Senior Financial Analyst

• Dec 2021 - Present

Adviser Support Senior Coordinator

• Apr 2020 - Nov 2021

Adviser Support Manager

• Sep 2017 - Apr 2020

As an Adviser Support Manager at Findex, I am currently leading a team of highly skilled and successful Risk Adviser Support Personnel. We specialise in producing compliant Statements of Advice pertaining specifically to Personal Risk Insurance.

Adviser Support Officer (Paraplanner)

• Mar 2017 - Sep 2017

Adviser Support

• Jun 2016 - Jan 2017

In June 2016 I commenced work as Adviser Support at Nowak Financial Services. This role was my introduction to the Life Insurance Industry, during my short few months spent in this role I became extremely passionate about the issue of under insurance in Australia. This role was primarily administrative in nature, I was responsible for; following up prospects and implementation of Insurance and Superannuation applications, generating complaint Records of Advice, completing file notes for meetings and developing strategies regarding insurance, superannuation and pensions.

Client Service Officer

• Oct 2013 - May 2016

In October 2013 I commenced work as a Client Service Officer at RetireInvest Mt Gravatt, my role incorporates utilising my administrative expertise, my ability to liaise and build an excellent rapport with the client base. At RetireInvest I am the first point of contact for my advisers clients. I assist my Financial Adviser by generating compliant ROA's and SOT's, brainstorming implementation strategies to ensure the best outcome for the client and by sourcing information regarding clients and the technical aspects of the products which are used and strategies being implemented.

Junior Paraplanner

• Jul 2012 - Sep 2013

In July 2012 I commenced work with Moore Stephens, as a Junior paraplanner for 14 months, my role there was to generate compliant SOA’s and ROA’s, working closely with the Executive Financial Adviser and Senior Paraplanner, by assisting them with the strategies, research, implementation and follow up of cases. In July 2012 I commenced work with Moore Stephens, as a Junior paraplanner for 14 months, my role there was to generate compliant SOA’s and ROA’s, working closely with the Executive Financial Adviser and Senior Paraplanner, by assisting them with the strategies, research, implementation and follow up of cases.

Administrative Assistant

• Sep 2011 - Jul 2012

In October 2011 I commenced work as an administration assistant at a boutique financial services firm on the outskirts of the Brisbane CBD. The firm specialised in SMSF administration, financial planning and tax return preparation & lodgements. In October 2011 I commenced work as an administration assistant at a boutique financial services firm on the outskirts of the Brisbane CBD. The firm specialised in SMSF administration, financial planning and tax return preparation & lodgements.

Customer Service Representative

• Nov 2007 - Sep 2011

Casual Labourer

• Oct 2008 - Feb 2009