Analysis and review within the LLM specification team

I am experienced and accredited to work within the Australian system and the UK system and have worked as a remote contractor for a wide variety of clients. I have worked on a range of projects such as:• Paraplanning • Specialist Advice for UK Pension Transfers• Aged Care• Disability• SAFs and SMSFs• Compliance audits• IDR procedures including liability analysis • Financial product analysis and independent scoring and review profiles• CRM set up and management • Training and Development• Process review• Advice preparation • Advice review and Vetting• Data Visualisation• Longevity / depletion estimates • Portfolio sensitivity testing • Portfolio reviews • Market updates • Strategic updates• Financial writing, inc. "An income for Life" book• Private Equity and VC funding analysis• Market reviews and trading plan preparation• Alternatives and cryptocurrency review• Strategy and meeting preparation• Research• Analysis• Excel Template creation • IRESS Support• IRESS Python coding and template creation• Excel forms and VBA assistance•. Investment Research• Report CreationI loved the versatility, flexibility and challenges of this period. I also got to work with some amazing people doing what I love.

Rotational project based contract organising data sets and developing presentations using the following programs:Python, Tableau, Power BI, SQLExplorative Data AnalysisData Cleaning

Analysis and summary writing using the Microsoft office suite to compile fund profiles for an online platform

For Marketing and Sales, I acted as a CRM Administrator, and coordinated with the sales and marketing teams to ensure that strategies were implemented and carefully managed in Hubspot and Apollo. This included: - Cold outreach- Prospecting, activity-based calling, emailing and social selling - Booking outbound meetings through a multi-channel approach of cold calls, emails, social outreach, networking and independent research - Qualifying leads- Maintaining active engagement with follow-up communications- Logging all prospect activity and information - list and view creation and review- SEO activities- Integration management- Reporting and dashboards- Workflows- CTA creation- File and image management- Forms and automations- Sales sequences- Landing pages and blog publishing and reviews- Link reviews- Events - Website pages - Email creation- Templates and automation- Snippets-Segmentation and targeting- Task management - Pipelines- Deals- User management- Account setup- opt out and Do not contact lists- Campaign maintenance - Contact set up and maintenance- Email diagnosticsIn addition to this I also supported the executive team with a range of Operational and Accounting administrative activities such as report creation, event organising, bookkeeping, ISO reporting, audits and follow-up and more.

As a Paraplanner, I supported the financial planning division to provide strategic advice preparation. Daily duties included-• Preparation of advice and client presentation documents• Paraplanning submissions• Modelling• Analysis• Excel Analysis• Data Visualisation• IRESS Support• IRESS Python coding and template support• Advice review and compliance • Data Visualisation• Review and support of other team members• Research• Template creation• Data Entry• IRESS Modelling - xtools+, risk researcher, IPS, wealthsolver• Product research• Strategy research and review• Portfolio construction• Portfolio performance review• Consolidating data I specialised in complex advice provision such as aged care, SMSF, trusts, insurance, estate planning, disability, Transfer Balance Accounts and expert reports and submissions for legal actions (family dissolution, civil proceedings, injury payments, claims)This was a small business and I loved working closely with dedicated professionals whom worked diligently to deliver results for their long term clients. The care that went into every client review was outstanding.

As a Financial Advisor at Trustee and Guardian, I provided tailored investment advice to a client book of around 100 clients and supported legal and trust financial matters. My role included-•. Financial Advice• Financial Strategy• Financial Impact Statements• Financial analysis• Financial Outcome statement preparation• Client presentations• Legal Appeal Preparations• Client Meetings• Stakeholder Meetings• Specialist Advice Provision• Team Support (Legal Procedures / Client Requests)• Budget Planning Oversight• Client Advice• Paraplanning• Data Visualisation• Preparation of advice and presentation documents• Modelling• Analysis• Excel• Financial Plan Creation• Trust Account Management• Trust Reviews• Advice Implementation• Portfolio management for 100 clients - accounts up to $10 Million I specialised in complex advice provision such as Aged care, Trusts, Vulnerable people, Estate planning, Intestacy Cases, Disability, Tailored personal financial analysisThis was a fantastic place to work. The people, training and support was incredible. The work was interesting and it felt very purposeful and rewarding. I loved it.