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Years of Experience

Financial Adviser 

Feb 2017- Today

Uncharted Wealth: 
Debt Reduction (debt consolidation, budgeting)
Wealth Creation( investments, Debt Recycling strategies, Tax effective investments, Kids education bonds)
Tax minimization
Insurance - Death, Trauma, TPD, Income Protection,
Superannuation - Transition to Retirement, aged pension, asset allocations
Social Security : Age Care, Age Pension

Estate Planning for asset transfer
Para planning Training and mentoring

Business related Consulting:
Training and mentoring junior FP's
Compliance monitoring and checking
Holding Conferences with other business partners about updates to economy and industry
Training Paraplanners in regards to SOA structures.
Ensuring that files are up to date with upholding best interests duty
Liaison with other FP's about the SOA strategy and end to end process

Financial Adviser 

March 2012- Feb 2017

Bank of Melbourne

Client Facing Adviser, looking after 7 branches across Bank of Melbourne in the eastern suburbs of Melbourne. 

Looking after Bank of Melbourne clientele to assist with their goals and objectives and ongoing training with Business partners, Branch staff and customer service officers for working in the clients best interests.  

Client Manager / Financial Adviser

Nov 2008- Mar 2012

WPS Financial Group.  

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