Experience

• 

  Cbus Super Fund

  • Australia
  • Financial Services
  • 700 & Above Employee

  • Training and Development Specialist

    • Feb 2022 - Present

  • Team Leader

    • Jul 2020 - Feb 2022

  • Senior Superannuation Adviser

    • Jul 2018 - Jul 2020

  • Superannuation Adviser

    • Jan 2018 - Jul 2018

• 

  Mercer

  • Melbourne, Australia

  • Financial Adviser

    • Apr 2017 - Dec 2017
    • Melbourne, Australia

• 

  Superpartners/Link

  • Casselden Place, 2 Lonsdale Street, MELBOURNE VIC 3000

  • Adviser

    • Dec 2011 - Nov 2016
    • Casselden Place, 2 Lonsdale Street, MELBOURNE VIC 3000

    • Gathering Data• Establishing Client objectives and goals• Problem identification and solving• Preparation of scaled advice plans• Presentation and implementation of plans• Identifying areas to improve business, developing solutions and effectively driving the implementation of new business enhancements • Mentoring associates and colleagues• Providing technical training and expertise to the Advice TeamKey Achievements:• Introduction of various improvements to business models including implementation strategy and mentoring program• Completion of training materials and presentations regarding financial advice for staff employees

• 

  IMB Financial Planning Limited

  • Senior Financial Planner

    • Jan 2001 - Nov 2011

    • Gathering Data• Establishing Client objectives and goals• Problem identification and solving• Preparation of comprehensive plans• Presentation and implementation of plans• Reviewing client plans• Identifying areas to improve business, developing solutions and effectively driving the implementation of new business enhancements • Mentoring associates and colleagues

  • Practice Manager

    • Oct 2006 - Oct 2008

    • Developing business plans and budgets• Managing performance against budget• Complete cash flow projections• Maintain and monitor Compliance processes• Design and implement marketing strategies• Recruit, manage and mentor staff• Foster relations with referral partners and other centres of influence• Set and monitor service standards• Complete Company responsibilities in regard to ensuring approval and signing of yearly company accounts, lodgement of accounts to ASIC, arranging AGM, attending Board Meetings, completing agendas and minutes etc• Complete Professional Insurance, Workers Compensation and other renewal forms

• 

  IMB Building Society

  • Financial Adviser

    • Dec 1998 - Jan 2001

    • Gathering Data• Establishing Client objectives and goals• Problem identification and solving• Preparation of comprehensive plans• Presentation and implementation of plans• Reviewing client plans• Identifying areas to improve business, developing solutions and effectively driving the implementation of new business enhancements • Mentoring associates and colleagues

  • Branch Manager/Financial Adviser

    • May 1988 - Dec 1998

    • Management of day to day activities of Branch• Part Time Financial Planner (15/3/1996 – 29/12/1998)• Loans processing• Sales • Counter/Telling work

• 

  Commonwealth Bank

  • Bega NSW, Nowra NSW, Kiama NSW and Mudgee NSW

  • Various

    • Jan 1978 - May 1988
    • Bega NSW, Nowra NSW, Kiama NSW and Mudgee NSW

    • Loans processor• Supervisor• Work examiner• Settlements Officer• Telling/Counter work