Sarah Macek Email & Phone Number

Sunshine Coast, Queensland, Australia

• Research and analyse financial products to identify optimal solutions for clients.• Cultivate and sustain robust relationships with colleagues, clients, and stakeholders.• Processing of client requests, applications, and correspondence.• Develop client review materials, advice documents, and financial reports.• Delegate tasks among team members to ensure timely delivery and client satisfaction.• Support in the management of client systems and compliance protocols.

Sunshine Coast, Queensland, Australia

• Identified, developed and implemented a range of advice strategies to support client outcomes• Built and maintained strong relationships with internal departments, and other industry specialists• Facilitated staff training sessions to provide insight into financial planning functions and ideal client profiles• Analysed and monitored client investment performance and financials to support financial success• Provided individualised recommendations on investments, superannuation… Show more • Identified, developed and implemented a range of advice strategies to support client outcomes• Built and maintained strong relationships with internal departments, and other industry specialists• Facilitated staff training sessions to provide insight into financial planning functions and ideal client profiles• Analysed and monitored client investment performance and financials to support financial success• Provided individualised recommendations on investments, superannuation and retirement planning Show less

Sunshine Coast, Queensland, Australia

• Managed client relationships through face-to-face, email and phone communication• Conducted research and analysis of financial products to assist the advisor in client recommendations• Maintained up-to-date knowledge of investment, superannuation and personal insurance products• Generated financial reporting and prepared a range of documentation, including Records of Advice • Monitored day-to-day tasks, including client requests, applications and other general… Show more • Managed client relationships through face-to-face, email and phone communication• Conducted research and analysis of financial products to assist the advisor in client recommendations• Maintained up-to-date knowledge of investment, superannuation and personal insurance products• Generated financial reporting and prepared a range of documentation, including Records of Advice • Monitored day-to-day tasks, including client requests, applications and other general correspondence• Assisted in the management of policies and procedures to ensure compliance with industry standards Show less

Sunshine Coast, Queensland, Australia

• Provided education on the bank’s online platforms, tools with exceptional customer service• Recommended products and services in alignment with customer goals and business objectives• Established and maintained strong working relationships with internal and external stakeholders • Adhered to company policies and procedures to ensure industry compliance and best practice

Diploma Of Financial Planning, Financial Planning And Services

Bachelor Of Business, Finance Major

Bachelor Of Business Administration - Bba, Finance

Bachelor Of Business (Finance), Business, Finance