Simon Gvalda
Manager - ESG & Responsible Investment Recruitment at Kaizen Recruitment- Claim this Profile
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Althea Levens
have nothing but the best to say about Kaizen Recruitment and, in particular, Simon Gvalda, who I was dealing with. Within a day of me submitting my resume on Seek, Simon called to discuss my application and made me feel very comfortable about the recruitment process that I was new to. He listened to my needs and what I wanted from my next job and then suggested at least 3-4 positions that he believed I was qualified for. At my request, Simon was able to get an employer to interview me although they were quite advanced in their decision-making process by that stage. I was successful in getting that position and was totally surprised when Simon negotiated a much higher salary than what I was expecting. It seems that my new employer must like Simon too because he has been successful in them recruiting other staff through his agency. Simon called me before the interview and offered me many tips and suggestions on how to respond to behavioural questions which I found extremely helpful. He also kept in touch with me during the entire employment process and genuinely shared my happiness when I got the job. I have no hesitation in recommending Kaizen to other candidates for their employment needs. You will not be disappointed.
Arnav Das
I recently secured a terrific role through Kaizen recruitment. Simon's detailed insight into the company and position was exceptional. Simon's additional efforts to provide interview preparation and respond promptly to all my queries, is what truly sets him apart from other recruiters I have liaised with previously. His exemplary professional manner in combination with his caring and personable nature, makes him an excellent recruitment consultant. It was a pleasure to work with Simon and recommend that any Financial Services professional in Australia looking to advance their career, get in touch with him! Arnav
Althea Levens
have nothing but the best to say about Kaizen Recruitment and, in particular, Simon Gvalda, who I was dealing with. Within a day of me submitting my resume on Seek, Simon called to discuss my application and made me feel very comfortable about the recruitment process that I was new to. He listened to my needs and what I wanted from my next job and then suggested at least 3-4 positions that he believed I was qualified for. At my request, Simon was able to get an employer to interview me although they were quite advanced in their decision-making process by that stage. I was successful in getting that position and was totally surprised when Simon negotiated a much higher salary than what I was expecting. It seems that my new employer must like Simon too because he has been successful in them recruiting other staff through his agency. Simon called me before the interview and offered me many tips and suggestions on how to respond to behavioural questions which I found extremely helpful. He also kept in touch with me during the entire employment process and genuinely shared my happiness when I got the job. I have no hesitation in recommending Kaizen to other candidates for their employment needs. You will not be disappointed.
Arnav Das
I recently secured a terrific role through Kaizen recruitment. Simon's detailed insight into the company and position was exceptional. Simon's additional efforts to provide interview preparation and respond promptly to all my queries, is what truly sets him apart from other recruiters I have liaised with previously. His exemplary professional manner in combination with his caring and personable nature, makes him an excellent recruitment consultant. It was a pleasure to work with Simon and recommend that any Financial Services professional in Australia looking to advance their career, get in touch with him! Arnav
Althea Levens
have nothing but the best to say about Kaizen Recruitment and, in particular, Simon Gvalda, who I was dealing with. Within a day of me submitting my resume on Seek, Simon called to discuss my application and made me feel very comfortable about the recruitment process that I was new to. He listened to my needs and what I wanted from my next job and then suggested at least 3-4 positions that he believed I was qualified for. At my request, Simon was able to get an employer to interview me although they were quite advanced in their decision-making process by that stage. I was successful in getting that position and was totally surprised when Simon negotiated a much higher salary than what I was expecting. It seems that my new employer must like Simon too because he has been successful in them recruiting other staff through his agency. Simon called me before the interview and offered me many tips and suggestions on how to respond to behavioural questions which I found extremely helpful. He also kept in touch with me during the entire employment process and genuinely shared my happiness when I got the job. I have no hesitation in recommending Kaizen to other candidates for their employment needs. You will not be disappointed.
