Udaya B Email & Phone Number

Perth, Western Australia, Australia

Preparing financial planning documentation, ready for endorsement by the senior team members.Entering client data into software, such as CRM and Xplan.Preparing and comparing different financial modelling for clients.Generating reports and presenting them.Maintaining client files.Making calls to clients to follow-up on information or requests and preparing letters to be sent out.Assisting with investment and superannuation rollovers for SMSFs, retail and industry funds.Fact-finding and data checking.Managing Financial Adviser’s diary, scheduling client meetings.Training and staying up to date on industry changes.Paraplanners provide support to more senior Financial Advisers and Senior Paraplanners.

Perth

Provided administrative support to financial planners and worked collaboratively with other internal stakeholders to provide exceptional service to members, clients, and prospective clients.• Retained a long-term client by resolving concerns about system changes and fees after collaborating with the State Manager, providing ongoing support, and ensuring regular contact with the financial planner.• Secured a partial tax claim for a client by clarifying tax rules, explaining the impact of excessive withdrawals, and advising consultation with the financial planner for future withdrawals, ensuring client satisfaction.

Perth, Western Australia, Australia

Managed various banking products for United Credit Union, including cash handling, back-office tasks, resolving customer queries by phone, processing term deposits, responding to client emails, and opening accounts.• Fulfilled a member’s urgent large cash request by securing $100 note denominations from a colleague and advising the client to contact in advance for specific cash denominations.• Enabled a member to access essential funds overseas by guiding them to reset their PIN and advising on using travelers' cheques for cash withdrawals, ensuring their satisfaction during an emergency.

Master'S Degree, Finance, General

Advance Dipolma, Financial Planning