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Paraplanner

• 10 years in Paraplanning, constructing financial plans including limited advice, comprehensive, risk, investment and investment reviews • Margin lending specialist • Strong financial planning technical skills including HNW clients, SMSF and trusts • Solid knowledge of managed funds that are likely to be found on dealers’ approved product lists * Excellent keyboard skills, Microsoft Office, VisiPlan, Coin, Midwinter * Quick to learn new systems and software

Work Preferences

Desired Salary: 35 - 45 per hour

Availability: Immediately

Desired Job Type: Contract or Temporary

Can Travel for Work: Interstate Only

Highest Education Level: Bachelor Degree

Current Location: Brisbane

Willing to relocate?: No

Residency / Visa: Australian Citizen

Skills Profile

Client Service Manager

Paraplanner

Skill	Last Used	Yrs. Exp.
Coin	2009	2
Microsoft Office, including Word, Excel	2011	15
Reasonable Basis (Midwinter)	2010	1
VisiPlan	2010	2

Other Skills: Fast keyboard skills, strong written communication skills, solid oral communication skills, quick aptitude, excellent research and application skills

Employment History

Job Title: Private paraplanning contractor

Industry: Financial Services

10/2010 to Current: Have ABN, have been preparing Statements of Advice for AXA FP authorised representative and for authorised representative of a private dealer

Job Title: Contract Paraplanner

Industry: Financial Services

09/2009 to 09/2010: Undertook contract paraplanner role for small financial planning firm - authorised representative for Charter Financial Planning. VisiPlan software, Draft Online templates, Midwinter (Reasonable Basis), comprehensive modelling, Statements of Advice, including for SMSF trustees, risk, investment reviews, records of advice

Job Title: Investment Specialist

Industry: Financial Services

09/2005 to 04/2009: Paraplanner employed by independent dealer specialising in investments, preparation of investment Statements of Advice, investment reviews, margin lending, SMSF and trusts. Investment research, including direct equities and corporate actions, monitoring liquidity for allocated pensions and making recommendations to adviser on meeting those requirements, client discussions (authorised representative). Coin software

Job Title: Paraplanner

Industry: Financial Services

08/2004 to 09/2005: Paraplanner for small firm of accountants licensed through Count. Preparation of Statements of Advice, investment reviews, risk. Count's inhouse web-based software NetWealth Planner.

Job Title: Paraplanner

Industry: Financial Services

04/2003 to 08/2004: Paraplanner for small financial planning practice licensed through Hillross. VisiPlan software. Construction of Statements of Advice and investment reviews.

Job Title: Client Service Manager

Industry: Financial Services

08/1999 to 10/2002: Client Service Manager for independent boutique dealer, investment reviews, direct equity research, implementation of financial plans, monitoring clients cashflows and review process. Excel and word software.

Qualifications

Completed	Institution	Degree / Qualification
1996	Griffith University	Bachelor of Commerce
2002	Deakin University	Financial Planning Modules 1-7
1988	Securities Institute	Certificate - Stock Market & Money Market Modules