Christopher Fernando
Canberra,Australia
Summary
I am a financial planning graduate from the University of Deakin, Melbourne, Australia also a data-driven and customer oriented person who is focusing predominantly in Investing, finance management and financial planning. I am currently working as a Client Services Manager/Paraplanner at Cunich Advisory Australia, which I am capable in compiling financial reports and analyzing data to resolve client’s personal financial challenges such as investing, estate planning, retirement planning and insurance. My key proposition is to utilize the applications of forward thinking approaches, such as critical thinking and exercise the latest technological practices to streamline the financial activities to make the processes more efficient and profitable to the company. Further, I am a meticulous financier who would be passionate to analyze data and provide accurate and meaningful financial advice to my client base.
Overview
7
7
years of professional experience
Work History
Client Services Manager/ Paraplanner
Cunich Advisory PTY Ltd.
Canberra, Australia
05.2022 - Current
- Develop policies and make guidelines for the team to engage prospect clients
- Develop policies of how to respond to clients properly and professionally, like responding to clients within 24 hours via phone calls and Emails, following up with clients weekly by updating their progress of where their money is sitting at, regularly calling clients over 75 years of age and asking if they are aware of the market changes etc
- Develop policies of asking staff to attend webinars and learn about new invest products, which ensure that our team member to have the up-to-date knowledge and act on the best interest of clients
- Training staff about how to avoid and how to handle complaints
- Monitoring investment performance and reviewing with Financial Advisers and ensuring the efficiency of the financial planning process
- Generating compliance documents such as, Fee Disclosure Statements, ongoing service agreements to meet superannuation & ASIC compliance requirements
- Advice implementation – buying & selling (Managed Fund units, shares etc.), portfolio rebalancing, new application submissions & Dividend reinvestments, and to follow up client satisfaction, to ensure performance of the services provided
- Develop policies facilitating and strengthening customer relations
- Develop or enforce policies along with other departments providing services at customers’ desired levels
- Review current policies as to whether those are practically yielding
- Provide the necessary directions and feedback to team members, helping the team to improve customer satisfaction
- Manage, motivate and develop staff providing client services and building relationships with clients
- Liaise with other units of the organization, service agents and clients to identify and respond to client expectations.
Adviser Assistant
Maddern Financial Advisers
06.2021 - 05.2022
- Investment buying and selling (Managed funds, direct shares, SMA’s) Managed Portfolio rebalancing Paraplanning (RoA & SoA modelling and documents generating) Implementation – buying & selling direct shares
- (through ausiex) Implementation confirmations & Finishing Threads
- Dividend reinvestments
- Managing Insurance Renewals
- Reweights with managed funds
- Generating weekly portfolio maintenance reports
- Data Feeding (Linking) external accounts
- Booking meetings.
Rob Bindon-Howell & Associates
01.2021 - 05.2021
- Updating fact finds
- Preparing review meeting documents
- Meeting debriefs
- Implementation – buying & selling direct shares
- (through ausiex) Implementation confirmations & Finishing Threads
- Dividend reinvestments
- Managing Insurance Renewals
- Reweights with managed funds
- Generating weekly portfolio maintenance reports
- Data Feeding (Linking) external accounts
- Booking meeting.
Conner clothing
Melbourne - Forest hill store, Australia
01.2019 - 12.2020
- In store/customer service
Langham Hotel
Melbourne, Australia
01.2019 - 12.2020
- Banquets Attendant
- Bar Staff
TDC 3 (Printing press)
01.2019 - 12.2020
- Finishing
- Printing
- Delivering
- Mounting
- Laminating.
Dominos Bulleen
Melbourne, Australia
01.2017 - 12.2020
- Instore and delivery.
Metro Hotels
Melbourne, Australia
01.2018 - 12.2019
- Receptionist / night auditor Housekeeping.
Education
Bachelor of Commerce - Financial Planning & Accounting
University of Deakin, Burwood
12.2020
Diploma of Business -
Australian College of Business and Technology
12.2017
St. Peter’s College Colombo
12.2015
Primary and Secondary Education -
Trinity College Kandy
12.2013
Skills
- Excelled in Xplan software (XTOOLS, risk resarcher, compliance, wizard, wealth solver)
- Excelled in PlatformPlus
- Excelled in Midwinter (Financial Planing Modelling softwear)
- Excelled Investing Platforms – FirstWrap, Netwealth, PlatformPlus Wrap, Macquarie Wrap, HUB 24, ASGARD, FirstChoice, CommSec, E-Toro, CMC Markets
- Client Relationships
- Client Relationship Building
- Team Development
- Staff Training
- Project Oversight
- Report Generation
- Task Delegation
- Training and Development
Contactdetails
0466432399, ramalfernando96@gmail.com
Professional Highlights
- High level of organizational skills. Successfully organized many events.
- Excellent leadership skills, having held many positions of responsibility.
- Have reasonable experience in retail industry
- Good team worker - able to establish excellent rapport with both peers and superiors.
- Enthusiastic and conscientious worker. I work well under pressure, always put more than 100% into everything I do and take pride in a “job well done”
References
- Andrew Cunich, Senior Financial Advisor / Principal, Cunich Advisory, 0437 543 662
- Daniel Deau, Dominos regional manager in Victoria, 04 2489 2792
- Harsha Karunaratna, Hotel Manager, Metro Hotels Melbourne, 04 0867 9725
Timeline
Client Services Manager/ Paraplanner
Cunich Advisory PTY Ltd.
05.2022 - Current
Adviser Assistant
Maddern Financial Advisers
06.2021 - 05.2022
Rob Bindon-Howell & Associates
01.2021 - 05.2021
Conner clothing
01.2019 - 12.2020
Langham Hotel
01.2019 - 12.2020
TDC 3 (Printing press)
01.2019 - 12.2020
Metro Hotels
01.2018 - 12.2019
Dominos Bulleen
01.2017 - 12.2020
Bachelor of Commerce - Financial Planning & Accounting
University of Deakin, Burwood
Diploma of Business -
Australian College of Business and Technology
St. Peter’s College Colombo
Primary and Secondary Education -
Trinity College Kandy