Aime Berg
Warrnambool,VIC
Summary
I am passionate financial adviser focused on building and maintaining authentic relationships with clients and assisting them to achieve their lifestyle goals through financial planning - I love to delve into a client's experiences with money across their lifetime to identify patterns and behaviours and truly understand their value set, to ensure our strategic planning aligns with what matters most.
I work with clients to identify their goals, devising proven strategies and tactics to realise their short, medium and long-term financial and lifestyle objectives. I work with all clients – Mums and Dads, salaried employees, business owners, couples, farm gate and high net worth, providing holistic advice solutions across all areas of financial planning, deriving great pleasure from assisting others to forge a pathway to their future, whatever it may be.
Overview
17
17
years of professional experience
Work History
Director/Financial Planner
FM Mahar Financial Planning
02.2022 - Current
- Providing upfront and ongoing financial advice to clients from a cross section of life circumstances and stages.
- I care for 42 family groups under ongoing advice agreements, attending to there needs and requirements proactively. I have purposely kept my ongoing client exposure low, to allow me to have time to care for these clients and provide a premium service and genuine relationship with them all.
- I provide exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients in our local area and abroad.
- I have long term well established partnerships with external professionals such as lawyers, real estate agents and accountants, enabling comprehensive client support in all financial matters.
- I conduct thorough risk assessments, ensuring appropriate asset allocation aligned with clients' risk tolerance levels to ensure investment portfolios are constructed in line with client preferences.
- Within our team, I have worked to create a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- I maintain a love of learning and updated industry knowledge through professional development opportunities and staying abreast of market trends and share market movements.
Financial Planner
Sinclair Wilson Investment Services
08.2018 - 02.2022
- Provision of upfront and ongoing financial planning advice to an array of clients at an AFR top 40 revenue producing firm.
- Team mentoring, leadership, investment and risk committee exposure through my role as a representative of a self licenced firm.
- Exposure to investment analytics and portfolio construction through an associated Morgans Financial branch.
Business Protection Specialist
NAB Financial Planning
09.2012 - 08.2018
- Advising clients on Asset Protection to minimise the stress of debts in various involuntary trigger events.
- Working with clients to ensure there is a buy/sell arrangement in place, allowing for the smooth transfer of business ownership when it is needed most.
- Assisting clients to protect the short and long term impacts of a key person being unable to operate in their business.
- Forming and maintaining relationships with internal and external referral partners and building strong working relationships with various insurance providers and underwriters.
- Training, coaching and assisting bankers to prospect for clients, I have conducted workshops for internal and external stakeholders to educate on business protection.
- Various working groups to help form NAB Financial Planning's current business practice.
Financial Planning Manager
NAB Financial Planning
10.2010 - 09.2012
- Providing advice to accumulator and retiree clients, covering superannuation, pension, portfolio construction, personal risk and estate planning.
- Working with retail bankers and building the relationship between banking and financial advice.
- Training, coaching and assisting bankers to prospect and educate clients on the benefits of seeing a financial planner.
Paraplanner
RetireInvest
04.2008 - 10.2010
- General administration and reception tasks
- Research and analysis on client's current situation vs aspirational goals.
- SoA construction and delivery
- Attendance at appointments held by principle adviser.
Education
Bachelor of Commerce - Finance And Financial Planning
Deakin University
06-2010
Skills
- Excellent verbal and written communication
- Rapport and Relationship building
- Business Operations Management
- Strategic financial planning
- Retirement planning
- Portfolio Management
- Wealth Management
- Investment advising
- Teamwork and Collaboration
- Attention to Detail
- Organisational Skills
- People Management
- Active Listening
- Relationship Building
Affiliations
- Self Managed Super Fund Association
Timeline
Director/Financial Planner
FM Mahar Financial Planning
02.2022 - Current
Financial Planner
Sinclair Wilson Investment Services
08.2018 - 02.2022
Business Protection Specialist
NAB Financial Planning
09.2012 - 08.2018
Financial Planning Manager
NAB Financial Planning
10.2010 - 09.2012
Paraplanner
RetireInvest
04.2008 - 10.2010
Bachelor of Commerce - Finance And Financial Planning
Deakin University
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