- Bodybuilding, I plan to enter a competition in September 2025
- Playing the trumpet (jazz)
- I enjoy helping others and giving back to the community
- Philosophy & intellectual exploration
- Economics
- Travel
Fletcher Waddell
Warragul,VIC
Summary
Solid foundational knowledge and intuition regarding financial principles with a powerful desire to learn and grow in financial planning. Understanding of financial analysis and strategic planning with ability to quickly grasp complex financial concepts. Excited about the prospect to utilise existing knowledge and problem-solving skills to help clients as a Paraplanner at RGM.
Future Certified Financial Planner with a long-term goal to integrate financial education into Australian school curriculums.
Overview
2
2
years of professional experience
Work History
Sales Representative
Island Energy
10.2024 - Current
- Relationship building & management heavy CRM usage
- End-to-end sales cycle focused on educating customers
- Constant communication with clients
- Broad client base - B2C & B2B
- Designing renewable energy solutions & driving adoption of energy systems
Owner/Operator
Daytona Property Care
02.2024 - Current
- Small team leadership
- Applied business operations knowledge
- Client relationship management
- Maintaining strong relationships with recurring clients
- Sales and marketing
Customer Service Worker
McDonald’s
03.2023 - 02.2024
- Developed strong communication, teamwork, and problem-solving skills
- Worked in a fast-paced, high-pressure, customer-focused environment
- Constant multi-tasking and time management
Education
Bachelor of Commerce - Double Major: Financial Planning & Economics
Deakin University
Burwood, VIC & Online01-2026
Financial Markets Certificate - Finance
Coursera Yale University
Online01-2024
Victorian Certificate of Education - VCE
St Paul’s Anglican Grammar School
Warragul, VIC01-2023
Skills
- Interpersonal communication skills
- Client Relations & Customer Service
- Proficient in Microsoft Office
- Familiar with XPlan & other CRMs
- Customer service
- Customer relationship building
- Sales expertise
- Strategic planning
Affiliations
- Economics Society of Australia: 2025-Present
- Deakin Commerce Society: 2024-Present
- Warragul Scout Group: 2009-2023
- Warragul Municipal Band: 2021-2022
Interests
Languages
Spanish
Timeline
Sales Representative
Island Energy
10.2024 - Current
Owner/Operator
Daytona Property Care
02.2024 - Current
Customer Service Worker
McDonald’s
03.2023 - 02.2024
Bachelor of Commerce - Double Major: Financial Planning & Economics
Deakin University
Financial Markets Certificate - Finance
Coursera Yale University
Victorian Certificate of Education - VCE
St Paul’s Anglican Grammar School
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