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Financial Advisor

Profile: Value base financial planner, efficient and organized professional with extensive experience in Financial Planning and accounting systems. Possess strong analytical and problem solving skills, with the ability to make well thought out decisions. Excellent written and verbal communication skills. Highly trustworthy and ethical. Currently Financial Adviser at TK Financial Services Education: Master in business administration,

Work Preferences

Desired Salary: 70,000 - 85,000 per year

Availability: 1 Week

Desired Job Type: Full Time

Can Travel for Work: Moderately

Highest Education Level: Masters Degree

Current Location: Sydney

Willing to relocate?: No

Residency / Visa: Australian Citizen

Skills Profile

Client Service Manager

Financial Planner (High-Net-Worth)

Financial Planner (Retail)

Financial Planner (Risk Focused)

Financial Planning Manager

Other

Paraplanner

Superannuation Consultant

Skill	Last Used	Yrs. Exp.
POS	2011	8
Adobe	2011	5
MYOB Professional	2011	10
Office	2011	12
Sage Software	2011	5
Visi Plan	2011	5

Other Skills: Advance knowledge of MS Word, Excel, Access, and bookkeeping, MYOB, COIN Office, Visi plan, X plan etc.

Employment History

Job Title: Financial Advisor

Industry: Financial Services

06/2007 to Current: At this role i look after large base of clients from Data Mining to implementation of Advice. I have excellent interpersonal skills, Management of Client relations, Marketing, Human Resource and budgeting are part of my daily task.

Job Title: Tax Agent

Industry: Accounting and Finance

06/2006 to 03/2011: At this job my responsibilities include, Assessment of Financial Statements and lodgement of tax returns while minimizing taxes.

Qualifications

Completed	Institution	Degree / Qualification
2007	Australian Catholic university N Sydney	Master in Business Administration (MBA)
2009	Australian Catholic university N Sydney	Master in accounting (M Acct)

Work Related Training & Certification

Completed	Institution	Training / Certification
2010	Intstitute of Technology	Advance diploma in financial services and planning
2007	Institute of Banking an finance	DFS& Planning
2010	Intstitute of Technology	Certificate iv in mortgage broking
2011	Association of Tax and managemt accountants	Public Practice Certificate
2011	ATMA	Fellow of Tax and Managemt accountants
2011	ATMA	SMSF Audits Certificate

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