Can you help?
A fully qualified Advisor in the Sydney area is looking to re-engage with the FP profession.
They have the following attributes:
- Enjoy sharing their knowledge, expertise and experience to help others, both members of the team and clients
- Find learning about the latest legislation relating to Superannuation, Tax, Estate Planning, Centrelink and Aged Care interesting and important to share with others.
- Looking forward to interacting with other interesting, knowledgeable people and learning new skills from them.
- Keeping up to date with technology and its applications to all aspects of planning and advice.
- Adept at explaining concepts and ideas using a simple and effective “Mud maps” system of educative sharing with clients about time lines, flow of funds and ownership strategies to elicit the best outcomes.
- Completed their Master of Applied Finance later in life to achieve the overall concept of remaining active and relevant in the community.
- They are looking forward to the pleasant interaction of staff, clients and in-house experts in a friendly office environment
This is a genuine candidate looking to pursue a professional role being able to call on decades of experience in a range of interactive roles.
To view the CV please call Jim Prigg on 0408 520 453 or drop me a line at jim@knowledgemaster.com.au.