Experience

• 

  Wealthmed Australia

  • Birtinya, Sunshine Coast

  • Associate Adviser

    • Nov 2022 - Present
    • Birtinya, Sunshine Coast

• 

  Commonwealth Bank

  • Australia
  • Financial Services
  • 700 & Above Employee

  • Advice Review Manager at Commonwealth Bank

    • Aug 2019 - Sep 2022

    My role is to support Financial Planners and their Line Managers to excel in providing compliant quality advice in order to improve the financial wellbeing of our customers and communities.The Quality Advice Assurance team goal is to work to ‘make it easier’ for planners to deliver quality advice and service to their customers. The purpose of the team is to conduct planner support activities which include file reviews, customer interviews/observations, coaching and training. This is done by using standard processes and criteria in order to remain independent and ensure consistency of outcomes in alignment with the Operation Risk Management Framework, Supervision and Monitoring Framework and standards of compliance. Any matters identified during the completion of planner support activities are communicated to planners and action plans are set to remediate any short comings in the files or processes and provide improvement. During the debrief process Quality Advice Assurance Managers will use the opportunity to coach planners on any developmental areas that were identified during the support activity.The Quality Advice Assurance team continually identify and raise opportunities in which the processes and procedures can be made more effective and efficient in order to contribute to the development of a sustainable business while adhering to standards of compliance.The team conducts support activities for Commonwealth Financial Planning.

  • Senior Financial Planner

    • May 2019 - Aug 2019

    Protecting, growing and enhancing the financial well being of business owners and their families . Mainly providing advice to Australians who want to Plan for their best life.

  • Business Financial Planner

    • May 2004 - May 2019

    Protecting, growing and enhancing the financial well being of business owners and their families

• 

  National Australia Bank

  • Insurance Specialist

    • Jan 1987 - Apr 2004

    Provide risk management advice for business people as well as those who are employed.Provided the clients with a solution to take care of their business and their families in the event that they died too soon, became disabled or suffered a major illness