Experience

Solace Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Aug 2022 - Present

  • Compare providers and prepare proposals for insurances, superannuation, and investments. • Support the strategy with documents and research to fulfil the compliance requirements. • Prepare advice documents such as Statements of Advice and Records of Advice ensuring compliance with industry regulations regarding financial advice. • Compare providers and prepare proposals for insurances, superannuation, and investments. • Support the strategy with documents and research to fulfil the compliance requirements. • Prepare advice documents such as Statements of Advice and Records of Advice ensuring compliance with industry regulations regarding financial advice.



Freedom Finance Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Associate Financial Planner

  • Nov 2018 - Aug 2022

  • Understand the objectives of the clients, conduct financial research, analyse cash flow, insurance, and superannuation funds, and finally create the strategy in the best interest of the client. • Research existing and potential products in order to prepare the most appropriate recommendation for a client in an advice document. • Compare providers and prepare proposals for insurances, superannuation, and investments. • Support the strategy with documents and research to fulfil the compliance requirements. • Prepare advice documents such as Statements of Advice and Records of Advice ensuring compliance with industry regulations regarding financial advice. Show less



Fortress Wealth Partners

• Australia
• Financial Services

• Financial Planner

  • Oct 2017 - Nov 2018

  • Collect and organise financial information and determine clients’ short-term and long-term goals. • Research existing and potential products in order to prepare the most appropriate recommendation for a client in an advice document. • Compare providers and prepare proposals for insurance, superannuation, pension and investments products • Develop the most appropriate financial planning strategy for the client based on the goals and objectives. • Prepare advice documents such as Statements of Advice and Records of Advice ensuring compliance with industry regulations regarding financial advice. • Review advice documents and assist in meeting compliance requirements Show less



QUT (Queensland University of Technology)

• Australia
• Higher Education
• 700 & Above Employee

• Peer Tutor - Supplementary Academic Support SAS

  • Mar 2016 - Nov 2017

  I provided academic support to finance students in subjects such as Treasury and Portfolio Management, Financial Risk Management, Advanced Managerial Finance, International Finance, Applied Economics, and Security Analysis and Portfolio Management. I provided academic support to finance students in subjects such as Treasury and Portfolio Management, Financial Risk Management, Advanced Managerial Finance, International Finance, Applied Economics, and Security Analysis and Portfolio Management.



MARVAL S.A.

• Colombia
• Construction
• 700 & Above Employee

• Construction buyer

  • Apr 2013 - Jul 2014

  My main role was the procurement of material and equipment for the construction of the projects in charge. My main role was the procurement of material and equipment for the construction of the projects in charge.



Industrial Agraria La Palma Limitada - Indupalma

• Colombia
• Investment Banking
• 100 - 200 Employee

• Quality Management Assistant

  • Nov 2010 - Feb 2013

  I was involved in identifying and planning the processes of the organization reviewing their effectiveness, identifying opportunities for improvement and developing action plans.I managed the quality management system and the activities related to it such as the control of changes in the documentation, the analysis of work measurement and the internal audits.

• Internship

  • Nov 2010 - Aug 2011

  Duties:• Analyse the processes of the organization and their effectiveness.• Review the compliance of the improvement actions of the processes.• Control the changes in the system documentation.• Perform the control of records of the processes.• Others assigned by the director of process management.