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financial planning/paraplanner

27 years experiencein financial services Graduate Diploma of Financial Planning RG146

Work Preferences

Desired Salary
75,000 - 80,000 per year  
Availability
Immediately  
Desired Job Type
Any Type  
Can Travel for Work
Not at all  
Highest Education Level
Diploma/Certificate  
Current Location
Sydney  
Willing to relocate?
No
Residency / Visa
Australian Permament Resident

Skills Profile

Financial Planner (Retail)
Insurance (Life)
Paraplanner
Technical Skills Skill Last Used Yrs. Exp.  
  financial planning software 2008 6  

Employment History

Job Title
Financial Planning Specialist
Industry
Financial Services
02/2002 to 12/2008

support staff that provide functional advice on financial planning software to AMP financial planners,
coach and mentor of Advisor Technology Helpdesk staff on financial planning software,
devlop and delivery of training programs
keep up to date with industry legislative and product changes
handle complex financial planning enquiries
subject matter expert in financial planning

testing and identify program errors in financial planning software

report generation and interpretation of financial planning software enquiries

maintenance of Financial Planning Knowledge Base

Job Title
Technical Consultant
Industry
Financial Services
08/1997 to 01/2002

Provide product and technical advice on AMP retail financial products to customer service staff, AMP financial planners, Technical and Product Information Centre {TapIn}, AMP Direct and other AMP retail financial staff.

Manage product and technical support service delivery change.

Subject matter expert in financial planning.

Manage Lotus Notes database of product and technical information {original Product and Process Centre}.

Qualifications

Completed Institution Degree / Qualification
2001 FINSIA Graduate Diploma Financial Planning  
1998 Deakin Diploma of Financial Planning  
1999 FINSIA Diploma of Financial Markets