Find A Talent – Advice 2 Talent

Welcome to Advice 2 Talent

8 years experience in working for an Advisory Firm that has a wholesale license
Currently communicates with HNWC (Average client $3Million)
Assists with the preparation of Income Reports for SMSF, Company & Trusts entities and the establishment of pension accounts
Has excellent communication skills and presents very corporately.
Is very passionate about Financial Advisory that has just enrolled into studying her DFP.
Uses Xplan
Currently is in charge of the implementation process

Early 30s, background in Accounting
Bachelor of Financial Planner
Seeks an associate adviser position with the opportunity to do a PY year
Create clients’ documents, for Statement of Advice, Record of Advice, and cashflow analysis, aligning with client’s long-term goals.
Research existing and potential replacement products, insurance analysis, price quoting, and third-party collaboration.
Collaborated with internal and external paraplanning colleagues, Financial Advisers, Client Services team to determine strategic outcomes for clients.
Constructed, and prepared client meetings for Financial Advisor, and wrote meeting notes.
Create review documents for 520 review clients on a yearly basis to ensure clients kept on track with retirement plans or funding aged care costs for the remainder of their life.
Created detailed investment reports and presentation for clients, highlighting investment opportunities and risks.
Maintained 100% client satisfaction retaining meaningful relationships.

Early 50s
Experienced with diverse client types
Skilled in managing various client needs
Proven ability to generate new business
2002-2003: Completed studies
2006: Started working as Associate Private Banker
Client Mix: Professional, Centrelink, communicates with HNWC (70% retail, 30% high net worth)
Worked with accounting firm, specializing in farmers and business owners
Managed 3-4 clients per day, all new business
Averaged 5 clients per week, successfully closing all deals
Built a clientele of 25 clients in 4 months with an average fee of $3K-$5K plus ongoing service
Seeking stability and good work-life balance

Lives in the Bayside
10-15 years of industry experience
2005: as a Financial Planner
Spent 10 years in the Industry Fund
Previously a wholesale adviser,
Aspired to return to providing financial advice to retail clients
Emphasis on ongoing revenue and building lasting client relationships
Experience with Hub 24 and Netwealth platforms
Proficient in Xplan for over 10 years
Expertise in various financial instruments, including stockbroking, insurance, SMA, managed funds, super, and SMSF
Currently pursuing a Master of Financial Advisory
Seeks $150K plus super

35 yrs old, lives inner Eastern suburbs
Youthful, technical and would fit a tech savvy team environment
Technical strategies, pre retirees, TTR, centrelink, investment companies,
investment bonds, has experience in working with business owners, SMSF
Is familiar with Managed Accounts
Managed 50 Fee for service clients, 30-40 non engaged his job was to put them in a new fee structure
Average fee for the non-engaged clients was $1000 fee move them up to $3500
was used to dealing with HNWC average fee $6,000 -$10,000
Has experienced with using Xplan and Worksorted
Enjoys working in the office
Enjoys engaging with team, mentoring associates and others
5 years+ experience in face to face has had an AR in three different firms
Is available for interviewing now and can start ASAP
Seeks $140K including super

Early 50s
Married with three grown up children.
Lives in the Eastern suburb
Years in Financial Advising: 24 years
Commercial Adviser for small businesses, specialising in structuring
Experience in selling life insurance, particularly key man insurance
High emotional intelligence
Catered to High-Net-Worth Clients (HNWC)
Top biller, was given a target of $25K per quarter of new business, and would exceed it via three times more ($75K) on average
Specialist in medical professional and worked with practice coaches
Seeks $150K plus super

Late 30s, lives in South Eastern suburbs
Very articulate and communicates very well.
Over 10yrs working in Financial Advisory career
Was placed out at an AMP practice where the Director looked after the top 200 clients
Worked for a firm with 70 clients $9K-$10K upfront and ongoing 12K ongoing
Most of the clients were small to medium business, medical, pool designers, architects
Is currently undertaking his MBA studies
has managed 160 clients with approx. 1.3 million fees
Type of clients – SMSF – super guidance, Colonial First Aid, Managed Funds
Has experience with Managed Accounts
Has experience with xplan, coin, midwinter
Seeks $150K plus super