Ante Tony BENOVIC

Metal Press Operator - Electrolux Pty Ltd –- Nov 2022 to Current

• Issue/Problem – Management have been questioning the large downtime stated (averaging 2 hours per day) by staff on the production line, which has led to production numbers falling quite considerably. Management has now requested daily reporting from the team leader to the senior management team.
• Solution – Helped created simple Microsoft Excel production spreadsheet that specifies ovens made per hour (required amount is 4 trolleys (or 24 ovens) per hour/waste management (station number, issues/problems with machinery/name of have all the necessary equipment maintenance personnel who attained to the issue and how long was downtime).
• Achieved - (one page snapshot – completed by day & night staff) of total production as well as waste, time lost & maintenance call outs. This is required to be handed to the Team Leader to present to senior management daily. This keeps everyone accountable in terms of numbers produced as well as ensuring the correct downtime/waste is being recorded.
• Management would now like all departments to come up with a similar spreadsheet and report.

Director - Financial Planner - ATB Financial Planning Pty Ltd Trading as The Money Matrix Pty Ltd - Dec 2019 to Sept 2022

Efficiency gained from use of technology

• Idea/Brainstorming – Exploring efficiency gain via computer programs that would reduce support staff processing time in relation to inputting fact find into X-Plan – (financial planning CRM package) such as client details, income, expenses, assets, liabilities, goals & objectives, and risk profile)
• Solution – iFact Find (Online CRM program) – clients are sent an email with the web-link, username & password requesting clients log in and complete/or attempt too before our second meeting). If completed by clients this provides all the information we require (to research superannuation, personal insurance and make formal recommendations).
• Achieved – iFact Find can then directly feed all information inputted into its system into X-Plan without support staff double handling/re-entering client information manually. This saves time (more efficient)/streamlines the information gathering process & clients are more engaged in the process.

Exploring option of Virtual Assistant (outsourced support staff)

• Issue/Problem – Management would like to employ an extra support staff as the current support staff and now at capacity and struggling to keep up with the incoming work. However, cannot justify paying $70,000 per annum for support staff.
• Solution – I proposed we explore the option of looking at outsourcing our support staffing needs (based in Philippines). We engaged the services of a company that specializes in providing support to financial planners (based in Philippines) virtual assistant. This would cost $32,000 per annum in wages/salary & with the use of technology (Zoom & Microsoft Teams) they can attend all meetings or ask any questions they may have.
• Achieved - Required support staff capacity for administrative purposes by using support staff outsourcing services. And a cost savings of approximately $38,000 pa (when compared to support staff salaries based in Adelaide).
• Able to monitor work completed and have quick 10-minute meeting via Zoom to explain any processes/requirements not understood.

Senior Financial Planner – Guardian Life Brokers Pty Ltd - Aug 2017 to Dec 2019

• Issue/Problem – Prior to commencing with Guardian, the financial planning division had been trading for 3 years and incurred losses over $90,000 per annum.
• Solution/Strategy
- Educating - general insurance brokers on services offered within the financial planning space & encouraging them to review their financial affairs – therefore going through the financial planning process themselves (via a seminar & individual basis).
- Formal Business Plan – outlining activities required & support required by Managing Director/Operations Manager to endorse the plan.
- Joint appointments with general insurance brokers & client (each broker to arrange one joint appointment per week) – introduced additional service (financial planning) to existing & new clients (most clients didn’t realise Guardian offered this service).
- Communicating (Referral Sources)- Updating referral source on outcomes with referrals they have sent.
- Communicating/Weekly Wrap up - Email sent to Operation Manager & Managing Director informing them on revenue generated/number of referrals received and referrals sourced from external networking activities.
• Achieved - Profit for the next 2 years – Year 1- $56,000 & Year 2 - $78,000 profit.

Senior Financial Planner - National Australia Bank Limited - (Retail & Small Business) - Jul 2011 to Jan 2017

• Top Financial Planner (2013) - in South Australia in Retail sector.
• NAB Leading Lights (2014 & 2016) - Top 5% of NAB financial planners nationally in terms of revenue generated for the financial planning division.

Kitchen Hand/Crew Trainer- McDonald's - Nov 1996 to Nov 2000

• Employee of the Month Award – July 1997 & February 1998
• Employee of the Quarter Award – March to July 1998
• Appointed Crew Trainer by senior management - June 1998