Founder | Fitness & Nutrition Coach | Certified Personal Trainer | Mindset Coach | NLP Practitioner

• Jun 2020 - Present

✨I help women in corporate prioritize their fitness & nutrition routines in a SIMPLE way so they can get their energy back, feel great in their bodies and stop coping with work stress with food.✨ Quick & effective At-home Workouts✨ Simple Nutrition you can stick to ✨ Mindset work and the Whole Person Approach (work on the root cause to ensure clients‘ sustainable success)✨ 4 pillars coaching method: Fitness (At-Home Strength Training) + Habit Based Nutrition and lifestyle + Mindset + Whole Person Approach👉 Follow me on Instagramhttps://www.instagram.com/cindyexcell/👉 Work with me 1 on 1 https://cindyexcell.com/private-coaching/👉 Personal Training with me (Sydney Upper North Shore Only) https://cindyexcell.com/personal-training/👉 Nutrition Coaching https://courses.cindyexcell.com/products/courses/view/1096941

Senior Financial Advisor. CFP® SSA® MAppFin | Australian Unity Wealth and Capital Markets

• Sep 2020 - Present

As a CERTIFIED FINANCIAL PLANNER® and SMSF Specialist Advisor™ , I am experienced in advising high net worth clients on holistic and strategic wealth management advice.As your trusted adviser, I work closely with a network of other professionals such as mortgage brokers, private bankers, accountants and estate planning specialist/solicitors to provide integrated leadership and directions to all your financial affairs. I engage with my clients by actively listening to and understanding their needs and objectives and partner up with them on their financial journey to achieve where they want to be.I offer my clients knowledge, experience and expertise, in conjunction with access to superior research capabilities and the extensive resources of the Australian Unity Group and Investment expertise from Wealth & Capital Markets Team, so we can help our clients achieve the best possible outcome and guide them towards making better financial decisions and ultimately achieving their goals.

Treasurer | Committee Member | FPA Sydney Chapter

• Nov 2020 - Present

Private Wealth Manager, Commonwealth Private

• Jul 2018 - Sep 2020

- Providing holistic personal financial advice (strategic and investments) to High Net Worth Individuals and their families with minimum $2.5M to invest- Commonwealth Private strives to provide trusted personal advice to High Net Worth individuals who have the intention to invest or borrow at least AU$2.5M. - Commonwealth Private has been recognised seven times at the Australian Business Banking Awards voted as the most “Outstanding Institution” in the $1M - $10M Award category. Our vision is to excel at securing and enhancing the financial wellbeing of people, businesses and communities across generations.

Private Wealth Adviser

• Jul 2016 - Jun 2018

- Holistic Strategic and Investment advice to High Net Worth Clients;- SIV clients - Holistic Strategic and Investment advice to High Net Worth Clients;- SIV clients

Financial Adviser

• Jul 2011 - Jul 2016

- Retirement planning and pre-retirement planning- Superannuation

Paraplanner

• Nov 2009 - Jun 2011

Paraplanner

• Nov 2006 - Nov 2009

Financial Planning Assistant

• Jan 2006 - Oct 2006