Experience

Akambo Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Private Wealth Manager

  • May 2021 - Present



The Investment Collective

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Sep 2014 - May 2021

  Specialisations: Financial strategies, wealth creation, budgeting, superannuation and retirement planning, portfolio construction and on-going management & personal insurance.

• Client Services Manager

  • Jan 2012 - Aug 2014

  •Conduct reviews of client’s financial circumstances, prepare report documentation and outline initial findings for actioning by senior financial advisers.•Implement recommended financial plans as devised by senior financial planners, monitor & continually review strategies for performance outcomes.Advise clients regarding the advantages/disadvantages of different investment strategies.•Effectively communicate complex information to clients in order to help them make informed financial decisions.•Continually monitor and review client’s accounts on a regular basis to ensure compliance with all internal and external policies, guidelines and regulations.•Liaise with managed funds, stockbrokers, banks, industry and retails superannuation funds & insurance companies & Centrelink.•Implementation of financial plans: i.e. buying/selling shares, managed funds, term deposits, establishing savings plans.