Financial Advisor/Associate Resumes @ FinancialPlanningJobs.com.au

Resume 313 : Financial Planner

QLD Other
60k-80k

Preferred Job Type : Any Type
Updated 09-Sep-10

12 years in financial services, first as a paraplanner and the last 6 as an adviser. DFP qualified and a CFP. My experience has been primarily in retirement preparation for public servants. I was formerly a school teacher and assisted in the preparation of our main pre retirement seminar and I regularly presented at that and other seminars.

Resume 777 : Para-planner / Associate Adviser

VIC Other
65k-90k

Preferred Job Type : Any Type
Updated 09-Sep-10

Able to build rapport with clients. Able to analyse & solve problems. XPlan modelling experience. Discretion when dealing with confidential information. Able to identify the needs of individual clients. Very good communication & organisational skills. RG 146 & PS146 Compliant.

Resume 693 : financial analyst

Other - Outside Australia
neg

Preferred Job Type : Full Time
Updated 08-Sep-10

Dear Madam / Sir, I am writing to express my very keen interest in immigrating to Australia,having had over 25 years experience (11 of which at a senior level) in strategy development, investment and operational management and business development roles working for major companies in Egypt and internationally. Since completing my first degree I have progressively developed my career in a range of challenging and rewarding roles to develop various aspects of professional finance, investment

Resume 450 : Financial Planning Assistant

QLD Other
30/hr

Preferred Job Type : Part Time
Updated 02-Sep-10

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

Resume 548 : Para-planner OR Financial Planner / Associate

Melbourne
70k

Preferred Job Type : Full Time
Updated 31-Aug-10

While my key weakness is my relatively limited experience (three years), I believe that my key strength is demonstrated competence across a range of areas. By that I mean: (1) affable interpersonal and communication skills with a professional demeanour, (2) an attention to detail yet the ability to be pragmatic, as required by the context, (3) excellent English and mathematics, and (4) sound technical skills. My next role will ideally see me further my experience.

Resume 675 : Financial Planner

Perth
neg

Preferred Job Type : Full Time
Updated 30-Aug-10

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.

Resume 281 : Certified Financial Planner

Melbourne
45k-65k

Preferred Job Type : Full Time
Updated 30-Aug-10

Customer Service, Sales, Insurance Advice, financial services, Insurance & Superannuation plans, Statement of Advice, Team Management experience

Resume 611 : Senior Financial Planner / Analyst

Melbourne
55k-100k

Preferred Job Type : Any Type
Updated 28-Aug-10

I have extensive experience in Relationship Management, in Bank of Ireland this was my direct role. I was responsible for identifying new opportunities and negotiating with clients to ensure these opportunities were maximized. I also worked in Collections dealing with accounts that had defaulted. In Anglo Irish Bank I was in commercial property lending and then i was promoted to treasury where i worked as a part of the funding team.

Resume 329 : Senior Paraplanner

Sydney
75k-80k

Preferred Job Type : Full Time
Updated 27-Aug-10

Well organised, self motivated and hard working paraplanner with 7 years experience in the financial planning industry. Ability to work closely with financial advisers to construct SoAs around strategies such as: • Establishment of SMSFs, including in specie transfers and concessional/non concessional contributions • Tax effective investing through structured products • Transition to retirement • High yield property trust investments • Insurance reviews • Investment reviews

Resume 285 : Financial Planner

Adelaide
75k

Preferred Job Type : Full Time
Updated 27-Aug-10

Financial Adviser to high net worth individual and corporate superannuation clients over the last three years. The complete financial planning process – initial interview, fact find, strategy, analysis, preparation and presentation of Statements of Advice and ongoing service programs for a wide range of clients.

Resume 750 : Financial Adviser

VIC Other
75k neg

Preferred Job Type : Full Time
Updated 25-Aug-10

Have worked in the Financial Services industry since 2006. My experience has been in a large regional accounting practice as an Auth. Rep. of a Melbourne based Dealer Group. My areas of focus have been investment (within SMSF and standalone - providing advice on portfolios from $250k to $5m) and risk (both personal and business use/key person and buy-sell). Other responsibilities include maintenance of advice document templates, manage equities broker relationship and development of junior staff

Resume 393 : Senior Financial Planner

Brisbane
neg

Preferred Job Type : Any Type
Updated 24-Aug-10

Senior Financial Adviser currently working for same financial advisory firm last 9 years. DFP, CFP. Strong technical knowledge, great relationship and communication skills. Extremely client focussed. Responsible for maintaining existing client relationships and growing the business through generation of new revenue and referrals. Professional and confident with strong work ethics. Energetic, passionate, and self motivated. Excellent managing and leading team of people.

