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Dip finance mortgage broking. Cert IV financial planning. 2 years writing business in Coffs Harbour from Corporate superannuation, Risk, planning, business and residential loans. 10 years as bank Officer finishing as retail bank manager.

Work Preferences

Desired Salary
Negotiable per year  
Availability
Immediately  
Desired Job Type
Contract or Temporary  
Can Travel for Work
Moderately  
Highest Education Level
Diploma/Certificate  
Current Location
NSW Other  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Financial Planner (Retail)
Financial Planner (Risk Focused)
Insurance (Life)
Superannuation Consultant
Technical Skills Skill Last Used Yrs. Exp.  
  SAP 2003 2  
Other Skills
typing loans broker 2003 - 2010

Employment History

Job Title
Mortgage broker
Industry
Financial Services
07/2000 to 05/2011
Self employed mortgage broker working around my family whilst they were small
Job Title
Financial Planner
Industry
Financial Services
01/2001 to 05/2003
I completed Cert IV in financial planning and worked with a husband wife team to service a client base of approximatley 5000, Some high net worth clients and alot of Mums and Dads as well as corporate superanuation. Completing interviews and making recommendations and implementing them taking into account all complaince issues. Statement of advice. aswell as reviewing the clients. coupled with mortgage broking if required

Qualifications

Completed Institution Degree / Qualification
2003 Tribeca Cert IV Financial planning  
2007 Plan Connect Dip in finance/ mortgage broking management  

Work Related Training & Certification

Completed Institution Training / Certification
2004 Virtual college Human Resource training