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Financial Planner

Financial Planner of AMP Horizons Mortgage administration and processing for brokers Superannuation administration for financial planner's clients Managed funds, Super accounts client services Wrap platform administration

Work Preferences

Desired Salary: 80,000 - 100,000 per year

Availability: 4 Weeks

Desired Job Type: Contract or Temporary

Can Travel for Work: Interstate Only

Highest Education Level: Bachelor Degree

Current Location: Adelaide

Relocation: Will Consider Relocation to;

: Sydney
Melbourne
Brisbane

Residency / Visa: Australian Citizen

Skills Profile

Financial Planner (Retail)

Insurance (general)

Insurance (Life)

Superannuation Administrator

Technical Skills	Skill	Last Used	Yrs. Exp.
	Chantwest	2010	1
	COIN	2010	1
	Microsoft Office	2009	7
	MYOB	2009	1

Employment History

Job Title: Financial Planner

Industry: Financial Services

05/2010 to Current: Financial Planner of AMP, providing advice to retail clients in the areas of Insurance and Superannuation.

Qualifications currently pursuing include Advanced Diploma of Financial Planning and Cert 4 in Mortgage Broking.

Experience in Planner Software such as COIN, Chantwest

Job Title: Wrap & Superannuation Platform Solutions Officer

Industry: Accounting and Finance

01/2008 to 03/2008: Assisting financial planners in administering their clients superannuation accounts

Processing contributions and rollovers from superannuation accounts

Amending contact information and beneficiary details for clients' accounts

Verifying managed fund deposits and redemption amount requests from financial planners

Qualifications

Completed	Institution	Degree / Qualification
2005	Adelaide University	IT / Telecommunications Engineering

Work Related Training & Certification

Completed	Institution	Training / Certification
2009	Kaplan Professional	Diploma of Financial Services (Financial Planning)

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