Brandon Plozza Email & Phone Number

Hyde Park, Qld, Au

Townsville, Queensland, Australia

As an Associate Financial Adviser, I work closely with senior advisers to provide holistic financial guidance to clients. My role involves attending client meetings, taking detailed notes, and drafting tailored financial strategies and advice. I liaise directly with clients, ensuring they understand their financial options and supporting them in making informed decisions. My specializations include: - Retirement Planning- Investment Management- Wealth Management- Tax Planning- Estate Planning- Insurance & Risk Management (Personal and Business)- Debt Management- Education Planning- Crypto & Digital AssetsAdditionally, I handle the preparation of Statements of Advice (SOAs) and Records of Advice (ROAs), ensuring that all recommendations align with clients’ unique financial goals. Currently undertaking my Professional Year, I am dedicated to delivering transparent, client-focused advice and advancing my expertise in financial planning.

Townsville, Queensland, Australia

As a Strategic Paraplanner, I collaborated directly with advisers to manage over 350 clients, preparing detailed Statements and Records of Advice and supporting the development of personalized financial strategies. My role focused on ensuring accuracy, compliance, and alignment with clients' financial objectives, providing essential support to advisers in delivering high-quality service.

Townsville, Queensland, Australia

As a Customer Service Officer, I provided administrative support to advisers, assisting with client management and ensuring smooth day-to-day operations. My responsibilities included addressing client inquiries, coordinating appointments, preparing necessary documentation, and maintaining organized records. In this role, I focused on delivering efficient, client-centered service to build strong relationships and support advisers in meeting client needs effectively.

As the treasurer for a small non-profit organization, I oversee the financial health of the organization. I manage and maintain accurate financial records, track income and expenses, and ensure compliance with relevant regulations and financial reporting requirements. I’m responsible for preparing and presenting financial statements, budgeting, and ensuring that funds are used in line with the organization’s mission. I also assist with fundraising efforts, monitor cash flow, and advise the board on financial decisions to help ensure the long-term sustainability of the non-profit.

Townsville, Queensland, Australia

As the treasurer for a small non-profit organization, I oversee the financial health of the organization. I manage and maintain accurate financial records, track income and expenses, and ensure compliance with relevant regulations and financial reporting requirements. I’m responsible for preparing and presenting financial statements, budgeting, and ensuring that funds are used in line with the organization’s mission. I also assist with fundraising efforts, monitor cash flow, and advise the board on financial decisions to help ensure the long-term sustainability of the non-profit.

Townsville, Australia

Installation and service of TV Cable, Audio/Visual and Security Surveillance systems.

Townsville, Australia

Serving Customers, taking orders. Food preparation (supervised)

Work Experience in general Café services including: management of kitchenware and supplies.

Graduate Diploma, Financial Planning

Bachelor Of Business, Financial Management & Financial Planning

Diploma Of Higher Education