Summary
Overview
Work History
Education
Skills
Timeline
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David Keenan

Zilzie,QLD

Summary

Hardworking and passionate job seeker with great communication skills eager to secure entry-level mining position. Ready to help team achieve company goals.

Overview

20
20
years of professional experience

Work History

Financial Advisor

Income Armor Pty Ltd
06.2007 - 10.2023
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Advised clients on investments, retirement and estate planning.
  • Monitored and updated financial plans to comply with client goals.
  • Recommended specific investments to help clients meet financial goals.
  • Evaluated clients wealth protection needs and recommended and advised on an array of personal insurance products including life insurance, Income protection insurance, trauma, TPD.

Financial Planner

Commonwealth Bank Of Australia, CBA
01.2004 - 05.2007
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Established and deepened existing client relationships through complex financial planning.
  • Drafted comprehensive financial plans and offered recommendations and supporting data.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
  • Answered clients' questions about purposes and details of financial plans and strategies.
  • Developed recommendations specific to client's financial situation on variety of topics.
  • Educated clients on financial topics and best practices.
  • Helped clients make informed decisions about financial future.
  • Advised clients on investments, retirement and estate planning.

Education

Bachelor of Commerce - Finance

University of Southern Queensland
Toowoomba, QLD
01.2001

Master of Commerce - Financial Planning

Western Sydney University
Sydney, NSW
02.2004

Skills

  • Making Insurance Decisions
  • Managing Wealth
  • Stock Market Understanding
  • Sales Expertise
  • Financial and Estate Planning
  • Investment Advising
  • Client Interactions
  • Client Meetings

Timeline

Financial Advisor

Income Armor Pty Ltd
06.2007 - 10.2023

Financial Planner

Commonwealth Bank Of Australia, CBA
01.2004 - 05.2007

Bachelor of Commerce - Finance

University of Southern Queensland

Master of Commerce - Financial Planning

Western Sydney University

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David Keenan