Alan Myatt

Non Executive Director at Your Community Health
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Melbourne Area, AU

Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
Clinton Weekes

What a lovely guy to be around! If you ever have the pleasure of working with Alan or even just grabbing a drink you'll appreciate how easy going and funny he is which really just makes the day a little nicer. He is extremely intelligent and knowledgeable around many topics and has the ability to think critically about something even if it means looking 'outside of the box'. If you get the chance, strike up a conversation with Al, sit back and enjoy.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Credentials

  • Certified Financial Planner
    Financial Planning Association of Australia
    Jan, 2014
    - Sep, 2024

Experience

  • Your Community Health
    • Australia
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Non Executive Director
      • Nov 2021 - Present
  • JBWere
    • Australia
    • Financial Services
    • 400 - 500 Employee
    • Director
      • Mar 2020 - Present
  • Commonwealth Private Office
      • Jul 2015 - Mar 2020

      Responsible for constructing and delivering comprehensive advice on both strategic and investment components of wealth management to the Commonwealth Bank's most strategic clients with investable assets of greater than $10m.

      • Jul 2013 - Jun 2015

      Responsible for delivering advice as part of a team to clients on both strategic and investment components of wealth management to the Commonwealth Bank's most strategic clients with investable assets of greater than $10m.Constructing and implementing bespoke portfolios of listed and unlisted investments that are relevant to a clients investment and planning objectives.

  • Comonwealth Private Office
    • Practice Manager
      • May 2012 - Jul 2013

      Responsibilities include: - Providing technical and strategic guidance to clients and relationship managers on superannuation, estate planning, taxation, structuring and philanthropy. - Ensuring ongoing compliance of all team members with policies and procedures. - Liaising with external third parties (accountants, lawyers, SMSF administrators and trustee companies etc. Responsibilities include: - Providing technical and strategic guidance to clients and relationship managers on superannuation, estate planning, taxation, structuring and philanthropy. - Ensuring ongoing compliance of all team members with policies and procedures. - Liaising with external third parties (accountants, lawyers, SMSF administrators and trustee companies etc.

  • Commonwealth Bank of Australia
    • United Kingdom
    • Retail Office Equipment
    • 1 - 100 Employee
    • Associate Manager Financial and Insurance Advice
      • Dec 2011 - Apr 2012

      Involved in change mangement / compliance commitee for upcoming Future of Financial Advice legislation (FOFA) Involved in a review of current business processes and change management solutions Responsible for template design for Xplan. Responsible for prevetting compliance reviews of files and SOA's. Construction of standard text documents including SOAs and ROAs. Construction and design of text for equities trading platform. Involved in change mangement / compliance commitee for upcoming Future of Financial Advice legislation (FOFA) Involved in a review of current business processes and change management solutions Responsible for template design for Xplan. Responsible for prevetting compliance reviews of files and SOA's. Construction of standard text documents including SOAs and ROAs. Construction and design of text for equities trading platform.

  • Colonial First State
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Senior Paraplanner
      • Oct 2006 - Dec 2011

      Constructed Statements of Advice using Coin software. Constructed a formalised training program for new paraplanners and graduates. Trained new paraplanners and graduates. Vetted documents. Assisted financial planners with technical queries and strategy construction. Constructed Statements of Advice using Coin software. Constructed a formalised training program for new paraplanners and graduates. Trained new paraplanners and graduates. Vetted documents. Assisted financial planners with technical queries and strategy construction.

  • Commonwealth Bank
    • Australia
    • Financial Services
    • 700 & Above Employee
      • Jul 2006 - Oct 2006

      • Jul 2006 - Oct 2006

  • Capstone Financial Planning
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Assistant/Administrator
      • Jun 2005 - Jul 2006
  • Atco Structures
    • Construction
    • 1 - 100 Employee
    • Contracts Administrator/Operations Administrator
      • Mar 2004 - Mar 2005

Education

  • Financial Planning Association of Australia (Deakin University)
    Certified Financial Planner ®, Financial Planning and Services
    2013 - 2014
  • Financial Services Institute of Australia
    Graduate Diploma of Financial Planning, Financial Planning
    2005 - 2006
  • Griffith University
    Bachelor's degree, Information Technology; Information Systems
    2001 - 2003

Community

You need to have a working account to view this content. Click here to join now