Callum Barnes
Perth,WA
Summary
Dedicated to fostering collaborative environments, always prioritizing empathy and patience in every interaction. Adept at building strong relationships through cooperative approach, ensuring all parties feel heard and valued. Skilled in persuasive communication and problem-solving, consistently driving positive outcomes. Brings a wealth of interpersonal abilities and strategic insight to any advisory role, excelling in people-centric situations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Paraplanner
Smith Coffey
Perth, WA
02.2025 - Current
- Provided technical support to colleagues regarding financial planning issues and regulations.
- Ensured compliance with all applicable laws, rules, regulations, guidelines and standards related to financial services.
- Communicated effectively with both internal staff members as well as external contacts such as brokers or vendors.
- Provided guidance and assistance to junior team members when needed regarding paraplanning activities and processes.
- Participated in continuing education programs relevant to paraplanning duties in order to stay abreast of industry developments.
- Assisted in the development of comprehensive financial planning models for clients.
- Monitored changes in market conditions and made adjustments as needed to client portfolios.
- Utilized a variety of software systems including CRMs and portfolio management tools in order to track client information and manage portfolios efficiently.
- Reviewed client portfolios regularly to ensure proper asset allocation mix is maintained.
- Researched, analyzed and recommended suitable investments, insurance products, and other strategies to meet client objectives.
- Drafted financial plans for clients based on their individual needs and goals.
Paraplanner
Coastal Advice Group
Perth, WA
12.2024 - 02.2025
- Maintained up-to-date knowledge of industry trends and regulations in order to provide accurate advice.
- Prepared detailed reports of investment recommendations for clients.
- Kept up-to-date on latest performance indicators for stock market and mutual funds.
- Performed research into complex financial topics.
- Put together models of financial data for staff and customer use.
- Assisted with meetings by gathering materials, reports and presentations.
- Adhered to all company, state, and federal regulatory guidelines.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Generation of client recommendations through X-Plan
- Extensive use of Risk researcher and Wealth solver
- Ensured compliance with all applicable laws, rules, regulations, guidelines and standards related to financial services.
Senior Paraplanner
Barnes Wealth Management
Perth, WA
10.2017 - 11.2024
- Performed administrative tasks such as filing paperwork or preparing agendas for meetings.
- Coordinated with external advisors such as accountants or attorneys when necessary.
- Drafted financial plans for clients based on their individual needs and goals.
- Provided technical support to colleagues regarding financial planning issues and regulations.
- Monitored changes in market conditions and made adjustments as needed to client portfolios.
- Evaluated existing policies annually and provided advice on potential revisions or replacements.
- Met with clients to discuss their financial objectives and develop appropriate action plans.
- Communicated effectively with both internal staff members as well as external contacts such as brokers or vendors.
- Analyzed complex data sets to determine the best course of action for clients' investments.
- Participated in continuing education programs relevant to paraplanning duties in order to stay abreast of industry developments.
- I attended multiple overseas and domestic conferences, some being licensee-hosted and others being fund manager-hosted.
- Assisted with meetings by gathering materials, reports and presentations.
- Put together models of financial data for staff and customer use.
- Used X-Plan to generate client reports.
- Ensured X-Plan was up to date and feeding data from providers.
- Set up clients in X-plan and ensured all data was properly linked to active policies.
Bar Manager
So, Cafe
Perth, WA
01.2015 - 11.2017
- Assisted with planning special events such as wine tastings or cocktail parties.
- Ensured compliance with local health codes regarding food storage temperatures or alcohol serving guidelines.
- Managed day-to-day operations including opening and closing duties, scheduling shifts for employees, cash handling procedures and payroll processing.
- Conducted weekly team meetings to discuss upcoming events, promotions and menu changes.
- Maintained cleanliness standards throughout the bar area including countertops, shelves and equipment.
- Maintained accurate records of liquor inventory and purchases for budgeting purposes.
- Poured wine, beer, and cocktails for patrons.
- Restocked beer and liquor regularly and after special events.
Laborer
Perth Form Works
Perth, WA
12.2016 - 06.2017
- Installed insulation into walls using blow guns or similar tools while adhering to safety guidelines.
- Organized tools, supplies, and equipment needed for specific jobs according to instructions provided by supervisor.
- Performed regular checks of equipment for proper operation and safety compliance.
- Lifted objects weighing up to 50 pounds without assistance when necessary.
- Assisted with basic maintenance tasks such as sweeping, mopping, painting, and cleaning.
- Followed all safety procedures when handling hazardous materials in the laboratory setting.
- Ensured that all personal protective gear was worn at all times while on the job site.
- Cleaned work area after job completion ensuring all debris is properly disposed of.
- Worked with team members to ensure efficient workflow throughout the day.
- Operated various power tools such as drills and saws safely while following manufacturer's instructions.
- Assisted with diverse construction challenges to help team and customer.
- Dug ditches or trenches, backfilled excavations or compacted and leveled earth to grade specifications.
Education
Bachelor of Commerce - Major in Finance And Major in Financial Planning
Curtin University
Perth, WA09-2025
High School Diploma -
St Stephen's Duncraig
Duncraig, WA12-2013
Some College (No Degree) - Bridging Course
Edith Cowan University
Perth, WASome College (No Degree) - Bachelor of Science, Paramedical Science
Edith Cowan University
Perth, WASome College (No Degree) - Bachelor of Commerce
Edith Cowan University
Perth, WASkills
- Financial analysis
- Regulatory compliance
- Client relationship management
- Portfolio management
- Data analysis
- Software proficiency
- Team collaboration
- Problem solving
- Effective communication
- Risk management
- Goal oriented approach
- Retirement planning strategies
- Project management capabilities
- Estate planning proficiency
- Critical thinking
- Technical aptitude
Certification
- SITHFAB201, Responsible Service of Alcohol
- Western Australian driver's license - manual car
- Recreational Skipper's Ticket - WA
- Five Senses Barista Academy - Perth, Western Australia
- MLPLCA401A, Manage Legislative Responsibilities for the sale, supply, and service of liquor
- Occupational Health and Safety - White Card No
- Five Senses Barista Academy – Perth, Western Australia
- MLPLCA401A, Manage Legislative Responsibilities for the sale, supply, and service of liquor
- Occupational Health and Safety – White Card No. 10570114
- MLPLCA401A, Manage Legislative Responsibilities for the sale, supply, and service of liquor
- Occupational Health and Safety – White Card No. 10570114
Timeline
Paraplanner
Smith Coffey
02.2025 - Current
Paraplanner
Coastal Advice Group
12.2024 - 02.2025
Senior Paraplanner
Barnes Wealth Management
10.2017 - 11.2024
Laborer
Perth Form Works
12.2016 - 06.2017
Bar Manager
So, Cafe
01.2015 - 11.2017
Bachelor of Commerce - Major in Finance And Major in Financial Planning
Curtin University
High School Diploma -
St Stephen's Duncraig
Some College (No Degree) - Bridging Course
Edith Cowan University
Some College (No Degree) - Bachelor of Science, Paramedical Science
Edith Cowan University
Some College (No Degree) - Bachelor of Commerce
Edith Cowan University
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