Resume : 675 Shortlist | Email to a colleague | Print

Financial Planner

Certified Financial Planner with 20 years experience including previous 10+ years running own practice in Perth Western Australia. Current client base approx 50/50 pre & post retirement and currently advising on Risk, Superannuation and Investment. Seeking a long term overseas posting to South/East Asia.

Work Preferences

Desired Salary: Negotiable per year

Availability: > 4 Weeks

Desired Job Type: Full Time

Can Travel for Work: Extensively

Highest Education Level: Diploma/Certificate

Current Location: Perth

Relocation: Will Consider Relocation to;

: Other - Outside Australia

Residency / Visa: Australian Permament Resident

Skills Profile

Client Service Manager

Financial Advisor/Associate

Financial Planner (High-Net-Worth)

Financial Planner (Retail)

Financial Planner (Risk Focused)

Financial Planning Manager

Insurance (Life)

Skill	Last Used	Yrs. Exp.
Excel	2010	20+
Microsoft Office	2010	20+
XPlan	2010	5

Employment History

Job Title: Financial Planner

Industry: Financial Services

01/1990 to Current: Have worked as a financial planner continously since 1990 including previous 10+ years running my own practice.

Job Title: Major Accounts Executive

Industry: Computing - Consulting / Professional Services

01/1983 to 11/1990: Major accounts + government sales executive selling high end equipment with a large global office equipment company.

Qualifications

Completed	Institution	Degree / Qualification
1998	Deakin University	Diploma in Financial Planning
1984	Securities Institute	Certificate in Financial Markets