Experience

Milkman Grooming Co.
• Australia
• Cosmetics
• 1 - 100 Employee
• Co Founder & Sales Representative

  • Feb 2014 - Present


The Busy Mum Podcast

• Host

  • 2015 - Jul 2019

  Please subscribe to my iTunes channel iTunes Link: https://tinyurl.com/yd86zvnx Website Link: www.thebusymumpodcast.com If you are a busy mum and would like to be interviewed on The Busy Mum Podcast, please contact me at thebusymumpodcast@gmail.com Please subscribe to my iTunes channel iTunes Link: https://tinyurl.com/yd86zvnx Website Link: www.thebusymumpodcast.com If you are a busy mum and would like to be interviewed on The Busy Mum Podcast, please contact me at thebusymumpodcast@gmail.com



CBA

• 1 - 100 Employee

• Servicing Planner / Administrative Assistant

  • May 2011 - Jun 2013

  Duties completed include: - Obtaining research using Chantwest, Inc in COIN, Morningstar reports and fund profiles, - Competent on insurance quoting software applications, including: - Asteron Life; - AMP Elevate; - CommInsure; - MLC Life; and - Zurich. - Calling product providers to obtain client’s policy information, - Gathering information for the Para Planning Team to prepare Records of Advice (ROA) and Statements of Advice (SOA) for the Senior Adviser - Tracking a pipeline of business - Tracking insurance applications, using Lifescreen and Health Predictions for medicals and bloods, - Lodgement of Insurance applications and Investment / Superannuation applications - Ensuring client files are compliant and uploaded to the document management system - Using superfund look up website for SMSF - Uploading the advisers expenses and ensuring that all receipts are accounted for - Ensuring the advisers are paid the correct amount of commission Show less



Sovereign Bridge Capital Group

• Associate Planner

  • Aug 2007 - May 2011

  Duties completed include: - Preparation of reviews (SOA’s and ROA’s). - Ensuring that the appropriate compliance paragraphs are in the SOA’s and ROA’s. - Preparing and maintaining SOA and ROA templates. - Running monthly research meeting and ensuring that approved product list, research meeting agendas and research meeting minutes are up to date and compliant. Following up on staff to ensure all meeting tasks are completed pre and post meeting. - Driving special projects, for example Income Reports (compiling tax information for clients) and special reports for clients when there are changes to the model portfolio that have been implemented ASAP. - Intermediate / Advanced use in Microsoft Office Word and Excel. - Familiarity with a range of websites, including Leverage Equities, Macquarie, MLC etc. Show less



Credent Financial Services (CFS)

• Para Planner

  • Feb 2006 - Aug 2007

  Duties completed include: - Preparation of SOA’s and ROA’s. - Ensuring reports are compliant and liaising with the AMP compliance team to ensure CFS’s documents remained compliant. - Time management and prioritizing client reports. - Familiarity with the AMP website. Duties completed include: - Preparation of SOA’s and ROA’s. - Ensuring reports are compliant and liaising with the AMP compliance team to ensure CFS’s documents remained compliant. - Time management and prioritizing client reports. - Familiarity with the AMP website.