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Summary

Fully licensed Financial Planner providing retirement planning, investment advice, estate planning, tax strategies and support for a highly successful practice.

Work History

2009Present

Financial Planner

Atkinson Financial Planning - Doncaster East, Victoria, Australia

I assist clients in making informed decisions by creating, implementing and continually reviewing plans that include strategies designed to help them pursue their long-term goals. I participate in investment policy discussions and decisions to make informed financial recommendations. By devising and executing business development strategies I was able to attract and acquire new clients and achieve client satisfaction and loyalty through excellent service.

Key responsibilities:

  • Developed professional relationships, wrote plans, executed trades, and managed internal systems for over 300 clients whilst jointly responsible for advising on $140 million in assets.
  • Managed and trained supporting staff including Client Associates and other Financial Advisers.
  • Operated a number of state-of-the-art wealth management platforms such as BT Panorama, Asgard, HUB24 and client relationship software XPlan.
  • Created and implemented internal systems to streamline customer service, office management and compliance.
  • Conducted equity research on companies to discover undervalued investments with reasonable prospects for long term sustainable growth.
  • Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.
  • Identified clients and prospective clients in need of investment guidance and then recommended investment solutions appropriate for each individual.
  • Supported the transition of the company to a new licensee that enabled advisers to provide independent financial advice without affiliations with product manufactures.

Education

2016

SMSF Association Specialist Advisor™ (SSA) Accreditation Program

SMSF Association - Online

The accreditation program recognises your skills and knowledge in the SMSF sector as well as knowledge of the SIS, Tax and Corporations Law. The program covers industry standards, fund setup, contributions, investment rules, fund taxation, benefit payments and winding up funds.

20112015

Masters of Professional Accounting

Swinburne University of Technology - Hawthorn, Victoria, Australia

Accounting is the language of business, and skills are relevant to many areas of professional interest. A knowledge of accounting and finance has assisted myself to understand how to use resources to the best advantage. Gaining and maintaining wealth are important elements in a market economy. Completed with Distinction average. 

20112015

Masters of Science in Leadership

Northeastern University - Boston, Massachusetts, USA

As today's workforce continues to diversify, leadership tasks and responsibilities have become more complex. The Master of Science in Leadership prepared me to meet these evolving challenges by helping cultivate a personal leadership philosophy. Leveraging interdisciplinary backgrounds, the course combined real-world lessons with an action-learning approach that allowed me to build and strengthen my leadership capabilities. GPA of 3.846.

20112014

Diploma of Financial Planning

Kaplan Business School - Online

The course provided the essential skills required for the financial planning industry. The RG146 compliance course is tailored to give the specialist competencies required to be a financial planner. It combines industry expertise with practical strategies enabling me to provide personal advice to retail clients. 

20052007

Bachelor of Business         

Swinburne University of Technology - Hawthorn & Lilydale, Victoria, Australia

This degree provided me with the core skills and knowledge in business, management and operations in preparation for roles in the modern organisation. My major areas of specialisation were Economics/Finance and Marketing. The course offered opportunities that link theoretical learning with applied practical work experience. A broad understanding of the business and social environment, including its global and complex nature were developed.

Volunteering Experience

2011present

Australian Football Coaching Assistant

Football Integration Development Association (FIDA)

I volunteer with the Football Integration Development Association (FIDA), in partnership with the Shire of Yarra Ranges and the Montrose Football Club to offer people with an intellectual disability, the opportunity to learn the skills of Australian Rules Football. These clinics have provided participants with an opportunity to improve their motor skills and growth in personal development through increased opportunities for social interaction.

Referees

Available upon request.