• Delivering strategic financial planning and investment advice to high net worth clients.• Wealth management, Australian and International shares• SMAs• SMSF• Private Equity• Providing investment insights and managing relationships with high net worth clients• Reviewing current investment strategies• Conducting in depth meetings with clients to understand their situation, financial goals and needs.

• Proactively sourcing and developing new business.• Conducting in-depth meetings with clients to understand their financial situation, goals and objectives & discussing potential strategies.• Completing diary notes, fact finds, and strategy documents.• Presenting strategic financial planning recommendations to clients via a comprehensive SoA• Focus on wealth management, insurance and superannuation strategies.• Managed the ANZ Prime Access book of ongoing clients, on the… Show more • Proactively sourcing and developing new business.• Conducting in-depth meetings with clients to understand their financial situation, goals and objectives & discussing potential strategies.• Completing diary notes, fact finds, and strategy documents.• Presenting strategic financial planning recommendations to clients via a comprehensive SoA• Focus on wealth management, insurance and superannuation strategies.• Managed the ANZ Prime Access book of ongoing clients, on the Onepath platform• Product providers include One path, TAL, Zurich & AIAKey Achievements• Achieved conversion rates in line with KPIs.• Build and motivated business partners, to deliver consistent referrals.• Received excellent feedback from clients.• Excellent compliance record. Show less

• Advised and reviewed a portfolio of Macquarie Wrap Clients, on their wealth strategy.• Provided strategic comprehensive advice to industry and corporate superannuation fund members. - NewsCorp, 3M, CSR & Liberty OneSteel Corporate Fund - REST Industry Super, Care Super, AMIST, NESS, Legal Super and Russell Super.• Delivered retirement seminars for REST Industry Super, with Member Services managers.• Conducting in-depth meetings with clients to understand and… Show more • Advised and reviewed a portfolio of Macquarie Wrap Clients, on their wealth strategy.• Provided strategic comprehensive advice to industry and corporate superannuation fund members. - NewsCorp, 3M, CSR & Liberty OneSteel Corporate Fund - REST Industry Super, Care Super, AMIST, NESS, Legal Super and Russell Super.• Delivered retirement seminars for REST Industry Super, with Member Services managers.• Conducting in-depth meetings with clients to understand and assess their financial situation and goals, and completing a fact find.• Conducting ongoing reviews of established clients- approximately 120 clients.• Maintaining technical and product knowledge and keeping up to date with legislative changes.• Authorised to provide advice in the following areas• Investments• Margin Lending• Superannuation• SMSF• Insurance• Transition to Retirement Strategies• Retirement Income Streams• Centrelink / Age PensionKey Achievements• Achieving quarterly KPI’s • Successfully managed a book of 120 clients• Proactively increased client numbers for Link Advice Show less

• Face to face meetings with clients to understand their needs, completing a fact find and providing advice on life insurance products and superannuation.• Presenting the Statement of Advice, and implementation of recommendations.• Explaining and educating clients on life insurance products and discussing built-in-benefits and options to meet the needs of the client.• Keeping client files & detailed records, and financial and medical pre-assessment of clients with insurance… Show more • Face to face meetings with clients to understand their needs, completing a fact find and providing advice on life insurance products and superannuation.• Presenting the Statement of Advice, and implementation of recommendations.• Explaining and educating clients on life insurance products and discussing built-in-benefits and options to meet the needs of the client.• Keeping client files & detailed records, and financial and medical pre-assessment of clients with insurance providers• Maintaining product knowledge keeping up to date with new products and policies.Key Achievements:• Product Knowledge gained from full range of product providers• Building up a book of clients• Commission based Show less