Gavin Whitlock
Kedron,QLD
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 16 years of success supporting client financial goals through astute investment guidance.
Overview
18
18
years of professional experience
Work History
Financial Advisor
Insight Investment & Retirement Services
Kedron, QLD
01.2008 - Current
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Facilitated client meetings with comprehensive investment strategy planning.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Promoted business to increase customer base and grow revenue.
- Provided ethical, objective and holistic financial planning advice to clients.
- Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Chairperson
Everton Park State High School - School Council
Everton Park, QLD
05.2022 - 03.2024
- Directed regular monthly business meetings of Board of Directors for decision-making on budget expenditures, strategic planning and personnel issues.
- Thoughtfully contributed to committee plans and strategic decision making.
- Monitored progress towards organizational goals and objectives and reported back to the board accordingly.
President
Everton Park State High School P&C Association
Everton Park, QLD
03.2020 - 02.2022
- Developed policies, procedures, and short-term and long-term goals for the organization.
- Collaborated with staff members to ensure operational efficiency of the organization.
- Oversaw daily administrative tasks such as payroll processing, accounts payable and receivable management.
- Managed personnel issues including recruitment, hiring, training, performance evaluation, and termination.
- Provided leadership and guidance on budgeting decisions to maximize resources available.
- Cultivated and maintained positive working relationships with employees, executives and other stakeholders.
- Maintained effective communication channels with all stakeholders involved in the organization's activities.
- Initiated projects aimed at improving customer service standards across departments.
Club Treasurer
Northside Christian Football Club
Bridgeman Downs, QLD
10.2017 - 03.2020
- Prepared bank reconciliations, reviewed general ledger accounts, and generated financial statements.
- Compiled and tracked budget information, monitored spending, and identified areas of cost savings.
- Assisted in developing annual budgets and forecasting future income and expenditures.
- Maintained financial records and prepared monthly reports for the club board.
- Generated periodic reports summarizing financial activity and providing projections for future needs.
- Contributed ideas for new initiatives or improvements to existing operations.
- Organized fundraising campaigns to support club activities and initiatives.
- Provided guidance and advice on matters related to the functioning of the club's operations.
Senior Systems Engineer
Seek
St Kilda, VIC
01.2006 - 01.2008
- Worked closely with other teams to ensure smooth operation of the overall IT infrastructure.
- Planned, implemented and integrated updated system-oriented projects.
- Liaised with clients to evaluate project needs and identify cohesive software and hardware solutions.
- Managed large-scale IT projects from conception to completion, ensuring all deadlines were met.
- Completed full-scale project plans with oversight of engineering activities and design processes.
- Coordinated with stakeholders, customers, vendors, and team members to ensure successful implementation of projects.
Education
Advanced Diploma of Financial Planning -
Kaplan Professional
01-2010
Master of Business Administration -
Charles Sturt University
01-2006
Skills
- Developing financial plans
- Client Relations
- Planning for retirement
- Managing wealth
- Estate Planning
- Investment advice
- Workforce Management
- Financial Management
- Operations Management
- Business Administration
- Budget Control
- Complex Problem-Solving
- Team Leadership
Affiliations
- Committe Member, Middlemount Milieu Body Corporate, 2017 - current
- Vice-President, Rivers Baptist Soccor Club 2009 - 2013
- Various Information Technology roles 1999 - 2006
- Sworn Member, Queensland Police Service 1987 - 1999
References
References available upon request.
Timeline
Chairperson
Everton Park State High School - School Council
05.2022 - 03.2024
President
Everton Park State High School P&C Association
03.2020 - 02.2022
Club Treasurer
Northside Christian Football Club
10.2017 - 03.2020
Financial Advisor
Insight Investment & Retirement Services
01.2008 - Current
Senior Systems Engineer
Seek
01.2006 - 01.2008
Advanced Diploma of Financial Planning -
Kaplan Professional
Master of Business Administration -
Charles Sturt University
Similar Profiles
Kimberly FrancoliniKimberly Francolini
Vice President, Key Account at PRUDENTIAL FINANCIAL (CIGNA Retirement & Investment Services Acquired April 2004)Vice President, Key Account at PRUDENTIAL FINANCIAL (CIGNA Retirement & Investment Services Acquired April 2004)
Christine KimackChristine Kimack
Director of Client Services & Operations at 360 Investment & Retirement AdvisoryDirector of Client Services & Operations at 360 Investment & Retirement Advisory
Sharquilla HowardSharquilla Howard
Program Specialist (Substance Abuse Prevention) at Insight Human ServicesProgram Specialist (Substance Abuse Prevention) at Insight Human Services