Experienced Financial Adviser, Wealth Advisor (FASEA Accredited)

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.