Experience

CFV Services

• Australia
• Financial Services
• 1 - 100 Employee

• • Mar 2021 - Present

• • Mar 2017 - Feb 2021



BNI Pacesetters | Business Networking | Inner West Sydney

• Australia
• Social Networking Platforms
• 1 - 100 Employee

• Vice President

  • Jun 2022 - Present



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• • May 2017 - Dec 2020

  I am passionate about my clients and provide them with effective Financial Planning Strategies to help achieve their goals.My role involves Specialist Advice in the following Areas:- Investment Planning- Superannuation and Retirement Planning- Defined Benefit Planning- Self-Managed Superannuation Fund (SMSF)- Personal Risk Insurance- Information and Centrelink Maximising strategies- Portfolio ReviewsAchievements:• Extensive experience in Financial Planning has improved identification of drivers in Quality Advice, it has also helped establish effective and innovative ways to support process and Quality of Advice given.• Enhanced understanding of Financial Planning regulatory documentation, current Advice policies and associated Risk of Advice business. This is done through thorough understanding of how licensees work and why checks are incorporated to reduce remediation actions from taking place.• Perfecting presentation techniques to ensure key details are effectively communicated during seminars and client engagement. Clients and stakeholders always commend this strong verbal and written communication skills.• Strong stakeholder relationships and engagement skills continue to be evident as one of the few Planners who has incorporated Wealth Advice as a key focus through staff engagement and appropriate value proposition. This is in all allocated Branches and Teams.• Financial Modelling of client’s investment, superannuation, insurance and retirement accounts to ensure we are on track to achieving their life objectives and what really matters to them. This has increased my Excel Skills and polished my strategy in solving complex issues.• Improved ability to lead a team through exposure to coaching and mentoring new Financial and Servicing Planners, and being the Leader within the team when there is a gap to ensure delivery of quality outcomes.My personal brand is - Approach-ability, knowledgeable and Integrity Show less

• • Dec 2015 - May 2017

  Building a strong foundation in the Financial Advice Industry through constant improvement on my technical knowledge, legislative requirements and quality advice delivery. My role involves completing investment and superannuation applications for Financial Planners, and making sure they are reasonable and relevant to clients’ needs. First point of contact of our Relationship Managed Channel clients where pre-qualify their needs and make sure a Financial Planner will be able to put them in a better position. Support is also given to Branch Advisers all the way through the Financial Planning process.Developing conscious self-assessment skills to streamline processes, increase efficiency and maintain integrity in day to day activities. This is done through reflection on client engagement, business partner interaction and feedback received on a regular basis.Exposure to various divisions is attained by shadowing Investment Analyst and Investment Strategist to enhance my analytical skills, given me exposure to financial modelling and use of tools like Bloomberg in analysis.Elevating client management skills by ensuring the Financial Planners have a solid foundation to support them. This is achieved through using questioning techniques on clients that are objective based and emotive in nature.Polishing colleague and partner engagement skills by providing quality service and effective collaboration. This is done by efficiently completing tasks, always willing to assist and communicating effectively with them.Second in charge when I was working in Perth, there I assisted my Manager in running the team of about 12 Servicing Planners when called upon, and helped train new staff as I enjoy teaching and coaching. Show less



Suncorp Group

• Australia
• Financial Services
• 700 & Above Employee

• • Jan 2015 - Nov 2015

  Management of clients’ portfolios which include their personal and home lending, insurance, superannuation and banking has enhanced my client management skills and developed my interpersonal skills. Strengthening my time management skills and research skills by increasingly taking on new tasks to develop my banking knowledge and commercial acumen.Cultivating my leadership skills by guiding new staff on products and procedures in the banking environment, as well as acting branch manager when the branch manager is away. Show less

• • Nov 2013 - Jan 2015

  Achievements: • Enhanced data analysis proficiency due to the volume of clients dealt with and other banking procedures carried out on a daily basis.• Management of clients’ portfolios which include their personal lending, insurance, superannuation and banking has enhanced my client management skills and developed my interpersonal skills• Cultivated strong knowledge of banking products, as this is paramount to effective cross selling and meeting targets. This strong knowledge has solidified my target achieving proficiency and steadily boosted my sales achievements.• Emotional intelligence has seen a dramatic positive change due to conscious observation of colleagues’ and clients’ emotions and sense of urgency. Show less



Lords Subiaco

• Perth, Australia

• Sports Referee

  • Nov 2011 - 2013

  Running the games as should be and maintaining order on the court. Running the games as should be and maintaining order on the court.



University of western Australia University college

• Perth, Australia

• RA (residential advisor)

  • Nov 2010 - Jan 2012

  Responsible for maintaining order and well being on my assigned floor and the Hall. Provision of pastoral care to residents if the need be, as well as mentoring and being a guiding model to residents. Organization and execution of recreational activities for Hall residents. Responsible for maintaining order and well being on my assigned floor and the Hall. Provision of pastoral care to residents if the need be, as well as mentoring and being a guiding model to residents. Organization and execution of recreational activities for Hall residents.



UBA Group

• Nigeria
• Banking
• 700 & Above Employee

• Credit Risk Officer

  • Jul 2011 - Jul 2011

  Assessment of loan candidates and preparation of loan applications for final approval by the a superior. Also provision of advice to potential clientele on features of various accounts based on the applicants situations Assessment of loan candidates and preparation of loan applications for final approval by the a superior. Also provision of advice to potential clientele on features of various accounts based on the applicants situations