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Shermeen Akhtar

Application Support Specialist at Midwinter Financial Services
Intro Book
Financial planning professional with expertise in coaching, training, and project management.
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Location
Australia, AU
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Bio

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Shermeen Akhtar is a seasoned financial planning professional with extensive experience in providing coaching, training, and support to clients and stakeholders across various industries. She holds a Master's degree in Accounting and Finance from Western Sydney University and an MBA from Karachi University Business School. With over 4 years of experience as a Compliance Coach at AMP, Shermeen has developed a strong understanding of advice product solutions, including insurance, investments, and superannuation. She has also worked as an Implementation Specialist/Assistant Project Manager at BCB Financial Planning, where she performed analysis and modelling on XPLAN for clients. Shermeen's expertise spans financial planning, coaching, and project management, with a strong focus on delivering compliant advice to clients. Currently, she works as an Application Support Specialist at Midwinter Financial Services, providing training and support for clients on their cloud-based advice technology needs.

Experience

  • Midwinter Financial Services
    • Application Support Specialist
      • Jul 2023 - Present

      Provide training and support for Midwinter clients on their cloud-based advice technology needs and liaise with business analysts and developers to resolve operational and technical issues, ensuring a positive outcome for clients.

  • AMP
    • Sydney, New South Wales, Australia
    • Compliance Coach
      • Nov 2018 - Jun 2023
      • Sydney, New South Wales, Australia

      Provide coaching to the broader advice network on core advice strategies and the advice process to help them deliver compliant advice to their clients. Sound understanding of advice product solutions including insurance, investments and superannuation. Collaborate with both internal & external stakeholders and provide feedback on projects as SME.

  • Capra Financial Planning
    • Sydney, New South Wales, Australia
    • Implementation Specialist/ Assistant Project Manager
      • Sep 2017 - Nov 2018
      • Sydney, New South Wales, Australia

      Liaised with internal (Financial Adviser, Practice Principle & Partnership Manager) and external stakeholders to help the Practice successfully complete the buyer of last resort audit within the stipulated timeframes. Implemented a new workflow and electronic record keeping system. Prepared documents and completed implementation process for clients.

  • BCB Financial Planning
    • Sydney, New South Wales, Australia
    • Client Services Officer
      • Feb 2017 - Jul 2017
      • Sydney, New South Wales, Australia

      Performed analysis and modelling on XPLAN for clients. Prepared advice documents and submitted applications post client meetings. Ensured that all client files are compliant and meeting the standards set by the licensee and ultimately ASIC.

  • AMP
    • Sydney, New South Wales, Australia
    • Financial Advisor
      • Jul 2016 - Dec 2016
      • Sydney, New South Wales, Australia

      Completed a client interaction program from AMP Horizon Academy. Conducted client meetings and developed a sound understanding of simple/ complex strategies and the relevant product solutions.

Education

  • Mentor Education
    Graduate Diploma, Financial Planning and Services
  • Western Sydney University
    Master's degree, Accounting and Finance
  • Karachi University Business School (KUBS)
    Master of Business Administration - MBA, Finance/ Marketing

Suggested Services

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Industry Focus. “Financial Services”

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