Craig Wiseman
Newington,NSW
Summary
Extensive knowledge of decorative kitchen surfaces with solid history of managing teams and driving operational success. Skilled in implementing strategic initiatives that enhance productivity and efficiency. Demonstrated ability in problem-solving and decision-making.
Overview
32
32
years of professional experience
Work History
Founder
Stone Benchtops Direct
07.2018 - Current
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
- Established a successful business by identifying market needs and developing innovative solutions.
- Delivered exceptional customer service by addressing client concerns promptly and effectively resolving issues.
- Facilitated the installation of over 250 benchtops in 2023/24
- Led the strategic planning process to define business goals.
- Oversaw financial management activities such as budgeting, forecasting, and cash flow monitoring for improved financial stability.
- Developed key operational initiatives to drive and maintain substantial business growth.
NSW Team Leader
Moneywise Global
01.2015 - 07.2018
- Managed a State Team of Financial Advisers, Mortgage Brokers, and Paraplanners
- Recruited Financial Planning, Mortgage Broking and Paraplanning team members
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Achieved individual and team sales targets
- Built relationships with Internal and External stakeholders
- Provided financial planning advice to Flight Centre and Optus Staff in NSW
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
Senior Financial Planner
SMI Financial Solutions
05.2014 - 11.2014
- Serviced existing clients
- Sourced new clients
- Provided full financial planning advice
- Generate SOA's via XPlan
- Conducted monthly budgeting seminars
- Maintained and grew relationships with referral partners
Senior Financial Planner
RetireInvest Parramatta
06.2013 - 05.2014
- Conducted thorough market research to stay current on industry trends and identify new investment opportunities for clients.
- Developed strong relationships with clients through regular communication, fostering trust and loyalty.
- Serviced existing client book of 285 clients generating $360k annual revenue with $100mil FUM
- Enhanced client retention rates by consistently exceeding expectations through exceptional service delivery.
- Managed complex investment portfolios, resulting in increased returns and minimized risk exposure for clients.
- Assisted clients in navigating complex estate planning issues, ensuring a smooth transfer of assets to beneficiaries.
Financial Planner
Magnitude Financial Planning
01.2011 - 01.2011
- Oversee the handover of Wise Financial Planning clients to Magnitude Financial Planning and conduct reviews
Managing Director / Owner
Wise Financial Planning
01.2007 - 01.2011
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Provided holistic Financial Planning solutions for clients
- Complied with regulatory and legislative requirements
- Acted in a professional and ethical manner
- Write and present compliant Statements of Advice on COIN financial software
- Conduct annual reviews for clients, implement any changes and set date for next review
- Provide ongoing training to referral partners
- Use current technology and adapt to change
- Maintained Continuing Education requirements
- Kept up to date with any product/legislative changes
- Read and understand performance reports
Financial Planner / Senior Financial Planner
Westpac Banking Corporation
01.2003 - 01.2007
- Provided wealth creation and wealth protection strategies for clients and help train referral staff
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
Telemarketer
Trendwest Resorts
01.2001 - 01.2003
- Receive inbound calls, travel enquiries and book appointments for sales seminars
Office and Building Manager and Industrial Clerk
Public Service Association of New South Wales
01.1993 - 01.2001
- Oversee the operations of the premises and field and handle member enquiries
Education
SMSF Accreditation - Financial Planning
Kaplan
Sydney01.2010
Certified Financial Planner 1 - Ethics, Compliance and Professionalism in the Financial Planning industry.
Finsia
Sydney01.2008
Advanced Diploma of Financial Services - Financial Planning
Finsia
Sydney01.2006
Diploma of Financial Planning - Financial Planning qualifications comprising wealth protection and wealth creation strategies.
Securities Institute of Australia
Sydney01.2003
Level 1 Cricket Coach - Cricket Coaching
New South Wales Cricket Association
Sydney01.1999
Skills
- Team leadership
- Teamwork and collaboration
- Leadership qualities
- Client relationships
- Email and telephone etiquette
- Small business operations
- Mentoring and training
- Customer satisfaction
- Strategic partnerships
- Sales proficiency
Accomplishments
2018 established a successful stone benchtop facilitation business from scratch.
2016 and 2017 Global Financial Planner of the Year, Moneywise Global
2014-2018 Achieved all sales targets as NSW Manager for Moneywise Global.
2011 Oversaw the successful sale of Wise Financial Planning
Sporting Achievements
- 99/00, Assistant Club Coach, Randwick Cricket Club, Randwick, NSW, Australia
- 99/99, Overseas Professional, Ormskirk Cricket Club, Ormskirk, Lancashire, United Kingdom
- 97/99, Overseas Professional, Torquay Cricket Club, Torquay, Devon, United Kingdom
- 94/94, Overseas Professional, Greenmount Cricket Club, Greenmount, Lancashire, United Kingdom
- 94/94, Sydney Poidevan Gray U21 Cricketer of the Year, Won the Ritchie Benaud Medal.
- 93/93, New South Wales Indoor Cricket Representative, Represented Australian Champions NSW in the National Titles.
Timeline
Founder
Stone Benchtops Direct
07.2018 - Current
NSW Team Leader
Moneywise Global
01.2015 - 07.2018
Senior Financial Planner
SMI Financial Solutions
05.2014 - 11.2014
Senior Financial Planner
RetireInvest Parramatta
06.2013 - 05.2014
Financial Planner
Magnitude Financial Planning
01.2011 - 01.2011
Managing Director / Owner
Wise Financial Planning
01.2007 - 01.2011
Financial Planner / Senior Financial Planner
Westpac Banking Corporation
01.2003 - 01.2007
Telemarketer
Trendwest Resorts
01.2001 - 01.2003
Office and Building Manager and Industrial Clerk
Public Service Association of New South Wales
01.1993 - 01.2001
SMSF Accreditation - Financial Planning
Kaplan
Certified Financial Planner 1 - Ethics, Compliance and Professionalism in the Financial Planning industry.
Finsia
Advanced Diploma of Financial Services - Financial Planning
Finsia
Diploma of Financial Planning - Financial Planning qualifications comprising wealth protection and wealth creation strategies.
Securities Institute of Australia
Level 1 Cricket Coach - Cricket Coaching
New South Wales Cricket Association
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