Sydney, New South Wales, Australia
As a dedicated financial adviser with over 20 years of experience in the financial services industry, I am passionate about empowering my clients to achieve their financial goals through tailored advice and innovative wealth creation strategies. My focus is on the prudent, long-term accumulation of wealth. I specialize in: Portfolio construction and asset allocation Australian equities, ETFs, and managed funds Risk minimisation strategies Superannuation and retirement planning Self-managed super funds ( SMSF) I like to provide modern ideas coupled with old fashion service.
• Delivering strategic financial planning and investment advice to high net worth clients. • Wealth management, Australian and International shares • SMAs • SMSF • Private Equity • Providing investment insights and managing relationships with high net worth clients • Reviewing current investment strategies • Conducting in depth meetings with clients to understand their situation, financial goals and needs.
• Proactively sourcing and developing new business. • Conducting in-depth meetings with clients to understand their financial situation, goals and objectives & discussing potential strategies. • Completing diary notes, fact finds, and strategy documents. • Presenting strategic financial planning recommendations to clients via a comprehensive SoA • Focus on wealth management, insurance and superannuation strategies. • Managed the ANZ Prime Access book of ongoing clients, on the Onepath platform • Product providers include One path, TAL, Zurich & AIA Key Achievements • Achieved conversion rates in line with KPIs. • Build and motivated business partners, to deliver consistent referrals. • Received excellent feedback from clients. • Excellent compliance record.
• Advised and reviewed a portfolio of Macquarie Wrap Clients, on their wealth strategy. • Provided strategic comprehensive advice to industry and corporate superannuation fund members. - NewsCorp, 3M, CSR & Liberty OneSteel Corporate Fund - REST Industry Super, Care Super, AMIST, NESS, Legal Super and Russell Super. • Delivered retirement seminars for REST Industry Super, with Member Services managers. • Conducting in-depth meetings with clients to understand and assess their financial situation and goals, and completing a fact find. • Conducting ongoing reviews of established clients- approximately 120 clients. • Maintaining technical and product knowledge and keeping up to date with legislative changes. • Authorised to provide advice in the following areas • Investments • Margin Lending • Superannuation • SMSF • Insurance • Transition to Retirement Strategies • Retirement Income Streams • Centrelink / Age Pension Key Achievements • Achieving quarterly KPI’s • Successfully managed a book of 120 clients • Proactively increased client numbers for Link Advice
• Face to face meetings with clients to understand their needs, completing a fact find and providing advice on life insurance products and superannuation. • Presenting the Statement of Advice, and implementation of recommendations. • Explaining and educating clients on life insurance products and discussing built-in-benefits and options to meet the needs of the client. • Keeping client files & detailed records, and financial and medical pre-assessment of clients with insurance providers • Maintaining product knowledge keeping up to date with new products and policies. Key Achievements: • Product Knowledge gained from full range of product providers • Building up a book of clients • Commission based