Ruby Mai

Ruby Mai Email and Phone Number

Financial Adviser / MAppfin/Grad dip FP @ Australian Retirement Trust
Ruby Mai's Location
Greater Brisbane Area, Australia
Ruby Mai's Contact Details

Ruby Mai personal email

n/a
About Ruby Mai

An enthusiastic financial planner who always strikes to understand her clients goals and dreams and work with them to help to achieve their goals. As a passionate financial planner, she is committed to make a positive difference in people lives by giving her clients a clear direction to get them on the right path whether getting more of their super, making their money work harder, protect the things that are important to them, prepare for the type of retirement that they have always wanted or help them understand what Centrelink benefits that they should be entitled to

Ruby Mai's Current Company Details
Australian Retirement Trust

Australian Retirement Trust

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Financial Adviser / MAppfin/Grad dip FP
Ruby Mai Work Experience Details
  • Australian Retirement Trust
    Financial Advisor
    Australian Retirement Trust Sep 2021 - Present
    Financial Adviser
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  • Tribel Advisory
    Advice Associate/Csm
    Tribel Advisory Dec 2019 - Sep 2021
    Brisbane, Queensland, Australia
    View
  • Commonwealth Bank
    Financial Planner
    Commonwealth Bank Sep 2018 - Dec 2019
    Brisbane, Australia
    Conducting pre-qualify calls with the clients from the leads generated by referral partnersUndertaking clients appointments to understand their needs and providing tailored advice Proactively participating in training with branch staffs and business partners to help them to identify the customers needs by engaging in meaningful conversationsAssisting clients with providing comprehensive quality advice either to help them to protect and growth their wealth, restructure their investments to receive tax and Centrelink advantages or planning for their dream retirement Incorporating financial planning software like Xtool and Xtool plus to determine the most suitable strategy by modelling different scenariosImplementing the SOAs and following on necessary tasks to finalise the clients fileGenerating ROA using Xplan after the annual review conducted Monitoring ongoing service clients with their Opt in and FDS
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  • Mfm Group
    Associate Financial Planner
    Mfm Group Jan 2018 - Sep 2018
    Melbourne, Australia
    As a financial planner associate, I work closely with the practice principal/ senior adviser to develop the most suitable strategy to help the clients to optimise their financial positions. We are passionate about clients achieving their financial freedom and we provide a wide range of financial services to meet these diverse needs. Advice areas including super, personal insurance, business successful planning, budgeting, growing wealth and managing debt. We especially specialise on retirement planning, investment portfolio management, gearing, Centrelink advice and aged care
  • Amp
    Financial Advisor- Amp Horizons
    Amp Jul 2017 - Dec 2017
    Brisbane City, Queensland, Australia
    Obtaining appointments from a list of AMP policyholders from prospecting phone calls Conducting meetings with clients and drive sales through effective clients engagement Performing all products research, comparison, preparing best interest duty documents and producing fully compliant advice pieces including SOAs and ROAs.Providing tailored financial plans to suit each individual needs including cash flow and budgeting, debt management, super, investments, insurances and estate planning.Presenting statement of advice documents in a compelling way which leads to sales. Implementing the financial plans
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  • Hillross Financial Services
    Private Client Services/ Junior Paraplanner
    Hillross Financial Services Aug 2015 - May 2017
    Brisbane Cbd
    Conduct researches and comparisons in preparation of the advice documents.Assist the senior advisers in the formulation of appropriate strategies for the client from information and instructions provided by planners.Review and research individual client needs, investment strategies and risk profilesSend off the para planning requestsProduce compliant financial plans and Record of Advice (ROA) documentsWhere required implementation of advice strategies on platformsMaintain a high level of compliance to ASIC guidelines as outlined within the Professional Standards ManualResponsible in issuing Fee Disclosure Statements and Opt in notice paperwork
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  • Integrity Wealth
    Financial Planning Assistant (Internship)
    Integrity Wealth Oct 2014 - Jul 2015
    Bowen Hills, Queensland, Australia
    • Assisting in maintaining client’s database • Assisting in preparing SOA and ROA • Assist the team in general administration duties including scanning, filing, processing client correspondence and all around office support.• Processing of clients’ insurance information • Liaising with fund managers and insurance providers on behalf of clients.

Ruby Mai Skills

Leadership Banking Accounting Insurance Financial Planning Portfolio Management Investments Negotiation Finance Team Leadership Strategic Planning Wealth Management Budgeting Microsoft Excel Risk Management Customer Service Financial Analysis Budgets Business Strategy Management Financial Reporting Project Management Analytical Skills Analysis

Ruby Mai Education Details

Frequently Asked Questions about Ruby Mai

What company does Ruby Mai work for?

Ruby Mai works for Australian Retirement Trust

What is Ruby Mai's role at the current company?

Ruby Mai's current role is Financial Adviser / MAppfin/Grad dip FP.

What is Ruby Mai's email address?

Ruby Mai's email address is ru****@****.com.au

What schools did Ruby Mai attend?

Ruby Mai attended Griffith University, Kaplan Professional, Ussh, Mentor Education, Kaplan Professional, Fasea, Kaplan Professional, Griffith University, Kaplan Professional.

What skills is Ruby Mai known for?

Ruby Mai has skills like Leadership, Banking, Accounting, Insurance, Financial Planning, Portfolio Management, Investments, Negotiation, Finance, Team Leadership, Strategic Planning, Wealth Management.

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