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Financial Planner

Key skills: excellent customer rapport ability to solve problems Ability to relate and put customers at ease. Run seminars Not afraid to call people Market from a data base Understand the need to care for customers 1996-2003 worked as a financial planner with AMP 2005-2007 Reverse mortgage consultant 2009-current working as a paraplanner/AMC for a financial planner with AMP

Work Preferences

Desired Salary: 50000 Negotiable per year

Availability: Immediately

Desired Job Type: Any Type

Can Travel for Work: Moderately

Highest Education Level: Diploma/Certificate

Current Location: VIC Other

Willing to relocate?: No

Residency / Visa: Australian Citizen

Skills Profile

Client Service Manager

Financial Advisor/Associate

Financial Planner (High-Net-Worth)

Financial Planner (Retail)

Financial Planner (Risk Focused)

Financial Planning Assistant

Insurance (general)

Insurance (Life)

Paraplanner

Skill	Last Used	Yrs. Exp.
COIN software	2011	1
excel spread sheet	2011	5
Flex	2011	1
Internet	2011	10
microsoft outlook	2011	10
MYOB	2011	3
Powerpoint	2007	5
Publisher	2011	10
word	2011	15

Other Skills: Lateral thinker, marketer, writer, publicist, liasing with media, radio, creative, entrepreneurial, leader, team player.

Employment History

Job Title: AMC/PA/paraplanner

Industry: Financial Services

04/2009 to Current: Working for Roger B Lescun Pty Ltd, an accredited representative of AMP.
Managing service of existing clients, general, life, super, managed investments,geared managed funds, pensions.
Bringing in new business loans, life insurance, superannuation, managed fund.

Job Title: Reverse Mortgage Consultant

Industry: Financial Services

09/2006 to 12/2007: Managed own company, InReversePty Ltd. Ran seminars, marketed to media, sponsored clubs, talked at various clubs re reverse mortgages, wrote reverse mortgages, serviced existing clients

Job Title: Mortgage Broker

Industry: Financial Services

04/2005 to 09/2006: Mortgage broker with aggregators.
Sourcing residential mortgages.

Job Title: Financial Planner

Industry: Financial Services

12/1996 to 07/2003: Worked as a financial planner with my husband for AMP in Tamworth, servicing existing clients and bringing in new business in life insurance, loans, superannuation, pensions, managed funds.

Qualifications

Completed	Institution	Degree / Qualification
2009	Archer College	Diploma in Financial Planning

Work Related Training & Certification

Completed	Institution	Training / Certification
2010	AMP	anti-money laundering update
2008	MFAA	anti-money laundering certificate
2006	MFAA	RMC Certificate
2005	MFAA	Mortgage Consultant Certificate

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