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Financial Planning Assistant

Client Services, Taxation, Communication, Para planning, Administration, Compliance, Centrelink 4 Years in Financial services and 2 years in Tax Accounting Professional and ethical conduct Record of Advice, Statement of Advice, Research skills

Work Preferences

Desired Salary: 30 per hour

Availability: 4 Weeks

Desired Job Type: Part Time

Can Travel for Work: Moderately

Highest Education Level: Bachelor Degree

Current Location: QLD Other

Willing to relocate?: No

Residency / Visa: Australian Citizen

Skills Profile

Client Service Manager

Financial Advisor/Associate

Financial Planning Assistant

Paraplanner

Technical Skills	Skill	Last Used	Yrs. Exp.
	Accountants Office	2010	2
	Word	2010	15
	Xplan	2009	2

Other Skills: Visiweb to write Statement of Advice and Record of Advice

Employment History

Job Title: Tax Accountant

Industry: Accounting and Finance

04/2009 to Current: I am currently working as a Tax Accounant due to my redundancy in 2009 as a Para planner.

I last worked in Tax Accounting in 2005.

Job Title: Para Planner

Industry: Financial Services

03/2008 to 04/2009: I worked as a Para Planner where I wrote SOA's in relation to wealth creation, transition to retirement and allocated pensions.

Job Title: Client Services Manager

Industry: Financial Services

05/2005 to 02/2008: As client services manager I was allowed to advise clients with a total nert worth of $200,000.

I had great rapport with my clients and only left to increase my experience and finish my CPA.

Qualifications

Completed	Institution	Degree / Qualification
1988	JCU	Bachelor of Economics
2003	JCU	Bachelor of Commerce
2007	Kaplan	Advanced Diploma in Financial Services
2008	CPA	Certified Practising Accounant

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