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Resume 2922 : Financial Planning

  • Sydney
  • 30k-50k
  • Preferred Job Type : Any Type
  • Updated 19-May-12

i have completed RG 146, in addition, i have experience in sales, retail,customer focused job.

Resume 3562 : Client Service Officer Financial Planner Assistant

  • WA Other
  • 40k-85k
  • Preferred Job Type : Any Type
  • Updated 18-May-12

RG 146 compliant, general book keeping skills and experience, experience managing a high net-worth agricultural business, Bachelors Degree (Science)

Resume 2849 : Paraplanner; Trainee Accountant; Administration

  • NSW Other
  • 40k-80k
  • Preferred Job Type : Any Type
  • Updated 17-May-12

Excellent computer skills. Builds rapport with clients quickly. Exceptional mathematical skills. Highly motivated and willing to start at any level. Over 10 years experience managing a variety of businesses in different sectors. Financial control, monitoring & development of budgets for business, and for individual clients. Recently completed FNS50804 Diploma of Financial Services (Financial Planning). Currently student in Master of Professional Accountancy 2012.

Resume 2276 : Entry Level Financial Planner or Paraplanner

  • Perth
  • 50k-75k
  • Preferred Job Type : Full Time
  • Updated 17-May-12

I have just recently completed my Diploma of Financial Planning and am looking for an entrty level position into the Financial services industry. I have had extensive work experience in sales, last year I was a sales executive for a small import export company operating in Victoria called Universal Brands. There I increased year on year sales for all 3 of my customers; Aldi supermarkets, Spotlight and Target by 200%+.

Resume 2245 : Financial Planner / Paraplanner / Office Manager

  • Sydney
  • 65k neg
  • Preferred Job Type : Full Time
  • Updated 16-May-12

Enjoys helping and advising others with expertise to guide and assist with decision making and problem solving. Handle new ideas and can express myself coherently in the written and spoken word. Excellent computer ability – Microsoft Office, Outlook, Excel, Exchange, Aqueous, Trigold, Mortgage Brain, Select a Pension, Quay Software and First Software. Learns from mistakes and I am a good listener and have a very understanding non judgemental nature and I am supportive of the people I work wit

Resume 3381 : Financial Planning Assistant/Admin

  • Adelaide
  • 30k-40k
  • Preferred Job Type : Part Time
  • Updated 14-May-12

Visy – Able to use Visy to keep client details up-to-date. Writing Financial Plans – Writing business plans to suit client needs. Processing On-line Insurance Applications Communication Skills – Ability to communicate to clients and others through verbal and non-verbal means. Negotiation Skills – Ensuring a win-win outcome for all stakeholders. Presentations: I can communicate effectively with an audience and customise presentations as required. Research Skills: Understanding the current

Resume 1033 : financial planning/paraplanner

  • Sydney
  • 75k-80k
  • Preferred Job Type : Any Type
  • Updated 12-May-12

27 years experiencein financial services Graduate Diploma of Financial Planning RG146

Resume 2850 : Financial Planner

  • Adelaide
  • 20-40/hr
  • Preferred Job Type : Any Type
  • Updated 12-May-12

Understanding of basic accounting; good communication skills; organized; multi-tasked; good questioning techniques; proficiency in Word, Access, Publisher and Excel; commitment in getting tasks done; basic-intermediate mathematical skills; honest; good problem solver; confident; friendly; analytical; good learner; leadership skills; understanding; detailed; reading; proficiency in English; helpful; positive; sympathetic; patient; reliable; punctual.

Resume 3522 : Paraplanner

  • Sydney
  • 50k
  • Preferred Job Type : Full Time
  • Updated 11-May-12

* RG146 compliant - completion of DFS (FP) and mortgage broking certificate. * Strategy and tactics of consumer brands for ANZ markets. * Project management experience for seasonal consumer category * Corporate treasury experience gained servicing institutional investors.

Resume 3055 : Entry Level/Trainee Financial Planer

  • Melbourne
  • 25/hr
  • Preferred Job Type : Any Type
  • Updated 10-May-12

I am professionally qualified in Sales and Marketing and in Accounting. Recently I have qualified in Diploma in Financial Services (RG146), hence I would like to obtain an industrial exposure in Financial Planning Industry. Currently I’m working at Sportsmart Pvt. Ltd as an Accounts Receivable Officer (Melbourne). I’m passionate about helping people, empower themselves to achieve their financial goals. I have two years experience in the retail trade (Supermarket) in Australian market as Merc

