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Financial Planner

currently employed in the Bank Industry as a Senior Banking Advisor (retail). Prior to this, I was self employed as a Licenced Finance Broker. I have completed the following; Diploma in Finance Mortgage Lending, Diploma in Financial Planning and currently studying my Advanced Diploma In Financial Planning. I have exceptional customer skills, sales skills, have extensive knowledge in lending for consumers and business. My clients when self employed included personal customers and business

Work Preferences

Desired Salary: 60,000 - 80,000 per year

Availability: 4 Weeks

Desired Job Type: Full Time

Can Travel for Work: Moderately

Highest Education Level: Diploma/Certificate

Current Location: WA Other

Relocation: Will Consider Relocation to;

: Perth

Residency / Visa: Australian Citizen

Skills Profile

Insurance (general)

Insurance (Life)

Skill	Last Used	Yrs. Exp.
Banking Software systems	2011	2
Finance Lending software systems	2009	5
SAP	2011	2

Other Skills: The ability to liase with all levels from consumers to corporations.

Employment History

Job Title: Senior Banking Advisor

Industry: Financial Services

12/2009 to Current: competent in all levels within a Retail Branch of a Bank
arranging finance for customers
cross sell insurance products
liase with Financial Planners, Solicitors and Accountants to ensure correct loan structure is achieved
listening and understanding the needs of customer providing exceptional customer service

Job Title: Finance Broker

Industry: Financial Services

07/2004 to 12/2009: dealing with a cross selection of clients from first home buyers to small businesses requiring finance
liasing with Accountants etc to ensure effective loan structures are established
identify insurance needs of customers
liase with a variety of lenders on a regular basis
identify business growth/development opportunities

Qualifications

Completed	Institution	Degree / Qualification
2004	Securities Institute	Diploma of Mortgage Lending
2010	RG146	Diploma of Financial Services (Financial Planning)
2009	The National Finance Institute	Cert IV Finance/Mortgage Broking

Work Related Training & Certification

Completed	Institution	Training / Certification
2010	Three Sixty	RG146 Life Insurance
2000	Swann Insurance	General Insurance code of practice
1997	SGIO	Statement of Attainment
2004	Club Marine	Boat Insurance
2003	CGU	Cert III Financial Svc (General Insurance)

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