Work Experience

Commercial Financial Planner
ANZ Financial Planning

Aug 2015 - Present
  • Providing holistic advice to Commercial/Business Bank clients
  • Developing complex risk management strategies for businesses and business owners
  • Engaging with referral partners to increase referral numbers and referral quality
  • Building and developing relationships with internal and external stakeholders
  • Managing personal networks and circles of influence to drive referrals
  • Maintaining strong licensee compliance while still achieving revenue targets
  • Maintaining a strong sales pipeline

Financial Planning Support Officer
ANZ Financial Planning

Mar 2014 - Aug 2015
  • Working collaboratively with financial planners to craft and deliver advice
  • Implementing advice recommendations on behalf of clients
  • Liasing with investment and insurance providers to resolve client issues
  • Conducting product and insurance research and comparison in consultation with planners and clients
  • Quality checking SoAs prepared by paraplanning
  • Keeping up to date with compliance and legislative changes relating to financial planning

Junior Paraplanner
ANZ Financial Planning

Dec 2012 - Mar 2014
  • Preparing Statements of Advice (SoAs) for Prime Access clients using COIN software package
  • Quality checking SoAs prepared by team members
  • Keeping up to date with compliance and legislative changes relating to financial planning
  • Liaising with financial planners to confirm advice recommendations
  • Assisting team members with problems and queries

Account Manager
Maxxia / Interleasing

Sep 2010 - Dec 2012
  • Communicating with clients via telephone and email
  • Explaining complex taxation issues to clients with varying degrees of taxation knowledge
  • Liaising with staff at all levels and key external stakeholders to resolve problems and assist clients
  • Taking ownership of client issues to ensure prompt and efficient resolution
  • Managing a portfolio of clients and building strong working relationships
  • Prioritising requests from both internal and external customers
  • Providing operational advice for process improvements and policy developments
  • Assisting management with ad-hoc reporting and portfolio updates
  • Preparing client reports through a computerised system and manual reports through Microsoft Excel
  • Auditing client reports for accuracy, completeness and precision
  • Assisting team members with problems and queries
  • Keeping up-to-date with changes and developments in tax law (specifically FBT)

Salary Packaging Consultant
Southgate Financial Services

Jan 2009 - Jun 2010
  • Preparing client quotations through a computerised system
  • Explaining impacts of salary packaging on a client's financial situation
  • Processing finance documents and application forms for approval/settlement with various financiers
  • Researching, explaining and selling various insurance policies to clients
  • Maintaining a strong sales pipeline
  • Developing existing client bases through client presentations and individual consultations
  • Cultivating new client bases through prompt and reliable customer service
  • Maintaining high levels of client satisfaction including after-sales support

Investor Services Representative

Mar 2005 - Jan 2009
  • Maintaining client details in a database system
  • Actively managing workloads in a high volume environment
  • Classifying correspondence from clients
  • Communicating with team members and management