Blake Askew
Hawthorne
Summary
Motivated Financial planner with experience advising clients on investment strategies, retirement planning and financial planning. Personal finance is a passion of mine and I enjoy helping others reach their financial goals and objectives. I have a proven track record in helping clients meet financial goals through sound advice.
Overview
4
4
years of professional experience
Work History
Financial Planner
HKS Financial Planning
09.2023 - Current
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Analyzed clients financial situations to develop customized strategies for debt management, wealth accumulation and insurance advice.
- Built strong relationships with clients through consistent communication.
- Educated clients on various investment products and tax-saving strategies, empowering informed decision making.
- Utilising XPLAN and XTOOLS to build presentations/projections for clients.
- Managed and trained external paraplanning team.
Paraplanner
HKS Financial Planning
06.2021 - 09.2023
- Prepared clear and concise SOA and ROA that were compliant, in a timely manner.
- Maintained up-to-date knowledge of industry trends through continuous professional development activities.
- Supported advisers in building presentations for clients, ensuring a smooth flow of information and effective collaboration.
- Managed and trained external paraplanning team. I was also responsible for providing feedback and managing the paraplanning que.
Client Service Officer
KDM Financial Planning
06.2020 - 06.2021
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Streamlined internal processes for improved efficiency in handling client requests.
- Assisted with the preparation of SOA/ROA documents and necessary forms.
- Assisted in the implementation of advice.
Education
Margin Lending Specialist Course -
Kaplan Business School
11.2023
Graduate Diploma of Financial Planning -
Kaplan Business School
09.2022
Bachelor of Business - Economics
Queensland University of Technology
11.2019
Skills
- Financial modeling
- Experienced paraplanner
- Attention to detail
- Strategic financial planning
- Client relationship management
- Retirement Planning
- Financial software proficiency (XPLAN)
Timeline
Financial Planner
HKS Financial Planning
09.2023 - Current
Paraplanner
HKS Financial Planning
06.2021 - 09.2023
Client Service Officer
KDM Financial Planning
06.2020 - 06.2021
Margin Lending Specialist Course -
Kaplan Business School
Graduate Diploma of Financial Planning -
Kaplan Business School
Bachelor of Business - Economics
Queensland University of Technology
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