I dealt with personal - commercial - low - high doc loans, Mortgages and Novated leasing.

My role was to increase the growth of my clients Self Managed Super Funds – Joint and Individual accounts - Trust Accounts – Cash Manage funds and Company Accounts.

During time spent, my role was to built a client base through new and released clients - increasing the total dollar value of portfolios and continuing financial studies.

My position consisted of Assisting Brokers - Creating Statements of Advice - Researching IPO’s and helping build Retirement Plans.

Assisting in the writing of Financial Plans and SOA's - Creating meetings with clients - learning more aspects of Risk Insurance - Managed Funds - Superannuation and Short Form Statements.

My role was to maintain customer relations, which involving first - second and third client interviews - assisting in the creation of Financial Plans, including reviewing clients Investments - Insurance - Risk Profiling - Asset Allocations - Current Cash Flows - Superannuation - Risk Protection and Product Research