• Conduct first appointment to identify client needs, concerns and objective. Complete fact find and investor profile• Do research to find strategies and products that are in the clients best interests• Complete file notes in xplan within 5 business days all through out process• Initiate follow up contact with clients to ensure an ongoing review process is facilitated• Ensure that an exceptional level of customer service is provided through every interaction with the needs of the customer being the foremost priority• Ensure client is kept well informed and that all necessary actions are recommended and undertaken.• Assist with client enquiries, in accordance with value proposition• Build and maintain formal & informal key contacts both within the business and external to the business• Comply with requirements for maintaining a proper authority by attending seminars and industry functions with further education & participation in all appropriate Millennium3 run activities• Accepting referrals from Centres of Influence to help the clients on their advice journeyAchievements:• Millennium3 National Practice of the year 2022• Millennium3 NSW Financial Planner of the year 2022• Millennium3 National Practice of the year 2021

• Mentoring new entrants into advice and Junior Financial Planners to give advice in the best interest of their clients• Build relationships and train bank staff to identify financial planning needs with their clients• Run training sessions with bank staff on how financial planning adds value to their clients• Prospect clients by outbound calls to organise meetings• Conduct first appointment to identify client needs, concerns and objective. Complete fact find and investor profile• Do research to find strategies and products that are in the clients best interests• Complete file notes in COIN within 5 business days all through out process• Build up ongoing clients book and service clients to highest standard• Initiate follow up contact with clients to ensure an ongoing review process is facilitated• Ensure that an exceptional level of customer service is provided through every interaction with the needs of the customer being the foremost priority• Ensure client is kept well informed and that all necessary actions are recommended and undertaken.• Assist with client enquiries, in accordance with the ANZ’s value proposition• Build and maintain formal & informal key contacts both within the business and external to the business• Comply with requirements for maintaining a proper authority by attending seminars and industry functions with further education & participation in all appropriate ANZ run activities• Accepting referrals from ANZ Private Bank, where clients don’t fit the Private Bank criteria, to help them on their advice journey

Key responsibilities• Prospect for clients through outbound calling to organise face to face meetings• Conduct first appointment face to face with client to identify needs, concerns and objectives. Complete a Personal and Financial Profile with the client• Accurately assess client’s needs, objectives & risk tolerance and formulate an effective financial plan within the scope outlined by the client• Present plan to client and answer any questions they may have before proceeding with advice. Have the client sign the SoA• Keep up to date and thorough file notes in xplan• Maintain required productivity to achieve sales targets, including adhering to plan for generating required levels of new business• Initiate follow up contact with clients to ensure an ongoing review process is facilitated• Ensure that an exceptional level of customer service is provided through every interaction with the needs of the customer being the foremost priority• Ensure clients are kept well informed and that all necessary actions are recommended and undertaken.• Assist with client enquiries, in accordance with the OnePath’s value proposition• Build and maintain formal & informal key contacts both within the business and external to the business• Provide coaching to other staff• Comply with requirements for maintaining a proper authority by attending seminars and industry functions with further education & participation in all appropriate OnePath run activities

Key responsibilities: • Make outbound calls to AMP customers to offer risk products with the aim of increasing revenue• Take inbound calls from AMP customers to provide risk product information with the aim of increasing revenue• Identify customer risk needs through appropriate questioning techniques which comply with no-advice boundaries• Achieve against agreed activity and productivity targets including call volumes and dollar revenue, measured using the Management Operating System• Follow the prescribed call approach and structured framework for liaising with customers• Accurately record discussions and interactions with customers in the Client Relationship Management system• Maintain a robust diary system to ensure customers receive the correct information in a timely fashion by managing follow-ups and call-backs in an efficient manner• Identify and accept where skills and knowledge gaps are apparent, and work with leaders to increase your expertise through coaching, mentoring and training where necessary​• Proactively and positively work with the team and business to achieve business outcomes, through effective relationship building• Identify areas for improvement or innovation, and follow through on ideas to fruition• Embrace and promote Customer Service initiatives• Work in accordance with AMP’s policies, processes and procedures• Work in a fully compliant manner in line with internal guidelines and obligations, and external regulatory gudelines

Key responsibilities: • Outbound and Inbound sales• Assisting clients with their risk needs• Working on Behalf of one of Australia’s first Banks• Building Rapport• Creating customer satisfaction• Dealing with customer’s personal bank accounts in confidence• Working overtime to ensure targets are met• Working with a team of 20-25• Coaching and providing feedback• Multiple product knowledge• Training and development• Ensuring calls are compliant• Adhering to the ADMA code of conduct

Key responsibilities: • Outbound and Inbound sales• Assisting clients with their risk needs• Working on Behalf of one of Australia’s first Banks• Building Rapport• Creating customer satisfaction• Dealing with customer’s personal bank accounts in confidence• Referring customers and interaction with Financial Planners• Working overtime to ensure targets are met• Working with a team of 20-25• Provided a support initiative to speak with new staff and represent the outbound businessAchievements: • In my first year working in a Risk Outbound sales role, I wrote $800,000 (target $250,000) of upfront risk which broke and more than doubled the companies previous record holder for risk written in a bank year.• In 2008 I was Customer Relationship Manager of the year and won first place in a competition with 250 other agents Nationwide.