systems consulting business specialising in project management, database management, workflow management, reporting solutions, eCommerce integration, and web content development. In this role, I had the opportunity to collaborate with large national organisations such as James Hardie, Ausco Building Systems and Bondor. Key responsibilities and competencies:• Advanced skills with Visual Basic, Java, Microsoft Project, Microsoft Office Suite, Gantt, and SQL.

Master Of Business Administration (Mba), Accounting And Finance

Master Of Financial Planning (Mfinplan)

Bachelor Of Information Technology (Bait), Information Systems And Programming

Tae40116 Certificate Iv In Training And Assessment

Certified Financial Planner (Cfp®), Financial Planning

Cafca - Certified Aml Fintech Compliance Associate

CAFCA (Certified AML FinTech Compliance Associate) is a qualification for FinTech professionals, developed by FinTech professionals.

Fns60404 Advanced Diploma Of Financial Services (Financial Planning)

Fns50804 Diploma Of Financial Services (Financial Planning)

Fns40811 Certificate Iv Finance And Mortgage Broking

Self Managed Superannuation Funds (Smsf) Accreditation

The Kaplan SMSF course has provided me with a fundamental knowledge of the establishment, operation and management of an SMSF. It.

Margin Lending And Geared Investments Accreditation