Experience

Snap Financial Solutions

• Australia
• Financial Services
• 1 - 100 Employee

• Director

  • Dec 2020 - Present



Marsh McLennan

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jul 2015 - May 2021

  • Providing personal and general Investment, Contribution strategies, Insurance, Retirement Planning, defined benefit, Wealth accumulation and Wealth creation advice. • Creating a positive member experience by providing personalised service and quickly establishing rapport. • Involve in a needs based conversation with members to understand their goals and objectives and tailoring the advice to best suit their needs. • Formulating appropriate advice documents in accordance with client needs. • Complying to the advice requirements and making sure Statement of Advice is drafted and have it reached the members in time. • Maximising each opportunity to achieve first call resolution and referring members to our Strategic Financial Advisers where members will be benefited from holistic advice. • Supporting the growth of business and assist to enhance the service and support provided to the Mercer clients. • Assistance to other team members to help them develop and also train and coach any new adviser. • A 2IC in the advice team where by I am also involved in advice process improvement strategies and ensuring that it is always efficient. • Actively involved in training and development of our referral sources to help them shape their conversation with members and identify advice opportunities. • Staying on top of the CPD (Continuing Professional Development) points to adhere with the licensing requirements. Show less



Cbus Super Fund

• Australia
• Financial Services
• 500 - 600 Employee

• Superannuation Adviser

  • Sep 2018 - Feb 2019



ANZ

• Australia
• Banking
• 700 & Above Employee

• Financial Planning Consultant

  • Aug 2014 - Jun 2015

  • Aiming at creating new business opportunities for the bank via targeted outbound calling campaigns. • Engaging customers in a need based conversation to understand their situation. • Delivering consistent high quality service outcomes in the best interest of members. • Providing General Advice in areas such as mortgages and related risk protection products, personal insurances, retirement strategies, investments and pension products. • Work towards personal and team targets of revenue generation and thrive to meet or exceed them. • Regularly reviewing and monitoring accounts to ensure compliance with company and industry policies, guidelines and regulations. • Staying on top of the CPD (Continuing Professional Development) points to adhere with the licensing requirements. Show less



Superpartners

• Australia
• Financial Services
• 200 - 300 Employee

• Superannuation Member Services Consultant

  • Dec 2010 - Aug 2014

  • Providing general advice to the members about their superannuation, Investment options available and the risk associated with each, Retirement options, Insurance and risk management and also Account-based Pension. • Engaging with customers and if required, booking in appointments with a Financial Planner to discuss their personal financial situation in more detail. • Explaining Financial Planning process to the members and making sure that they understand it. • Maintaining financial planners calendar including making and cancelling appointments as per clients requests. • Educating members with the information on the PDS and assist them in filling the appropriate application forms. • Administrative work includes writing emails to the clients, accurately handling clients correspondence and noting clients account. • Building and maintaining relationship with internal and external clients. Show less