At ITL Financial Planning, we choose to provide a unique servicing offering to self-funded retirees, successful business owners and professional families. We believe our skill set and expertise perfectly aligns to the particular needs of our clients which allows us to demonstrate significant value in the advice and service we provide. We give our clients a team they can count on, a team that understands their problems, a team that truly has their best interests at heart and a team that will be there for future generations in years to come. At ITL Financial Planning, we partner with our clients to build a unique and adaptive financial plan that is truly tailored to every stage of their lives. We provide personalised advice to give our clients the results that want.We are a boutique; providing highly specialised financial advice, superior service and certainty for our clients to make the right financial decisions for them now and in the future. We are professional; giving our clients the most up-to-date expert advice and support. We always have our finger on the pulse and we always deliver results.We know from experience that with careful planning and pro-active management of financial affairs, a significant improvement in financial freedom can be achieved over time. This is why we have broken away from the traditional adviser service models to give clients the personalised attention they deserve. Before engaging our clients we promise to always demonstrate how our advice can put them in a better position. We are specialists; passionately providing advice in the areas of self-managed superannuation funds, direct investments and personal risk insurance. By doing so we aim to give clients control and transparency over their investments at all times and peace of mind that today’s great lifestyle can continue tomorrow.Our core values are integrity and transparency. We will always put you and your family first and act with complete honesty at all times.

Within this boutique and highly specialized firm, I was given the opportunity to:1. Support the Business Owner and Principal Adviser in the provision of advice services to existing clients 2. Build and develop my own client base through referrals and networking.3. Manage and develop the administration and accounting side of the business 4. Develop a passion for providing specialist advice on SMSFs and direct investments as well as own and manage a truly client focused business.Clients from Accelerate Financial Services (AFS) were integrated into ITL Financial Planning in December 2013 when the Principal of AFS retired from full-time financial planning.

Within the Products & Research Services division, I was responsible for: 1. Managing and developing a team of business analysts2. Having a strong, broad and unique understanding of most areas of the business and applying this knowledge to a range of special projects aimed at enhancing product development and sales growth3. Playing a pivotal role in the development of a managed investment scheme - responsible for developing and managing the system design, key investment structures, financial models, finance facilities, operational processes, sales support and implementation plan4. Ensuring the operational risk processes for new and complex loan products were accurate and evolving5. Documenting functional workflow specifications to ensure processes were carried out efficiently and effectively.

Within the Global Risk Management Services division, I developed strong skills in process mapping and improvement, risk and project management, internal audit and business writing. I was responsible for the supervision of junior staff and worked closed with some of our biggest clients in the government and services industry. I was responsible for:1. Providing Managers at Rail Infrastructure Corporation with training on how to become successful project managers2. Assisting the NSW Department of Housing become more successful in managing their large asset portfolios, setting budgets, forecasts and reporting actual expenditure. I did this by extensively examining existing practices and using this information to develop and implement newly improved processes3. Assisting Qantas and Boral in the project management of large projects4. Providing Auditing services to Tempo and Export Finance & Insurance Corporation5. Assisting the University of Technology Sydney by analysing the access security of the finance and human resources departments