Experience

Financial Edge Group

• United States
• 1 - 100 Employee

• Financial Advisor

  • Oct 2023 - Present



Central Coast Financial Planning Group

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Jul 2021 - Oct 2023



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Financial Planner

  • Jul 2017 - Jun 2021

  Providing a broad range of financial advice to Commonwealth Bank customers through our branch network on The Central Coast. I openly embrace the changes we are seeing in our industry to be more accountable to our stakeholders and recognise the importance of quality advice. I am compliant with all FASEA education requirements. Providing a broad range of financial advice to Commonwealth Bank customers through our branch network on The Central Coast. I openly embrace the changes we are seeing in our industry to be more accountable to our stakeholders and recognise the importance of quality advice. I am compliant with all FASEA education requirements.



Kabel Financial Services

• Australia
• Financial Services
• 1 - 100 Employee

• Associate Adviser

  • Feb 2014 - Jun 2017

  My key responsibility is to collaborate and partner with the financial planners to best understand our client's current financial and personal positions then to strategise and help prepare recommendations that will provide clients with a clear roadmap to help them achieve financial independence. I make a client’s experience a seamless one by simplifying the management of their financial affairs, and assist our clients with their lending needs through my credit background. Receiving positive client feedback, and ensuring we are delivering timely and efficient outcomes for all our clients we help is very rewarding and satisfying. At Kabel Financial Services, we enjoy helping our clients assess "all" the options in order to construct the best Financial Plan possible. This usually involves breaking down a complex situation into simple components, and then helping our clients make smart decisions on each one so they can move forward. **Kabel Financial Services was previously part of Lifestyle Financial Services** Show less



Financial Choice Pty Ltd

• North Ryde

• Paraplanner

  • Jun 2013 - Feb 2014

  - Statement of Advice and Record of Advice preparation - client management/administration and reporting - Salesforce and Thunderhead (One Correspond) integration - asset allocation and portfolio management - Statement of Advice and Record of Advice preparation - client management/administration and reporting - Salesforce and Thunderhead (One Correspond) integration - asset allocation and portfolio management



St.George Bank

• Australia
• Banking
• 700 & Above Employee

• Business Relationship Manager

  • Aug 2010 - Dec 2012

  - Credit writing - Covenant monitoring and reviews - Business development and adhering to sales KPI’s - Relationship management of tier 4 accounts - General training of retail banking staff - Credit writing - Covenant monitoring and reviews - Business development and adhering to sales KPI’s - Relationship management of tier 4 accounts - General training of retail banking staff



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Local Business Banker

  • 2007 - 2010

  - Credit writing - Strong business development and relationship management of local branch network - regular branch training - adhering to quarterly sales kpi's - Credit writing - Strong business development and relationship management of local branch network - regular branch training - adhering to quarterly sales kpi's



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Desk Assistant

  • 2005 - 2007

  - Establishing, servicing and maintaining a diverse client base of high net worth individuals, charities and business - Administration (filing, applications, creating templates, maintaining spreadsheets, expenses, corporate events/entertainment, conversions, settlements) - Corporate Actions, IPO’s/Placements, Fixed Interests, Equities Trading - Preparing for and participating in client meetings - Portfolio reporting and reconciliation - Establishing, servicing and maintaining a diverse client base of high net worth individuals, charities and business - Administration (filing, applications, creating templates, maintaining spreadsheets, expenses, corporate events/entertainment, conversions, settlements) - Corporate Actions, IPO’s/Placements, Fixed Interests, Equities Trading - Preparing for and participating in client meetings - Portfolio reporting and reconciliation



CommSec

• Australia
• Financial Services
• 400 - 500 Employee

• Client Service Officer

  • 2002 - 2004

  - responding to account, trading, managed fund and structured product enquiries - cross selling and placing equities trades from clients in a call centre environment - Call reviews of fellow colleagues - Maintaining awareness of all corporate actions and general market activity - responding to managed fund and structured product enquiries - outbound managed fund campaigns - responding to account, trading, managed fund and structured product enquiries - cross selling and placing equities trades from clients in a call centre environment - Call reviews of fellow colleagues - Maintaining awareness of all corporate actions and general market activity - responding to managed fund and structured product enquiries - outbound managed fund campaigns