Experience

• 

  Wealthmed Australia Pty Ltd

  • Australia
  • Financial Services
  • 1 - 100 Employee

  • Financial Consultant

    • Mar 2014 - Present

    Develop and manage the model portfolios.Construct and maintain the advice templates and modelling tools & calculators.Preparation of sophisticated advice documents.Strategy research and development.

  • Research & Compliance Manager

    • Mar 2014 - Present

• 

  Sole Trader

  • Sunshine Coast

  • Contract Para-Planner

    • Oct 2011 - Mar 2014
    • Sunshine Coast

    Prepared a wide variety of SoA's.

• 

  MeritPlan

  • Brisbane, Australia

  • Senior Financial Planner

    • Oct 2007 - Oct 2011
    • Brisbane, Australia

    Responsible for managing and growing a large client base. In addition I was responsible for the training and management of the para-planners and client service staff.

• 

  Tolhurst Noall

  • Sunshine Coast

  • Financial Planner

    • Apr 2006 - Oct 2007
    • Sunshine Coast

    I was responsible for building and managing a client base, and all associated advice.

• 

  Genesys Wealth Advisers

  • Brisbane, Australia

  • System Development Consultant

    • Feb 2002 - Apr 2006
    • Brisbane, Australia

    Commenced with Garrisons prior to the merger with Associated Planners, leading to the birth of Genesys Wealth Advisers.Wide range of responsibilities, but all aimed at supporting the advisers within Queensland. While the duties were varied they included conducting compliance checks, training of advisers and their staff on technical or operational matters and assisting member firms engage with the tools and services offered by the group.

• 

  Patersons Securities

  • Perth, Australia

  • Senior Para-Planner

    • May 2000 - Feb 2002
    • Perth, Australia

    Develop sophisticated strategy and advice documents.Responsible for the training of a small team of para-planners.Represented the financial planning department on the organisations compliance committee.