Well-rounded adviser with a strong knowledge of the financial services sector, residing in the inner eastern suburbs of Melbourne and looking for the next long-term opportunity.
Biggest achievement was creating and selling their successful Financial Planning firm after 10 years (sold June 2019). Experience of 20+ years having worked in Financial Services, Industry Funds and Banks.
Key capabilities:
- Relationship management, communication and team building.
- Driving efficiency, client satisfaction, stake holder management and releasing potential through mentoring and coaching.
- Strong financial /commercial acumen and judgement.
- New business mindset.
Best suited for:
- Customer-focused holistic advice.
- A team / collaborative approach with admin & para-planning support.
- Bringing in new business; growing books of clients and cultivating referral partners.
- Building relationships with existing book of clients and referral partners.
- Embracing strategy and direction, whilst focusing on the task at hand and its impact on the long-term business.
- A boutique business that encourages autonomy.
- A valuable contributor to creating a team based / collaborative approach to achieve client outcomes.
Types of clients I like to work with:
- Retirement Planning, SMSF, Managed funds and Insurance Advice.
- As a qualified Real Estate agent, using this knowledge and experience in a holistic manner.
- Take care of a cross section of clients, and on-boarding new business.
Would like to contribute to a positive client centric culture with a long-term future in mind.
Please contact Jim Prigg on 0408 520 453 or jim@knowledgemaster.com.au to arrange an introduction.