Financial Advisor
CurrentWorking in partnership with people to achieve their financial and personal goals. Taking a no nonsense approach where the customers needs are actually at the core of what we do.
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Paulo Summers is listed as Providing Advise to help people reach their goals and grow their potential. at Vega Group, a company with 13 employees, based in Tauranga, Bay Of Plenty, New Zealand. AeroLeads shows a matched LinkedIn profile for Paulo Summers.
Paulo Summers previously worked as Financial Advisor at Vega Group and Bank Manager at Westpac New Zealand. Paulo Summers holds Master Of Arts (Ma), Sociology And Anthropology from University Of Canterbury.
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An experienced and knowledgeable Lending Specialist, and with over 20 years of experience in customer service roles, I have a successful track record in building strong relationships, developing referral networks, generating business and achieving results.I focus on having authentic conversations with clients to uncover their stated and unstated needs, assisting them in achieving holistic financial goals. With extensive Home Lending experience I have developed a sound understanding of mortgage lending, insurance, and wealth management products, enabling me to provide advice and, where appropriate, cross sell at all stages of the home lending process. With strong business acumen, I have experience providing complex lending solutions to clients and am able to competently analyse a wide range of financial documents, including Profit and Loss reports and Balance Sheets. By generating and developing strong referral networks, I successfully build and maintain a solid pipeline of business. I always protect the integrity of my role by maintaining strict adherence to all policy and compliance requirements.
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Working in partnership with people to achieve their financial and personal goals. Taking a no nonsense approach where the customers needs are actually at the core of what we do.
Developed and delivered presentations at First Home Buyer Seminars which resulted in an increase in applications and business.Built up home loan pipeline to exceed monthly funding targets within first 6 months. Assisted with the training and development of support staff and new branch based lender, which meant increased capability and capacity within the.
Sunbury - Melbourne
Coached and mentored staff resulting in Customer Service Specialists I coached within the branch environment being promoted as new lenders. Several within the Bank of Melbourne network, the others were sought out by other financial institutions.Development business and referral streams external to the branch. Through robust business development.
Melbourne, Australia
Based on individual and store performance, I was invited to the exclusive MichaelHill International Managers Conference held in Macau, China.I was given the task the turning around 'Profit Improvement' stores. These stores were turnedaround through a thorough spread analysis of the Profit and Loss report andanalysis of all sales data. This was then used to.
Sydney, Australia
This was my introduction to banking in Australia. I achieved all KPI targets inbranch. I was moved to under-performing branch to help lift sales and producegrowth. I left Bankwest in due to a relocation from Sydney to Melbourne.I was nominated for the High Flyers Trainee program, designed to take thehighest achievers and move them into management positions.
Christchurch - NZ
Tasked with improving the productivity of the office, I redesigned the internalstructure of the working relationships: moving into a structure where all Brokershad one Assistant, and all financial administration was undertaken by oneindividual - myself.As the sole financial administrator for the Insurance Brokerage I was able tostandardize the process and.
Other employees you can reach at vegalend.co.nz. View company contacts for 13 employees →
Kendall Nolan
Colleague at Vega GroupHamilton, Waikato, New Zealand, New Zealand
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Dylan Ferreira
Colleague at Vega GroupAuckland, Auckland, New Zealand, New Zealand
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Graeme Magorian
Colleague at Vega GroupHenley, Otago, New Zealand, New Zealand
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Rahman Azimi
Colleague at Vega GroupAustralia, Australia
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Brett Dent
Colleague at Vega GroupWhangaparaoa, Auckland, New Zealand, New Zealand
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Denis Kim
Colleague at Vega GroupNew Zealand, New Zealand
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Tim Oliver
Colleague at Vega GroupQueenstown, Otago, New Zealand, New Zealand
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Nicky Lukar
Colleague at Vega GroupAuckland, Auckland, New Zealand, New Zealand
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Sai Rane
Colleague at Vega GroupNew Plymouth, Taranaki, New Zealand, New Zealand
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Mike Allen
Colleague at Vega GroupAuckland, Auckland, New Zealand, New Zealand
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Quick answers generated from the profile data available on this page.
Paulo Summers works for Vega Group.
Paulo Summers is listed as Providing Advise to help people reach their goals and grow their potential. at Vega Group.
Paulo Summers is based in Tauranga, Bay Of Plenty, New Zealand while working with Vega Group.
Paulo Summers has worked for Vega Group, Westpac New Zealand, Anz, Victoria Teachers Mutual Bank, and Bank Of Melbourne.
Paulo Summers's colleagues at Vega Group include Kendall Nolan, Dylan Ferreira, Graeme Magorian, Rahman Azimi, and Brett Dent.
You can use AeroLeads to view verified contact signals for Paulo Summers at Vega Group, including work email, phone, and LinkedIn data when available.
Paulo Summers holds Master Of Arts (Ma), Sociology And Anthropology from University Of Canterbury.
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