Experience

• 

  AS White Global

  • Senior Paraplanner/ Team Leader

    • Feb 2016 - Present

    The role can be broken down into two key parts:A.Team Leader responsibilities •Ensure the provision of excellent advice documentation and ongoing service to Capacity Connection’s clients in an efficient manner.•Oversight of workflow tracking of pod and the broader Capacity Connection team in Vietnam, Malaysia and Philippine to ensure that all timeframes are being met and movement of work allocation between pods as necessary to ensure turnaround times are met.•Reporting to the General Manager on a weekly and monthly basis on the efficiency of the team in Vietnam, Malaysia and Philippine, and the capacity of the team to take on new clients.•Understanding and communication of client’s personal preferences and ensure these are always being adhered to.•Responsibility for the provision of quality work completed by Capacity Connection within stated turnaround times.•Training and development of entire Vietnam, Malaysia and Philippine teams on an ongoing basis.B. Workload support •Develop financial strategies to meet client’s objectives based on existing situation of clients•Ensure all client data and information is correctly entered into clients’ financial planning software (XPLAN, Adviser Logic).•Research and develop a thorough understanding of the current financial situation of the client whose advice document I am preparing.•Prepare financial product comparisons between existing products and proposed products to allow financial adviser to make educated decisions on how to proceed with advice preparation.•Work with financial adviser-clients to prepare the financial strategy based on information provided and research completed, and make suggestions to improve client’s outcomes, where appropriate.•Prepare all required advice documents and other requirements (i.e. research, comparisons, etc.) for advisers to present to their clients.•Preparation of advanced Cashflow, Retirement and Investment projections for client strategies.

• 

  Sushi Sushi

  • Highpoint City, Victoria, Australia

  • Store Manager

    • Jul 2014 - Dec 2015
    • Highpoint City, Victoria, Australia

    Manager's duties:• Coordinate daily Front of the House and Back of the House restaurant operations• Deliver superior service and maximize customer satisfaction• Respond efficiently and accurately to customer complaints• Regularly review product quality and research new vendors• Organize and supervise shifts• Appraise staff performance and provide feedback to improve productivity• Estimate future needs for goods, kitchen utensils and cleaning products• Ensure compliance with sanitation and safety regulations• Manage restaurant’s good image and suggest ways to improve it• Control operational costs and identify measures to cut waste• Create detailed reports on weekly, monthly and annual revenues and expenses• Promote the brand in the local community through word-of-mouth and restaurant events• Train new and current employees on proper customer service practices• Implement policies and protocols that will maintain future restaurant operationsChef's duties • Create a rich sushi menu with various main ingredients and raw fish (for example, salmon, tuna, unagi)• Prepare all types of sushi, including maki, nigiri and sashimi• Select fresh fruits and vegetables to make high-quality dishes (like avocado, mango and carrots)• Add additional flavors to sushi rolls with ginger, rice vinegar, wasabi and soy sauce, when appropriate• Manage food prep activities, like boiling rice• Coordinate with staff to ensure proper cooking, considering special requests and food allergies• Prepare appetizers, soups and salads that are close to the philosophy of Japanese cuisine

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  Think Insurance

  • Melbourne, Australia

  • Assistant Financial Adviser

    • Sep 2012 - Jun 2014
    • Melbourne, Australia

    The role can be broken down into four key parts:A. Preparing and maintaining the client fileB. Preparing recommendationsC. Implementing recommendationsD. ReviewA. Preparing and maintaining the client file• Check all compliance paperwork is present• Confirm client risk profile is determined• Discuss client objectives with planner• Identify and obtain the information necessary to compile financial cashflow forecast• Compile draft net worth statement; income and expenditure statements and financial cashflow forecast and discuss with plannerB. Preparing recommendations• Identify areas for planning• Undertake research both independently and with the Financial Planner to identify suitable• Solutions to meet the clients needs• Prepare information/comparisons for analysis by planner• Liaise with client’s legal and tax advisers (if applicable)• Consider current and future allocation of assets for investment strategy with regard to client risk profile• Prepare draft recommendation reports to be discussed/signed off by plannerC. Implementing recommendations• Prepare suitability letters in accordance with the agreed recommendations• Complete application / proposals forms• Ensure all compliance paperwork is in order• Make changes to clients’ investments/insurance as instructed • Implement the chosen investment/insurance strategiesD. Review• Act as main point of contact and deal effectively with queries from clients and other parties through effective communication • Establish and build strong relationships with clients and attend client meetings with planner if required• Organise future planning meetings with client • Review investment portfolio, asset allocation, risk profile etc• Send planning figures to client for update and revision in preparation for next meeting.• Initiate review meetings with clients