Experience

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  Superannuation Advice Australia

  • Gold Coast, Queensland, Australia

  • Financial Advisor

    • Mar 2022 - Present
    • Gold Coast, Queensland, Australia

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  Commonwealth Bank

  • Financial Planner

    • Nov 2017 - Jan 2022

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  Harrison York Wealth Management

  • Brisbane, Australia

  • Senior Finanical Adviser

    • Mar 2017 - Nov 2017
    • Brisbane, Australia

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  Henderson Matusch

  • Brisbane, Australia

  • Associate Financial Adviser

    • Mar 2015 - Mar 2017
    • Brisbane, Australia

    As an associate financial adviser with Henderson Matusch, my primary responsibilities are meeting with clients and identifying holistic financial solutions to meet their individual needs. I place great emphasis on creating solid, trust based relationships with my clients and go out of my way to meet every client possible (including after hours). I am also tasked with cold calling leads from ourdatabase to create new business.I work closely with our paraplanning team to create holistic wealth creation solutions. I also shadow senior advisers as they deliver advice on a range of complex investment strategies for their clients. I have a proven track record with outstanding customer service.

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  Bluefit

  • Brisbane, Australia

  • Training Manager

    • 2012 - Jan 2014
    • Brisbane, Australia

    • Managing a team of 10 vocational trainers across fields of; business, fitness and informationtechnology.• Communicating with clients on a regular basis by telephone, email and meetings, as well as training other staff in how to communicate correctly within theorganisation.• Recording and relaying information using a management database system.• Customer service and sales skills, recruiting clients and delivering inductions to new clients.• The ongoing training and support to students and self-managing a list of over 100 students.• Meeting and setting KPI’s for team members and also meeting personal KPI’s on a monthly basis.• Competent computer skills using Microsoft office suite.

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  Training Sense Pty Ltd

  • Brisbane, Australia

  • Trainer and Assessor

    • Nov 2011 - Feb 2012
    • Brisbane, Australia

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  YMCA

  • Melbourne, Australia

  • Personal Trainer

    • Jan 2005 - Nov 2011
    • Melbourne, Australia