Francis (Frank) Filler
Gold Coast,QLD
Summary
Organised and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Strong background in understanding financial markets, financial products and risk management. Passionate about providing financial advice and helping clients reach financial goals.
Overview
4
4
years of professional experience
Work History
Constituent Manager
Australian Government – Department Of Finance
12.2023 - Current
- Provide Advice to the Hon Karen Andrews MP
- Manage inbound & outbound constituent engagement strategies (residential & commercial)
- Case Manage Complex Enquiries
- Engage with Ministerial & Shadow Ministerial Advisers to resolve Complex Enquiries
- First point of contact with Federal Gov’t Depts
- Communications authoring on behalf of the Hon Karen Andrews MP
- Research & Meeting Briefings
- Shadow in meetings & occasionally attend on behalf of the Hon Karen Andrews MP
- Deputy Emergency Manager
Electorate Constituent Officer
Australian Government – Department of Finance
11.2022 - 12.2023
- Assist in providing Advice to the Hon Karen Andrews MP
- Phone Canvassing
- Doorknocking
- Constituent Enquiry Resolution
- Event Planning, set up & co-ordination (including but not limited to):
- Australia Day & Regular Citizenship Ceremonies
- Shadow Ministerial Visits
- Photography
- Research & Meeting Briefings
Financial Adviser
Australian Retirement Trust - QSuper (QInvest)
04.2022 - 11.2022
- Provide Financial Advice to QSuper clients in the following areas (including but not limited to):
- Superannuation Product Advice
- Retirement Planning
- Insurance
- Estate Planning
- Tax Minimisation
- Contribution Strategy
- Investment Allocation
- Appointed to the position of Culture Coordinator – additional leadership role with the intended purpose of facilitating “harmonisation” between the SunSuper & QSuper Advice Teams.
Financial Adviser
Next Generation Advice
10.2021 - 04.2022
- Provide Holistic Financial Advice
- Focus on Insurance & Superannuation Investment Allocation
- 2IC for a book of approx. 200 clients
- Completion of PY Program alongside the RM
- Strategic advice on new client acquisition & operations with the business owners
Head of Paraplanning & Strategy (Wealthrite Advisory Group)
Next Generation Advice
07.2021 - 10.2021
- Develop, Implement & Maintain the Paraplanning strategy for production (including but not limited to):
- Investment, Insurance, Retirement Calculator
- Template Structure for Statement of Advice
- Train new paraplanners
- Develop, Implement & Manage an Audit Program & Overflow SoA production for Next Generation Advice Subsidiary Advice Companies
Provisional Financial Adviser
Olive Financial Markets
04.2021 - 07.2021
- 2IC for Insurance Review on Surfers Paradise Financial Planning, Camori, Ricarmo client books
Head of Client Success Management
National Super Solutions
09.2020 - 04.2021
- Manage a Team of 9 client success managers reviewing approx 4000 clients
- KPI (Referrals & Insurance appts) development & performance management
- Develop FDS and Opt-In Renewal Strategy & Process
Client Success Manager
National Super Solutions
03.2020 - 04.2021
- Consistently highest performing CSM (referral & insurance opportunity generation
Education
Master of Philosophy [Ongoing] -
Bond University
Master of Financial Management (Finance Specialisation) – 30th Anniversary Scholarship -
Bond University
Graduate Diploma of Business – 30th Anniversary Scholarship -
Bond University
Bachelor of Commerce (Economics) – Collegiate Captain Scholarship -
Bond University
Bachelor of Business (International Business) – Collegiate Captain Scholarship -
Bond University
Master of Financial Planning -
Kaplan Professional
Graduate Diploma of Financial Planning -
Kaplan Professional
Diploma of Finance & Mortgage Broking Management -
Kaplan Professional
Advanced Diploma of Financial Planning -
Monarch Institute
Diploma of Financial Planning -
Monarch Institute
SMSF Specialist Adviser Accreditation (not presently registered) -
SMSF Association
Master of Arts (Political and International Studies) [Ongoing] -
University of New England
References
Upon Request
Timeline
Constituent Manager
Australian Government – Department Of Finance
12.2023 - Current
Electorate Constituent Officer
Australian Government – Department of Finance
11.2022 - 12.2023
Financial Adviser
Australian Retirement Trust - QSuper (QInvest)
04.2022 - 11.2022
Financial Adviser
Next Generation Advice
10.2021 - 04.2022
Head of Paraplanning & Strategy (Wealthrite Advisory Group)
Next Generation Advice
07.2021 - 10.2021
Provisional Financial Adviser
Olive Financial Markets
04.2021 - 07.2021
Head of Client Success Management
National Super Solutions
09.2020 - 04.2021
Client Success Manager
National Super Solutions
03.2020 - 04.2021
Master of Philosophy [Ongoing] -
Bond University
Master of Financial Management (Finance Specialisation) – 30th Anniversary Scholarship -
Bond University
Graduate Diploma of Business – 30th Anniversary Scholarship -
Bond University
Bachelor of Commerce (Economics) – Collegiate Captain Scholarship -
Bond University
Bachelor of Business (International Business) – Collegiate Captain Scholarship -
Bond University
Master of Financial Planning -
Kaplan Professional
Graduate Diploma of Financial Planning -
Kaplan Professional
Diploma of Finance & Mortgage Broking Management -
Kaplan Professional
Advanced Diploma of Financial Planning -
Monarch Institute
Diploma of Financial Planning -
Monarch Institute
SMSF Specialist Adviser Accreditation (not presently registered) -
SMSF Association
Master of Arts (Political and International Studies) [Ongoing] -
University of New England
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