Experience

• 

  Rocket Wealth Management

  • 380 Payneham Road, Payneham SA 5070

  • Financial Planner

    • Apr 2017 - Present
    • 380 Payneham Road, Payneham SA 5070

    - I work as a financial planner for Rocket Wealth Management. - I enjoy identifying where you are now and what your long term goals are. Once I have established your goals I will prepare a strategy to help you achieve them, while provide ongoing assistance to keep you on track to meet your goals. - I provide professional services and can provide assistance and advice in the following areas, cash flow and budgeting, debt, superannuation, Centrelink, retirement planning, investment, personal insurance (life insurance) and I can also provide services with mortgage broking (home loans whether it be establishing one for you or refinancing).- My aim is to fully enhance your financial situation and to put you on the right path to creating wealth in the most effective way and to achieve your financial goals. - Feel free to contact me to have a free conversation to see what I could help you with. - You can contact me at [email protected]

• 

  Mybluesky

  • Australia
  • Financial Services
  • 1 - 100 Employee

  • Financial Planner

    • Jul 2015 - Mar 2017

    ‣ Retaining existing clients through face to face client reviews to demonstrate the value of our ongoing review service‣ Conducting appointments with clients annually as per their ongoing service agreement‣ Reviewing and understanding clients ongoing requirements through specific questioning‣ Researching and developing client focused recommendations‣ Updating XPLAN with detailed file notes of the meeting‣ Generating tasks to the paraplanning and administration team for further action using XPLAN

  • Paraplanner

    • Sep 2011 - Jul 2015

    ‣ My main role during this period of time was to prepare Staements of Advice and Record of Advice documents for advisers at Mybluesky, using information collected by the adviser in XPLAN and using their meeting notes. ‣ This role also including assessing the clients current situation and then researching, comparing and developing strategies with the adviser.Once the strategy is confirmed I would formulate a compliant Statement of Advice or Record of Advice whichever was appropriate. ‣ I was also involved in preparing all of the initial paperwork for the appointment along with ensuring any other compliance areas were covered off. For example ensuring we had client identification and a signed Financial Services Guide Acknowledgement. ‣ I was also involved in the final check of the client file to ensure that it would be flawless for audit. ‣ I also offered ongoing support to advisers by attending client meetings, performing financial modelling, conducting research, preparing superannuation fund comparisons and preparing personal insurance quotes. ‣ This role also involved continual education through continued study to keep up to date with current technical knowledge and also to ensure that we are utilising the most appropriate products and strategies available on the market.