Joel Marshall
Relationship Manager at Synergy Financial Advisers Pte Ltd- Claim this Profile
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Bio
Credentials
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Monetary Authority of Singapore Representative
Monetary Authority of Singapore (MAS)Sep, 2020- Nov, 2024 -
Australian Financial Services Authorised Representative
ASICApr, 2007- Nov, 2024
Experience
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Synergy Financial Advisers Ltd
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Singapore
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Financial Services
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200 - 300 Employee
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Relationship Manager
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Apr 2022 - Present
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International Expat Medical
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Singapore
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Insurance
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Advisory Specialist
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Mar 2022 - Present
IEM is the leading private health insurance broker for expats in Singapore. IEM is the leading private health insurance broker for expats in Singapore.
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LINC Wealth Advisers
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Singapore
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Financial Services
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1 - 100 Employee
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Financial Service Representative
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Mar 2021 - Present
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Prudential Assurance Company Singapore
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Singapore
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Financial Services
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700 & Above Employee
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International Financial Consultant
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Sep 2020 - Mar 2021
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Voda Connect
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Singapore
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Business Development Manager APAC
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Mar 2020 - Sep 2020
The perks of telecommuting, or working remotely, go beyond wearing your jammies while doing your job. Employees are unbound by time and space, so talent can come from anywhere. They don’t have to beat the traffic during rush hour since they can work in the comforts of their home or any place of their choice. Less stress and favorable working conditions help increase employees’ morale. But there are challenges to having workers physically apart. It’s not as easy to turn to a colleague to consult when he or she is across town. Meetings can be tedious to set up, and correspondences via email lose their immediacy. And there’s more possibility of miscommunication when you cannot see the other person’s body language. For remote working to work, an effective and reliable system of communication is necessary. That’s why companies turn to Voice over Internet Protocol (VoIP) technology. Show less
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Schmear
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Singapore
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Restaurants
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1 - 100 Employee
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Restaurant Manager
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Mar 2018 - Dec 2019
Manage the daily operation of restaurant. Supervise 12 employees. Reporting to Business Owner. Plan and supervise shift roster to ensure smooth operation of restaurant. Manage and lead restaurant staff including training and evaluation of staff. Review the employee's performance. Maintain high standard of guest services with prompt response to customers request and feedback. Manage complains and exceeding customers' expectations by receiving compliments on the e-platforms and social media. Provide analysis of sales data and suggest improvements based on the operational activities. Show less
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Total Management Resources Pty Ltd
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Sydney, Australia
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Business Development Manger
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Jul 2014 - Mar 2018
Finance and Accounting (Public Accountant Practice): Supervise 6 employees. Reporting to the Director. In charge for the B2B sales of accounting services to SME. Performing all accounting functions for business clients. Handling all tax, GST and general ledger accounting, AP/AR, and budget / payroll preparation functions. Responsible for the Incorporation of companies and small businesses.Registered business office for numerous companies and businesses. Provide referral business for insurance and finance. Provide personal taxation lodgements. Quality Control of Building and Concrete: An independent contractor for quality control business for concrete. Supervise a team of 15. Works to assure quality, timeliness, consistency and accuracy of test reports. Work with assigned staff to ensure work schedules are maintained and balanced. Responsible for the B2B development for concrete testing service for companies such as Hanson, Boral and Holcim and Concrite. Projects such as Sydney ports redevelopment, Sydney MRT and numerous residential buildings. Inventory management and logistics of test samples. Liaise with engineers and architects over project results. Perform general administrative duties such as invoicing to customers and claims Show less
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ING Australia
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Australia
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Banking
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700 & Above Employee
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Mortgage Associate
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Jun 2010 - Oct 2011
Accredited ING personal banker, in the sector of retail banking industry. Reporting to the Department Manager. Achieved monthly sales target that set by the Company. Inbound call manager: provide consultative selling over products & services. Networking with existing clients. Provide service such as represent the bank's monthly mortgage during road shows. Building relationship with retail clients and provide highest quality of service. Ensure the provided services and products align with government's compliance. Show less
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Money Quest Lending
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Sydney, Australia
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Mortgage Broker
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Nov 2005 - Feb 2010
Achievement: Monthly KPI of $1.5 million settled loans Networking with prospective and existing clients and promote the products and services. Provide advice on home financing. Customer support for all banking inquiries. Cold calling to establish sales Achievement: Monthly KPI of $1.5 million settled loans Networking with prospective and existing clients and promote the products and services. Provide advice on home financing. Customer support for all banking inquiries. Cold calling to establish sales
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Mortgage Force
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Sydney, Australia
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Mortgage Broker
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Sep 2004 - Oct 2005
Reporting to the Director. Achievement: first receiver with targeted advice on products and services. Total loan book value exceeding AUD $30 million within 12 months. Authorised representative for the bonds up to AUD $100K. Networking with existing clients and provide consultative selling. Attend to cold calls and meet prospective clients. Active monitoring over active/dormant clients. Ensure the provided service aligns with the government's compliance. Reporting to the Director. Achievement: first receiver with targeted advice on products and services. Total loan book value exceeding AUD $30 million within 12 months. Authorised representative for the bonds up to AUD $100K. Networking with existing clients and provide consultative selling. Attend to cold calls and meet prospective clients. Active monitoring over active/dormant clients. Ensure the provided service aligns with the government's compliance.
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Mortgage Support Officer
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Feb 2004 - Sep 2004
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City Finance Loans And Cash Soulutions
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Sydney, Australia
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State Manager
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Feb 2001 - Aug 2004
Authorised to approve personal loans from $10,0000 to $50,000 in the sector of retail banking industry. Reporting to Director. Supervise 30 branch staff over 5 independent branches. Perform reconciliation of trust accounts. Achievement: Branch Manager of the Year 2001 and 2003. Authorised to approve personal loans from $10,0000 to $50,000 in the sector of retail banking industry. Reporting to Director. Supervise 30 branch staff over 5 independent branches. Perform reconciliation of trust accounts. Achievement: Branch Manager of the Year 2001 and 2003.
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Education
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Northumbria University
Bachelor of Arts (HONOURS) Business Administration, Business Administration and Management, General -
Kaplan Singapore
Advance Diploma of Management, Business Administration and Management, General -
Mortgage & Finance Association of Australia
Anti-Money Laundering, Banking and Financial Support Services -
Mortgage & Finance Association of Australia
Financial Services, Finance, General -
TAFE NSW
Diploma In Accounting, Accounting -
The Hills Grammer School
HSC, High School/Secondary Diplomas and Certificates