Experience

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  Enzumo

  • Brisbane, Queensland, Australia

  • Advice Technology Consultant

    • Aug 2021 - Feb 2022
    • Brisbane, Queensland, Australia

    Providing support and training on Xplan and Enzumo's suite of Xplan advice wizards.• Assisting advisers and support staff with Xplan modelling including XTools, XTools+, WealthSolver and Risk Researcher.• Maintaining and troubleshooting datafeeds.• Training users on the use of custom Xplan wizards.• Identifying opportunities to improve Enzumo's custom Xplan solutions.• Handling phone and email queries on all aspects of Xplan.

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  MGD Wealth

  • Brisbane, Australia

  • Senior Paraplanner

    • Feb 2018 - Jul 2021
    • Brisbane, Australia

    Senior Paraplanner at a combined financial planning and accounting firm.• Developed advice and wrote SOAs for predominantly high net worth and high earning clients across a wide range of areas including investments, superannuation, SMSFs, family trusts, gearing, personal risk insurance and business risk insurance.• Managed paraplanning workflow for up to 12 advisers and up to 7 paraplanning staff.• Managed editing and updating of advice templates, including creating and editing XPlan templates. • Member of the Process, Precedents (Templates), Social and Philanthropic Committees.

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  Prudent Financial Services Pty Ltd

  • Brisbane, Australia

  • Paraplanner

    • Feb 2017 - Feb 2018
    • Brisbane, Australia

    Paraplanner for a practice of 3 advisers.• Managed competing needs of multiple advisers to ensure work is completed in a timely manner and to a high standard.• Completed a wide range of Statements of Advice from simple insurance and superannuation rollovers to complex SOA's including SMSF's, Family Trusts, Gearing and more.

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  Advice for Life Pty Ltd

  • Brisbane

  • Paraplanning Manager

    • Nov 2011 - Feb 2017
    • Brisbane

    Managed an outsourced paraplanning service for Millennium3 advisers.• Grew the paraplanning service from inception up to approximately 700 Statements of Advice a year.• Built strong working relationships with advisers across Australia as well as Millennium3 compliance and support staff and product provider BDMs.• Managed full time and casual employees along with temporary staff and other outsourcing providers to ensure work is completed in a timely manner and to a high standard.• Completed a wide range of Statements of Advice from simple insurance and superannuation rollovers to complex SOA's including SMSF's, Family Trusts, Aged Care, Gearing, Debt Recycling and more.

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  Newell Palmer Securities

  • Sydney, Australia

  • Financial Adviser’s Assistant

    • Jan 2009 - May 2011
    • Sydney, Australia

    Worked closely with an experienced financial adviser as part of a small independent financial planning firm, focusing on written recommendations, strategy implementation and administration.Duties included:• Prepared written financial strategies for new clients and regular portfolio reviews for existing clients, ensuring all legislative requirements were met while ensuring all relevant information was communicated to the client effectively.• Communicated with clients and financial institutions to ensure financial strategies were implemented in a timely fashion• Met regularly with financial institutions to stay up to date on new and existing financial products• Participated in internal meetings to discuss economics, strategies and new products, including helping to run quarterly economic discussions

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  Fiducian Portfolio Services

  • Sydney, Australia

  • Superannuation and Investment Fund Administration

    • Mar 2008 - Jan 2009
    • Sydney, Australia

    Worked as part of a small team handling all of the administration of a boutique superannuation and investment fund, as well as all customer and financial adviser inquiries. Duties included:• Assessed and processed withdrawal requests to ensure clients received their funds in a timely manner.• Handled claims for deceased estates, including liaising with clients to ensure all requirements were met, and presenting cases to the claims committee for their consideration.• Processed all monthly tasks, including pension payments, savings plans and fees, using excel extensively to verify transactions.• Handled calls to customer service from clients and advisers.