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Entry Level/Trainee Financial Planer

I am professionally qualified in Sales and Marketing and in Accounting. Recently I have qualified in Diploma in Financial Services (RG146), hence I would like to obtain an industrial exposure in Financial Planning Industry. Currently I’m working at Sportsmart Pvt. Ltd as an Accounts Receivable Officer (Melbourne). I’m passionate about helping people, empower themselves to achieve their financial goals. I have two years experience in the retail trade (Supermarket) in Australian market as Merc

Work Preferences

Desired Salary
25 per hour  
Availability
Immediately  
Desired Job Type
Any Type  
Can Travel for Work
Extensively  
Highest Education Level
Masters Degree  
Current Location
Melbourne  
Relocation
Will Consider Relocation to;
 
Sydney
NSW Other
VIC Other
Brisbane
Gold Coast
QLD Other
Perth
WA Other
Adelaide
SA Other
Hobart
TAS Other
ACT
Northern Territory
Other - Outside Australia
Residency / Visa
Australian Permament Resident

Skills Profile

Graduate Positions
Insurance (general)
Other
Technical Skills Skill Last Used Yrs. Exp.  
  Attache 2011 15  
  MYOB 2011 3  
Other Skills
Network Building/ relationship buildingcommunication skills.

Employment History

Job Title
Graduate Accountant
Industry
Retail
05/2011 to 12/2011

§  Responsiblefor preparing bank reconciliations and BAS (GST)

§  Responsiblefor producing month end procedures in the Attache’ software.

§  Managingand investigating accounts receivable and accounts payable queries.

§  Responsible forreconciliation of inter-company accounts.

§  Preparingmonthly payment reports for management approval.

§  Enteringand managing supplier invoices and credit notes.

§  Allocating dailyEFT and EFPOS transactions.

§  Responsiblefor preparing monthly cashflow reports and projections

§  Followingup with Customers and suppliers regarding out standings whilst maintainingpositive       business relationships

§  Preparing Adhoc management reports

Job Title
Store Merchandiser - Casual
Industry
Retail
01/2008 to 05/2011

§  Provide merchandising services for new and existing products, and new                                       promotional strategies within supermarket outlets throughout Melbourne and Victoria

§  Clientbrands represented include


o    Coca Cola

o    Mars

o    Fosters

o    Berri Juice

o    Golden Circle


§    Accompany the brand representative to the retail outlet and adhere to client requirementsfor       visual merchandising, selling and relays/planograms

o    Ensure point of sale promotional materialssuch as posters, displays and pamphlets are                 properly presented, in goodcondition and erect

o    Identify opportunities to increase share of product facings on the shelves

o    Identify and escalate issues with shelfspace and product size

§    Follow retail outlet policy regarding

o    Product ranging, shelf layout and pricing

o    Sufficient stock weight of products on the shelfand filling from the stock room

o    Correct product descriptions and price onshelf

o    Stock rotation


Job Title
Sales Manager
Industry
Financial Services
07/2005 to 12/2007

§  Reporting directly to the General Manager, my original target was $1M Aus per annum                 of general insurance sales

o    Identified and sourced prospective customers

o    Developed and constantly analysed aconsiderable customer portfolio

§    Evaluated each customer and assessed their profitability

o    Maintained the debtors outstanding to the company set target of 60 days

o    Developed a substantial customer portfolio acrossinsurance products including

§    Motor,fire, health, accident, public liability, professional indemnity, marine

o    Maximised after sales service activities tomaintain the company renewal retention rate of            90%, identify cross selling opportunities, ensure customer satisfaction and receive referrals

§    In 2006

o    My own targets were increased to $5M Aus

o    Was promoted to Sales Manager and supervised 2 Assistant Sales Managers

§    Reviewed performances and provided support and training

§    Assisted in lead generation and referrals

§     Attended customer appointments with the Assistant Sale Managers and evaluated                        their approach, communication styles, interactions and effectiveness

§   Conducted monthly meetings with the Assistant Sales Managers. Discussed targets,                   credit issues and strategies for the upcoming month.

o   Attended monthly sales meetings with the General Manager, discussed previous month’s           figures, opportunities, issues,price discounts and market trends


Initiatives and Achievements

§  Within 6months was promoted to Sales Manager as a result of exceeding targets

§  Awardedoutstanding sales person for 2006/07, for achieving a target of 500%

o   Received a trip to Singapore aspart of the award

§  Awardedbest sales person for 8 consecutive months for introducing new business to thecompany

§  Rankednumber 3 Sales Person out of the 80 person Sales Team – 2003/04 & 2004/05

§  Maintaineda 95% renewal retention throughout my time in the company

§  Contributed27% of total sales in the General Insurance corporate division

§  Initiatedand presented a number of improvement strategies to Management

o   Recommended a change in Sales Managersproduct offerings from promoting a large range to specialising in particularinsurance lines.

o   Recommended Sales Managers be able toprovide quotations directly to customers, instead of having to go back to theoffice and contacting the underwriters

o   Both of these concepts have recently beensuccessfully adopted.





Job Title
Management Trainee
Industry
Financial Services
02/2003 to 07/2005

§  Workingin the 25 person Leasing Division, which supported the Sales Team, my initialfocus was to undertake client credit checks, verify client applications and endof lease requirements for general leasing requirements

o    Reviewed client files and contacted clientsregarding documentation requirements and their capacity to honour theirrepayment commitments   

§  Becauseof my marketing qualification I was selected to direct the implementation of salespromotions as a result of a corporate logo change

 

The re-branding campaign

§  Identifiedand selected premium potential customers by visiting the parent company’s 120 People’sBank Colombo branches and collecting information from Branch Managers

§  Implementedadvertising strategies to reposition brand image

§  Sourcedan advertising agency to develop the leaflets, posters and banners to targetthis market segment

o    Distributed the leaflets to premiumcustomers through a direct mail campaign

o    Expanded the awareness campaign withposters at the branches

Initiated a profitable jointventure with both Nissan and Toyota

§  Identifieda business opportunity where we could offer discounted vehicle leasing to ourcorporate and private customers

§  Approachedthe Sales Manager at Toyotato discuss vehicle discount options and then presented the idea and offer to myLeasing Manager

§  This strategywas adopted in 2004 and was expanded to include Nissan and an attachedinsurance policy. This resulted in substantial discounts for our customers,increased profits for us, a new revenue stream and was a market first in Sri Lanka

o    The offer entailed a discounted vehicleprice, a discounted leasing arrangement and a discounted insurance policy

o    Sourced and evaluated appropriate insuranceproviders and negotiated a deal to offer insurance as part of the vehiclepurchase

§  In eachrole I built strong relationships with customers & suppliers, inspiringconfidence in our products and services and used these to identify businessopportunities

Achievements

§  Awardedoutstanding sales person for the year 2004, for leasing highest number ofNissan vehicles in the Nissan promotion campaign

§  Achievedaverage sales over A$ 3.5 Million per annum

§  Maintaineda quality customer portfolio - none of the accounts were written-off as baddebts or classified as potential provisions for bad debts

Qualifications

Completed Institution Degree / Qualification
2010 Central Queensland University Masters in Professional Accounting  
2001 Manchester Metropolitan University U.K. Bsc Hons In Business Studies  
2011 Institute of International Technology Diploma in Financial Services (Rg146)