• Liaison with Senior Financial Planner regarding client reviews.
• Design and construction of Statements of Advice using existing financial modeling software.
• Ensuring that Statements of Advice are compliant and conform to licensee best practice standards.
  Continuous upgrade of client database.
• Maintenance of financial planning software systems.
• Maintenance of existing client service standards.
• Liaison with clients regarding reviews and administrative issues.

Achievements:

• Rectified issues with existing clientbase data and financial planning software upgrades.
• Streamlined paraplanning processes by introducing workflow efficiencies, e.g. production of Statements of Advice.
• Streamlined administration duties associated with client reviews.

• Provision of holistic financial planning advice.
• Responsible for a number of marketing activities in accordance with the company's marketing plan, including presenting various financial planning topics to clients and referral sources.
• Liaison with referral partners (accountants, solicitors, etc.) to generate referrals.
• Integration of various in-house software packages to provide a more streamlined workflow and compliance regime.
• Merged, managed and upgraded the internal client databases to provide more efficient marketing campaigns.
• Mentored staff on the use of financial modelling software.

Achievements:

• Integrated the various in-house software packages in use to provide more a streamlined workflow and compliance regime.
• Merged, managed, and upgraded the internal client databases to provide more efficient marketing campaigns.
• Integrated the asset allocation research into the financial planning software.
• Trained staff on the use of financial modeling software.

• Provision of financial planning advice to bank and non-bank customers.
• Liaison with internal and external referral partners (personal and business bankers, accountants, and solicitors) to generate referrals to the bank’s financial planning service.
• Attainment of set sales and funds under management budgets, and appropriate standards of client service.
• Attend internal and external fund manager seminars and workshops on technical issues.
• Maintain continuous education accreditations as specified under ASIC guidelines (IPS 146).

Achievements:

• Main speaker at the National’s first “Financial Planning for Women” seminar.
• Main speaker at several seminars held for the Royal Australian Institute of Architects.
• Represented National Australia Bank at the “Top 100 SA Companies” conference, held in Adelaide in 1998.
• First financial planner in the Adelaide Metropolitan area to be asked to act as a mentor to junior planners.
• Member of the Technology Advisory Group advising on, and assisting other financial planners with the integration of financial planning software.
• Mentor and trainer to junior bank staff moving in to financial planning.