I worked for the Civic St George Branch working for Three Financial AdvisersResponsibilitiesPreparing SoA request and checking them for complianceTraining new financial planner Portfolio reviewsGeneral office administrationPreparing and process client application formsCorrespondence with third party providers on the clients behalf (fund managers/brokers/centrelink) Main AchievementsWorking for three financial advisers who were ranked in the top three for… Show more I worked for the Civic St George Branch working for Three Financial AdvisersResponsibilitiesPreparing SoA request and checking them for complianceTraining new financial planner Portfolio reviewsGeneral office administrationPreparing and process client application formsCorrespondence with third party providers on the clients behalf (fund managers/brokers/centrelink) Main AchievementsWorking for three financial advisers who were ranked in the top three for the entire Westpac/St George/Bank of Melbourne group. Show less

Wybrow and Associates is small financial planning practice with two advisers and two support staff.; Preparation of complex advice documents for clientsMaintenance of client databasesClient correspondence (email/mail/phone)Portfolio reviewsGeneral office administrationInsurance quotesTraining of new staff and updating adviser education logs Bulk emails and mail outsOffice ComplianceClient phone queriesPreparing and process client application… Show more Wybrow and Associates is small financial planning practice with two advisers and two support staff.; Preparation of complex advice documents for clientsMaintenance of client databasesClient correspondence (email/mail/phone)Portfolio reviewsGeneral office administrationInsurance quotesTraining of new staff and updating adviser education logs Bulk emails and mail outsOffice ComplianceClient phone queriesPreparing and process client application formsCorrespondence with third party providers on the clients behalf (fund managers/brokers/centrelink) Managing the office workflowWriting procedure manuals Setting up companies and SMSF for clientsConduct meetings with clients to present reviews and complete paperworkMain AchievementsEstablished strong relationships with clients from different social economical backgrounds to help build a strong internal referral system. I have implemented a new 'Best Work Practices' for the company to remove duplication of tasks and to increase efficiency in the practice.I was responsible for the training and personal development of three team member under my management. Reason for leaving: Ethical reasons.Department of the Environment, Water, Heritage and the Arts Show less

I worked as a team member for the government solar rebate scheme.ResponsibilitiesProcessing solar rebate application formsData entryClient/Internal Staff communicationFilingAudits of Solar rebate application formMain AchievementsManaged an effective closure of the government scheme.

Centric Wealth Advisers is the largest independent Financial Adviser firm in Australian with 50 Financial Advisers. Responsibilities:Preparation of complex advice documents for clientsMaintenance of client databasesClient correspondence (email/mail)Portfolio reviewsGeneral office administrationInsurance quotesSetting up companies and SMSF for clientsTraining of new staff and updating adviser education logs Bulk emails and mail outsClient phone… Show more Centric Wealth Advisers is the largest independent Financial Adviser firm in Australian with 50 Financial Advisers. Responsibilities:Preparation of complex advice documents for clientsMaintenance of client databasesClient correspondence (email/mail)Portfolio reviewsGeneral office administrationInsurance quotesSetting up companies and SMSF for clientsTraining of new staff and updating adviser education logs Bulk emails and mail outsClient phone queriesPreparing and process client application formsCorrespondence with third party providers on the clients behalf (fund managers/brokers/centrelink) Managing staff workflowConduct meetings with clients to present reviews and complete paperworkWriting procedure manuals Main AchievementsOrganised, participated in and progressed significant client engagements resulting in new or improved relationships and a number of new opportunities for engagement.Assisted two advisers so that they were able to bring new clients into the business and increase overall revenue. I was responsible for the training and personal development of one team member under my management. Reason for leaving: Company taken over as a result of the GFC.GAN Business Developers-Cronulla Show less

GAN Business Developers is a medium size company that provides Accounting and Financial services for all members of the community.; Preparation complex adviser documentsPortfolio ReviewsAsset Allocation RecommendationsClient Maintenances and correspondencePreparing Insurance QuotesBulk emails and mail outsClient phone queriesPreparing and process client application formsCorrespondence with third party providers on the clients behalf (fund… Show more GAN Business Developers is a medium size company that provides Accounting and Financial services for all members of the community.; Preparation complex adviser documentsPortfolio ReviewsAsset Allocation RecommendationsClient Maintenances and correspondencePreparing Insurance QuotesBulk emails and mail outsClient phone queriesPreparing and process client application formsCorrespondence with third party providers on the clients behalf (fund managers/brokers/centrelink) Writing procedure manualsMain AchievementsProvided support for one financial adviser and helped organise quarterly seminars for selected clients. Reason for leaving: Career opportunity in the ACT. Show less

Leveraged Equities is a margin lending company that is a subsidiary of Adelaide Bank.Responsibilities:CMT Application And ClosuresTraining New Staff and Maintaining Office Procedures Manuals Preparation Of drawdowns & redemptionsBank ReconciliationsJournalsInternal/External Client MaintenancesCross Training Eight Weeks Placement as an Option Administrator Responsibilities:Lodging Stock With CHESSProcessing Broker And Client… Show more Leveraged Equities is a margin lending company that is a subsidiary of Adelaide Bank.Responsibilities:CMT Application And ClosuresTraining New Staff and Maintaining Office Procedures Manuals Preparation Of drawdowns & redemptionsBank ReconciliationsJournalsInternal/External Client MaintenancesCross Training Eight Weeks Placement as an Option Administrator Responsibilities:Lodging Stock With CHESSProcessing Broker And Client Premiums/MarginsLiaising With BrokersReconciling Broker AccountsContract Note Maintenances Cross Training Three Weeks Placement as a Managed Funds AdministratorResponsibilities:Processing Managed Fund Applications/RedemptionsReconciling Managed Fund UnitsProcessing Client Managed Fund MaintenancesMain achievements:By becoming efficient in my role I was able to complete cross training in other departments due to the excess capacity that was created.I was able to get work with my team of three people to get through the additional workload created with the end of financial year rush. Reason for leaving: Opportunity to move into a role with a financial planning business. Show less

Tarrants Wealth Care is a medium size Accounting and Financial Planning firm that serviced the Wollongong area. I was able to transfer from the accounting department to the financial planning section during my time working for this company.Responsibilities:Portfolio ReviewsAsset Allocation RecommendationsClient Maintenances Clients CorrespondencePreparing Insurance QuotesData Entry Company Income ReturnsSuperannuation Fund AuditsBusiness Activity… Show more Tarrants Wealth Care is a medium size Accounting and Financial Planning firm that serviced the Wollongong area. I was able to transfer from the accounting department to the financial planning section during my time working for this company.Responsibilities:Portfolio ReviewsAsset Allocation RecommendationsClient Maintenances Clients CorrespondencePreparing Insurance QuotesData Entry Company Income ReturnsSuperannuation Fund AuditsBusiness Activity StatementsIndividual Tax ReturnsNot for Profit Organisation auditsSetting up Company's & Trust'sClient Tax Return InterviewsTax AdvicePayroll services for businessesBank reconciliations; I was involved in implementing new software (visiplan) for the business to manage the client database and overcoming the issues that arisen from this change over. Reason for leaving: Career development opportunity. Show less