Brendan Gale-Grant
Closeburn,Queensland
Summary
Throughout my career, excelled in building lasting client relationships through exceptional communication and genuine empathy for my clients; a desire to truly understand their needs to before delivering tailored financial advice. Mentored junior advisors, enhancing team performance without exceeding a single numerical reference.
Overview
33
33
years of professional experience
Work History
Rideshare Driver
Self Employed
04.2019 - 04.2024
- Developed strong communication skills while interacting with diverse groups of riders daily.
- Responded to passenger concerns and complaints politely and professionally.
- Followed company guidelines and policies when interacting with passengers.
- Assisted passengers with loading and unloading luggage for enhanced customer care.
Senior Financial Adviser
SEQ Advice
09.2014 - 12.2018
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Developed personal rapport with each client to maintain loyalty and establish long-term relationships.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
Senior Financial Adviser
Financial Advice Matters
11.2002 - 09.2014
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Developed personal rapport with each client to maintain loyalty and establish long-term relationships.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
Financial Adviser
FinancialLine Pty Ltd
04.1999 - 11.2002
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Paraplanner
Adviser Investment Services
03.1998 - 04.1999
- Performed audits of records and financial accounts.
- Completed research into complex financial topics.
- Monitored market performance regularly to provide insightful updates to both advisors and clients as needed.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
Customer Service Officer
AXA Insurance
10.1994 - 03.1998
Junior Storeman
Brisbane Catholic Education Office
12.1990 - 12.1992
Education
Diploma of Financial Planning - Financial Planning
Deakin University
Geelong, VIC10.2001
Skills
- Schedule Management
- Customer Service
- Patience and understanding
- Verbal and written communication
- Training and coaching
- Client service and support
Timeline
Rideshare Driver
Self Employed
04.2019 - 04.2024
Senior Financial Adviser
SEQ Advice
09.2014 - 12.2018
Senior Financial Adviser
Financial Advice Matters
11.2002 - 09.2014
Financial Adviser
FinancialLine Pty Ltd
04.1999 - 11.2002
Paraplanner
Adviser Investment Services
03.1998 - 04.1999
Customer Service Officer
AXA Insurance
10.1994 - 03.1998
Junior Storeman
Brisbane Catholic Education Office
12.1990 - 12.1992
Diploma of Financial Planning - Financial Planning
Deakin University
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