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Work Background
Alura Financial Pty LtdDirector
Jul. 2024
Maxxia Pty LtdVehicle Salary Packaging Specialist
May. 2019 - Jun. 2020
nlc Pty LtdVehicle Salary Packaging Consultant
Oct. 2018 - May. 2019South MelbourneMy role at nlc Pty Ltd is to provide a tailored service package to individuals and businesses who are looking at upgrading or purchasing their next vehicle via a novated lease agreement. My purpose is to ensure my clients receive the best price and savings by utilising salary sacrifice arrangements with their employers for the car that meets their lifestyle goals. If it's a new Mercedes AMG GT or Mazda 6 G Series you're after, feel free to get in touch.
First FinancialAssociate Financial Advisor
Mar. 2017 - Apr. 2018Melbourne, Australia
KLM Strategic Solutions Pty LtdDirector
Jan. 2017KLM Strategic Solutions was established to assist financial advisers and their practices with the heavy administrative burdens that they face due to the current and ongoing compliance requirements. www.klmss.com.au
Crowe Horwath AustraliaAdviser Support - Paraplanner
Oct. 2016 - Feb. 2017Mildura, VIC, 3500My role as a paraplanner is to assist advisers in creating strategic advice which is suited to a clients goals, objectives and needs. My knowledge expands from investments to super, insurance to Centrelink and of course, tax. I take great pride in creating solutions to assist clients with debt and meeting their retirement goals. I enjoy the ever-changing environment we are in, that change is inevitable and how other markets can significantly impact the Australian economy. As a result, I love coming up with new strategies to minimise the impacts of these changes.
Zurich Financial Services AustraliaBusiness Development Manager
Jun. 2014 - Jun. 2016MelbourneAs a Business Development Manager at Zurich, it was my responsibility to establish new relationships and maintain existing relationships with financial advisers and assist in introducing new aspects of advice that they may not be incorporating into their every day advice process. It was also my responsibility to educate them on the Zurich product and specifically identify the key benefits and features that apply to their client demographic
As part of my role, I was also required to represent Zurich at both national and international conferences and PD Days which would also require me to present on different topics around financial advice. This in turn lead to business enhancements being suggested and having the tools and resources available that could assist advisers in growing their client base, their annual business revenue and ensuring their businesses were compliant with current legislation.
Zurich Financial Services AustraliaBusiness Development Associate
Jan. 2014 - Jun. 2016
Crowe Horwath InternationalParaplanner
Jun. 2010 - Dec. 2013I currently work as a Paraplanner which involves evaluating a clients current position, coming up with strategies, completing research and writing Statements of Advice detailing recommendations and findings. The strategies include superannuation, insurance and investments in both shares and managed funds. I have great relationships with co-workers and enjoy learning new strategies to better assist the advisors and their clients.
WHKClient Services Manager/PA
Jun. 2010 - Mar. 2012My role as a personal assistant involved me working directly one of the Principles and assisting in servicing his clients. I was required to organise and prepare all documentation for client meetings and I was the main point of call for the entire client base.
EldersPersonal Assistant
Mar. 2008 - Jun. 2010My role as a personal assistant involved me working directly with the business owner to service a large book of clients. I was required to implement Statements of Advice and follow up the completion of these requests. I was required to organise appointments, ensure client portoflios were up to date as well as identifying any ares that needed attention. I was also in charge of training other staff members and ensuring their knowledge and skills were up to date.
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