Private Client Support Officer

• Apr 2022 - Present

Wealth Associate and Portfolio Manager

• Jan 2019 - Mar 2022

Redwood is a boutique financial well-being company providing bespoke wealth management advice to successful individuals, family groups and charities. We provide detailed strategic and investment advice, tailored to our highly successful clients. As a Private Wealth Associate I am responsible for providing high level support to our team of Private Wealth Advisors. This includes responsibility for drafting complex tax and structuring strategies, detailed superannuation advice, estate and intergenerational wealth planning and comprehensive, bespoke investment management. My role also encompasses managing and building long-term relationship with everyone of our existing and perspective clients. Finally my role also encompasses detailed portfolio management as an integral member of Redwood's Funds Management team. I am responsible for implementing Investment Committee decisions at an individual client portfolio level across our client base, factoring in broader strategic asset allocation and individual client circumstances.

Relationship Manager Premier Banking

• Mar 2018 - Dec 2019

Commonwealth Premier Banking provides outstanding personalised, reliable and trusted service to high net worth individuals. We offer our clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities. As a Relationship Manager I provide clients with tailored financial solutions and access to a wide range of wealth creation products & services. I can also provide clients with access to broking, investment and insurance services.As a dedicated Relationship Manager I will work with clients to analyse their current financial position, identify strategies for them to build wealth and allow them to make inform choices.

Personal Lending Manager (Secondment)

• Dec 2017 - Mar 2018

Premier Banking Associate

• Sep 2016 - Mar 2018

I support a team of Relationship managers to provide comprehensive banking solutions for a portfolio for high net worth clients. We aim to provide tailored solutions to ensure that we meet our clients financial well being. We provide solutions from mortgage lending through to risk and investment services. We also ensure that our clients day to day banking meets their needs and continues to do so over their financial journey.https://www.commbank.com.au/personal/premier-and-private/premier-banking.html

Customer Service Specialist

• Nov 2015 - Sep 2016