I am a shareholder and director of a financial services company. The business was started by three partners and developed into a business that held different business entities which I played a role in managing and develping;

Financial Planning:            All aspects of financial planning
Tax Planning:                    As a registered tax practitioner
Training & development:   Developed and presented various levels of accredited financial      
                                         literacy training courses for individuals and companies
Business Advisory:         Assisted small businesses with operational and strategic
                                        development  of their businesses

                                   

Held the position of branch manager within a large financial services group. The position involved the following tasks;

Recruitment and development of new consultants
Development and training of existing consultants
Motivation and counselling of consultants
Ensure that compliance issues were practised correctly
Ensured that production targets were achieved
Assist consultants on more complex financial planning issues and consultations

Started my career as a financial consultant in the financial services industry with a large listed financial services group.

I started as a junior consultant moving through to an executive consultant over time as a result of achieving various production targets and training courses.

The role invloved the following aspects of financial planning;

Risk planning: Business and personal
Retirement planning
Investment planning
Health care
Estate planning