Brady Littlefair
Perth,WA
Summary
With a background in Finance and Accounting from Edith Cowan University and practical experience at Macquarie and Westpac, I've developed a strong foundation in client service and problem-solving. My unique upbringing in a small WA town has shaped my ability to connect with diverse individuals. Through constant change I have become eager to learn and adapt, I approach my career in finance and sales with motivation and a readiness to contribute positively to a team environment.
Overview
12
12
years of professional experience
Work History
Career Break
Travel
05.2022 - 08.2023
- After 2 years of Lockdown and unable to visit friends and family in WA for 3 years, I realised much of my 20s had been stolen, so I decided to backpack across South America for over a year to make up for lost time.
Wealth Consultant / Macquarie
Macquarie Bank
01.2021 - 05.2022
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Maintained client satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Primarily dealt with wrap products and services offered on Macquarie, Perpetual and Vision private bank platforms.
Premium Affluent Banker
Westpac
04.2020 - 12.2020
- I delivered exceptional client service skills which led me to being recommended to be a part of Westpac’s first premium team in NSW, which was created as a response to the pandemic as relationship managers were unable to see their clients in person
- The team was the one stop shop for Westpac’s valued customers who reach the affluent criteria for a streamlined approach dealing with all retail banking products.
Wealth Consultant
BT Financial Group
01.2019 - 04.2020
- Primarily a phone based sales role for tier 1 financial products. I would qualify clients, then after discussing their situation, generated quotes and proposals to match individual needs.
- Included actively contacting internal stakeholders to present BT services and generate leads for our business.
- Through this role I managed my own pipeline of clients to make sure their needs are met.
Bar Manager
Whitford’s Amateur Football Club
01.2016 - 01.2018
- During the footy season (AFL) I had the responsibility of running the bar at my local footy club, mostly by myself which shows the amount of trust I had gained from my footy club at 19 years old.
Intern
C.L.S.A
01.2017 - 07.2017
- I had the opportunity to experience Singapore at Asia’s leading investment bank to get a taste of the industry
- I lived with the CEO during this time, which is where most of my intangible learning from the experience came from.
- Worked on preparing analyst reports, mostly shadowed sales teams in meetings, corporate lunches then joined social events.
RPO/Grain Technician
CBH
01.2012 - 01.2016
- I worked seasonally in the summer over 4 years for a company that collected, tested, and resold grain
- My roles varied from receiving and organizing the stacks of grain at remote sites for 2 seasons, then spent 2 more seasons in Perth testing grain quality.
Education
Master of Finance - Finance
Griffith University
Brisbane, QLD06.2020
Bachelor of Business - Finance And Accounting
Edith Cowan University
Perth07.2017
Certification - RG-146
Kaplan
Sydney, NSW01.2019
Skills
- Advanced Excel (Basic VBA)
- Python (Intermediate knowledge)
- Microsoft Suite
- Salesforce CRM
Timeline
Career Break
Travel
05.2022 - 08.2023
Wealth Consultant / Macquarie
Macquarie Bank
01.2021 - 05.2022
Premium Affluent Banker
Westpac
04.2020 - 12.2020
Wealth Consultant
BT Financial Group
01.2019 - 04.2020
Intern
C.L.S.A
01.2017 - 07.2017
Bar Manager
Whitford’s Amateur Football Club
01.2016 - 01.2018
RPO/Grain Technician
CBH
01.2012 - 01.2016
Master of Finance - Finance
Griffith University
Bachelor of Business - Finance And Accounting
Edith Cowan University
Certification - RG-146
Kaplan
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