Experience

Blue Tree Financial Planning
• Australia
• Financial Services
• 1 - 100 Employee
• Financial Advisor

  • Oct 2023 - Present


Viridian Advisory

• Australia
• Investment Management
• 100 - 200 Employee

• Senior Financial Advisor

  • Jul 2019 - Sep 2023

  Establishing enduring advice relationships to understand each client’s individual needs, goals and circumstances and provide tailored and strategic advice across a variety of financial products and services (superannuation, debt management, cash management, personal insurance, investments, gearing, self-managed super funds). Establishing enduring advice relationships to understand each client’s individual needs, goals and circumstances and provide tailored and strategic advice across a variety of financial products and services (superannuation, debt management, cash management, personal insurance, investments, gearing, self-managed super funds).



BT

• Belgium
• Financial Services
• 1 - 100 Employee

• Senior Financial Advisor

  • Oct 2018 - Jun 2019

  Working closely with referral partners in order to establish enduring advice relationships with Westpac Banking Clients understanding each client’s individual needs, goals and circumstances and provide tailored and strategic advice across a variety of financial products and services (superannuation, debt management, cash management, personal insurance, investments, gearing, self-managed super funds).

• Advanced Financial Advisor

  • Nov 2014 - Oct 2018

  Working closely with referral partners in order to establish enduring advice relationships with Westpac Banking Clients understanding each client’s individual needs, goals and circumstances and provide tailored and strategic advice across a variety of financial products and services (superannuation, debt management, cash management, personal insurance, investments, gearing, self-managed super funds).



Colonial First State

• Australia
• Financial Services
• 700 & Above Employee

• Paraplanner

  • Apr 2013 - Nov 2014

  Work in partnership with the Financial Advisors across a range of licensees, including Bank West Financial Planning, Colonial Financial Planning and Advice Essentials to prepare and deliver high quality and fully compliant Statements of Advice relating to a broad range of strategies, including insurance, superannuation, pensions, managed funds, transition to retirement and debt management etc. Moderate to advanced use of Coin, Connect, Excel and Word as part of the paraplanning process. Work in partnership with the Financial Advisors across a range of licensees, including Bank West Financial Planning, Colonial Financial Planning and Advice Essentials to prepare and deliver high quality and fully compliant Statements of Advice relating to a broad range of strategies, including insurance, superannuation, pensions, managed funds, transition to retirement and debt management etc. Moderate to advanced use of Coin, Connect, Excel and Word as part of the paraplanning process.

• Customer Relations Consultant

  • Aug 2011 - Apr 2013

  Provide customers with exceptional service when responding to their queries regarding a range of BT Investment and Superannuation products, processes, including in-depth legislation, insurance and investment return queries. Identify and refer sales opportunities for super consolidation, financial advice, insurance and other investment products. Provide customers with exceptional service when responding to their queries regarding a range of BT Investment and Superannuation products, processes, including in-depth legislation, insurance and investment return queries. Identify and refer sales opportunities for super consolidation, financial advice, insurance and other investment products.



MBC Global Pty Ltd

• Outsourcing and Offshoring Consulting
• 1 - 100 Employee

• Payments Analyst

  • Oct 2009 - Aug 2011

  Working within Payments and Reconciliations for Utilities service provider, complete detailed market, billing reconciliations and investigate any billing and accounts discrepancies. Complete and deliver monthly Network Reconciliations cases for multiple retailers and investigate and dispute with the Network any discrepancies. This role involved working autonomously though based within a small team, to complete one of several interchanging, self-contained roles. Each role primarily involves the use of the Orion customer record system, MSATS Market site, Shine technologies NBV and MRS systems, Filezilla and Intermediary to Advanced Excel. Show less



Tactical

• Staffing and Recruiting
• 1 - 100 Employee

• Temporary Claims Consultant Suncorp Home Insurance

  • Jul 2009 - Sep 2009

  Temporary contract claims consultant for Suncorp Home Insurance responding to client policy queries, administrative changes and taking claim details. Temporary contract claims consultant for Suncorp Home Insurance responding to client policy queries, administrative changes and taking claim details.



Anglo Irish Bank Corporation Ltd

• Team Leader of Broker Servicing Team Personal Savings Department

  • Aug 2008 - Feb 2009

  Set up, develop and organize a brand new team specializing in the set up, and servicing of personal and pension accounts for both personal and commercial customers of registered and unregistered Brokers and Introducers. Ensuring team members complete customer transfer requests, commission calculations and payments, reporting, ad-hoc queries etc. in a timely manner, presented to the team by email, letter and telephone, while maintaining an exceptional level of service and professionalism. Complete daily, weekly and monthly reports for the registered brokers and internal senior management. Use of T24 banking system, Excel, Access, PowerPoint, Outlook etc. Day to day running and organization of the Broker Team, as well as the larger Personal Savings Team as part of a group of Team Leaders. This included arranging rotas, lunches, ad-hoc team member queries, holidays, recording absence, addressing behavioral and performance issues, responding to business developments internal and external to the bank and instigating plans to respond to these within the team. Identify training needs; carry out 1 to 1s and appraisals, as well as performance reviews of the Broker Team Members. Liaise with other Departments and offices to ensure effective administration and communication processes were in place, involving the development of new and existing processes. Handling of escalated issues and complaints, often involving liaising with senior members of the Personal Savings, Administration, Operations and Compliance Departments. Show less

• Personal Savings Customer Service and Administration

  • Sep 2006 - Aug 2008

  Delivering an exceptional level of customer service in response to a wide range of customer enquiries and transaction requests regarding a range of Personal and Business Savings Accounts and Fixed Term Bonds offered. The role involved trouble shooting, locating errors, managing complaints and conducting more complex transactions presented by email, letter, telephone enquiry and face to face meetings. Completing reports to Senior Management through the use of Microsoft Access, Excel and T24 banking system was also required. Show less



Barclay's Bank

• Switzerland
• Banking
• 1 - 100 Employee

• Morgage Services Customer Representative

  • Oct 2005 - Sep 2006

  Respond to customer queries received by telephone concerning Barclay’s and Woolwich Brand mortgages including, Repayment, Interest Only, Tracker, Fixed, Offset etc. Respond to customer queries received by telephone concerning Barclay’s and Woolwich Brand mortgages including, Repayment, Interest Only, Tracker, Fixed, Offset etc.