Skye Mason Email & Phone Number

Perth, Western Australia, Australia

Perth, Australia

National Head of Operations Support.

Perth, Australia

The role of Paraplanner saw that I was responsible for providing high quality support and technical assistance to Private Client Advisers (PCAs) in the preparation of advice and associated documents. I pride myself in adhering to the high professional standards expected from SFG in relation to client service and personal integrity, and do everything reasonably possible to assist in maintaining a professional and team based culture in. During this time, I was exposed to the following… Show more The role of Paraplanner saw that I was responsible for providing high quality support and technical assistance to Private Client Advisers (PCAs) in the preparation of advice and associated documents. I pride myself in adhering to the high professional standards expected from SFG in relation to client service and personal integrity, and do everything reasonably possible to assist in maintaining a professional and team based culture in. During this time, I was exposed to the following areas of technical knowledge, which was continuoisly built and maintained throughout my time during this job role; • Investment markets.• Centrelink and DVA.• Shares.• Managed Funds.• Superannuation – including self-managed super funds.• Tax effective planning including gearing and capital gains calculations.• Retirement planning and income streams.• Lending and insurance.• Aged care, debt management, trusts and insurance bonds.• Estate planning.• Legislation affecting financial planning clients and processes.• Industry developments. Show less

Perth, Australia

In my capacity of Client Relationship Manager I provided support services to a number of Private Client Advisers. As well as providing high level adviser support, I was also responsible for effectively managing team work flow and the implementation of advice by:- Providing a dedicated and high professional service to clients and external providers - Providing a positive and trusted first point of contact to clients- Building and maintain positive relationships with key… Show more In my capacity of Client Relationship Manager I provided support services to a number of Private Client Advisers. As well as providing high level adviser support, I was also responsible for effectively managing team work flow and the implementation of advice by:- Providing a dedicated and high professional service to clients and external providers - Providing a positive and trusted first point of contact to clients- Building and maintain positive relationships with key stakeholders- Ensuring all advice is implemented effectively and according to service levels and requirements During this time I also provided administrative support to our in house Risk Specialist and Estate Planning Teams. Show less

Dfp - Diploma In Financial Planning, Financial Planning And Services

Cert 3 Business Administration, Business Administration And Management, General

Education record

Certificate Iii In Business Administration

Cert Iii In Business Administration

Diploma In Financial Planning