National Adviser Support Manager

• Feb 2022 - Present

Regional Adviser Support Manager

• Aug 2019 - Feb 2022

Adviser Support Manager

• Mar 2019 - Aug 2019

Adviser Support Officer

• Sep 2018 - Mar 2019

Junior Paraplanner

• Apr 2016 - Sep 2018

Citadel Wealth Solutions (CWS) is an award winning boutique practice which provides holistic financial planning advice and services. CWS tailor superannuation, investment and insurance solutions to the specific needs of their clients and work with key partners to create, protect and preserve multi-generational wealth. CWS have become specialists by working with their clients' other trusted advisers to deliver a comprehensive and coordinated strategy. At Citadel Wealth Solutions, there is a commitment to all clients to provide the most comprehensive and accurate advice possible, striving to ensure that clients can steadily work towards achieving their financial goals safe in the knowledge that their assets are in capable hands.

Sales Assistant

• Apr 2012 - Feb 2018

• Cash handling and banking responsibilities • Senior duties, such as opening and closing the store alone • Engaging and interacting with customers to ensure a positive experience • Preparation of the store including merchandising and pricing stock • Dealing with customer queries and complaints to effect a positive outcome UPR (unconditional positive regard) is a value held strong by both Betts as a company, and myself. It is my belief that you should go above and beyond for every customer to ensure an ideal experience in-store, and thus achieving positive customer relationships.

Work Experience Student

• Sep 2011 - Sep 2011

Responsibilities: • Auditing expenses and revenues in both an electronic and manual format • The creation of receipts for creditors of the company • Participate in general weekly meetings regarding the entity’s financial position Responsibilities: • Auditing expenses and revenues in both an electronic and manual format • The creation of receipts for creditors of the company • Participate in general weekly meetings regarding the entity’s financial position