Prepare tailored financial advice documentation, including Statements of Advice (SoAs) and Records of Advice (RoAs), by collaborating with financial advisers to ensure compliance and alignment with client goals. Proficient in XPLAN, with a focus on accuracy, efficiency, and delivering high-quality outcomes.

Worked closely with the primary financial adviser to deliver high-quality advice and compliance outcomes for high-net-worth clients. Collaborated on tailored financial strategies aligned with client objectives and prepared strategy working papers in adherence to regulatory requirements. Conducted detailed research on financial strategies, products, investments, and insurance solutions to provide personalised recommendations. Utilised XPLAN for financial modelling, product comparisons and advice… Show more Worked closely with the primary financial adviser to deliver high-quality advice and compliance outcomes for high-net-worth clients. Collaborated on tailored financial strategies aligned with client objectives and prepared strategy working papers in adherence to regulatory requirements. Conducted detailed research on financial strategies, products, investments, and insurance solutions to provide personalised recommendations. Utilised XPLAN for financial modelling, product comparisons and advice preparation. Produced accurate and compliant Statements of Advice (SoAs) and Records of Advice (RoAs) across areas such as SMSFs, superannuation, retirement planning, and investment portfolios. Managed end-to-end paraplanning tasks, including quality assurance and final reviews of advice documentation, ensuring exceptional results in quality assurance audits. Show less

Provided tailored financial advice to individuals and families, developing strategies to achieve their financial goals while maintaining excellent customer service and strict compliance with regulatory standards. Conducted thorough research on strategies, financial products, investments, and insurances, utilising XPLAN for research and analysis, and financial modelling. Managed client portfolios and built lasting relationships through effective communication and ongoing support. Fostered strong… Show more Provided tailored financial advice to individuals and families, developing strategies to achieve their financial goals while maintaining excellent customer service and strict compliance with regulatory standards. Conducted thorough research on strategies, financial products, investments, and insurances, utilising XPLAN for research and analysis, and financial modelling. Managed client portfolios and built lasting relationships through effective communication and ongoing support. Fostered strong partnerships with key stakeholders, including branch staff, business development managers, advice associates, and paraplanners, to drive business growth and ensure seamless service delivery. Maintained exemplary compliance standards, reflected in consistent high ratings during quality assurance audits. Show less

Transitioned back to the Advice Associate role as part of a strategic restructure at CBA, contributing to team success and operational efficiency.

Provided comprehensive support to two senior financial advisers, managing advice and compliance for a diverse client base, including individuals, families, and high-net-worth clients. Key responsibilities included preparing detailed client file notes, conducting in-depth research on financial products and insurance policies, and utilising XPLAN for financial modelling and strategy development. Collaborated on tailored financial strategies, prepared compliant application forms and presentation… Show more Provided comprehensive support to two senior financial advisers, managing advice and compliance for a diverse client base, including individuals, families, and high-net-worth clients. Key responsibilities included preparing detailed client file notes, conducting in-depth research on financial products and insurance policies, and utilising XPLAN for financial modelling and strategy development. Collaborated on tailored financial strategies, prepared compliant application forms and presentation packs, and ensured timely submission and progress tracking of applications. Coordinated client communications to maintain strong relationships and provided proactive updates.Key Achievements:🏆 Led compliance and XPLAN training, enhancing adherence to updated regulatory standards and streamlining team processes as part of CBA’s broader compliance initiative.🏆 Recognised for outstanding contributions with an invitation to the Ultimate Success NSW State Award Dinner Show less

Supported multiple financial advisers across NSW by conducting in-depth research on financial products and insurance policies, preparing and submitting application forms, and tracking application progress to ensure timely completion. Effectively coordinated and prioritised tasks to meet tight deadlines and deliver high-quality support.

Provided tailored financial solutions, resolved customer inquiries efficiently, and supported account management to enhance customer satisfaction and loyalty.

Led a team of customer service representatives to deliver exceptional customer service, ensured compliance with banking policies, and oversaw daily operations, including cash management and staff training.

Assisted customers with financial transactions, provided excellent customer service, and ensured accurate handling of cash and banking operations.