Resume 545 : Financial Planning Adviser

Other - Outside Australia
65k-90k

Preferred Job Type : Full Time
Updated 22-Aug-10

A confident and enthusiastic graduate with experience in the financial services industry who is target driven, numerate, trustworthy and reliable. Currently studying Kaplan Diploma of Financial Services, already hold the SII Certificate in Securities and Financial Derivatives with a strong interest in financial services and markets. Able to work on own initiative and as part of a team and can deal with a high pressure, target driven environment. Ambitious and quick in acquiring new skills.

Resume 209 : Financial Planner, Insurance Claim Officer

Melbourne
45k-65k

Preferred Job Type : Any Type
Updated 19-Aug-10

Working experience in Claims management Working experience in accounting for 7 years Working experience in Sales & call centre for three years Proven communication skills Good team player Advanced level knowledge in CMS, Protect, Mars ERP software experience in SAP, experienced in MYOB, Ms office suite Currently doing RG146 Diploma from Kaplan

Resume 795 : Financial Advisor/Financial Planner

Melbourne
20-40/hr

Preferred Job Type : Part Time
Updated 12-Aug-10

-Strong analytical skills; experience with variance and ratio analysis, present value concepts, and financial models - Strong written, verbal, and interpersonal skills; ability to work independently or as a part of a team - Excellent problem solving and strong leadership skills - Self-starter with the insight and vision to propose changes even in the face of strong opposition - Ability to prioritize work efficiently across a wide range of responsibilities.

Resume 706 : Paraplanner

Other - Outside Australia
60k-70k

Preferred Job Type : Full Time
Updated 10-Aug-10

I’m a hard working, honest, dependable and friendly person. I take a challenge very seriously and try to do my best until I succeed. I do everything with precision and i'm an organised person. I do have good computer skills and i'm very experienced with microsoft office. I finished my BComm Financial Planning degree in 2010 and enrolled for my Postgraduate Degree (CFP) studies in 2010. I have passed the first module in June 2010.

Resume 305 : Financial Planner

Melbourne
40k-60k

Preferred Job Type : Full Time
Updated 20-Jul-10

18 months with CBA Financial Planning & 11 months with MGF Fnancial Planning (AMP). - Risk - Investents - Gearing - Super & Allocated Pensions - UK Pension Transfers - Centrelink

Resume 205 : Financial Planner

Other - Outside Australia
neg

Preferred Job Type : Full Time
Updated 19-Jul-10

Financial planner with strong skills and traits in the following areas: giving sound and objective financial advice, drafting of Record of Advice, attending and resolving client queries timeously, setting up appointments, stringent compliance in all areas, confidence and integrity, extravert personality, understanding cliental, continuous development, building trusted relationships, independant and professional, desire to learn and understand technical aspects.

Resume 444 : Financial Planner / Advisor

Other - Outside Australia
neg

Preferred Job Type : Full Time
Updated 03-Jul-10

B.Comm (1994) (Hons) (1995) at UP in Marketing Management. CFP (1999) with FPI SA. Senior consultant for Proffessional Providend Society of SA from 1996-2001. Management position, managing representatives and brokers, in order to achieve sales targets. Started an independent brokerage in 2001. Grew brokerage into a very sucessfull Financial Service Provider. Currently principal and CEO of brokerage with 5 independent brokers, specialising in business insurance and high nett worth proffessionals

Resume 409 : Adviser

Sydney
70k-85k

Preferred Job Type : Any Type
Updated 30-Jun-10

Overview Sandor is a strong financial sector resource with over 4 years of experience in the banking industry. This experience has been gained in both retail and corporate environments and gives Sandor a breadth of knowledge that includes financial markets, managed funds, unitised investments, legislation and industry trends. Leveraging his exceptional written and verbal communications skills, Sandor is able to work effectively with both external and internal stakeholders of all levels.

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