I am passionate about helping others prepare for their financial future and retirement, so they are able to live a more comfortable lifestyle. I believe if we, as young individuals, understand our passion and use it in all aspects of our lives, we will be the most successful generation. Passion creates excitement and excitement promotes enthusiasm within a team, which will make working less of a "chore" and more of a passion worthwhile.
Xponential Advisory
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Financial AdviserXponential Advisory Feb 2024 - PresentGold Coast, Queensland, Australia
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Provisional Financial AdviserXponential Advisory Jan 2023 - PresentGold CoastProvisional Financial Adviser completing my Professional Year at Xponential Advisory.
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Trainee ParaplannerVirtual Financial Jan 2021 - Jan 2024 -
Event AssistantGold Coast Convention And Exhibition Centre Jul 2017 - Sep 2021Broadbeach, Queensland, AustraliaThe duties performed as an Events Assistant at the Convention Centre, vary depending on the type of Event. The following are some of the duties performed: • Event Assisting• Food and Beverage waitressing• Ushering• Cocktail service• Espresso• Till & Eftpos • Set-up• Clearing• Cleaning -
Client Services ManagerSpectrum Financial Mar 2020 - Jul 2020Gold Coast• Assisting the Adviser • Sending of PPR’s • Checking SOA’s & preparing appropriate appointment documents• Insurance Application and Insurance Quoting Software • Completing compliant file notes • Building strong relationships with insurance BDM’s & clients• Negotiating with insurance providers for claim and application approvals -
Client Services OfficerSpectrum Financial Dec 2018 - Mar 2020Gold Coast• Answering calls and investigating into client queries. First point of contact for clients.• Preparing Super and Risk Review Packs for clients• Xplan/Compass Proficiency • Analysing Client’s Portfolio with review recommendations• Following up insurance dishonours, updating WIP, preparing Super/Insurance Checklists• Data Feed set-up and system building
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Administrative Assistant BookkeeperRowdell Pty Ltd Jan 2014 - Jun 2017Gold Coast• Customer interaction• Basic Bookkeeping• Excel data entry of accounts receivable and payable• Income and expenses spread sheets• Organisation of receipts and invoices • Answering phone calls and scheduling appointments
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CashierMcdonald'S Nov 2013 - Mar 2015Gold Coast Australia• Customer Service• Order taking and entering through machine• EFTPOS handling• Assembling food orders• Making food• Preparing drinks• Presenting food and drinks to customers• Up-selling• Cleaning• Stocking• Stock take and organisation of stock -
Sales Assistant/CashierTarget Oct 2014 - Feb 2015Gold Coast Australia• Customer Service• Scanning items• Fitting room services• Stock takes• Stocking• Cleaning• Organising
Yasmini Armenis Skills
Yasmini Armenis Education Details
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Gpa: 5.83 -
Helensvale State High SchoolYear 8-12
Frequently Asked Questions about Yasmini Armenis
What company does Yasmini Armenis work for?
Yasmini Armenis works for Xponential Advisory
What is Yasmini Armenis's role at the current company?
Yasmini Armenis's current role is Financial Adviser at Xponential Advisory.
What schools did Yasmini Armenis attend?
Yasmini Armenis attended Griffith University, Helensvale State High School.
What skills is Yasmini Armenis known for?
Yasmini Armenis has skills like Leadership, Communication, Time Management, Organisation, Analytical, Easily Adaptable, Team Work, Delegation, Public Speaking, Customer Service, Administrative Assistance, Microsoft Office.
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Yasmini Armenis
Gold Coast, Qld
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