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Resume : 699
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Financial Planner
5 years as a financial planner 16 years banking experience
Work Preferences
Desired Salary
65,000 - 85,000 per year
Availability
Immediately
Desired Job Type
Full Time
Can Travel for Work
Moderately
Highest Education Level
Diploma/Certificate
Current Location
QLD Other
Willing to relocate?
No
Residency / Visa
Australian Citizen
Skills Profile
Financial Planner (High-Net-Worth)
Financial Planner (Retail)
Financial Planner (Risk Focused)
Insurance (Life)
Paraplanner
Technical Skills
Skill
Last Used
Yrs. Exp.
COIN
2010
2
Excel, Outlook & Word
2010
20+
Internet Explorer
2010
15
Microsoft Windows XP, Vista & Windows 7
2010
20+
Prestwood
2008
1
Visiplan
2006
1
XPlan
2009
2
Employment History
Job Title
Financial Planner
Industry
Financial Services
02/2005 to 05/2010
Refer CV for details.
Brief details as follows:
Commonwealth Bank Financial Planning Nov 2009 - May 2010
Holman McGregor Financial Services Mar 2007 - Sept 2009
Stratogen Financial Planning May 2006 - Feb 2007
National Australia Bank Financial Planning Feb 2005 - April 2006
Job Title
Various Banking roles
Industry
Other
06/1989 to 02/2005
Refer CV for details.
Employer: Commonwealth Bank.
Roles: 2IC, Acting Supervisor, Personal Banker, Loans Management Officer, Operations Officer, Administration Assistant/Typist, Customer Service Officer, Teller, Batch Clerk
Qualifications
Completed
Institution
Degree / Qualification
2009
Kaplan University
ASX Accredited Listed Products Adviser Program
2006
Kaplan University
ADFS 5 - 7
2004
Kaplan University
DFS 1 - 4
1994
Northpoint College of TAFE
Associate Dip of Info. Tech. - selected subjects completed
Work Related Training & Certification
Completed
Institution
Training / Certification
2009
Brian Tracy International Inc
Advanced Selling Skills
2004
Commonwealth Bank
Certificate 3 in Financial Services (Tier 2)
2001
Drake International
Keyboard Skills & Data Entry
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