Samantha Hawkins

General Manager Distribution (Vic, Tas, SA, WA) at Praemium
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU
Skills

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Bio

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Credentials

  • FASEA
    ASIC
    Jul, 2021
    - Nov, 2024
  • Estate Planning Accreditation
    Australian Executor Trustees Limited
    Aug, 2014
    - Nov, 2024
  • SMSF Accreditation
    Kaplan
    Jun, 2010
    - Nov, 2024
  • Certified Financial Planner
    Financial Planning Association of Australia

Experience

  • Praemium
    • Australia
    • Financial Services
    • 200 - 300 Employee
    • General Manager Distribution (Vic, Tas, SA, WA)
      • May 2023 - Present

    • Head of Sales, South & Key Accounts
      • Jul 2022 - Present

    • Regional Manager
      • Aug 2018 - Jul 2022

    • Business Development Manager
      • Oct 2016 - Aug 2018

  • Next Step Financial Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planner
      • Nov 2005 - Oct 2016

      Provision of personal Financial Advice including Investment, Superannuation, Risk and Estate Planning to a diverse client base, Practice Management, Marketing and Compliance accountability. Responsible for staff recruitment, mentoring and training. Xplan expert. Software (XPlan) Committee Representative and Research Committee Representative for the Dealer Group. Provision of personal Financial Advice including Investment, Superannuation, Risk and Estate Planning to a diverse client base, Practice Management, Marketing and Compliance accountability. Responsible for staff recruitment, mentoring and training. Xplan expert. Software (XPlan) Committee Representative and Research Committee Representative for the Dealer Group.

  • Commonwealth Bank
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Financial Adviser
      • Jul 1995 - Jul 1999

      Provision of personal financial advice on Superannuation, Investments, Risk Management and Wealth Creation. Production of financial plans and implementation of all advice, Providing training to branch staff and how to identify referrals, Building relationships with key staff in my area to build referrals.

    • Assistant Branch Manager
      • May 1994 - Jul 1995

      Assistant Managers across all areas of the branch including personal banking, lending and financial advice including: Communication and reporting branch performance to area management, General banking, lending and financial advice to customers, Handled and resolved customer issues and complaints, Management and control of cash levels and security within the branch, Assisted staff to achieve performance and referral targets and conducting staff reviews.

    • Staff Training Manager
      • Aug 1991 - May 1994

      Responsible for presenting training courses on a variety of the Bank's policies and procedures as well as customer service standards. Trainer and mentor for Governement Traineeship staff.Responsible for ensuring course material and content remained up to date and implementing new ideas.

Education

  • Deakin University
    Diploma of Financial Planning, Financial Planning and Services
    1997 - 1999
  • Montmorency High School
    1982 - 1986
  • St Michaels Collegiate, Hobart Tas
    1981 - 1982

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