I am a responsible, dependable and multi-skilled Financial Advisor with over twelve years’ background and knowledge in Financial Services and recognised for a variety of other specialisations such as Financial Planning, Training & Development, Relationship Management and Customer Service. I possess a strong commitment towards high productivity and efficiency in carrying out everyday financial operations, paying close attention to critical work regulations and policies in exceeding industry standards. The keys to my success are team work, hard work and an expert knowledge of the various management principles and systems, with an effective practical knowledge of applications of financial and management theories in recommending impactful changes to company and project operations. I am thorough, methodical, and fully committed to elevated service delivery, utilising excellent organisational skills and strong ability to coordinate and deliver projects in order to achieve target outcomes. I have demonstrated solid logical and critical thinking aptitudes, adaptability, and capacity to work cooperatively with diverse individuals. Moreover, I have shown abilities in achieving goals, perceiving areas for development and improving any imperfect practices.
Expertise
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 3
- First year providing advice 2012
- Years of experience 13
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Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Certificate in Financial Planning
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Language spoken
- English
Venture Egg Financial Services
Unit 11, 9 Dawson StCoburg North, VIC 3058
Licensed by
Interprac Securities
AFSL 246638