Experience

AMP

• Australia
• Financial Services
• 700 & Above Employee

• Central Advice Coach

  • Oct 2022 - Present



Padua Solutions

• Australia
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Aug 2022 - Oct 2022

• Quality Assurance Manager

  • Aug 2021 - Aug 2022

  As a quality assurance manager I managed a team of paraplanners. I also was responsible for reviewing advice documents before they were returned to the adviser. I also worked with the technology team to continuously identify ways to improve the services offered.And I was responsible for managing and building relationships with the advisers (Padua’s clients)



Mortgage Choice (FinChoice)

• Quality Assurance Officer

  • May 2019 - Aug 2022

  Broad financial planning compliance role supporting a network of advisers. Primarily my role involves breach incident and complaints management, desktop auditing as well as vetting and training for new and pre vet advisers. Broad financial planning compliance role supporting a network of advisers. Primarily my role involves breach incident and complaints management, desktop auditing as well as vetting and training for new and pre vet advisers.



Global Consultancy

• Senior Analyst

  • May 2017 - May 2019

  Working as part of a global consultancy firm on financial advice remediation projects. Working as part of a global consultancy firm on financial advice remediation projects.



AMP

• Australia
• Financial Services
• 700 & Above Employee

• Paraplanner

  • May 2013 - Apr 2017

  Have had extensive experience writing Statements of Advise (SoAs) using COIN as well as XPLAN. Have had exposure to specialist strategies including aged care, social security and self managed super funds.From August 2014 joined the cross skilling project which involved using the DRAFT document generation software together with XPLAN to generate SoAs. Liaising with advisers to discuss strategies and providing coaching to advisers from the AMP financial planning and ex AXA licensees around compliance and technical issues.Have also been responsible for training and mentoring new starters.



Osborne Yuille & Associates

• Australia
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Sep 2005 - May 2013

  Paraplanning, managing the clients' wrap accounts, allocating plans to the other paraplanners, member of the investment committee. Paraplanning, managing the clients' wrap accounts, allocating plans to the other paraplanners, member of the investment committee.