Resume 59 : Paraplanner, Client Services Manager, FP Assistant

  • NSW Other
  • 50k-55k
  • Preferred Job Type : Any Type
  • Updated 10-May-12

Currently completing Adv Diploma Financial Planning Diploma Financial Planning Frontline Management Secretarial Diploma Travel and Tourism Diploma

Resume 3425 : Senior Financial Planner

  • Brisbane
  • 70k-90k
  • Preferred Job Type : Any Type
  • Updated 10-May-12

By way of personal background I have had over 33 years experience in the financial services industry including the past 13 years in Financial Planning roles. Since attaining Certified Financial Planner status in 2001 I have predominantly serviced a diverse range of clients with direct investments held within their Self Managed Superannuation Funds. From 2005 through to 2011 I was self employed. I sold my financial planning business in April 2011 and took on a contract role which ceased Nov11

Resume 3206 : client relationship manager/financial planner

  • Melbourne
  • 40k-70k
  • Preferred Job Type : Any Type
  • Updated 09-May-12

I have solid experience working in customer service positions in various roles including sales and most recently as a case manager at Telstra where I have exceeded the targets numerous times. This experience has further developed my ability to make customers feel welcome and special, always responding to their wants and needs with courtesy, patience and a smile. Customer service requires that you provide a pleasant, inviting environment that builds customer loyalty through repeat business.

Resume 2185 : Life and General Insurance Administrator

  • Other - Outside Australia
  • 35k-40k
  • Preferred Job Type : Any Type
  • Updated 09-May-12

My main responsibilities as Policy Administrator are: process new business applications and post new business for life products, daily ensuring all operations are processed in a timely manner to agreed service levels; ensure the legislative requirements are met (ensure compliance of applications and business administration with anti money laundering regulations), ensuring familiarity with reports for internal and external customers.

Resume 3186 : insurance

  • Other - Outside Australia
  • 10k-40k
  • Preferred Job Type : Full Time
  • Updated 04-May-12

LLC “Standard Insurance” Insurance Company, Department of insurance payments Tashkent, Uzbekistan manager 2011-Present Responsible for active searching and attraction of clients. Negotiating, the help to clients in selection of insurance programs. Registration of contracts of insurance, consultation of clients concerning insurance. Analyzing and calculation of tariffs, gathering of documents at clients. Participation in processes on consideration and settle

Resume 3473 : Para Planner

  • Sydney
  • 50k neg
  • Preferred Job Type : Any Type
  • Updated 03-May-12

I have prior no experience in financial planning, but I am a Chartered Accountant and Masters in Applied Finance from Macquarie University. I have always managed my own financial affairs and I have a very good knowledge and understand of the industry in general.

Resume 2577 : Financial Planner

  • NSW Other
  • 30k-150k
  • Preferred Job Type : Any Type
  • Updated 03-May-12

Graduated in MBA and Master of Applied Finance with Distinction from University of Newcastle in December 2010. My teamwork and social networking skills, and characteristics such as patience and self-management, knowledge sharing and continuous learning resulted in considerable benefits for the schools, institutes and universities I have worked for.

Resume 3470 : Finance/Portforlio

  • Melbourne
  • 55k-80k
  • Preferred Job Type : Full Time
  • Updated 02-May-12

• Develop new accounts via phone and follow up with face to face meetings • Manage existing accounts focusing on retaining them and encouraging future investment • Provide general financial advice in relation to foreign exchange and commodities market. • Explain to clients about the foreign exchange market, its evolution and the risks • Analysis of the market from a technical and fundamental perspective. This involves going into specifics on various indicators on charts as well as explainin

Resume 1903 : Financial Planner- Investment Specialist

  • Other - Outside Australia
  • 100k-150k
  • Preferred Job Type : Full Time
  • Updated 02-May-12

Investments, Markets, Financial Planning,Life Insurance, Tax, Medical Aids, Estate Planning, Trusts, Offshore Investments. I have been advising clients on most aspects of financial planning for more than 15 years, specializing in investments. I have an absolute passion for Investments and believe that an investment is by definition something that returns and grows clients' wealth. I have a National Diploma in Unit Trusts & am busy with my CFP. I have done my RPE, specializing in Equities.

Resume 3462 : Financial Planner / Paraplanner

  • WA Other
  • 50k-80k
  • Preferred Job Type : Full Time
  • Updated 01-May-12

I am a highly skilled and motivated person beginning my career in the Financial Planning industry. I bring a broad range of knowledge relevant to Financial Planning, gained through my studies and work as a tax consultant. I bring also 10 years experience in the Environmental Management / Forest Management sector, where I have held positions at a strategic, analytical and operational level.

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