Simon Brody Email & Phone Number

Brisbane, Queensland, Australia

Managing a diverse portfolio of clients overseeing their investment portfolio in collaboration with their financial adviser.

Brisbane, Queensland, Australia

Providing help, support and guidance to a range of key accounts in Queensland including State Government, Health Authorities and private organizations.

Melbourne, Victoria, Australia

My role as a Business Development Manager involved the coaching, mentoring and training of the Millennium3 adviser network as well as assisting practices to run more efficiently by using the IT tools and systems promoted by M3. I also ensured that advisers didn't compromise the dealership by enforcing the correct protocols like compliance.AwardsBDM of the Year Finalist 2019, Money Management

Brisbane, Queensland, Australia

• Secured high-valued accounts through consultative selling, effective customer solutions and promoting compelling business opportunities • Researched and identified opportunities for account growth, account penetration and market expansion • Identified and pursued valuable business opportunities to generate revenue and improve profit • Uncovered and qualified prospects and sales opportunities in targeted markets using external resourcesAwards• Mentored AFA Adviser of the Year to reach Finals, 2015• Mentored AFA Adviser of the Year to reach Finals, 2014 • State Development Manager of the Year, Millennium3, 2011

Guiding individuals on how to set and meet their financial goals. Educating clients on a broad range of issues, and act in their best interest at all times. Specializing in areas such as superannuation, investments and insurance.

Provided an array of administrative support across the client base and the broader business. Involved high level client contact and the establishment and management of client accounts, preparing financial documents for client meetings and assisting with the preparation of Review documents as required. Aimed to enhance the reputation of the business by ensuring that client requests were responded to in a professional manner and that their needs are met.

Established a department of skilled members in achieving the best efficiencies. Head of the Implementation operations of MindShare Group Singapore to develop media initiatives and opportunities for clients on a local and regional basis.

Supervision of the buying process for McDonald’s ensuring effective use of agency resources.To bring up to speed the level of service and quality of media buying within the Buying Unit. To assist the Planning Unit with ways of effectively planning across all markets.

Assist Manager to deliver strategic media solutions and consumer information to the Government Communication Unit (GCU) while enhancing Mitchell Medias profile.

Graduate Certificate In Financial Planning (Gradcertfinplann)

The Graduate Certificate in Financial Planning is a four subject postgraduate qualification set at AQF level 8.

Certificate Iv (Fns40815), Finance And Mortgage Broking

This nationally recognised course meets the core competencies of ASIC and Industry Bodies such as MFAA and FBAA. More importantly.

Associate Chartered Financial Practitioner (Achfp)

Good corporate governance influences behaviours and promotes consumer confidence in the advice profession. The AChFP curriculum is based.

Diploma Of Financial Services (Financial Planning)

The Kaplan Professional Diploma of Financial Planning (DFP1-4) course combines introductory specialist knowledge and financial planning.

Advanced Diploma Of Business (Advertising), Business Advertising