Experience

Lifespan Financial Planning

• Australia
• Financial Services
• 1 - 100 Employee

• Certified Financial Planner & Mortgage Specialist

  • May 2017 - Present

  Partnering with individuals, busy professionals, family's and growing SME's to ensure their financial fitness is achieved and maintained. Areas of advice are listed below but not limited to: - Cash flow management and budgeting because at the start of every financial plan is a rock solid understanding of your cash flow - Home loans/Mortgages which includes purchases, refinances, first home buyers, equity loans, cash out loans, credit cards/debt re-structuring and debt recycling - Superannuation strategies which assist clients to maximise their contribution opportunities to build long term wealth and get the most appropriate tax outcome for them - Personal/Family/Business wealth protection/insurance advice to make sure there is always a plan in place to minimise financial pressure at times of injury or loss - Creating an Investment/Wealth creation portfolio which can cater for all types of assets such as shares, managed funds, exchange traded funds, property and more to meet the client future goals and needs - Investing for kids/grandkids - Estate Planning Show less

• Compliance Officer

  • Aug 2018 - Present

  Assist the compliance team in head office of the Lifespan Dealer Group with advice document (SoA, RoA, or No Advice) vetting before it is presented to a client. This is to ensure a high standard of advice is maintained.Also part of the team that reviews and audits the Lifespan network of advisers. Pivotal to a strong dealer group is making sure compliance frameworks are upheld and followed. Key areas of focus are the technical aspects as well as that the advice process has been carried out and can be demonstrated. Show less



WealthPartners Financial Solutions

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Sep 2014 - May 2017

• Mortgage Specialist

  • Aug 2014 - May 2017

• Associate Adviser

  • Feb 2013 - Sep 2014

  Working closely in a team with a Senior Adviser to provide a high touch and quality service to clients from all walks of life.We assist clients in building and managing their wealth through Investment and Super strategies as well as setting up and re-financing home loans/personal loans. This will work hand-in-hand when we establish a Personal Protection package for the clients.



Oceanic HR

• Australia
• Human Resources Services
• 1 - 100 Employee

• Senior Recruitment Specialist - Wealth

  • Mar 2012 - Jan 2013

  Additional to the below, I work within the Banking & Financial Services team to build the Funds Management and Super/SMSF recruitment teams whilst still servicing the Financial Planning/Private wealth markets.

• Recruitment Specialist - NSW State Manager

  • Jul 2008 - Mar 2012

  - Actively track market trends and raise awareness of how to attract the relevant candidates for the roles that Oceanic are working with..- Place relevant advertising of roles to ensure attraction of suitable candidates- Screening of all candidates that approach Oceanic for a role and the entering of candidate details on the CRM- Thorough interviewing of all relevant candidates and compilation of resumes to be sent out to client.- Marketing of candidates our to relevant clients roles - meeting compliance in relation to Privacy act as well as client requirements.- Regular follow up with candidates in relation to progress.- Regular follow up with clients in relation to candidate status and success - Maintenance of data in relation to all external contact - Actively participate in the development of a candidate pool within our sector by obtaining and acting upon leads divulged by candidates- Maintain an excellent rate of communication with clients to ensure that account management levels are maintained at a suitably high standard. Show less



Invest Bank S.A.

• Banking
• 1 - 100 Employee

• Administration Assistant

  • Dec 2007 - Feb 2008



Standard Bank Group

• South Africa
• Financial Services
• 700 & Above Employee

• Banking Group Intern

  • Nov 2006 - Feb 2007