Experience

Meezan Wealth Management

• Australia
• Financial Services
• 1 - 100 Employee

• Founder Director I Senior Financial Adviser

  • Apr 2020 - Present

  It’s about helping people make smart Financial decisions. We do this for one reason: to make our community better-off. Putting our members first drives everything we do. At Meezan. it is about your needs, your goals, Your future. You are the reason we exist. We are here to give you the best help we can give. You are our focus and our motivation. At Meezan Wealth- you are second to none. Manage your money Islamically TODAY with Meezan Wealth and benefit here and in the afterlife. Our Practice: Sharia Complaint Super & Investments Islamic Home Loans Islamic Will Financial Planning Risk Protection Show less



Hejaz

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Financial Adviser, State Manager NSW

  • Feb 2016 - Mar 2020



RI Advice Group

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Financial Adviser

  • Nov 2014 - Feb 2016

  • Providing holistic financial planning • Superannuation and retirement planning • Account based pension • Aged care and social security advice • Wealth creation through managed funds, property and Direct equities • Annuity • Risk protection through Life,TPD, Trauma and Income protection • Self-managed super funds • Providing holistic financial planning • Superannuation and retirement planning • Account based pension • Aged care and social security advice • Wealth creation through managed funds, property and Direct equities • Annuity • Risk protection through Life,TPD, Trauma and Income protection • Self-managed super funds



Anne Street Partners

• Regional Manager NSW, Senior Financial Adviser, Licensed Real Estate Agent(All States)

  • Mar 2011 - Nov 2014

  • Managing a team and providing them ongoing training on financial products and services • Working closely with advisers, Para planner’s and with compliance to provide quality advice to clients • Reviewing client’s file with the advisers before SOA presentation to ensure that advice recommended meets clients need and objectives • Auditing random client file, SOA and file notes to ensure that advice meets best interest duty and compliance requirements• Achieving sales and business performance objectives• Ensuring that technical and regulatory knowledge is kept up to date with adviser’s• Providing effective day to day reporting to senior management on sales and staff• Generating and managing of business opportunities through a number of different approaches• Prospecting client opportunities by building relationships with referral partners and clients• Operating in a professional and ethical manner at all times by ensuring compliance with external legislation, bank standards and internal operating policies and procedures. Show less

• Senior Financial Adviser, Licensed Real Estate Agent ( All States)

  • Sep 2009 - Mar 2011

  • Providing ongoing holistic financial advice to over 500 clients• Developing and delivering appropriate planning strategies and product solutions • Providing advice in lending, wealth creation, Risk mitigation, retirement planning and in pension products• Providing transition to retirement advice and on Pension products • Providing advice on income drawdown in retirement, Aged care and on Centre link benefits eligibility• Creating model portfolio in line with client's risk profile in both inside and outside of super(active and inactive funds)• Providing advice on Platform based Managed funds, term deposits and CMA's• Advising on retirement solutions and recommending in retail, corporate, industry and Self managed super• Recommending custom asset allocation and investment option within SMSF which includes CMA's, Term deposit, Property and active/ inactive fund management • Providing complex financial advice and general estate planning advice • Attending technical training courses and skill sessions to develop and maintain competency • Maintaining up to date knowledge of the current banking and financial services environment Show less

• Financial Adviser

  • Aug 2008 - Sep 2009

  • Analysing prospect clients using a Fact Finder.• Building rapport with new and existing clients, creating awareness in all areas of financial planning in order to show areas for improvement, understanding client needs and goals to ultimately help them improve their financial situation & achieve their long-term objectives• Managing client expectations by conducting in depth reviews and answering questions in regards to clients financial plan• Dealing with complex client scenarios and recommend strategies accordingly• Looking after high net worth client, TTR and Pension clients• Communicate effectively with clients about complex information in order to help them achieve their goals• Liaise with Para-Planners and a Panel of experts (superannuation, finance, law, realty, insurance & managed investments) to analyse appropriate structures and strategies to benefit clients situation• Conduct on-going reviews with existing clients to ensure they are on track in achieving their financial and lifestyle goals Show less

• Assistant Financial Planner

  • Feb 2008 - Aug 2008

  • Bringing new clients on board• Diagnose clients financial health check and complete Fact find• Work closely with advisory panel on clients financial plan• Assist Financial Adviser to prepare and present Statement of Advice to client• Help Implementing recommended strategy • Conducted ongoing review with existing client and presented new plan if required



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Planner's Assistant (Internship)

  • Nov 2007 - Jan 2008

  • Dealing with range of AXA products including CMA, Managed Funds and Alternative Assets • Preparing correspondence and client documentation • Compiling technical research and fact find • Preparation of reports Diary management • Maintaining the database and general administration duties • Responding to client inquiries by telephone, mail or email • Dealing with range of AXA products including CMA, Managed Funds and Alternative Assets • Preparing correspondence and client documentation • Compiling technical research and fact find • Preparation of reports Diary management • Maintaining the database and general administration duties • Responding to client inquiries by telephone, mail or email



Optus

• Australia
• Telecommunications
• 700 & Above Employee

• Billings Assistant & Credit collections

  • Jan 2007 - Nov 2007

  • Processing of debit/credit notes for all clients • Debtors processing, follow-up & Management Report • Credit Note Summary Report, Credit card payments/refunds • Printing of monthly statements • Recoveries, collection of outstanding debt • Reporting of high risk debtors • Collection of outstanding debt • Processing of debit/credit notes for all clients • Debtors processing, follow-up & Management Report • Credit Note Summary Report, Credit card payments/refunds • Printing of monthly statements • Recoveries, collection of outstanding debt • Reporting of high risk debtors • Collection of outstanding debt



Hungry Jack's® Pty Ltd

• Australia
• Food and Beverage Services
• 700 & Above Employee

• Assistant Manager

  • Feb 2004 - Jan 2007

  • Restaurant Management • Shift supervision, Crew & Roster management • Ongoing Crew Training and Development • Maintaining occupational health and food safety • Daily Finance, cash count and Payroll maintenance • Financial statement preparation for the store • Restaurant Management • Shift supervision, Crew & Roster management • Ongoing Crew Training and Development • Maintaining occupational health and food safety • Daily Finance, cash count and Payroll maintenance • Financial statement preparation for the store