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Financial Planner / Paraplanner

Completed ADFS 1-3, currently finishing ADFS 4. Business management - 5 years, Customer service - 9 years, Accounting support role - 5 years, Administration - 5 years.

Work Preferences

Desired Salary
35000 Negotiable per year  
Availability
Immediately  
Desired Job Type
Full Time  
Can Travel for Work
Moderately  
Highest Education Level
Diploma/Certificate  
Current Location
Sydney  
Willing to relocate?
No
Residency / Visa
Australian Permament Resident

Skills Profile

Other
Technical Skills Skill Last Used Yrs. Exp.  
  Academic writing 2011 10  
  Accounting/Bookkeeping support 2011 3  
  ADFS 1-3 2011 1  
  Business management & Team Leading 2011 5  
  Customer service & Communication 2011 7  
  Marketing 2011 3  
  Sales 2011 5  
  Second language: fluent in Russian 2011 15  

Employment History

Job Title
Owner/Manager
Industry
Apparel
01/2008 to Current
I currently run Petronix Industries, supplying Sydney schools with uniforms, which are manufactured in my factory. I employ 3 permanent staff to help production and sales. My duty is to organize stock deliveries, task-scheduling, approaching new clients, servicing current clients, bookkeeping, conflict resolution etc.  


My wife is taking over this business, as it is running smoothly without my direct involvement. I have decided to pursue another venture - in financial planning, wishing to start up own office as soon as i feel comfortable with the level of service i can provide to my clients. 


I am able and willing to participate in 'work experience' programs for a period of up to 3 month with any one employer. 


Job Title
Customer service
Industry
Services
08/2004 to 01/2008
I worked for Millward Brown, a market research company as a customer recruitment specialist. My duties included - calling and booking customers into research sessions, confirming attendance, recruiting standby customers in case of 'no-shows', minor managerial tasks and team leading. 

Qualifications

Completed Institution Degree / Qualification
2006 UNSW B.Sciences (Neurosciences)  

Work Related Training & Certification

Completed Institution Training / Certification
2011 RG-146 Training Australia Diploma of Financial Services  
2011 RG-146 Training Australia ADFS 1-3