Ross Phlorides Email & Phone Number

Mill Park, VIC, AU

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

As a Paraplanner, I administered, allocated, monitored, and followed up on team paraplanning work in progress using an Excel workflow document to ensure efficiency and accuracy in task completion. My responsibilities included completing Evidence of Advice (EO), Statements of Advice (SOA), and Records of Advice (ROAs) as requested by the team’s financial.

Melbourne, Victoria, Australia

Engaged in a strategic career development and progression plan, I served as a Client Service and Paraplanning Officer at InterPrac Securities, contributing to the team's success for over 18 months. I am responsible for various key tasks integral to the financial adviser and manager support, aligning with compliance and HR policies. My role involves.

Melbourne, Victoria, Australia

During my tenure as a Retail Salesworker/Customer Service Assistant at Target Australia, I played a crucial role in delivering exceptional customer experiences. Engaging directly with customers, I provided personalised assistance, answered inquiries, and ensured a positive shopping experience. Additionally, I maintained a thorough knowledge of product.

Melbourne, Victoria, Australia

During my tenure as a Finance Intern, I played a pivotal role in conducting thorough research and analysis on Small Cap ASX listed companies, offering valuable insights that significantly informed strategic decision-making processes. In addition, I actively participated in the development and maintenance of intricate financial models, thereby contributing.