Andrew Jackson
Wavell Heights
Summary
Personable and committed to helping clients meet their financial goals.
Experienced in developing and implementing investment strategies
Passionate about providing tailored financial advice and helping clients reach their financial goals.
Organized and dependable and can successfully manage multiple priorities with a positive attitude.
Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
Work History
Financial Planner
National Australia Bank
01.2003 - 01.2021
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Developed recommendations specific to client's financial situation on variety of topics.
- Monitored and updated financial plans to comply with client goals.
- Researched and evaluated potential investment products for clients.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Studied financial documents to identify potential areas needing improvement.
- Informed clients of strategies for reducing debt and maximizing savings.
- Presented financial plans and investment recommendations to clients.
Customer Service Representative
National Australia Bank
02.1999 - 12.2002
- Responded to customer requests for products, services, and company information.
- Delivered prompt service to prioritize customer needs.
- Maintained up-to-date knowledge of product and service changes.
- Investigated and resolved customer inquiries and complaints quickly.
- Responded proactively and positively to rapid change.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Trained staff on operating procedures and company services.
Education
Bachelor - Business Management
Queensland University of Technology
Brisbane, QLDCertified Financial Planner - Financial Planning
Financial Planning Association
Sydney, NSWAdvanced Diploma - Financial Planning
Financial Planning Association
Sydney, NSWSkills
- Client relationship development
- Cash flow management
- Investment consulting and planning
- Referral management
- Debt management
- Wealth management
Timeline
Financial Planner
National Australia Bank
01.2003 - 01.2021
Customer Service Representative
National Australia Bank
02.1999 - 12.2002
Bachelor - Business Management
Queensland University of Technology
Certified Financial Planner - Financial Planning
Financial Planning Association
Advanced Diploma - Financial Planning
Financial Planning Association
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