Tim Hall Email & Phone Number

Melbourne, Australia

PrimeSolve is a software solution for financial planners that enables rapid advice delivery for both simple and complex client scenarios. In-built features include a powerful optimisation algorithm enabling 100+ potential strategy recommendations to be included in 1 optimisation, as well as simulation capability enabling detailed probability analysis. All.

Melbourne, Australia

• In 2008, a new business unit was established to provide phone based technical financial advice to industry fund members on behalf of Superpartners clients such as AustralianSuper and CBUS. My primary responsibility was.
• Providing ongoing technical & compliance training to the adviser group. This included ongoing one on one coaching and a monthly technical sessions to a team of 30 advisers;
• Design and implementing outbound advice campaigns that target a segment of the member group who are most likely to benefit from key advice strategies;
• Liaising with software providers to build and tailor Limited Personal Advice strategies for our clients;
• Design, implementation and maintenance of performance reporting across the adviser group;
• Development of key performance metrics for 40+ staff members;

Melbourne, Australia

• My primary responsibility was to provide financial advice to industry superannuation members. Some of the key duties performed included:
• Provide financial advice to key clients MTAA, AustralianSuper & Cbus;
• Development of adviser conversation guidelines rolled out to the broader adviser group (30+ advisers);
• Design of appropriate risk profiling methodology implemented across the broader adviser group (30+ advisers).

Melbourne, Australia

• My key responsibility was to service an existing client base and pro-actively source new clientele. Some of the key duties performed included:
• Preparation and presentation of a detailed Initial SOAs for clients, including advice on a range of financial planning issues such as superannuation and rollover advice, Self Managed Superannuation Funds (SMSF).
• Preparation and presentation of Investment Reports (SOAAs) for clients which entails establishing an appropriate investment strategy/asset allocation for the client given their circumstances and attitude to investing.
• Ongoing portfolio management. Typically, client reviews were conducted quarterly. A review entailed analysing each investment in the portfolio and identifying necessary changes or additional investment opportunities.
• Analyse potential investment opportunities in direct shares, managed funds and structured products. This is done by utilising WHK’s various industry contacts, their in-house share model and attending various external.
• Preparation of documentation required to implement recommendations such as; establishment of SMSF trust deeds, rollover forms, application and redemption forms and buying and selling of shares.

Master Of Applied Finance

Certified Financial Planner Cfp®, Financial Planning

Bachelor Of Commerce (B.Com.), Majoring In Sport Management & Finance

Education record