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Financial Planner

18 months with CBA Financial Planning & 11 months with MGF Fnancial Planning (AMP). - Risk - Investents - Gearing - Super & Allocated Pensions - UK Pension Transfers - Centrelink

Work Preferences

Desired Salary: 40,000 - 60,000 per year

Availability: Immediately

Desired Job Type: Full Time

Can Travel for Work: Moderately

Highest Education Level: Bachelor Degree

Current Location: Melbourne

Willing to relocate?: No

Residency / Visa: Australian Citizen

Skills Profile

Financial Advisor/Associate

Financial Planner (Retail)

Financial Planner (Risk Focused)

Insurance (Life)

Technical Skills	Skill	Last Used	Yrs. Exp.
	COIN	2008	2

Other Skills: Diploma Financial Services, 7 of 8 units toward Advanced Diploma Financial Services (KAPLAN) Batchelor of Economics & Commerce (Melb) Qualified Real Estate Agent

Employment History

Job Title: RMalcolm Real Estate

Industry: Other

03/2009 to 03/2010: residential Real Estate listiing & selling

Job Title: MGF Financial Services

Industry: Financial Services

09/2007 to 07/2008: Primarily a risk-based business that expanded through acquisition. My responsibility included 25-45 year olds and reconnecting with orphan clients.
Further accreditation: Self Managed Super
Budget; $72k new business.

Qualifications

Completed	Institution	Degree / Qualification
1983	University of Melbourne	Economics & Commerce
2006	Diploma of Finacial Services (FP)	Financial Planner
2002	RMIT	Cert IV Business (Real Estate)

Work Related Training & Certification

Completed	Institution	Training / Certification
2005	CBA Financial Planning	Induction
2007	AMP Financial Planning	Induction
2008	AMP online	Self Managed Super Funds

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