Arnav Das
I recently secured a terrific role through Kaizen recruitment. Simon's detailed insight into the company and position was exceptional. Simon's additional efforts to provide interview preparation and respond promptly to all my queries, is what truly sets him apart from other recruiters I have liaised with previously. His exemplary professional manner in combination with his caring and personable nature, makes him an excellent recruitment consultant. It was a pleasure to work with Simon and recommend that any Financial Services professional in Australia looking to advance their career, get in touch with him! Arnav
Althea Levens
have nothing but the best to say about Kaizen Recruitment and, in particular, Simon Gvalda, who I was dealing with. Within a day of me submitting my resume on Seek, Simon called to discuss my application and made me feel very comfortable about the recruitment process that I was new to. He listened to my needs and what I wanted from my next job and then suggested at least 3-4 positions that he believed I was qualified for. At my request, Simon was able to get an employer to interview me although they were quite advanced in their decision-making process by that stage. I was successful in getting that position and was totally surprised when Simon negotiated a much higher salary than what I was expecting. It seems that my new employer must like Simon too because he has been successful in them recruiting other staff through his agency. Simon called me before the interview and offered me many tips and suggestions on how to respond to behavioural questions which I found extremely helpful. He also kept in touch with me during the entire employment process and genuinely shared my happiness when I got the job. I have no hesitation in recommending Kaizen to other candidates for their employment needs. You will not be disappointed.
Arnav Das
I recently secured a terrific role through Kaizen recruitment. Simon's detailed insight into the company and position was exceptional. Simon's additional efforts to provide interview preparation and respond promptly to all my queries, is what truly sets him apart from other recruiters I have liaised with previously. His exemplary professional manner in combination with his caring and personable nature, makes him an excellent recruitment consultant. It was a pleasure to work with Simon and recommend that any Financial Services professional in Australia looking to advance their career, get in touch with him! Arnav
Experience
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Kaizen Recruitment
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Australia
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Staffing and Recruiting
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1 - 100 Employee
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Manager - ESG & Responsible Investment Recruitment
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Nov 2022 - Present
At Kaizen I specialise in ESG and sustainable / responsible investment recruitment from the analyst level through to senior positions.Kaizen services a broad range of clients across funds management, superannuation, wealth management, insurance, asset consulting and custody. Since our inception, Kaizen has established preferred supplier agreements with many industry leading firms.At Kaizen Recruitment, our philosophy is simple; we put the service, solution and commitment back into recruitment. By design, our business is focused on select client relationships in the financial services sector. This affords us to cultivate intimate networks of talent within the industry and allows us to form enduring strategic partnerships with our clients.
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Principal Recruitment Consultant
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Dec 2021 - Dec 2022
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Senior Recruitment Consultant
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Mar 2021 - Dec 2021
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Recruitment Consultant
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Mar 2020 - Mar 2021
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Equity Trustees
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Australia
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Financial Services
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200 - 300 Employee
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Private Client Associate Adviser / Paraplanner
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Jul 2018 - Mar 2020
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Paraplanner
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Mar 2016 - Jul 2018
Writing Statements of Advice.
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FMD Financial - Expert financial advisers
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Australia
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Financial Services
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1 - 100 Employee
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Business Support Officer
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Sep 2014 - Mar 2016
• Prepare compliant and personalised Statements of Advice (SoA) • Design and roll out process improvements to create efficiencies across end to end business workflow • Produce client portfolio review reports in a timely manner. • Maintain client records database through XPlan • Fix Xplan technical issues • Manage and coordinate outsourced staff • Maintain up to date knowledge of the industry and regulation • Provide support to a team of six advisers • Pro-actively engage with advisers to ensure compliance and up take of evolving workplace procedures
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Morgan Wealth Management Group
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Australia
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Financial Services
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1 - 100 Employee
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Client Services Officer
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Jul 2012 - Aug 2014
Morgan Wealth Management Group is a boutique firm that provides financial and investment advice to high net worth clients. They also advise on Self Managed Super Funds. Responsibilities included liaising directly with clients, maintaining client investment portfolios using XPLAN and general office administrative tasks to provide direct assistance to the four Financial Advisers. Morgan Wealth Management Group provides a broad range of financial and investment advice to professionals, senior managers, business owners and retirees throughout Australia. The firm has particular expertise in self-managed superannuation funds providing a complete fund administration and investment advice service to fund trustees.
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Education
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2009 - 2011
Deakin University
Bachelor of Commerce (BCom), Finance, Economics & International Trade and Economic Policy -
2013 - 2014
Kaplan Australia
Diploma of Financial Planning - RG146 -
2015 - 2016
Kaplan Australia
Advanced Diploma of Financial Planning
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