My key strengths are the ability to work in a busy team environment and to accurately complete tasks within specified timeframes. I have an enthusiastic outlook and a strong work ethic, and am focused on customer service. Attention to detail is important to me, and I also have extensive experience in problem solving in a work environment where multiple tasks and changing priorities are the norm. Varied positions have provided an opportunity to hone a broad range of skills, particularly communication – both verbal and written – with the priority of ensuring high quality customer service.I enjoy the challenges of new concepts and have successfully and promptly grasped new areas of learning and procedures with enthusiasm.
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RetiredHome Jun 2024 - PresentHappy Valley, South Australia, Australia -
Para PlannerChris Shaw Financial Services Sep 2016 - Jun 2024Bridgewater, SaProvide support to the financial planner *Duties include preparation of paraplanning submissions and drafting of Statements of Advice, as well as implementation and administrative tasks.
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Client Services ManagerMoney Works Financial Planning Pty Ltd Dec 2015 - Sep 2016 -
ParaplannerChris Shaw Financial Services Sep 2015 - Dec 2015Bridgewater, South AustraliaProvide support to the financial planner Duties include preparation of paraplanning submissions and drafting of Statements of Advice, as well as implementation and administrative tasks.*Engagement is on a casual basis only*
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Para Planner / Advisers AssistantC & B Financial Strategies Mar 2015 - May 2015Adelaide, AustraliaAssistant to 2 financial planners Duties include preparation of documents and reports for annual client reviews. In consultation with planner, prepare Records of Advice and Statements of Advice. Prepare and submit insurance application.
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Financial Planning Assistant/ClerkWarnecke & Co. Oct 2008 - Mar 2015Adelaide, AustraliaAssistant to 2 financial planners, one of whom is also a mortgage broker. Duties include preparation of documents and reports for annual client reviews. In consultation with planners, prepare Records of Advice and Statements of Advice. Prepare and submit insurance applications. Prepare and submit home loan applications, and manage application process, including liaison with clients and lenders. Completed Diploma of Financial Planning. Some exposure to vehicle leasing applications.
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Team Support OfficerNational Australia Bank Aug 2007 - Mar 2008Adelaide, AustraliaManage and support team of 5 staff with diverse range of responsibilities. Duties include supervision of reconciliation for accounts, voucher enquiries, processing of bank documentation. Weekly planning and regular forecasting of team resources and output. Training of new staff. Interstate travel to state offices as trainer. Special Recognition Award for contribution to NAB Values. Annual Appraisal rating of “Commendable”
Wes. Davidson Skills
Wes. Davidson Education Details
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Sait
Frequently Asked Questions about Wes. Davidson
What company does Wes. Davidson work for?
Wes. Davidson works for Home
What is Wes. Davidson's role at the current company?
Wes. Davidson's current role is Retired.
What schools did Wes. Davidson attend?
Wes. Davidson attended Sait.
What skills is Wes. Davidson known for?
Wes. Davidson has skills like Clerical Skills, Financial Planning, Financial Services, Numerical Ability, Tenacious Work Ethic, Customer Service, Customer Satisfaction, High Level Of Accuracy, Problem Solving, Communication, Helping Clients, Legal Compliance.
Who are Wes. Davidson's colleagues?
Wes. Davidson's colleagues are Zachary Fuentes, Fiekerte Yohannes, Sue Wilson, Elizabeth Dennis, Edna Wintermantel, Phạm Quyết, Jovena Cruz.
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Wes Davidson
Adelaide, Sa -
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Wes Davidson
Innovative Environmental Data Specialist • Spatial Analyst • Webgis Change AgentToowoomba, Qld
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