Financial Planning Manager Resumes @ FinancialPlanningJobs.com.au

Resume 2983 : Investment Adviser/Manager

NSW Other
100k-150k

Preferred Job Type : Full Time
Updated 29-Apr-12

Currently area manager of a boutique financial planning firm, ideally (but not only) looking for a succession opportunity in regional NSW or QLD. Experience as a senior adviser with expert skills in direct share portfolio management, predominately in self-managed superannuation funds. Excellent communication skills, radio and TV media experience. Professional attitude and presentation, at ease with all levels of clients, including HNW clients. High-level postgrad qualifications in finance.

Resume 3371 : Management - Financial Planning Industry

Sydney
75k neg

Preferred Job Type : Any Type
Updated 22-Apr-12

Advanced Diploma of Financial Planning completed 2012, Over 12 years in the industry in a range of roles - Financial Adviser, Paraplanner, Office Administration Manager, Training Manager, Introduction of third party referral sources, Liasing with in-house referral sources, Participated in Working Groups prior to implementation of new software.

Resume 2660 : Manager

Melbourne
neg

Preferred Job Type : Full Time
Updated 20-Apr-12

I am an experienced Financial Services and Financial Planning professional. I am a highly motivated individual with the ability to develop business and deliver results. A strategic thinker with acknowledged key account, sales & relationship management skills, and a natural ability to lead, manage & motivate a team to achieve sales, service, and revenue & profitability goals.

Resume 520 : Financial Advisor

Sydney
70k-85k

Preferred Job Type : Full Time
Updated 09-Feb-12

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,

Resume 1559 : Financial Planner with RG146

Sydney
55k-95k

Preferred Job Type : Any Type
Updated 06-Dec-11

Dear Sir/ Madam, I have done my Diploma in Financial Planning from IIT and looking for an opportunity in the industry. Thanks Ashish Bansal

Resume 1980 : Financial Planning Manager

Hobart
80k-90k

Preferred Job Type : Full Time
Updated 15-Sep-11

I have been involved in the financial planning environment for 21 years as a financial planner, manager of a financial planning branch and a director of a financial planning practice. I hold an Advanced Postgraduate Diploma in Financial Planning and have recently completed the RG146 compliance process.

Resume 675 : Financial Planner

Perth
neg

Preferred Job Type : Full Time
Updated 17-Mar-11

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 445 : Financial Planner, Practice/Business Dev. Mngr.

Adelaide
90k-120k

Preferred Job Type : Full Time
Updated 14-Mar-11

* Certified Financial Planner (CFP) & SMSF Specialist Adviser (SSA) * Thorough knowledge of financial planning industry with over 20 years experience. * Strong written and verbal communication skills coupled with excellent interpersonal skills at all levels of an organisation. * Accomplished public speaker, including seminar co-ordination and professional presentation skills. * Excellent research, analytical, problem solving and strategic planning skills.

Resume 611 : Senior Financial Planner / Analyst

Melbourne
55k-100k

Preferred Job Type : Any Type
Updated 08-Oct-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 481 : Senior Financial Planner / AFSL Manager

Brisbane
120k neg

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

In 2008 (after 8 years in financial planning) I was hired to obtain an AFSL and establish a financial planning division for the suburban accounting practice in which I currently work. I presently administer the AFSL and manage the division (with 3 x Authorised Representatives), providing direct advice to HNW clients, small to medium businesses, individuals/family units and a range of associated entities and SMSFs. I seek a larger practice with greater scope for profitable expansion.

Resume 693 : financial analyst

Other - Outside Australia
neg

Preferred Job Type : Full Time
Updated 19-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 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 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 100 : Practice Development Manager

Melbourne
80k-100k

Preferred Job Type : Full Time
Updated 14-May-10

I have been employed in a variety of roles within the financial services industry over the past 12 years. Most recently I have been working as a financial planner with the Commonwealth Bank, and prior to that in a small advisory business and several practices in which I was an equity partner. Business Development and Practice Development roles with both a Licensed Dealer Group and National Fund Manager respectively have rounded my practical experience and involved providing focused assistanc

Resume 120 : Financial Planner

Sydney
65k-100k

Preferred Job Type : Any Type
Updated 22-Jan-10

Business Manager in small dealer group for 5 years, responsible for business development and services. roles :including accounting , bookkeeping, organising meeting, seminors and marketing, interview with clients and meeting with business people. Practice magager in a financial planning firm for 2 years, insurance planning, superannution ,investement planning. TV Reporter in overseas TV station for 8 years, strong interview skills, people skills, ability to meet the deadline, organising skil

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