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Financial Planner

Business Manager in small dealer group for 5 years, responsible for business development and services. roles :including accounting , bookkeeping, organising meeting, seminors and marketing, interview with clients and meeting with business people. Practice magager in a financial planning firm for 2 years, insurance planning, superannution ,investement planning. TV Reporter in overseas TV station for 8 years, strong interview skills, people skills, ability to meet the deadline, organising skil

Work Preferences

Desired Salary: 65,000 - 100,000 per year

Availability: Immediately

Desired Job Type: Any Type

Can Travel for Work: Moderately

Highest Education Level: Masters Degree

Current Location: Sydney

Willing to relocate?: No

Residency / Visa: Australian Citizen

Skills Profile

Client Service Manager

Financial Advisor/Associate

Financial Planner (Retail)

Financial Planning Assistant

Financial Planning Manager

Insurance (general)

Insurance (Life)

Superannuation Consultant

Superannuation Manager

Technical Skills	Skill	Last Used	Yrs. Exp.
	Coin	2009	2
	MYOB	2009	5

Employment History

Job Title: Buisness Development Manager

Industry: Financial Services

04/2004 to Current: Appoint as a business development and service manager on April 2004. Roles: responsible for business development for a small dealer group, organising seminars, marketing events, materials. and all office around management, such as accounting, booking keeping, resource management, meeting with business people, interview clients.

Job Title: Practice Manager

Industry: Financial Services

01/2008 to Current: Working as a practice manager in a small financial planning firm, assist principle to meet with clients, getting new client, interview, fill in questionnaire, analysis and assist for the recommendation. data entry for compliance, and back office work.

Qualifications

Completed	Institution	Degree / Qualification
2009	UWS	Master in com, app financial planning
1992	Ren min university	Bachelor
2007	TAFE	Diploma in financial planning