Commercial Financial Planner
Dates Employed: Aug 2015 – Present
Location: Melbourne, Australia
Providing holistic financial advice to ANZ Business Banking clients including risk management strategies, superannuation and retirement planning, estate planning advice and other investments.
- Consistently exceed sales targets in fast paced team environment.
- Maintain strong compliance in the top quartile of the team.
- Worked with a diverse range of referral partners and clients, across regions.
Financial Planning Support Officer – Commercial
Dates Employed: Mar 2014 – Aug 2015
Location: Melbourne, Australia
Assisting commercial advisers to provide holistic financial advice to ANZ Business Banking clients including risk management strategies, superannuation and retirement planning, estate planning advice and other investments.
- Managed ongoing client interactions to ensure delivery of service standards.
- Regarded as compliance ‘guru’ for the team and assisted in achieving high Advice Quality Ratings for the team.
Paraplanner
Dates Employed: Dec 2012 – Mar 2014
Location: Docklands, Australia
Working collaboratively with advisers to prepare Statements of Advice for clients with a strong focus on compliance, legislative change and process efficiency.
- Consistently exceeded KPIs for both quality and productivity.
- Quickly took on a senior role in the team and assisted team with problems and queries, including training new staff.
Account Manager
Dates Employed: Aug 2010 – Dec 2012
Location: Melbourne, Australia
Retaining and building customer base through business merger, focusing on problem solving, client communication and reporting.
- Provided operational advice for process improvements and policy developments.
- Resolved issues for clients by taking ownership and proactively negotiating with stakeholders.
Salary Packaging Consultant
Dates Employed: Jan 2009 – May 2010
Location: South Melbourne, Australia
Assisting clients to purchase new cars through tax effective novated leasing arrangements as well as establishing other salary packaging benefits for charities and rebatable employers.
- Consistently exceeded sales targets while maintaining compliance, customer satisfaction and a strong pipeline.
Investor Services Representative
Dates Employed: Mar 2005 – Jan 2009
Location: Abbotsford, Australia
Managing client accounts including direct credit details, dividend reinvestment elections, deceased estate processing and off-market transfers.
- Achieved highest productivity rating of the team without compromising on quality.