Gavin Fernando
Senior Financial Advisor
115 Creekwood Cct, Spring Mountain,Qld
Summary
Collaborative Finance professional with 20 years of expertise helping clients identify and attain their financial goals. Motivating leader with demonstrated success in competitive environments, remaining calm in high-pressure situations. Educated and friendly with proven history of delivering tailored client service while responsibly driving business growth.
Overview
14
14
years of post-secondary education
37
37
years of professional experience
Work History
Senior Financial Advisor
Hunter Wealth
Brisbane, Qld
11.2020 - Current
- Managed the review of client book revenue/servicing to AFS Licensee and regulator's standards.
- Researched and prepared strategy options for complex client scenarios.
- Attend client meetings and prepare work for paraplanning
- Review and finalise advice documents for presentation to clients
Senior Financial Advisor
Hunter Wealth
Newcastle, NSW
12.2019 - 11.2020
- Managed the review of client book revenue/servicing to AFS Licensee and regulator's standards.
- Researched and prepared strategy options for complex client scenarios.
- Attend client meetings and prepare work for paraplanning
- Review and finalise advice documents for presentation to clients
Director, Financial Services
Prosperity Advisers Group
Newcastle, NSW
01.2006 - 08.2019
- Head of the Financial Services division within the firm (division revenue $5M, 8 authorised representatives).
- Practice Principal and liaison with AFS Licensee.
- Full Board member and Group equity holder.
- Executive Board (sub committee of Full Board) member.
- Investment Committee member.
- Liaison with accounting colleagues to identify and convert new financial planning leads.
- Direct management of $700k client revenue and Principal Adviser for 120+ clients.
Financial Adviser
Prosperity Advisers Group
Newcastle, NSW
10.2002 - 12.2005
- Direct management of 150 client groups
- Liaison with accounting colleagues to identify and cultivate new financial planning leads.
- Manage client service team (including Client Services Manager and Paraplanners) to service book
- Lead strategy team on complex matters
Strategist
Financial Security / Prosperity
Newcastle, NSW
08.1998 - 10.2002
- Managed team of 5 paraplanners
- Modeled financial data for use in client advice.
- Prepared for client meetings by gathering materials, reports and preparing presentations.
- Attended training courses to further knowledge and maximize understanding of current strategies in financial planning.
- Put together detailed financial and investment plans for clients.
Bank Officer / Lending Manager
Commonwealth Bank of Australia
Sydney - Newcastle, NSW
12.1983 - 08.1998
- Teller
- Remittance clerk
- Customer Service Officer
- Assessment and recommendation of personal and home loan applications
- Assessment and decision (within delegated authority) on commercial fiance and lease applications
Education
FASEA Ethics Bridging Course - Ethics & Professionalism in Financial Advice
Kaplan Professional
Sydney, NSW 04.2020 - 08.2020
Bachelor of Commerce - Accounting
Curtin University Of Technology
Perth WA 02.1997 - 07.2004
Advance Diploma of Financial Planning - Financial Planning
Financial Planning Association
Sydney 02.2001 - 11.2004
Certificate in Financial Markets - Finance
FINSIA
Sydney 02.1992 - 11.1994
Skills
Financial planning
Strategic advice
Portfolio construction
Insurance advice
Estate Planning review and facilitation
Timeline
Senior Financial Advisor
Hunter Wealth
11.2020 - Current
FASEA Ethics Bridging Course - Ethics & Professionalism in Financial Advice
Kaplan Professional
04.2020 - 08.2020
Senior Financial Advisor
Hunter Wealth
12.2019 - 11.2020
Director, Financial Services
Prosperity Advisers Group
01.2006 - 08.2019
Financial Adviser
Prosperity Advisers Group
10.2002 - 12.2005
Advance Diploma of Financial Planning - Financial Planning
Financial Planning Association
02.2001 - 11.2004
Strategist
Financial Security / Prosperity
08.1998 - 10.2002
Bachelor of Commerce - Accounting
Curtin University Of Technology
02.1997 - 07.2004
Certificate in Financial Markets - Finance
FINSIA
02.1992 - 11.1994
Bank Officer / Lending Manager
Commonwealth Bank of Australia
12.1983 - 08.1998