Experience

Blueprint Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Feb 2012 - Present

• Senior Paraplanner

  • Feb 2008 - Present

  • Compliant in Regulatory Guidance 146 • Authorised Representative for AMP • Completed CFP Certification• Completed SMSF Accreditation• Complete ongoing education & continuing professional development points (CPD) required by AMP & the business • Advanced knowledge in COIN software • Knowledge in superannuation, managed funds, debt management, budget planning, estate planning, retirement planning & Centrelink area of advice• Extensive knowledge in personal insurances advice • Accredited in providing advice in self managed superannuation fund areas• Developing knowledge in corporate superannuation area• Understanding of the operation of trusts, partnerships, companies• Sound knowledge on the taxation system, tax minimisation strategies & ability to incorporate this into advice document• Attend meetings between planners and clients and complete relevant file notes and Fact Find document. • Preparation of Statement of Advice, Record of Advice, Record of Debt Advice & No Advice Acknowledgement Documents• Preparation of Investment Portfolio Valuation documents (review document)• Build & maintain relationship with clients on a regular basis to ensure that advice is implemented as efficient as possible, this is achieved by maintaining high level of communication with clients• Liaise with Accountants & Solicitor in the implementation of advice• Facilitate the establishment & ongoing running of a self managed super fund including self managed super fund borrowing• Complete review & service calls to garner appointments & sales for planners• Prepare materials for planner’s meeting by identifying opportunities to create sales • Maintain green compliant score for all cases handled • Involvements in the business marketing campaigns • If required, general administration duties eg. Preparing invoice, commission follow up, filing, preparation of documents, scheduling & data entry• Maintain a team based environment by providing continuous support to the team



ANZ

• Australia
• Banking
• 700 & Above Employee

• Personal Banker

  • Jul 2006 - Jan 2008

  Customer service and identidying sales opportunities Customer service and identidying sales opportunities