Experience

Wealth Tree Solutions

• Australia
• Financial Services
• 1 - 100 Employee

• Client Services Manager

  • Jul 2019 - Present



A Journey of Riches series books

• Co Author & Writer of International best selling books

  • Apr 2019 - Present



Commonwealth Bank Financial Planning

• Servicing Planner

  • Dec 2007 - Mar 2019

  Build and maintain relationship with clients by interviewing prospect clients to start the financial advice process over the phone and assess their financial needs. Answer general customer’s inquiries and update the customer’s file in database. Identify new business opportunities where customer needs have changed and refer to a Financial Planner. Undertake triage and scheduling of clients to optimise advisers’ time with clients and ensure a positive client experience. Prepare advice documentation, do research to support financial advisers and implement advice. Assist with the delivery of Ongoing Service In the provision of professional, compliant, and quality advice to clients. Maintenance and updating of knowledge and competencies by attendance at all scheduled professional development and compliance training sessions. Consistently follow the advice process of the Bank. Previously used COIN and currently using XPLAN.



ANZ Private Bank - Advisory

• Senior Financial adviser Associate/Risk Insurance Manager Associate

  • Sep 2006 - Dec 2007

  Support 2 Senior Financial Planners and 1 Risk Insurance Manager by undertaking a range of activities including: preparation of Statement of Advice (SOA) and Statement of Additional Advive (SOAA), strategy implementation (eg implementaton letters, authorities, application forms, follow ups, transact investment through BT Wrap Desktop, send confirmation transactions to clients, addressing general client queries and phone calls. Assist in the preparation and delivery of Financial Plans to the planners and para planning. Develop existing and new customer relationships and continuously seek to better understand customer needs to improve customer satisfaction. File maintenance and assessing contents to ensure it conforms to the Risk & Quality Audit scorecard requirements.